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Phone 515.279.1400. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The Facts About Income Tax. Red Flags for Tax Auditors. The Ivory...

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Phone 515.279.1400. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The Facts About Income Tax. Red Flags for Tax Auditors. The Ivory...
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Home | Successful Resource Management, Ltd. | srmltd.com Reviews

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Phone 515.279.1400. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The Facts About Income Tax. Red Flags for Tax Auditors. The Ivory...

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The Fed and How It Got That Way | Successful Resource Management, Ltd.

http://www.srmltd.com/resource-center/investment/the-fed-and-how-it-got-that-way

Phone 515.279.1400. The Fed and How It Got That Way. Here is a quick history of the Federal Reserve and an overview of what it does. The Rule of 72. Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out. Don’t Be Your Own Worst Enemy. Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of. 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan.

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Tax | Successful Resource Management, Ltd.

http://www.srmltd.com/resource-center/tax

Phone 515.279.1400. 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. Making Your Tax Bracket Work. Have you explored all your options when it comes to managing your taxable income? Learn more about taxes, tax-favored investing, and tax strategies. Tax D...

3

Insurance | Successful Resource Management, Ltd.

http://www.srmltd.com/resource-center/insurance

Phone 515.279.1400. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? The chances of needing long-term care, its cost, and strategies for covering that cost. How to help d...

4

Investment | Successful Resource Management, Ltd.

http://www.srmltd.com/resource-center/investment

Phone 515.279.1400. 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. The Rule of 72. Do you know how long it may take for your investments to double in value? Understanding so...

5

Estate | Successful Resource Management, Ltd.

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

Phone 515.279.1400. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Exit Strategies of the Rich and Famous. Principles of Preserving Wealth. When Do You Need a Will? Here are three tips.

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Home | Successful Resource Management, Ltd.

Phone 515.279.1400. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The Facts About Income Tax. Red Flags for Tax Auditors. The Ivory...

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