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

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

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

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your Budget

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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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Ross Kirwan
Carnegie Private Wealth

6101 Carnegie Blvd, Suite 520
Charlotte, NC 28209

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Zach Kuehl
Madison Partners

1502 W Broadway Ste 301
Madison, WI 53713

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Rod Schauer
Complete Investment Advisory LLC

3211 Fiechtner Dr
Suite 6
Fargo, ND 58103

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Brian Crook
Summit Wealth Planning

439 E. Shore Drive Suite 250
Eagle, ID 83616

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Matt Trink
FORM Prosperity Wealth Advisors, LLC

1490 South Price Road Suite 105
Chandler, AZ 85286

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Jeff Kernodle
Farther Finance, LLC

2550 Meridian Blvd #200
Franklin, TN 37067

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Tips to a Million-Dollar Retirement at 50

By Financial Advisor Insights
-Jan 14th 2025

Retiring with a million dollars is an aspirational financial goal of many. It represents freedom, flexibility, and the opportunity to shape your life on your terms. Whether you

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Important Things You Should Know About Social Security

By Financial Advisor Insights
-Dec 17th 2024

The maximum Social Security benefit for someone retiring at full retirement age in 2024 is $3,822 per month, which will increase to $4,018 per month, or more than $48,000 a year

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