Goals

12 Jan Not Your Father’s Retirement

Posted at 16:32h in Business, Estate Planning, Finance, Financial Planning, Goals, Retirement, Video

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Not Your Father's Retirement Your idea of retirement is probably much different from that of your parents. Your saving strategy should be too. By starting now and taking an active role in planning, you can positively impact your future. ...

14 Oct Charitable Giving and Your Financial Plan

Posted at 17:29h in Charitable Giving, Estate Planning, Finance, Financial Planning, Goals

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Giving to causes you care about is satisfying, but are making the most of your donations? Watch this video to see how using smart philanthropic strategies can help you maximize the benefits of giving. ...

30 Jul The Power of a Trust

Posted at 17:00h in Estate Planning, Finance, Financial Planning, Goals, Trusts, Uncategorized

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Watch this video to learn how trusts can help carry out your wishes. NWAM, LLC does not provide tax or legal advice. Any estate plan should be reviewed by an attorney specializing in estate planning and licensed to practice law in your state. ...

19 May Shape Up Your Financial Plan

Posted at 16:58h in Business, Finance, Financial Planning, Goals, Uncategorized, Video

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Need to get your small business's finances in shape? Learn how we help health and wellness professionals maintain the wellbeing of their practices. ...

20 Jan Goal Planning

Posted at 18:56h in Care Giving, College Savings, Estate Planning, Finance, Financial Planning, Goals

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However you see your tomorrow, the best time to plan for it is today. Find out how we can help....