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The Anatomy of an Index

Submitted by Financial Advisors in Norristown & Pottstown PA on February 6th, 2019
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market
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The Value of Insuring Against Life’s Risks

Submitted by Financial Advisors in Norristown & Pottstown PA on January 3rd, 2019
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Tags:
  • #Plan #RetirementPlanning #Retirement #FinancialAdvisors #InformedFamilyFinancialServices
  • #Retirement #FinancialPlanning
  • #Retirement #FinancialPlanning #Couples #Relationships
  • #Retirement #FinancialPlanning #NestEgg
  • #Will #EstatePlanning #Retirement #Assets #FinancialAdvisors #FinancialPlanning
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The Holiday Wrap-Up; A Look Back at 2018, Thus Far...

Submitted by Financial Advisors in Norristown & Pottstown PA on November 27th, 2018

A look back at 2018 thus farHoliday.jpg
Provided by Jeffrey Bush, MBA, Clu, ChFC

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The IRA and the 401 (k)

Submitted by Financial Advisors in Norristown & Pottstown PA on October 5th, 2018
The IRA and the 401(k)
Comparing their features, merits, and demerits.
 
Provided by Jeffrey Bush, MBA, Clu, ChFC
 
How do you save for retirement? Two options probably come to mind right away: the IRA and the 401(k).
Tags:
  • #DOL #Fiduciary #Investments
  • #Plan #RetirementPlanning #Retirement #FinancialAdvisors #InformedFamilyFinancialServices
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Why Do People Put Off Saving for Retirement?

Submitted by Financial Advisors in Norristown & Pottstown PA on August 24th, 2018
Why Do People Put Off Saving for Retirement?
A lack of money is but one answer.
 
Provided by Jeffrey Bush, MBA, Clu, ChFC
   
Common wisdom says that you should start s
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Beware of Lifestyle Creep

Submitted by Financial Advisors in Norristown & Pottstown PA on May 16th, 2018
Beware of Lifestyle Creep
Sometimes more money can mean more problems.
 
Provided by Jeffrey E.
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Tax Efficiency in Retirement

Submitted by Financial Advisors in Norristown & Pottstown PA on April 6th, 2018
Tax Efficiency in Retirement
How much attention do you pay to this factor?
 
Provided by Jeffrey E. Bush, MBA, CLU, ChFC
   
Will you pay higher taxes in retirement?
Tags:
  • #Retirement #FinancialPlanning
  • #SocialSecurity #Taxes
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Tax Efficiency in Retirement

Submitted by Financial Advisors in Norristown & Pottstown PA on April 6th, 2018
Tax Efficiency in Retirement
How much attention do you pay to this factor?
 
Provided by Jeffrey E. Bush, MBA, CLU, ChFC
   
Will you pay higher taxes in retirement?
Tags:
  • #Retirement #FinancialPlanning
  • #SocialSecurity #Taxes
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Try the Bucket Approach

Submitted by Financial Advisors in Norristown & Pottstown PA on February 9th, 2018
Try the Bucket Approach
Constructing a portfolio this way may help you ride through a bear market in retirement.
 
Provided by Jeffrey E.
Tags:
  • #Plan #RetirementPlanning #Retirement #FinancialAdvisors #InformedFamilyFinancialServices
  • #Retirement #FinancialPlanning
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The Retirement Mindgame

Submitted by Financial Advisors in Norristown & Pottstown PA on February 2nd, 2018

The Retirement Mindgame

Your outlook may influence your financial outcome.

 

Provided by Jeffrey E. Bush, MBA, CLU, ChFC

 

Tags:
  • #Plan #RetirementPlanning #Retirement #FinancialAdvisors #InformedFamilyFinancialServices
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Jeff Bush, Barry Waronker, and Steve Jablonski are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Informed Family Financial Services, Inc. is not affiliated with USA Financial Securities.

Jeff Bush, Barry Waronker, and Steven Jablonki are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: (Jeff: CA, CO, DE, FL, MA, MD, NJ, PA, VA) (Barry:CA, PA)(Steven: NY, PA) For investment advisory services these states include: (Jeff: CA, CO, DE, FL, NJ, PA, SC, VA) (Barry: PA) (Steven: PA)Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. 

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