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Concord, CA 94520. Our Approach to Investing. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Mon-Fri 6:30 AM - 5:00 PM (PST). You fa...

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Home | Woods Financial and Insurance Services | woodsinvest.com Reviews

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Concord, CA 94520. Our Approach to Investing. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Mon-Fri 6:30 AM - 5:00 PM (PST). You fa...

INTERNAL PAGES

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1

Jane Bond: Infiltrating the Market | Woods Financial and Insurance Services

http://www.woodsinvest.com/resource-center/investment/jane-bond-infiltrating-the-market

Our Approach to Investing. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, cracking the code on bonds. You’ve made investments your whole life. Work with us to help make the most of them. Options When Your CD Matures. Knowing your options when a CD matures can help you make a sound investment decision. 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. Have A Question About This Topic? CA Insurance Lic# OD21438.

2

Tax Resources | Woods Financial and Insurance Services

http://www.woodsinvest.com/tools/tax-resources

Our Approach to Investing. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. A registered Investment Advisor: Member FINRA.

3

Retirement | Woods Financial and Insurance Services

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

Our Approach to Investing. 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? Investment Strategies for Retirement. How to Retire Early. Social Security: Five Facts You Need to Know.

4

Estate | Woods Financial and Insurance Services

http://www.woodsinvest.com/resource-center/estate

Our Approach to Investing. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Executors ca...

5

Resource Center | Woods Financial and Insurance Services

http://www.woodsinvest.com/resource-center

Our Approach to Investing. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. CA Insurance Lic# OD21438.

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Concord, CA 94520. Our Approach to Investing. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Mon-Fri 6:30 AM - 5:00 PM (PST). You fa...

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