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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

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

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

 

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Dog Bites Neighbor. Now What?

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

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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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.

A Look at Systematic Withdrawals

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Managing Your Lifestyle

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

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

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Rightsizing for Retirement

What does your home really cost?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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