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Sweeten Wealth Management - Investing for the long termSweeten Wealth Management | Common Sense Investing for the Long Term

SweetenWM offers comprehensive financial planning and wealth management. We will change the way you look at investing using our common sense approach.

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Vicki Sweeten

406 Mis●●●●●●● Street

Vi●●ta , California, 92083

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Vicki Sweeten

406 Mis●●●●●●● Street

Vi●●ta , California, 92083

United States

(760)●●●●●-5286
vi●●●●●●●●●●●@Bankofamerica.com

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Vicki Sweeten

406 Mis●●●●●●● Street

Vi●●ta , California, 92083

United States

(760)●●●●●-5286
vi●●●●●●●●●●●@Bankofamerica.com

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Sweeten Wealth Management - Investing for the long termSweeten Wealth Management | Common Sense Investing for the Long Term | sweetenwm.com Reviews

https://sweetenwm.com

SweetenWM offers comprehensive financial planning and wealth management. We will change the way you look at investing using our common sense approach.

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The benefits of working with Sweeten Wealth Management | Sweeten Wealth Management

http://sweetenwm.com/the-sweeten-advantage/top-10-benefits

The Financial Planning Process. Videos, Seminars & Webinars. Changing the way you feel about your investments. Top Ten Reasons Sweeten Wealth Management (SWM) Benefits You:. Is all about YOU. We provide you with CLARITY to your objectives, INSIGHT to your financial goals and we build a PARTNERSHIP with you as life evolves. We are Client Centered. We focus on Comprehensive Financial Planning. We are a DFA Approved Advisor. Dimensional Funds Advisors (DFA) is offered through a select group of Fee-Based adv...

2

Code of Ethics - Sweeten Wealth Management | Sweeten Wealth Management

http://sweetenwm.com/the-sweeten-advantage/code-of-ethics

The Financial Planning Process. Videos, Seminars & Webinars. Sweeten Wealth Management’s commitment is to help clients pursue their life goals and always put the clients’ best interests first. We follow the code of ethics of both the CFP. And Financial Planning Association:. Principle 1 Integrity: Provide professional services with integrity. Principle 2 Objectivity: Provide professional services objectively. Competence means attaining and maintaining an adequate level of knowledge and skill, and applica...

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Investment Webinars, Seminars, and Videos. | Sweeten Wealth Management

http://sweetenwm.com/get-informed/videos

The Financial Planning Process. Videos, Seminars & Webinars. Videos, Seminars & Webinars. Please visit our Sweeten Wealth Management YouTube Channel. To see our collection of informative videos. View upcoming Seminars and Webinars on our Sweeten Wealth Management Facebook page. And like us while you are there. Videos, Seminars and Webinars. 2016 Sweeten Wealth Management. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA.

4

Wealth Management - Sweeten Wealth Management | Sweeten Wealth Management

http://sweetenwm.com/our-services/wealth-management

The Financial Planning Process. Videos, Seminars & Webinars. Sweeten Wealth Management provides comprehensive financing planning, insurance and investment management services for individuals, families and businesses. We believe the key ingredients to investment success are:. Minimize taxes and turnover. Develop a custom plan based on your retirement goals. Implement your investment strategy using efficiently built portfolios, global diversification and low cost funds. 2016 Sweeten Wealth Management.

5

Business Retirement Plans | Sweeten Wealth Management

http://sweetenwm.com/our-services/business-retirement-plans

The Financial Planning Process. Videos, Seminars & Webinars. Retirement Planning Services for Your Business. Sweeten Wealth Management (SWM) will review your goals and objectives to determine the plan suited for your business needs. Some of your options:. Simplified Employee Pension (SEP) IRA. We provide a cost effective retirement platform, full fee transparency and assistance with custom plan design. SWM conducts the required ongoing education to help your participants become educated investors.

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Sweeten Wealth Management | Common Sense Investing for the Long Term | Page 2

https://sweetenwmblog.com/page/2

Common Sense Investing for the Long Term. April 6, 2016. The Roth Individual Retirement Account. A Roth IRA allows you to avoid future taxation of your retirement funds by making nondeductible contributions now. Contributions for the 2015 tax year can be made any time beginning January 1, 2015, up to and including April 15, 2016. Rules of the Roth IRA. Following is a partial summary of the rules for Roth IRAs. Contributions to a Roth IRA are nondeductible. Qualified distributions are tax free. If you hav...

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Working with a Financial Professional | Sweeten Wealth Management

https://sweetenwmblog.com/2015/05/28/working-with-a-financial-professional

Common Sense Investing for the Long Term. Working with a Financial Professional. May 28, 2015. Proper long-term financial planning requires time, skill, discipline, and confidence a combination that many individuals may lack. It’s understandable that so many individuals are reluctant to take on the responsibility of researching and implementing their own investment programs. If you find yourself in this situation, it may make sense to consider working with a financial professional. Having a tax-efficient...

