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1500 East Hamilton Avenue. Campbell, CA 95008. 7085 SW Cedar Pointe Drive. Wilsonville, OR 97070. Women must be ready to spend, on average, more years in retirement than men. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. If your family relies on your income, it’s critical to know what their needs would be in the event of your death. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you.

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1500 East Hamilton Avenue. Campbell, CA 95008. 7085 SW Cedar Pointe Drive. Wilsonville, OR 97070. Women must be ready to spend, on average, more years in retirement than men. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. If your family relies on your income, it’s critical to know what their needs would be in the event of your death. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you.

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6 about lpl financial

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1500 East Hamilton Avenue. Campbell, CA 95008. 7085 SW Cedar Pointe Drive. Wilsonville, OR 97070. Women must be ready to spend, on average, more years in retirement than men. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. If your family relies on your income, it’s critical to know what their needs would be in the event of your death. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you.

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mcdonaldwealth.com

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Money

http://www.mcdonaldwealth.com/resource-center/money

1500 East Hamilton Avenue. Campbell, CA 95008. 7085 SW Cedar Pointe Drive. Wilsonville, OR 97070. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Cost of Procrastination. Your Cash Flow Statement. US Personal Savings Rate.

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Resource Center

http://www.mcdonaldwealth.com/resource-center

1500 East Hamilton Avenue. Campbell, CA 95008. 7085 SW Cedar Pointe Drive. Wilsonville, OR 97070. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. Managing your money involves more than simply making and following a budget.

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Putting a Price Tag On Your Health

http://www.mcdonaldwealth.com/resource-center/lifestyle/putting-a-price-tag-on-your-health

1500 East Hamilton Avenue. Campbell, CA 95008. 7085 SW Cedar Pointe Drive. Wilsonville, OR 97070. Putting a Price Tag On Your Health. We hear over and over again how important it is to maintain a healthy lifestyle. But being healthy for its own sake isn’t easy — especially when you’re facing down temptation or battling procrastination. For some, the monetary benefits of a healthy lifestyle may offer helpful incentive. Some habits that lead to poor health can be expensive in themselves. Smoking is the...

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Lifestyle

http://www.mcdonaldwealth.com/resource-center/lifestyle

1500 East Hamilton Avenue. Campbell, CA 95008. 7085 SW Cedar Pointe Drive. Wilsonville, OR 97070. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Money Draining Food Myths.

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Glossary

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

1500 East Hamilton Avenue. Campbell, CA 95008. 7085 SW Cedar Pointe Drive. Wilsonville, OR 97070. 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 o...

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1500 East Hamilton Avenue. Campbell, CA 95008. 7085 SW Cedar Pointe Drive. Wilsonville, OR 97070. Women must be ready to spend, on average, more years in retirement than men. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. If your family relies on your income, it’s critical to know what their needs would be in the event of your death. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you.

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