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Home | Jensen, Marks, Langer & Vance LLC

EXPERIENCE & MULTI DISCIPLINARY PLANNING APPROACH. With over 150 years of combined experience, we know proper financial planning requires a comprehensive set of disciplines. That's why our team includes financial planners, with backgrounds as attorneys, accountants and bankers, and advisors that have earned their MBA, CFP certification, Chartered Financial Consultant and Chartered Life Underwriter designations. OBJECTIVE ADVICE FROM AN INDEPENDENT FIRM. Disability and Your Finances. Take a look and see.

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EXPERIENCE & MULTI DISCIPLINARY PLANNING APPROACH. With over 150 years of combined experience, we know proper financial planning requires a comprehensive set of disciplines. That's why our team includes financial planners, with backgrounds as attorneys, accountants and bankers, and advisors that have earned their MBA, CFP certification, Chartered Financial Consultant and Chartered Life Underwriter designations. OBJECTIVE ADVICE FROM AN INDEPENDENT FIRM. Disability and Your Finances. Take a look and see.

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Home | Jensen, Marks, Langer & Vance LLC | jmlvwealthplanning.com Reviews

https://jmlvwealthplanning.com

EXPERIENCE & MULTI DISCIPLINARY PLANNING APPROACH. With over 150 years of combined experience, we know proper financial planning requires a comprehensive set of disciplines. That's why our team includes financial planners, with backgrounds as attorneys, accountants and bankers, and advisors that have earned their MBA, CFP certification, Chartered Financial Consultant and Chartered Life Underwriter designations. OBJECTIVE ADVICE FROM AN INDEPENDENT FIRM. Disability and Your Finances. Take a look and see.

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jmlvwealthplanning.com

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Investment | Jensen, Marks, Langer & Vance LLC

http://www.jmlvwealthplanning.com/resource-center/investment

Buffalo, NY 14202. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Diversifica...

2

Will Power | Jensen, Marks, Langer & Vance LLC

http://www.jmlvwealthplanning.com/resource-center/estate/will-power

Buffalo, NY 14202. Let Them Know. Your will may be a good place to outline your funeral wishes. Although heirs are not legally bound to follow your directions, they may be glad to know your preferences. According to a recent report, only 34% of American's have a will, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone. 8212; A will allows you to designate a guardian for your minor children....

3

Retirement | Jensen, Marks, Langer & Vance LLC

http://www.jmlvwealthplanning.com/resource-center/retirement

Buffalo, NY 14202. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. Should You Ever Retire?

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Glossary | Jensen, Marks, Langer & Vance LLC

http://www.jmlvwealthplanning.com/tools/glossary

Buffalo, NY 14202. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest...

5

Money | Jensen, Marks, Langer & Vance LLC

http://www.jmlvwealthplanning.com/resource-center/money

Buffalo, NY 14202. 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. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Your Cash Flow Statement.

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Home | Jensen, Marks, Langer & Vance LLC

EXPERIENCE & MULTI DISCIPLINARY PLANNING APPROACH. With over 150 years of combined experience, we know proper financial planning requires a comprehensive set of disciplines. That's why our team includes financial planners, with backgrounds as attorneys, accountants and bankers, and advisors that have earned their MBA, CFP certification, Chartered Financial Consultant and Chartered Life Underwriter designations. OBJECTIVE ADVICE FROM AN INDEPENDENT FIRM. Disability and Your Finances. Take a look and see.

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