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Take steps so criminals won’t take vital information from you. Guarding Against Identity Theft.

Guarding Against Identity Theft

Take steps so criminals won’t take vital information from you.



America is enduring a data breach epidemic. As 2013 ended, the federal Bureau of Justice Statistics released its… 1,070 more words

Financial Planning

72(t) Distributions

Sometimes you can take penalty-free early withdrawals from retirement accounts.

Do you need to access your retirement money early? Usually, anyone who takes money out of an IRA or a retirement plan prior to age 59½ faces a 10% early withdrawal penalty on the distribution. 1,045 more words

Financial Planner


Heboh kisah Ferdy Hasan terjerumus investasi bodong, karena rekomendasi seorang financial planner jadi pembicaraan paling hot di social media.  Duit Rp. 12 Milyar pun amblas, dan ini sampai jadi urusan polisi. 446 more words

Financial Planner

Weekly Market Update

Our blog today links to the most recent “Market Update” from the experts at Commonwealth Financial’s Investment Research team.  If you have any thoughts or questions, please feel free to give us a call.

I Won The Lottery! Now What Do I Do?

Hi there. My name is Bridget Mackay. I’m an attorney in Petaluma, California. I work in the area of estate planning, probate, and trust administration in Sonoma County including Santa Rosa, CA. 514 more words

Estate Planning

Do You Have a Budget Plan?

Creating and sticking to a budget will provide you with a clearer financial picture and give you a better sense of control over your money. Without a plan for financial success, it is difficult to know which decisions are the right ones to make. 226 more words

What is a Garrett Planner?

Financial planners who are members of the Garrett Planning Network are sometimes referred to as “Garrett Planners.” But, other than the obvious membership affiliation, what does that mean? 329 more words

Financial Advisor