Is Cash Really King?
Discover new strategies challenging ‘cash is king’ way of thinking.
February 19, 2024
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Discover new strategies challenging ‘cash is king’ way of thinking.
Meet Johnny and June, a couple in their mid-50s facing tough decisions about their home due to an unbeatable mortgage rate. Are they stuck?
Debt may seem like a roadblock to wealth. However, with the right approach, it can become a stepping stone.
Shelton and Amy’s remarkable financial journey, soaring from a ‘C’ grade to accelerated retirement planning in just six months—could strategic financial adjustments hold the key to your financial transformation?”
In a recent consult, ‘Kevin,’ a high-achieving 50-year-old, uncovered a -55% year-to-date loss in his trading account—could this be the wake-up call you need to reassess your investment strategy?
As market noise grows, could unwavering commitment to your financial blueprint be the key to navigating turbulent times?
As the stock market defies pessimistic forecasts with a surprising 23% surge, could a robust financial strategy be your shield against the upcoming uncertainties of 2024?
Could naming a trust as a beneficiary be the safeguard your assets need to protect your children’s future from unforeseen risks?
Wondering how to fund your kids’ college education? Join me as we explore the ins and outs of the 529 College Savings Plan and other options.
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Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.
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