Top 3 Challenges Impacting Financial Planning

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  • Опубліковано 16 чер 2024
  • 𝗔𝗹𝗼𝗵𝗮 𝗳𝗿𝗼𝗺 𝗛𝗮𝘄𝗮𝗶𝗶, where we just wrapped up our latest wealth advisory conference! 🏝️
    The scenery was as relaxing as ever, but the topics discussed were 𝗮𝗻𝘆𝘁𝗵𝗶𝗻𝗴 𝗯𝘂𝘁 𝗹𝗮𝗶𝗱-𝗯𝗮𝗰𝗸.
    We dove into 𝟯 𝘀𝗲𝗿𝗶𝗼𝘂𝘀 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 impacting the financial planning world: derisking portfolios, combating inflation, and navigating the complexities of growing taxes! 📈
    As daunting as these topics may seem, don't worry! We've got our sleeves rolled up and 𝘄𝗲'𝗿𝗲 𝗿𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 𝘄𝗵𝗮𝘁’𝘀 𝗰𝗼𝗺𝗶𝗻𝗴. Your financial security is our top priority, and we're here to navigate these challenges together!
    If you have questions about these topics and how they could impact your financial future 𝗴𝗶𝘃𝗲 𝘂𝘀 𝗮 𝗰𝗮𝗹𝗹 𝗮𝘁 𝟮𝟯𝟵-𝟮𝟴𝟴-𝟭𝟱𝟳𝟱! ☎️
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    📅📅 𝗛𝗮𝘃𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 you would like to address the team at Retirement Wealth Advisors? Request a visit here.👇🏻
    www.retirementwealthllc.com/c...
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    📱📱 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀
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    DISCLOSURE:
    Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Eric Kearney Advisor, LLC, Retirement Wealth Advisors, LLC and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
    This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Erick Kearney Advisor, LLC, Retirement Wealth Advisors, LLC and their affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
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