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Retiring as a Small Business Owner

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan. 

Do You Still Need Life Insurance When You Retire?

4 Reasons You May Consider Keeping It

4 Education Investment Accounts to Grow College Savings

Are you anxious about rising higher education costs?

Charitable Giving: How Your Gift Gives Back in Tax Deductions

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. 

9 Important Details About Early Retirement Plan Rollovers

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones like 401(k)s, 403(b)s, and 457(b)s.

3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who knows and understands your financial needs and goals better than you? Well, the truth is that a financial professional is far better suited to the task.

Retirement Success

Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we experience in our adult lives. Most of us anticipate and save for it for decades. But, going from receiving a paycheck for most of your adult life to living off the wealth you have amassed is no doubt an unnerving transition. 

3 Money Management Principles for Children

 

*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.

How to Pay Off Your Debt

 

*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.

What To Do In A Crisis

 

*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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J. Dylan Thompson and Lonny Winters are Registered Representatives of and offer securities through Securities America Inc., member FINRA (www.finra.org) SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. Dylan Thompson Wealth Management and Securities America are separate entities.

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