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Financial Planning

Serenity Financial Planning

Millions of people bury their head in the sand when it comes to their finances. 25% of people have trouble sleeping because of their finances. Discover a life that is richly yours. Get a clear vision of your future. Don’t just survive but live life to the full. Giving you peace of mind around your…

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Are You Able To Pay The Tax On Conversion?

financial planning Financial planning is not something that happens some of the time. There are however some times that financial planning can be timely. Now is a perfect time to become acquainted with the advantages and downsides of changing a normal IRA to a Roth IRA. Consider these main considerations to establish if this plan…

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Is Your Financial Planner Going To Pay Your Long Term Care Bills?

I always like to ask my clients, “Will your financial planner be willing to pay your long term care bills, will they have access to good quality Home Health Care Providers?” Many lawyers and advisors are now reluctant to recommend against Long Term Care Insurance for fear of law suits later on, from children, when…

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Build Up Your Daily Wealth to Achieve Financial Freedom

Are you weighed down by debt and mortgage and overdue payments? Are you going through your own personal financial crisis? Are you looking to achieve financial freedom? You’re not alone. Many of us, especially the working class, are seeking that road to financial freedom so we won’t have to worry about our financial needs for…

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Do It Yourself Financial Plan : Retirement Option Overload

Do It Yourself Financial Plan Do It Yourself Financial Plan Establishing a retirement plan for yourself and your employees can help you attract and retain workers and give you personal and business tax deductions. Yet you haven’t taken the final step to create a plan, because every time you look at that alphabet soup of…

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Day 2 Changing Your Financial World In 30 Days

This post is the second part of a series which looks at steps to help you have a better financial situation over the next 30 days. There are resources to helpful links contained inside of each post. Day 2 Changing Your Financial World In 30 Days Day 2: Sell The Things You Don’t Need Or…

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