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Investment Alternatives For Funding College

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College

College should be considered a lifetime investment rather than just a four-year expense. It requires financial planning and personal sacrifices. The earlier you start saving and investing, the less money you will have to save and invest later.

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Your Personal Financial Statements

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Finances

Personal financial statements are the roadmap that guides us from where we are today, to where we want to be tomorrow. They also provide fixed points of reference from which we can measure our progress over time.

Personal Financial Statements

There are two basic personal financial statements that everyone should prepare, or have a financial advisor prepare, at least once each year; the cash flow statement and the balance sheet.

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More News

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  • What Is The Coverdell Education Savings Account (ESA) (College)
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  • Tax Aspects Of Working At Home (Tax)

Our Founder

Knowing what's happening is Good. Making it happen is Better.

Our Founder
Roy Smith

Founder/CEO
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Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
Our Company

Our Agency is composed of insurance professionals who offer high quality insurance products and retirement planning services to meet your goals and budget. We'll help you understand every step in the process..


Knowing what's happening is Good.
Making it happen is Better.

Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.

Our Agency

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