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Home | Joe Roddy, CFP®

Financial Planning and Wealth Management. Accounting and Tax Planning. Insurance and Group Benefits. Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, What’s next for the financial markets? Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Should You Tap Retirement Savings to Fund College? Three things to consider before dipping into retirement savings to pay for college. Does ...

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Joseph Roddy

7733 F●●●●●● #1100

St.●●●uis , Missouri, 63105

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314●●●560
jr●●●●●●●@gmail.com

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Joseph Roddy

7733 F●●●●●● #1100

St.●●●uis , Missouri, 63105

United States

314●●●560
jr●●●●●●●@gmail.com

View this contact

Joseph Roddy

7733 F●●●●●● #1100

St.●●●uis , Missouri, 63105

United States

314●●●560
jr●●●●●●●@gmail.com

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Home | Joe Roddy, CFP® | westendadvisorygroup.com Reviews

https://westendadvisorygroup.com

Financial Planning and Wealth Management. Accounting and Tax Planning. Insurance and Group Benefits. Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, What’s next for the financial markets? Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Should You Tap Retirement Savings to Fund College? Three things to consider before dipping into retirement savings to pay for college. Does ...

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Financial Planning & Wealth Management | Joe Roddy, CFP®

http://www.westendadvisorygroup.com/p/financial-retirement

Financial Planning and Wealth Management. Accounting and Tax Planning. Insurance and Group Benefits. Financial Planning and Wealth Management. At West End Advisory Group, we utilize a Five-Step Process:. Evaluate Your Current Situation. The knowledge you gain from the process will give you the confidence you need to enjoy a worry-free retirement! To assure that his clients receive the time and attention they require, Joe limits the number of new clients he accepts per year. Here. Sign up for my Newsletter.

2

Retirement | Joe Roddy, CFP®

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

Financial Planning and Wealth Management. Accounting and Tax Planning. Insurance and Group Benefits. 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. What does your home really cost? Perception vs. Reality.

3

Investment | Joe Roddy, CFP®

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

Financial Planning and Wealth Management. Accounting and Tax Planning. Insurance and Group Benefits. 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. Should I Invest In REITs?

4

Where Is the Market Headed? | Joe Roddy, CFP®

http://www.westendadvisorygroup.com/resource-center/investment/where-is-the-market-headed

Financial Planning and Wealth Management. Accounting and Tax Planning. Insurance and Group Benefits. Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, What’s next for the financial markets? From Boats to Brokers. From the Dutch East India Company to Wall Street, the stock market has a long and storied history. The Ivory Tower Changes Wall Street. Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

5

Money | Joe Roddy, CFP®

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

Financial Planning and Wealth Management. Accounting and Tax Planning. Insurance and Group Benefits. 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. Well, they are. Tax p...

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Financial Planning and Wealth Management. Accounting and Tax Planning. Insurance and Group Benefits. Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, What’s next for the financial markets? Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Should You Tap Retirement Savings to Fund College? Three things to consider before dipping into retirement savings to pay for college. Does ...

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