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Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Understanding Today’s Financial Environment. Tips for Findin...

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Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Understanding Today’s Financial Environment. Tips for Findin...

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Home | LPL Financial | investmyportfolio.com Reviews

https://investmyportfolio.com

Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Understanding Today’s Financial Environment. Tips for Findin...

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The Fed and How It Got That Way

http://www.investmyportfolio.com/resource-center/investment/the-fed-and-how-it-got-that-way

The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Have A Question About This Topic? The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Investing with Your Heart. For some, the social impact of investing is just as important as the return, perhaps more important. 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan.

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Products and Services

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We provide assistance in the following areas:. Long Term Care Insurance. State Tax Return Preparation. Representation Before the IRS. Individual Tax Preparation and Planning. Business Start Up, Counsel and Corporate Taxes. Small Business Accounting Services. IRS and State Tax Audits. Income, Gift and Estate Tax Returns. Check the background of your financial professional on FINRA's BrokerCheck. Securities and Advisory services offered through LPL Financial.

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Tax Resources

http://www.investmyportfolio.com/tools/tax-resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. Securities and Advisory services offered through LPL Financial.

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Retirement

http://www.investmyportfolio.com/resource-center/retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Should You Tap Retirement Savings to Fund College? Three things to consider before dipping into retirement savings to pay for college. Should You Ever Retire?

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Team

http://www.investmyportfolio.com/team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Branch Manager / Financial Planner. Click to read more. Click to read more. Check the background of your financial professional on FINRA's BrokerCheck.

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Home | LPL Financial

Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Understanding Today’s Financial Environment. Tips for Findin...

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