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Edmond, OK 73034. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. What does your home really cost? What does your home really cost? Making Your Tax Bracket Work.

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Home | Romano Wealth Management | romano-wealth.com Reviews

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Edmond, OK 73034. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. What does your home really cost? What does your home really cost? Making Your Tax Bracket Work.

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The ABCs of Zero Coupon Bonds | Romano Wealth Management

http://www.romano-wealth.com/resource-center/investment/the-abcs-of-zero-coupon-bonds

Edmond, OK 73034. The ABCs of Zero Coupon Bonds. At first blush, the idea of a bond that doesn’t pay interest seems oxymoronic. After all, isn’t a bond a debt instrument that pays periodic interest and repays the principal at maturity? Zero coupon bonds are indeed debt instruments but are issued at a discount to their face value, make no interest payments, and pay their face value at time of maturity. How Does It Work? Zero coupon bonds are subject to an unusual taxation in which the receipt of interest ...

2

Investment | Romano Wealth Management

http://www.romano-wealth.com/resource-center/investment

Edmond, OK 73034. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Should You Invest in Exchange Traded Funds? 5 Smart Investing Principles. The ABCs of Zero Coupon Bonds.

3

Glossary | Romano Wealth Management

http://www.romano-wealth.com/tools/glossary

Edmond, OK 73034. 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 lower initial interest ...

4

Account View

http://www.romano-wealth.com/p/account-view

Edmond, OK 73034. For Account View Video. SmartVestor Pros are committed to educating and empowering you to help you achieve your long-term investing goals. SmartVestor Pros will help you build wealth by investing for the long-term. Fast, Friendly Service. SmartVestor Pros commit to giving you a fast response, often within 24 hours. More Choices, More Options. Check the background of your financial professional on FINRA's BrokerCheck. Residents of the following states: OK, TX, KS, MO, GA, MS, CA, IN.

5

Tax | Romano Wealth Management

http://www.romano-wealth.com/resource-center/tax

Edmond, OK 73034. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Learn more about taxes, tax-favored investing, and tax strategies. Every year ...

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Home | Romano Wealth Management

Edmond, OK 73034. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. What does your home really cost? What does your home really cost? Making Your Tax Bracket Work.

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