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Asset Financial Planners | Aug 13, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A
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Asset Financial Planners | Aug 13, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning
If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of
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Asset Financial Planners | Aug 13, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Securities and Advisory Services are offered through United Planners Financial Services, member FINRA/ SIPC. Asset Financial Planners and United Planners are independent companies. Daniel Hancock is registered to conduct securities business in California, Colorado, Florida, Iowa, Montana, Nebraska, Nevada, New Hampshire, Texas, Washington, and Wyoming. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than Wyoming, Texas, and Colorado. A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

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