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Discover the Crucial Things Every Retiree Needs to Know About Financial Fitness

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Archive for July 2023

Smart Retirement Planning Tips for 20-Somethings

By Barb | July 21, 2023

Congratulations! You’re at the beginning of an incredible journey, and now is the perfect time to start planning for your retirement. Let’s explore some smart retirement planning tips tailored specifically…

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Mutual Funds for Retirement Bliss? Are They Still Relevant?

By Barb | July 14, 2023

These are questions I often come across clients who question the relevance of mutual funds in today’s dynamic financial landscape. Let’s see if mutual funds are still a viable choice…

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Embracing the Three Phases of Retirement

By Barb | July 7, 2023

Retirement is a significant milestone in one’s life, offering a chance to enjoy the fruits of our labor and pursue our passions. As a pre-retirement advisor, I’ve had the pleasure…

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Recent Posts

  • Simple Tax-Loss Harvesting Strategies for Retirement
  • Is a Self-Directed IRA Right for You? The Pros and Cons You Need to Know
  • The $100,000 Decision: Your 2024 Roth Conversion Master Plan
  • Financial Monsters: Your 2024 Money Survival Guide
  • How to Use the Bucket Strategy for Retirement Withdrawals

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    Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

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