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1782 W. Park Avenue. Redlands, CA 92373. Pacific Wealth Strategists, Inc. Our Products and Services. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Understanding Today’s Financial Environment. Some pe...

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CONTACTS AT PACIFICWEALTHSTRATEGISTS.COM

Pacific Wealth Strategists, Inc.

Larry Hoatson

710 Bro●●●●●●● Avenue

Su●● 3

Red●●●nds , California, 92373

United States

1.90●●●●5658

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Pacific Wealth Strategists, Inc.

Larry Hoatson

710 Bro●●●●●●● Avenue

Su●● 3

Red●●●nds , California, 92373

United States

1.90●●●●5658

l.●●●●●●●@verizon.net

View this contact

Pacific Wealth Strategists, Inc.

Larry Hoatson

710 Bro●●●●●●● Avenue

Su●● 3

Red●●●nds , California, 92373

United States

1.90●●●●5658

l.●●●●●●●@verizon.net

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1782 W. Park Avenue. Redlands, CA 92373. Pacific Wealth Strategists, Inc. Our Products and Services. Bridging the Confidence Gap. In the world of finance, the effects of the confidence gap can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Understanding Today’s Financial Environment. Some pe...

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Home | Pacific Wealth Strategists, Inc. | pacificwealthstrategists.com Reviews

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1782 W. Park Avenue. Redlands, CA 92373. Pacific Wealth Strategists, Inc. Our Products and Services. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Understanding Today’s Financial Environment. Some pe...

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pacificwealthstrategists.com

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Some Useful Links

http://www.pacificwealthstrategists.com/p/some-useful-links

Redlands, CA 92373. Pacific Wealth Strategists, Inc. Our Products and Services. We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. Check the background of your financial professional on FINRA's BrokerCheck. Pacific Wealth Strategists 710 Brookside Avenue, Suite 3. Redlands, CA 92373.

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Glossary | Pacific Wealth Strategists, Inc.

http://www.pacificwealthstrategists.com/tools/glossary

Redlands, CA 92373. Pacific Wealth Strategists, Inc. Our Products and Services. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Ad...

3

Systematic Withdrawals in Retirement - Clear and Wrong?

http://www.pacificwealthstrategists.com/resource-center/retirement/systematic-withdrawals-in-retirement

Redlands, CA 92373. Pacific Wealth Strategists, Inc. Our Products and Services. Systematic Withdrawals in Retirement. Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an individual to buy more shares when prices were low and fewer shares when prices were high.¹. Actually, it can be quite problematic. Here’s an example. In the a...

4

A Living Trust Primer | Pacific Wealth Strategists, Inc.

http://www.pacificwealthstrategists.com/resource-center/estate/a-living-trust-primer

Redlands, CA 92373. Pacific Wealth Strategists, Inc. Our Products and Services. A Living Trust Primer. A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a living trust? A living trust is created while you are alive and funded with the assets you choose to transfer into it. The trustee (typically you) has full power to manage these assets. Why create a living trust? 8212;It is a simple mat...

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Should I Invest In REITs? | Pacific Wealth Strategists, Inc.

http://www.pacificwealthstrategists.com/resource-center/investment/should-i-invest-in-reits

Redlands, CA 92373. Pacific Wealth Strategists, Inc. Our Products and Services. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? Interest Rates: How Low Can They Go? The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels? Alternative Investments - Going Mainstream. Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity. Series 7, 24, 65, 6 and 63.

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Home | Pacific Wealth Strategists, Inc.

1782 W. Park Avenue. Redlands, CA 92373. Pacific Wealth Strategists, Inc. Our Products and Services. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Understanding Today’s Financial Environment. Some pe...

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