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Paying Off Student Loans

Submitted by Waterfront Financial Group on December 20th, 2019

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Actively managing your debt is an important step, and your student debt may be one of the biggest financial obligations you have. There are many strategies that could help you manage student loans efficiently. Here is a checklist.

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Video: 3 Money Management Principles for Children

Submitted by Waterfront Financial Group on December 17th, 2019
 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.

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Exit, Continuity, and Succession Planning are three rivers that end up in the same river downstream

Submitted by Waterfront Financial Group on November 8th, 2019

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Planning to Sell? How to answer THE most important question

Submitted by Waterfront Financial Group on October 18th, 2019

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Around 70% of business owners will be shocked to learn they may not be able to sell their business

Submitted by Waterfront Financial Group on September 13th, 2019

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Did you know that according to Exit Planning Institute's report State of Owner Readiness, 70 - 80% of businesses will NOT sell?*

 

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Don’t Let Your Retirement Plan Turn from Benefit to Liability

Submitted by Waterfront Financial Group on July 16th, 2019

A retirement plan is important to your business — and to all the employees relying on it for income later in life. However, mistakes and confusion can turn retirement plans from an attractive benefit into a liability.

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What’s Your Risk Management Plan?

Submitted by Waterfront Financial Group on June 18th, 2019

Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature death of a family breadwinner, which is why one of the most important component of a sound financial plan should be your personal risk management strategy.

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

Submitted by Waterfront Financial Group on April 4th, 2019

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Five Strategies for Tax-Efficient Investing

Submitted by Waterfront Financial Group on February 22nd, 2019

 

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6 Easy Organization Tips to Take Time off of Taxes

Submitted by Waterfront Financial Group on January 9th, 2019

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