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Understanding Annuity Costs

Submitted by Constellation Financial Advisors on December 14th, 2016

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Tags:
  • annuity
  • financial stability
  • retirement
  • retirement income
  • safety in retirement
  • tax savings
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8 Tips for Finding Balance Between Work and Life

Submitted by Constellation Financial Advisors on December 2nd, 2016

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Tags:
  • Exercise
  • Vacation
  • Work Life
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What You Need to Know When Applying for Life Insurance

Submitted by Constellation Financial Advisors on November 16th, 2016

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Finance 101: A Lesson in Helping your Student Pay for College

Submitted by Constellation Financial Advisors on November 1st, 2016

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Tags:
  • Tax benefits
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Finance Lessons for Your Teen

Submitted by Constellation Financial Advisors on June 9th, 2016

The current economic environment has caused most everyone to reconsider their personal finances with many people having to drastically change their spending and savings habits. Out of this economic malaise may come an opportunity to finally instill the right habits in your teens that can carry them into adulthood on the right financial footing.

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Are Advisory Fees Tax Deductible?

Submitted by Constellation Financial Advisors on June 7th, 2016

It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”

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How to Achieve the Highest Quality of Life in Retirement

Submitted by Constellation Financial Advisors on May 22nd, 2016

Today’s retirees are finding that retirement requires at least as much psychological and emotional preparation as it does financial preparation. So, retirement planning needs to include a thorough assessment of human assets and liabilities along with an assessment of financial assets and liabilities.

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Is a Fixed annuity Right For You?

Submitted by Constellation Financial Advisors on April 27th, 2016

One of the principal tenets of investing is that no one single investment is right for everyone. Every investment has certain characteristics, risks, and objectives that must match those of the investor, and fixed annuities are no different.

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Why You Need an Investment Coach

Submitted by Constellation Financial Advisors on April 23rd, 2016

If you believe some of the world’s greatest investors, such as Benjamin Graham and Warren Buffet, it’s not investments that cause people to lose money; rather, it’s people who cause people to lose their money. What is meant by that is investing with sound principles and intelligent practices will always have a greater likelihood of success.

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Saving Versus Paying Off Debt

Submitted by Constellation Financial Advisors on April 16th, 2016

The saving versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Pose this question to a group of financial planners and the responses will be split, roughly down the middle. While there might be as many advocates for savings as there would be for paying down debt, the broad consensus will likely be that it really depends on the situation.

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