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Welcome to Abound Wealth Strategies, LLC
As Independent financial advisors we are able to offer our clients the highest level of personalized service and focus solely on their best interest. Without a doubt, investments play an important role in helping our clients reach their dreams. Our targeted advice and comprehensive approach to handling our clients insurance needs, cash-flow management, retirement income, estate planning, college planning and business needs; has allowed our professionals to spend the last decade adding clarity to the path of our clients dreams.
On our site you will find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value in working with our skilled professionals to pursue your financial goals.
Newsletters
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Passive, Active, or Both?
Index funds or traditional actively managed funds: Which approach, or both, is most effective?
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Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
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HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
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Is It Time to Buy an Electric Vehicle?
The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.