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  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
stay-the-course
by Matt Ward
Financial Planning
compound interest investing stay the course
May 16, 2019
116 likes

Investing – Staying The Course

Investing – Staying The Course I stumbled across an excerpt written by a highly respected investment professional. Take a look: “There are many financial concepts we can apply metaphorically to our pe

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compound-interest
by Matt Ward
Financial Planning
May 15, 2019
94 likes

The Magic of Compounding Interest

  The Magic of Compounding Interest is rewarded to the patient, disciplined investors. Take the above chart from benzinga.com that shows when an individual invests $5,000 per year for 10 years, a

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solo401k-and-sep-1
by Matt Ward
Financial Planning
SEP IRA solo 401k
May 13, 2019
83 likes

The SEP IRA or Solo 401K – Which Should You Choose?

The SEP IRA or Solo 401K – Which Should You Choose? Executive Summary: A common question many people face is whether they should set up the SEP IRA or Solo 401K if they are a 1 person firm. One must d

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traditional-vs-roth-ira
by Matt Ward
Financial Planning
May 6, 2019
70 likes

Traditional or Roth IRA – Which Should You Use?

Many individuals ask which is better, the Traditional IRA or Roth IRA. The answer to this debate is: it depends. There are 5 important considerations when choosing between the Traditional IRA and Roth

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1140-roth-401k-ira-eggs.imgcache.revc8a0006bd7d4a44d0d8e7c40c922dc0b
by Matt Ward
Financial Planning
401 401k ira retired rollover
December 19, 2018
127 likes

Why Rolling Over Your 401(K) After Leaving The Job Is A Good Move

Why Rolling Over Your 401(K) After Leaving The Job May Be A Good Move Have you left a company that offered 401(k) benefits? Read this article for some key considerations after you leave a job. And mak

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self-employed-business-wealth
by admin
Financial Planning
December 19, 2018
96 likes

Self Employed? You Can Make $1 Million In 10 Years

Self Employed? You Can Make $1 Million In 10 Years (Or $3.8 Million in 20) Are you self-employed and taking a salary in excess of $146,000? What if I told you it was possible to have $1,000,000 in jus

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Last Will And Testament
by admin
Financial Planning
December 9, 2018
87 likes

Leaving an IRA to a Loved One? How to Avoid a Tax Bomb.

Leaving an IRA to a Loved One? How to Avoid a Tax Bomb. Make Sure to Consult a Tax/Financial Professional for Your Inherited IRA.   Naming a trust as a beneficiary of your retirement account can

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