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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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
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HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.