Indexed annuities are insurance products, not securities.
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Plan recordkeepers and their fee structures vary widely. An independent adviser can translate the fine print.
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Patience is an asset that pays off over the long term. Follow these three tips for creating a sound investment plan.
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If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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A new federal law presents more retirement planning opportunities for veterinary practices and team members.
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Create positive momentum for your money and assets by setting deadlines and tying up loose ends.
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Good habits and sound decisions are essential in practice ownership and personal finance.
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Investors who allow their emotions to guide their investment decisions often end up on the wrong financial path.
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Don’t allow world events to cloud your approach to saving for retirement. To paraphrase Warren Buffett, impatient investors fund the patient ones.
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Your practice’s employee retirement plan might need a couple of tweaks to go from average to outstanding.
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