Jamie Dimon thinks markets are overreacting. The JPMorgan Chase CEO is coming out as a bull on the American economy, even as recession fears grow.
关于我们
Today's investment climate offers many opportunities. At The Financial Group, our mission is to carefully understand our client's goals and objectives relative to their overall financial and life situation. Once we have a clear understanding, we educate you on the many options available in the financial universe to help empower you to make the best decision for you and your family to grow and protect your wealth. Our Firm The Financial Group is committed to helping you pursue your long-term financial goals. We are an independent financial services practice working solely for our clients. Since we specialize in retirement preparation and estate conservation, we can help you answer the questions you may have about your financial future, such as: ?Will I be able to retire early? ?How much money will I need in order to retire? ?What are my 401(k) plan distribution options? ?Should I have a traditional IRA or a Roth IRA? ?Do I need disability income insurance? Long-term care insurance? ?How can I help ensure that my children receive as much as possible from my estate? ?What do I need to know about wills, trusts, and probate? We offer financial services tailored to your individual needs. The Financial Group is committed to you for the long term. Call us at 920-451-6800 for all your retirement, insurance, and investment needs. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. www.finra.org www.sipc.org Neither WFS nor its representatives or employees provide legal or tax advice. https://joinwoodbury.com/disclosures/socialmedia
- 网站
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https://www.tfgplan.com
The Financial Group, Inc.的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Sheboygan，WI
- 类型
- 私人持股
- 创立
- 2005
- 领域
- Investments、Retirement和Insurance
地点
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主要
获取路线
625 N. 8th Street
US，WI，Sheboygan，53081
The Financial Group, Inc.员工
动态
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Find out more
Market Month: May 2024 (Video)
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Market volatility can unsettle even the most experienced investors, but it also offers unique opportunities to those who know how to navigate it effectively.
7 steps to managing market volatility
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What has been impacting stock prices in these two news-making markets and elsewhere in the world?
International Investing: The Diverging Fortunes of China and Japan
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A couple of federal personal tax credits are available for the installation of certain energy efficient or clean energy property in your home. Expenditures must be for items that meet various energy efficiency standards (e.g., Energy Star).
Understanding Home Energy Tax Credits
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Three federal income tax credits may be available to help offset your cost to purchase certain clean vehicles (including electric, plug-in hybrid, and fuel cell vehicles).
Understanding Clean Vehicle Tax Credits
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Included in the Affordable Care Act (ACA) is the creation of a Health Insurance Exchange or Marketplace through which individuals and families can compare health insurance policies and purchase coverage. The ACA also provides premium tax credits and cost-sharing subsidies to help reduce the cost of premiums and out-of-pocket expenses for health coverage.
Health-Care Reform: Credits and Subsidies
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Find out more
2024 Federal Income Tax Brackets
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During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. As you approach retirement, you'll need to consider how to convert those savings into an ongoing income stream that will provide adequate income throughout your retirement years.
Retirement Income: 401(k) and Other Employer-Sponsored Retirement Plans
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Retirement planning isn't an exact science, but you can plan on needing a significant percentage of your current annual income in your retirement years. You'll want to identify your expenses and also account for inflation. You'll have to consider your life expectancy in determining whether your inco
Estimating Your Retirement Income Needs
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