A Different Approach to Personal Investing
If you were an investor in 2001 or 2008 you know how stressful investing can be. You may have wanted to sell your investments only to have your advisor tell you to just hold everything, as the markets fell day after day after day. Wouldn’t you have felt relieved to find an advisor who would have called you to tell you they had taken you out of stocks in the earlier days of those gut-wrenching times? That’s what I focus on at Mossman Financial Solutions, LLC. I am the advisor you’ve been looking for.View My Investing Philosophy
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This calculator can help you estimate how much you may need to save for retirement.
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Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
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There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
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In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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