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Omar Cujar- LPL Financial Advisor Boca Raton, FL

LPL Financial Boca Raton financial guidance market quotes financial needs and planning information

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Omar Cujar- LPL Financial Advisor Boca Raton, FL | omarcujar-lpl.com Reviews

https://omarcujar-lpl.com

LPL Financial Boca Raton financial guidance market quotes financial needs and planning information

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Retirement | Omar Cujar℠, CFP®

http://www.omarcujar-lpl.com/resource-center/retirement

3837 NW Boca Raton Boulevard. Boca Raton, FL 33431. Omar Cujar , CFP. Working with an Advisor. Programs and Services Provided. Outlook 2016: Embrace the Routine. Where will your retirement money come from? Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. There are a number of ways to withdraw money from a qualified retirement plan. What does your home really cost? When Should You Take Social Security. Retiring the 4% Rule. It's critica...

2

Tax | Omar Cujar℠, CFP®

http://www.omarcujar-lpl.com/resource-center/tax

3837 NW Boca Raton Boulevard. Boca Raton, FL 33431. Omar Cujar , CFP. Working with an Advisor. Programs and Services Provided. Outlook 2016: Embrace the Routine. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? How Income Taxes Work.

3

What Can a $1 Million Buy You

http://www.omarcujar-lpl.com/resource-center/investment/what-can-a-million-dollars-buy-you

3837 NW Boca Raton Boulevard. Boca Raton, FL 33431. Omar Cujar , CFP. Working with an Advisor. Programs and Services Provided. Outlook 2016: Embrace the Routine. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. How will you weather the ups and downs of the business cycle? The Great Debate Continues: Active vs. Passive. In investments, one great debate asks the question, Active or Passive Investing: Which Is Better? FINRA Series 7 and 66.

4

Lifestyle | Omar Cujar℠, CFP®

http://www.omarcujar-lpl.com/resource-center/lifestyle

3837 NW Boca Raton Boulevard. Boca Raton, FL 33431. Omar Cujar , CFP. Working with an Advisor. Programs and Services Provided. Outlook 2016: Embrace the Routine. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. The Richest Man in Babylon. Five phases to changing unhealt...

5

Money | Omar Cujar℠, CFP®

http://www.omarcujar-lpl.com/resource-center/money

3837 NW Boca Raton Boulevard. Boca Raton, FL 33431. Omar Cujar , CFP. Working with an Advisor. Programs and Services Provided. Outlook 2016: Embrace the Routine. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The wise use of...

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Omar Cujar- LPL Financial Advisor Boca Raton, FL

Omar F Cujar, CFP. Working with an Advisor. Programs and Services Provided. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death. What Can a Million Dollars Buy You? US Personal Savings Rate. What can be learned from the savings rate? The c...

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