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15600 San Pedro Avenue. San Antonio, TX 78232. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Suddenly Single: 3 Steps to Take Now. How to Make the Tax Code Work for You. Emotional biases can...

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15600●●●●●Pedro

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Thomas L Davila

15600●●●●●Pedro

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th●●●●●●●●●●●@lpl.com

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Thomas L Davila

15600●●●●●Pedro

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15600 San Pedro Avenue. San Antonio, TX 78232. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Suddenly Single: 3 Steps to Take Now. How to Make the Tax Code Work for You. Emotional biases can...

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Home | Revolution Wealth Management | revwm.com Reviews

https://revwm.com

15600 San Pedro Avenue. San Antonio, TX 78232. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Suddenly Single: 3 Steps to Take Now. How to Make the Tax Code Work for You. Emotional biases can...

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Resources | Revolution Wealth Management

http://www.revwm.com/resource-center

85 NE Loop 410. San Antonio, TX 78216. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. 85 NE Loop 410.

2

Tools | Revolution Wealth Management

http://www.revwm.com/tools

85 NE Loop 410. San Antonio, TX 78216. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Check the background of your financial professional on FINRA's BrokerCheck. Securities and advisory services offered through LPL Financial.

3

Glossary | Revolution Wealth Management

http://www.revwm.com/tools/glossary

85 NE Loop 410. San Antonio, TX 78216. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lo...

4

Lifestyle | Revolution Wealth Management

http://www.revwm.com/resource-center/lifestyle

85 NE Loop 410. San Antonio, TX 78216. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. Using smart management to get more of what you want and free up assets to invest.

5

Estate Management 101 | Revolution Wealth Management

http://www.revwm.com/resource-center/estate/estate-management-101

85 NE Loop 410. San Antonio, TX 78216. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Probate can be a completely public process, or it can be managed to include as little information as possible. Principles of Preserving Wealth. How federal estate taxes work, plus estate management documents and tactics.

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Home | Revolution Wealth Management

15600 San Pedro Avenue. San Antonio, TX 78232. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Suddenly Single: 3 Steps to Take Now. How to Make the Tax Code Work for You. Emotional biases can...

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