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When investing, how important is it to diversify? Is diversification the most important factor in your investments? When planning for retirement, the financial …



https://anexceptionallifefinancial.com (317) 941-6492 When planning for retirement, many teachers ask us, what do I need to do to make sure I have the right …



Huge Retirement Planning Changes Due To Secure Act 2020 It allows you to contribute more to your 401 K. You can delay using your retirement funds. Fund a …



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Joe Anderson, CFP® and “Big Al” Clopine share strategies for catching-up with retirement savings if you’re a late starter.

Aired: 11-8-14
If you live in southern California and would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/

Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.”

Channels & show times: http://yourmoneyyourwealth.com
http://purefinancial.com

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.

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Reach out to us today for your complimentary portfolio analysis: https://francisfinancial.com/contact/.

Our relationship begins by having a conversation about what money means to you. We take a holistic approach to understanding your financial situation, so that we can craft a plan that puts you on a secure path towards your goals.

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Reach out to us to schedule your complimentary consultation today: https://francisfinancial.com/contact/.

Francis Financial, Inc. is a Boutique Wealth Management, Financial Planning and Divorce Financial Planning firm dedicated to providing affluent individuals and families personalized financial guidance.

We are a fee-only fiduciary firm, so we do not sell financial products or accept commissions, so you can expect and receive independent advice.

Our team is trained in Divorce Financial Planning matters and plays a vital role in making sure our clients sustain financial peace of mind during and after their divorce.

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When is it time to get a financial planner and how much is too much to pay a registered investment adviser? » SUBSCRIBE to Suze Orman’s YouTube Channel: …