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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

Private Wealth Management For Select Individuals

At HB Financial Resources, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

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Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

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What Is a 1035 Exchange?

What Is a 1035 Exchange?

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Inventorying Your Possessions

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Enter various payment options and determine how long it may take to pay off a credit card.

Should I Buy or Lease an Auto?

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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An Inside Look at Retirement Living

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Investment Strategies for Retirement

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Principles of Preserving Wealth

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How to Retire Early

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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The Rule of 72

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16 Wall Street Cliches in 60 Seconds

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