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  • What to do with an Inheritance

    We meet with clients of all levels of wealth and regularly with clients who have received a windfall such as an inheritance. Very often beneficiaries aren’t sure how to manage a newly introduced lump sum of money and so they come to us for advice.

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  • Cleaning Up Your 401k

    We’ve been told that we need to save for retirement even though it sounds like it is so far away and that employer retirement plans are an easy way to do it.  We can save through payroll deduction and often times the company will even match a portion of our contribution (free money!).  But what happens when you leave your job, whether it’s to retire or to start a new one?  What should you do?

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  • 8 Questions to Ask Your Advisor

    .When you hire a financial advisor, you’re entering a long-term relationship with someone who will know most everything about your financial life. Before entering into that relationship ask them these 8 questions.

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  • 3 Things that are Just as Important as Investments

    Investments are important to any retirement strategy. However, these three things cannot be ignored. In fact, cash flow management, tax strategies, and a written financial plan are just as important as the investments you’re in.

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  • 4 Ways to Save

    Looking for 4 things that you can do TODAY to influence your future retirement? Look no further than the word SAVE.

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    GenWealth Financial Advisors