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401 East State Street, Suite 304 Ithaca, New York 14850 (607) 272-1990 . 160; . The Living Balance Sheet. 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. Our site is filled...

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401 East State Street, Suite 304 Ithaca, New York 14850 (607) 272-1990 . 160; . The Living Balance Sheet. 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. Our site is filled...

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Home | Wholistic Wealth | wholisticwealth.com Reviews

https://wholisticwealth.com

401 East State Street, Suite 304 Ithaca, New York 14850 (607) 272-1990 . 160; . The Living Balance Sheet. 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. Our site is filled...

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wholisticwealth.com

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Lifestyle | Wholistic Wealth

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

401 East State Street, Suite 400 Ithaca, New York 14850 (607) 272-1990 . 160; . The Living Balance Sheet. 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.”. Suddenly Single: 3 Steps to Take Now. Have you found yourself suddenly single? Prepar...

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Strategies | Wholistic Wealth

http://www.wholisticwealth.com/p/strategies

401 East State Street, Suite 400 Ithaca, New York 14850 (607) 272-1990 . 160; . The Living Balance Sheet. Our firm is committed to providing the most comprehensive financial strategies for you, your family and your business. Group Short Term and Long Term Disability. Pension Design and Administration. Supplemental Life and Disability Income Protection. Life and Disability Income Protection. Long Term Care Insurance. Sign up for my Newsletter. PAS), member FINRA.

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Insurance | Wholistic Wealth

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

401 East State Street, Suite 400 Ithaca, New York 14850 (607) 272-1990 . 160; . The Living Balance Sheet. 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. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? Loss ...

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Estate | Wholistic Wealth

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

401 East State Street, Suite 400 Ithaca, New York 14850 (607) 272-1990 . 160; . The Living Balance Sheet. When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. 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. The right executo...

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The Living Balance Sheet® | Wholistic Wealth

http://www.wholisticwealth.com/p/the-living-balance-sheet

401 East State Street, Suite 400 Ithaca, New York 14850 (607) 272-1990 . 160; . The Living Balance Sheet. The Living Balance Sheet. What if you could work with a professional who took a completely different approach to money management? Who used revolutionary web technology to help you with budgeting, protecting what’s important, and achieving financial balance? 160; What would that mean to you, your family, your business? Sign up for my Newsletter. PAS), member FINRA.

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estateplanningcouncil.org

Estate Planning Council - Membership

http://www.estateplanningcouncil.org/membership.cfm

Membership is open to area professionals who have an interest in participating in a forum for continuing education, fellowship with other advisors and serving the best interest of our clients. If you are interested in joining the local association and are currently practicing in one of the professional occupations listed in our member directory below, then we welcome your application for membership. See the downloadable application form on this page. CLU, Financial Planner. 202 E State St., Suite 406.

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wholisticwealth.com

Home | Wholistic Wealth

401 East State Street, Suite 304 Ithaca, New York 14850 (607) 272-1990 . 160; . The Living Balance Sheet. 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. Our site is filled...

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