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William Small Wealth Management. 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. Our site is filled with educational videos, articles...

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William Small Wealth Management. 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. Our site is filled with educational videos, articles...

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Home | William Small Wealth Management | williamsmallwealthmanagement.com Reviews

https://williamsmallwealthmanagement.com

William Small Wealth Management. 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. Our site is filled with educational videos, articles...

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Products & Services

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William Small Wealth Management. We provide assistance in the following areas:. 3610 South Ocean Blvd. FINRA series 6, 7, 24, 26, 63, and 65. Check the background of your financial professional on FINRA's BrokerCheck. One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA.

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What Is an Annuity? | William Small Wealth Management

http://www.williamsmallwealthmanagement.com/resource-center/retirement/what-is-an-annuity

William Small Wealth Management. What Is an Annuity? Still Selling Strong. In 2015, investors purchased $236.7 billion in annuity contracts. Most of this capital—$133 billion—went into variable annuities. Source: LIMRA, 2016. Individuals hold more than $2.0 trillion in annuity contracts; a tidy sum considering an estimated $7.4 trillion is held in all types of IRAs. There are two main types of annuities. Variable annuities offer the possibility to allocate premiums between various subaccounts. This g...

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Tax | William Small Wealth Management

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

William Small Wealth Management. 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. Have A Question About This Topic? The Facts About Income Tax.

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Insurance | William Small Wealth Management

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

William Small Wealth Management. 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? Protecting Those Who Matter Most. Have A Question About This Topic? The Other Sure Thing. Creating an invent...

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The Fed and How It Got That Way | William Small Wealth Management

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

William Small Wealth Management. The Fed and How It Got That Way. Here is a quick history of the Federal Reserve and an overview of what it does. Have A Question About This Topic? Jane Bond: Scaling the Ladder. Agent Jane Bond is on the case, uncovering the mystery of bond laddering. Best Performing Asset Classes. Bonds may outperform stocks one year only to have stocks rebound the next. 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan.

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Financial Planning | Schuylkill Referral Network

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Bed & Breakfast. Health Insurance / Employee Benefits. You are here: Home. William J. Small LUTCF. William J. Small LUTCF. We receive referrals from many of our clients. Our firm builds relationships. We help them in many different ways, seven days a week. It depends on those clients unique needs. We do charity work in the Hazleton Pennsylvania area and sometimes in areas in which our clients are located. It’s a good feeling to do charity work. A person whose spouse dies is entitled to the difference bet...

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Home | William Small Wealth Management

William Small Wealth Management. 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. Our site is filled with educational videos, articles...

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