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Plan for
Retirement

Manage your income and images to meet your retirement goals.

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Plan for
your Family

Put away money for your grandkids education, a new home, or that dream vacation.

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Investment
Planning

Plan for a better future by investing your money in the right financial products/plans.

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Save
Taxes

Manage your taxes with proper planning to save more money for your future needs.

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Set up an
Emergency Fund

Create a safety net to prepare for emergency expenses such as a major illness or home repairs.

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Manage
your Budget

Ensure you have enough money to take care of any liabilities or future expenses that you may incur.

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Planners Spotlight

All Financial Advisors listed are vetted and fee-only or fee-based professionals.
They offer a FREE initial consultation.

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Chris Risher
Revolutionary Financial Group

11803 Brinley Avenue
Louisville, KY 40243

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Geoffrey Hemenway
Hemenway Financial Services

5310 S 139th Plz Ste 301
Omaha, NE 68137

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Zach Kuehl
Madison Partners

1502 W Broadway Ste 301
Madison, WI 53713

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Geoffrey Hemenway
Hemenway Financial Services

45-621 Halekou Rd
Kaneohe, HI 96744

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David Conley
Masters Financial Group

106 E. Butler Rd
Suite A
Mauldin, SC 29662

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Jacob Rice
Jacob Rice - Northwestern Mutual

333 N Greene St Ste 400
Greensboro, NC 27401

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First Year of Retirement Reality Checks and How to Plan Ahead

By Financial Advisor Insights
-Oct 9th 2024

The first year of retirement can feel like a rollercoaster, full of ups and downs as you transition into this new phase of life. It can bring with it significant changes, and it

...
Read more
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Financial Stress, Its Impact, and Ways to Manage It

By Financial Advisor Insights
-Sep 26th 2024

A recent survey found that 5% of Americans consider finances their biggest source of stress and nearly 47% say that 2024 has been the most financially stressful year of their li

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Read more