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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
  • Read more

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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Why You Should Stay Invested Through Tense Times

Submitted by Financial Advisors in Norristown & Pottstown PA on August 24th, 2017
Why You Should Stay Invested Through Tense Times
Crisis pass, and markets eventually regain equilibrium.
 
Provided by Jeffrey Bush, MBA, CLU, ChFC
 
We have seen some uneasy times lately.
Tags:
  • #Retirement #FinancialPlanning
  • #StockMarket
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Weekly Economic Update for August 13, 2017

Submitted by Financial Advisors in Norristown & Pottstown PA on August 15th, 2017

­Jeffrey Bush, MBA, CLU, ChFC Presents:

 

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Medicare Enrollment Options for 2017-18

Submitted by Financial Advisors in Norristown & Pottstown PA on August 3rd, 2017
Medicare Enrollment Options for 2017-18
A summary of what you need to know.
 
Provided by Jeffrey Bush, MBA, CLU, ChFC
  
Key Medicare enrollment periods are approaching.
Tags:
  • #Medicare #Enrollment #RetirementPlanning
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Getting (Mentally) Ready to Retire

Submitted by Financial Advisors in Norristown & Pottstown PA on July 28th, 2017
Getting (Mentally) Ready to Retire
Even those who have saved millions must prepare for a lifestyle adjustment.
 
Provided by Jeffrey Bush, MBA, CLU, ChFC
 
A successful retirement
Tags:
  • #Retirement #FinancialPlanning #NestEgg
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What You Need to Know About the Fiduciary Rule

Submitted by Financial Advisors in Norristown & Pottstown PA on June 29th, 2017
What You Need to Know About the Fiduciary Rule
A quick look at the changes coming for retirement accounts.
 
Provided by Jeffrey Bush, MBA, CLU, CHFC
 
Rules are changing concerning investment pro
Tags:
  • #DOL #Fiduciary #Investments
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Insurance and Investments

Submitted by Financial Advisors in Norristown & Pottstown PA on May 12th, 2017
Insurance and Investments
A good financial strategy is not just about “making money;” it is also about protection.
 
Provided by Jeffrey Bush, MB, CLU, ChFC
 
Some people mistake inves
Tags:
  • #RetirementPlanning #FinancialAdvisors #ProtectingYourAssets
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Jeff Bush 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 and Steven Jablonski 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) and (Steven: NY; PA). For investment advisory services these states include: (Jeff: CA; CO; DE; FL; NC; NJ; PA; SC; VA) and (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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