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Pullbacks, Corrections, and Bear Markets

Submitted by Financial Advisors in Norristown & Pottstown PA on April 21st, 2020

Pullbacks, Corrections, and Bear Markets
What’s the difference? What do these terms mean for you?

Provided by Jeffrey Bush, MBA, CLU, ChFC and Steven Jablonski, CFP, ChFC

The SECURE Act

Submitted by Financial Advisors in Norristown & Pottstown PA on January 7th, 2020

The SECURE Act

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.

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?

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?

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.

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.

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Little Things That May Help Your Retirement Saving
Submitted by Financial Advisors in Norristown & Pottstown PA on February 24th, 2017

Little Things That May Help Your Retirement Saving

Over time, these seemingly small factors could make a major difference.

Provided by Jeffrey Bush, MBA, CLU, CHFC

Saving for retirement takes decades and demands t

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#Retirement #FinancialPlanning

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Funding 35-40 Years of Retirement
Submitted by Financial Advisors in Norristown & Pottstown PA on October 28th, 2016

Funding 35-40 Years of Retirement

If you live to 100, can you avoid outliving your money?

Provided by Jeffrey Bush, MBA, CLU, ChFC

Will you live to 100?<

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What Expenses Could Change When You Retire?
Submitted by Financial Advisors in Norristown & Pottstown PA on October 18th, 2016

What Expenses Could Change When You Retire?

Some costs could rise, fall or even disappear.

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

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#Retirement #FinancialPlanning

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2570 Boulevard of the Generals Ste. 223
Norristown, PA 19403

Tel: (610) 630-4495

Fax: (610) 630-3891

info@informedfamily.com

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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