Spring Cleaning Tips for You Financial House

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Before you start your Spring cleaning make sure you have a plan so you will know how to proceed. Learn how to identify your comfort level with risk so that your investment allocations align with your comfort level. Learn about proactive strategies you can do today to reduce your tax bill in the future. We will identify additional items that you will want to check off from your cleaning list.

Tue, Apr 17, 2018 12:00 PM – 1:00 PM EDT

To access the Live Webinar click here

If you experience problems registering, please email natalie@franklinplanning.com or call (856) 401-1101

For those of you who can’t participate on the computer and would like to call in, let us know and we will send you the slides so you can follow along! Or contact Natalie Meglino at natalie@franklinplanning.com and request to be registered.

Annuity product guarantees are not offered by Global Financial Private Capital, LLC or GF Investment Services, LLC.

Ed Slott Presents: Retire Safe and Secure

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Congress has just upended 30+ years of the tax code – what does it all mean for you and your family?   More importantly, how can you protect your hard-earned savings?  As a member of the Ed Slott’s Elite IRA Advisor Group, we are excited for his newest public television special, Retire Safe and Secure! with Ed Slott, which will be airing live from Philadelphia on March 18th, 2018.  

 

Don’t miss Retire Safe & Secure! with Ed Slott

Presented by WHYY Philadelphia

Sunday, March 18, 6:00 pm on WHYY

PLEASE JOIN US IN SUPPORTING WHYY!

Your tax-deductible donation strengthens our community through the power of public media on television, radio and online. Click here to donate to WHYY.

Find out when Ed will visit a city near you for a live pledge drive: . Check local listings for air times.

9 INVESTMENT PITFALLS

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The financial markets reached record highs in 2017, reflecting a growing economy.[i] Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate.[ii]

Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. While balancing ongoing changes can seem daunting, a steady course can help buffer you against turbulence and uncertainty.

To help you overcome these challenges, we’ve compiled a list of common mistakes and guidelines. Click link to download full article. 9investmentPitfallsFS3.10.18