Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. On this episode, we’re going to give you five different…
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At this time of year, you can find football on TV almost every night of the week. Many of our clients are cheering on the Bucs each week along with the entire city as we hope for another championship season. You might not realize it but football can teach us quite a bit about financial…
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Let’s see if your tolerance for risk matches your financial plan.
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Retirement planning is an ongoing process but there are key dates where new opportunities open up and decisions have to be made. Today we’ll take you through the key birthdays in retirement planning and tell you what happens at each age.
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If you aren’t working with an advisor you could end up guessing a lot when it comes to planning for retirement. On today’s episode, we are going to break down some of retirement’s most important questions and what can go wrong if you end up guessing at them.
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When it comes to your money, you might have several different voices in your head—maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom.
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Retirement can have different meanings for different people. Today, we explore 9 interesting facts about retirement. How do these change your perception on this next phase in life?
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Retirement planning isn’t always about dollars and cents. At the end of the day, financial planning is about your values and what you want your future to look like.
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Tax consequences are one reason retirement planning can be so difficult, leaving many people confused about which accounts best fit their needs.
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What is Spiros’ financial planning philosophy? How is he helping people with their financial futures?
Read MoreThe information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Csenge Advisory Group, LLC, an SEC Registered Investment Advisor.
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