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Samuel W. Jones, CFP. What Smart Investors Know. Smart investors take the time to separate emotion from fact. Learn More. Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Learn More. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Learn More. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Learn More. Our sit...

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Samuel W. Jones, CFP. What Smart Investors Know. Smart investors take the time to separate emotion from fact. Learn More. Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Learn More. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Learn More. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Learn More. Our sit...

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Home | Samuel W. Jones, CFP® | samuelwjones.com Reviews

https://samuelwjones.com

Samuel W. Jones, CFP. What Smart Investors Know. Smart investors take the time to separate emotion from fact. Learn More. Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Learn More. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Learn More. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Learn More. Our sit...

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samuelwjones.com

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Resource Center | Samuel W. Jones, CFP®

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

The data below reflects close 2 days ago. INX, OEX, IXIC, TNX. Market data provided by xignite. 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. Managing your money involves more than simply making and following a budget. Samuel W. J...

2

Retiring the 4% Rule | Samuel W. Jones, CFP®

http://www.samuelwjones.com/resource-center/retirement/retiring-the-4-percent-rule

The data below reflects close 2 days ago. INX, OEX, IXIC, TNX. Market data provided by xignite. Have A Question About This Topic? Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Social Security: Five Facts You Need to Know. Investment Strategies for Retirement. A number of questio...

3

A Bucket Plan to Go with Your Bucket List | Samuel W. Jones, CFP®

http://www.samuelwjones.com/resource-center/retirement/a-bucket-plan

The data below reflects close 2 days ago. INX, OEX, IXIC, TNX. Market data provided by xignite. Have A Question About This Topic? A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Traditional vs. Roth IRA. One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans. Invest...

4

Estate | Samuel W. Jones, CFP®

http://www.samuelwjones.com/resource-center/estate

The data below reflects close 2 days ago. INX, OEX, IXIC, TNX. Market data provided by xignite. Have A Question About This Topic? Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Principles of Preserving Wealth. How federal estate taxes work, plus estate management documents and tactics. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Do You Feel Lucky? There are a n...

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Tax Resources | Samuel W. Jones, CFP®

http://www.samuelwjones.com/tools/tax-resources

The data below reflects close 2 days ago. INX, OEX, IXIC, TNX. Market data provided by xignite. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Do You Feel Lucky? What Do Your Taxes Pay For? The Facts About Income Tax.

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samuelwjones.com

Home | Samuel W. Jones, CFP®

Samuel W. Jones, CFP. What Smart Investors Know. Smart investors take the time to separate emotion from fact. Learn More. Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Learn More. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Learn More. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Learn More. Our sit...

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