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FINANCE AND INSURANCE

While we will briefly touch on some of the topics below, our ultimate aim is directing you to resources that can provide thorough financial information that helps you make informed decisions and service providers with strong reputations to help you execute.

Savings and Retirement

  • pre v post retirement lifestyle
  • rich or wealthy?
  • how do you save? how much do you need to save? how much do you need to live after retirement?
  • over 20 years’ experience as a.

Investments products

  • pension
  • 401k
  • roth 401k
  • life insurance
  • annuities
  • stocks
  • bonds

Are homes investments?

  • buying a home
  • renting or leasing your home
  • repairing, expanding, or upgrading your home
  • buying a second home
  • renting or leasing your second home
  • repairing, expanding, or upgrading your second home
  • 1031 exchanges

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