Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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Our Services
What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put FamilyGuard Financial Services on the map.
We have only one focus: you. We'll work with you to provide personalized support every step of the way.
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If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.
WE'RE WITH YOU EVERY STEP OF THE WAY
We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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