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  3. February 2024

February 2024

Managing Your Tax Risk – with Diversification

Submitted by Sound Foundation Wealth Advisors on February 20th, 2024

 

Managing the volatility of investment assets by creating a diversified portfolio is one of the basic principles of investing. Dividing up your investments by asset classes can help you create the income stream you need, once you become dependent on your savings and investments in retirement.

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Is Your Home Part of Your Retirement Plan?

Submitted by Sound Foundation Wealth Advisors on February 12th, 2024

 

Retirement planning is all about making sure you have enough assets, and that they are handled prudently, so they can provide you with the income you want throughout your retirement.

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of AK, AL, AR, AZ, CA, CO, FL, GA, ID, LA MA, ME, MI, MN, MO, NC, NJ, NM, NV, OH, OK, TN, TX, VA, VT, & WA.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Sound Foundation Wealth Advisors and Cambridge are not affiliated.

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