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The Advisor you've been looking for

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.

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Retirement

 
 

Tax

 
 

Insurance

 

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Test Your Estate Strategy Knowledge

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What Is the Dividend Yield?

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Historical Inflation

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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Investment Strategies for Retirement

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A Bucket Plan to Go with Your Bucket List

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Retirement Redefined

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Ready for Retirement?

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Inflation and Your Portfolio

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