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FIRE

WORTHEN FINANCIAL ADVISORS EP 1: FINANCIAL INDEPENDENCE RETIRE EARLY (FIRE): THINGS TO CONSIDER + TAKING THE FIRST STEP

EXECUTIVE SUMMARY Historically, the path to retirement has been filled with a lifetime of work, typically at a job that the worker isn’t completely passionate about, leading to feelings of incompleteness and

Financial Planning

Be Empowered

Many couples have a designated spouse who handles the family finances in the relationship. They meet alone with their financial advisor and make decisions that affect the lives of both people. While

Education Planning

7 Different Ways a 529 Plan Can Be Used

529 plans are great investment vehicles to save for education expenses while remaining tax-sheltered, when used for qualified expenses. Thanks to the Tax Cuts and Jobs Act of 2017, there are even

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WORTHEN FINANCIAL ADVISORS EP 1: FINANCIAL INDEPENDENCE RETIRE EARLY (FIRE): THINGS TO CONSIDER + TAKING THE FIRST STEP

Be Empowered

7 Different Ways a 529 Plan Can Be Used

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