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Home | Legacy Financial Services Group | Traverse City, MI | Financial Planning

10691 E Carter Rd, Ste 101, Traverse City, MI 49684 231-933-0631. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Are you ready for retirement? Here are five words you should consider. Retirement Incom...

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10691 Carter Road

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10691 Carter Road

Carolyn Weeks

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United States

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cw●●●●@discoverlegacy.net

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10691 Carter Road

Carolyn Weeks

Sui●●●101

Trav●●●●City , Michigan, 49684

United States

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10691 E Carter Rd, Ste 101, Traverse City, MI 49684 231-933-0631. Bridging the Confidence Gap. In the world of finance, the effects of the confidence gap can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Are you ready for retirement? Here are five words you should consider. Retirement Incom...

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Home | Legacy Financial Services Group | Traverse City, MI | Financial Planning | discoverlegacy.net Reviews

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10691 E Carter Rd, Ste 101, Traverse City, MI 49684 231-933-0631. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Are you ready for retirement? Here are five words you should consider. Retirement Incom...

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Insurance | Legacy Financial Services Group | Traverse City, MI | Financial Planning

http://www.discoverlegacy.net/resource-center/insurance

10691 E Carter Rd, Ste 101, Traverse City, MI 49684 231-933-0631. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? What to Look for in a Long-Term Care Policy. The Other Sure Thing. Universa...

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Retirement Income and the Traditional Portfolio | Legacy Financial Services Group | Traverse City, MI | Financial Planning

http://www.discoverlegacy.net/resource-center/retirement/retirement-income-and-the-traditional-portfolio

10691 E Carter Rd, Ste 101, Traverse City, MI 49684 231-933-0631. Retirement Income and the Traditional Portfolio. The first is to have a pool of very liquid assets to fund two-to-three years of retirement spending; this may keep you from selling longer-term assets at an inopportune time. Through time, and depending upon market conditions, you may have the opportunity to replenish this cash reserve using gains from your retirement portfolio. In a landmark study, “Retirement Portfolio and Variable A...

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Money | Legacy Financial Services Group | Traverse City, MI | Financial Planning

http://www.discoverlegacy.net/resource-center/money

10691 E Carter Rd, Ste 101, Traverse City, MI 49684 231-933-0631. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. Keeping Up with the Joneses. Your Cash Flow Statement. The Cost of Procrastination. Take a look and see. Life a...

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Should I Invest In REITs? | Legacy Financial Services Group | Traverse City, MI | Financial Planning

http://www.discoverlegacy.net/resource-center/investment/should-i-invest-in-reits

10691 E Carter Rd, Ste 101, Traverse City, MI 49684 231-933-0631. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? All Muni Bonds Are Not Created Equal. Gaining a better understanding of municipal bonds makes more sense than ever. Keys to Investing for Retirement. There are some key concepts to understand when investing for retirement. Have A Question About This Topic?

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Account Access | Legacy Financial Services Group | Traverse City, MI | Financial Planning

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10691 E Carter Rd, Ste 101, Traverse City, MI 49684 231-933-0631. Check the background of your financial professional on FINRA's BrokerCheck. Thanks for signing up! Sign up to stay in touch! By submitting this form, you are granting: Legacy Financial Services Group, 10691 E. Carter Road, Traverse City, Michigan, 49684, United States, http:/ www.discoverlegacy.net/ permission to email you. You may unsubscribe via the link found at the bottom of every email. (See our Email Privacy Policy. 10691 E Carter Rd.

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Home | Legacy Financial Services Group | Traverse City, MI | Financial Planning

10691 E Carter Rd, Ste 101, Traverse City, MI 49684 231-933-0631. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Are you ready for retirement? Here are five words you should consider. Retirement Incom...

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