Training Efficient and Effective Cash Flõ Decision-Making My goal is that you always have your money flõ to the things most important to you. To do this, you must follow the golden rule of cash flõ... Watch It, Manage It, and Most of All...ENJOY IT! -Karol Lunsford, CFP®, ChFC, MBA
Securities andt Advisory services offered through Geneos Wealth Management. Member FINRA, SIPC. |
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How much can you afford to pay for a car? Estimate the potential cost of waiting to purchase a long-term care insurance policy. Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72. Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield. |
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| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
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| Nasdaq Composite ETF | + 0.2 % | |
| S&P 500 ETF | + 0.1 % | |
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