Should I Invest In REITs? What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way How to Retire Early

At 4T Financial, we care about our clients as people, not as spreadsheets and dollar signs. We want you to live the life you want to live. To do so both now and through the future, we will teach you the skills to continue asset accumulation, as well as to understand where your investments stand using wealth management technology, one-on-one finance meetings, and group classes.

Client financial well-being is of the highest value and importance. To achieve this, we spend all time necessary teaching our clients and community how to best plan for their financial futures. We want not only to invest your money, but also to ensure that our clients understand why and how things are done, as well as how your investments will grow, by discussing the financial budgeting process and your household balance sheet.

We plan to invest your assets in accordance with your stated objectives and measures of suitability, and with an understanding of your values. We strive to make a difference in your life. There is no cookie-cutter investment plan made to work for all—here we want to know your individual goals, values, interests and so much more. While keeping your individual personality and needs in mind, we will make every effort to fulfill your plans by implementing a sound, customized, innovative investment plan for you and your family. All the while, confidentiality will never be compromised.

 

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Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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Determine your potential long-term care needs and how long your current assets might last.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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How federal estate taxes work, plus estate management documents and tactics.

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There are a number of ways to withdraw money from a qualified retirement plan.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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