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Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Don’t you want a financial plan with a purpose? Whether you’re saving for colle...

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Home | Janet Packard | wealthmgmtsolutions.com Reviews

https://wealthmgmtsolutions.com

Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Don’t you want a financial plan with a purpose? Whether you’re saving for colle...

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Resource Center | Janet Packard

http://www.wealthmgmtsolutions.com/resource-center

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. SEE THE SECURITY . 1 Cass City Center, Suite 200.

2

Team | Janet Packard

http://www.wealthmgmtsolutions.com/team

By working closely with Creative Financial Designs, Inc. we are able to bring you top quality comprehensive investment management and financial planning services.  Let us show you how we can provide the right services and the right products that you require to meet your financial goals. Jan Packard, CFP. President of Wealth Management Solutions, LLC. Click to read more. Click to read more. Click to read more. You should always be able to see where you stand and where you're heading. With eMoney, you ...

3

The Fed and How It Got That Way | Janet Packard

http://www.wealthmgmtsolutions.com/resource-center/investment/the-fed-and-how-it-got-that-way

The Fed and How It Got That Way. Here is a quick history of the Federal Reserve and an overview of what it does. Should I Invest in Gold? Learning more about gold and its history may help you decide whether it has a place in your portfolio. Investing with Your Heart. For some, the social impact of investing is just as important as the return, perhaps more important. 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. SEE THE SECURITY .

4

How to Make the Tax Code Work for You | Janet Packard

http://www.wealthmgmtsolutions.com/resource-center/tax/how-to-make-the-tax-code-work-for-you

How to Make the Tax Code Work for You. By April 15, 2016, 125 million taxpayers had dutifully filed their federal income tax returns.¹ And all of them made decisions about deductions and credits—whether they knew it or not. When you take the time to learn more about how it works, you may be able to put the tax code to work for you. A good place to start is with two important tax concepts: credits and deductions.². Here are a few tax credits that you may be eligible for:. The mortgage interest deduction i...

5

Budget Form

http://www.wealthmgmtsolutions.com/p/tools

8220;Beware of little expenses; a small leak will sink a great ship.” – Benjamin Franklin. Keep your boat afloat. Use our Budget Form to track your funds. . You should always be able to see where you stand and where you're heading. With eMoney, you can. It's a living, breathing dashboard that displays your financial life in real time. . SEE THE SECURITY . Check the background of your financial professional on FINRA's BrokerCheck. 1 Cass City Center, Suite 200.

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Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Don’t you want a financial plan with a purpose? Whether you’re saving for colle...

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Skip to main content. NAVIGATE THE ROAD AHEAD. You’ve worked hard for success. Let us help you plan for what’s next. DO YOU KNOW YOUR RISK SCORE? Risk management is essential to long term success. Does your current portfolio match your risk number? Find your Risk Score. CLARITY IN A COMPLEX WORLD. We provide complimentary newsletters to keep our clients focused and educated in todays constantly changing financial environment. Click here to learn more. Click here to learn more. Click here to learn more.

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