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Market Wrap | All Star Financial
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8212; Main Menu —. You are here: Home. August 16, 2016. Read the weekly Market Wraps:. August 16, 2016. August 9, 2016. August 2, 2016. July 19, 2016. July 12, 2016. July 5, 2016. June 28, 2016. June 21, 2016. June 13, 2016. June 6, 2016. May 16, 2016. May 9, 2016. May 2, 2016. April 18, 2016. April 11, 2016. April 11, 2016. April 4, 2016. March 28, 2016. March 21, 2016. March 14, 2016. March 7, 2016. February 29, 2016. February 22, 2016. February 8, 2016. February 1, 2016. January 25, 2016. July 28, 2015.
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Bob's Blog | All Star Financial
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8212; Main Menu —. You are here: Home. What All Star’s Reading #3. We are bringing back an old classic, What All Star’s Reading! This blog installment will outline the influential articles that have helped shape our views on investments, financial planning, tax planning, and the practices we implement to service you, our valued client. The articles we share will be geared towards you and we hope they. read more. What All Star's Reading. Estate Planning Basics Part III: Gifting. Nick Sullivan, CFP. Trusts...
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Money Myths by All Star Financial | All Star Financial
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8212; Main Menu —. You are here: Home. Money Myths by All Star Financial. Money Myths by All Star Financial. Heard on WCCO Radio every Tues and Thurs at 6:46 AM. Every couple of weeks we will talk about a new Money Myth that we commonly come across when meeting with Clients and Prospective Clients. Recently, Money Myths around Retirement Timing, Safety in Cash, DIY investing, gold, divorce, brokers vs. fiduciaries, index investing, social security and annuities have been heard on WCCO! RSVP for a Seminar.
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Managing Your Investments | All Star Financial
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8212; Main Menu —. You are here: Home. Workplace Savings Advisory Program. The core of a wealth building and wealth retention strategy is effective management of your portfolio. We believe in a philosophy that the most important measure of investing is not how much you make, but how much you keep. Workplace Savings Advisory Program. The All Star Qualified Plan Advisory Program is designed to help you get the most out of your company’s retirement plan by helping you manage your qualified plan efficiently ...
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About | All Star Financial
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8212; Main Menu —. You are here: Home. About All Star Financial. About All Star Financial. You’ve found success in your life and your career. Like most people, your plate is probably overflowing with demands on your time. Too often, investing takes a backseat, but that can be a big mistake. After all, your family’s future financial security is at stake. If you are serious about achieving your most important financial goals, we’re ready to help. What is Truly Objective Advice?
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Year-end tax planning – Now is the time to plan! | All Star Financial
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8212; Main Menu —. You are here: Home. Year-end tax planning Now is the time to plan! Year-end tax planning Now is the time to plan! Year-end tax planning Now is the time to plan! There are very few options taxpayers have in reducing their 2014 tax liability. As of January 1. 2015, taxpayers are pretty much limited to making contributions to their IRA and HSA accounts. Your tax person ends of just being a preparer rather than a tax advisor and preparer. Gifts to qualified charities. If you have a child i...
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Services | All Star Financial
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8212; Main Menu —. You are here: Home. Where can you turn today for truly objective advice about your investment strategy? Who can you trust to provide unbiased guidance that is suited to your specific circumstances? Who offers the experience and a disciplined approach that can help you achieve your investment goals without losing sleep at night? Workplace Savings Advisory Program. Tax Planning and Preparation. Pension and Profit Sharing.
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Webinars | All Star Financial
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8212; Main Menu —. You are here: Home. In these webinars Bob reviews the most recent quarter and what All Star Financial feels is to be expected for the remainder of this year. He will discuss in detail the economic discipline that All Star Financial continues to successfully implement to ensure its clients safer growth, health. 8220;It’s not what you make – it’s how much you keep!
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Newsletters | All Star Financial
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8212; Main Menu —. You are here: Home. Stay updated on current financial news and current events — read current and past Newsletters:. Quarter 1 – 2016. Quarter 2 – 2016. Quarter 4 – 2015. Quarter 3 – 2015.
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Managing Your Wealth | All Star Financial
http://allstarfinancial.com/services/wealth-planning
8212; Main Menu —. You are here: Home. Tax Planning and Preparation. You’ve got important financial goals in your life. Achieving them is not something to be left to chance. It takes a plan to get there. Whether it is a strategy for retirement, to help your children earn a college degree or assure the proper disposition of your estate, we can help you with a personalized wealth plan. You can enjoy life knowing you have a clear path to follow for the future. Is retirement your primary concern? Social Secu...
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