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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

Because Life Is Complicated Enough

Work, family, balancing priorities and responsibilities, life is a tough road to navigate. Only by giving 100% can a person find success and fulfillment in their life.

Dreams of a better tomorrow is a universal goal, but a complicated one to find. Although reaching retirement and living the lifestyle you require might be complicated to find, it is not impossible.

The team at Omni Wealth Advisors has the blueprint that can navigate that road and bring you the gratification of knowing that when your tomorrow becomes today, you will be prepared.

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Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

 

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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