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Active vs. Passive Portfolio | Sweeten Wealth Management

https://sweetenwmblog.com/2015/05/22/active-vs-passive-portfolio-2

Common Sense Investing for the Long Term. Difference between passive and active. Active vs. Passive Portfolio. May 22, 2015. Each camp has strong advocates who argue that the advantages of its approach outweigh those for the opposite side. Active investing: attempting to add value. Passive investing: focusing on costs. Popular investment choices that use passive management are index funds and exchange-traded funds (ETFs). However, some actively managed ETFs are now being introduced, and index funds a...

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Who Protects Your Money. Who Protects Your Money. Personal Line of Credit. Savings and Stock Secured. CO-OP Shared Branch Locator. You are leaving the Northrop Grumman Federal Credit Union web site. Northrop Grumman Federal Credit Union is not responsible. For information on or experiences you may have with. Other web sites linked from the. Northrop Grumman Federal Credit Union web site. Click here to go BALANCE. You are leaving the Northrop Grumman Federal Credit Union web site. Click here for the NGFCU...

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Who Protects Your Money. Who Protects Your Money. Personal Line of Credit. Savings and Stock Secured. CO-OP Shared Branch Locator. You are leaving the Northrop Grumman Federal Credit Union web site. Northrop Grumman Federal Credit Union is not responsible. For information on or experiences you may have with. Other web sites linked from the. Northrop Grumman Federal Credit Union web site. Click here to go BALANCE. You are leaving the Northrop Grumman Federal Credit Union web site. Click here for the NGFCU...

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Who Protects Your Money. Who Protects Your Money. Personal Line of Credit. Savings and Stock Secured. CO-OP Shared Branch Locator. You are leaving the Northrop Grumman Federal Credit Union web site. Northrop Grumman Federal Credit Union is not responsible. For information on or experiences you may have with. Other web sites linked from the. Northrop Grumman Federal Credit Union web site. Click here to go BALANCE. You are leaving the Northrop Grumman Federal Credit Union web site. Click here for the NGFCU...

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Who Protects Your Money. Who Protects Your Money. Personal Line of Credit. Savings and Stock Secured. CO-OP Shared Branch Locator. You are leaving the Northrop Grumman Federal Credit Union web site. Northrop Grumman Federal Credit Union is not responsible. For information on or experiences you may have with. Other web sites linked from the. Northrop Grumman Federal Credit Union web site. Click here to go BALANCE. You are leaving the Northrop Grumman Federal Credit Union web site. Click here for the NGFCU...

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Who Protects Your Money. Who Protects Your Money. Personal Line of Credit. Savings and Stock Secured. CO-OP Shared Branch Locator. You are leaving the Northrop Grumman Federal Credit Union web site. Northrop Grumman Federal Credit Union is not responsible. For information on or experiences you may have with. Other web sites linked from the. Northrop Grumman Federal Credit Union web site. Click here to go BALANCE. You are leaving the Northrop Grumman Federal Credit Union web site. Click here for the NGFCU...

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Who Protects Your Money. Who Protects Your Money. Personal Line of Credit. Savings and Stock Secured. CO-OP Shared Branch Locator. You are leaving the Northrop Grumman Federal Credit Union web site. Northrop Grumman Federal Credit Union is not responsible. For information on or experiences you may have with. Other web sites linked from the. Northrop Grumman Federal Credit Union web site. Click here to go BALANCE. You are leaving the Northrop Grumman Federal Credit Union web site. Click here for the NGFCU...

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Sweeten Wealth Management - Investing for the long termSweeten Wealth Management | Common Sense Investing for the Long Term

The Financial Planning Process. Videos, Seminars & Webinars. Common Sense Investing for the Long Term. Need Help Making Sense of it All? SWM focuses on common sense investing for the long term. We utilize an independent fee-based planning approach to alleviate any conflicts of interest. We use passively managed mutual funds based on years of Nobel Prize winning academic research. View Full Philosophy ». Our Code of Ethics ». The Top 10 Reasons SWM Benefits You. Choosing the Right Solution for You.

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Sweeten Wealth Management | Common Sense Investing for the Long Term

Common Sense Investing for the Long Term. May 15, 2013. Sweeten Wealth Management Core Beliefs. July 22, 2015. Proper Financial Planning: Critical for Women. A key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more than men. The current life expectancy of a female at birth is almost 81 years, compared with 75 years for a male. In addition, time off from work may affect Social Security benefits becaus...

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