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Posts Tagged ‘peace of mind wealth management’

May 19, 2025 Weekly Update

By angelicacomahig | May 19, 2025

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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The Peace of Mind Pathway™ –Implementation

By angelicacomahig | May 19, 2025

Retirement isn’t a single decision. It’s a series of carefully timed moves, thoughtful adjustments, and proactive strategies. In The Peace of Mind Pathway™: Your Roadmap , we laid the foundation.…

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February 18, 2025 Weekly Update

By angelicacomahig | February 18, 2025

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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2024 Tax Filing Made Easy – Key Documents & Expert Filing Tips

By angelicacomahig | February 17, 2025

Get Ready for Tax Season with Confidence As April approaches, many people start preparing for their 2024 tax return. Whether you are filing your own taxes or working with a…

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March 27, 2023 Weekly Update

By angelicacomahig | March 27, 2023

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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Implementing Your Retirement Plan

By angelicacomahig | March 27, 2023

Last month, we started a conversation on the retirement planning process, which you can read here or listen to on our podcast. In that episode, we discussed: At this point,…

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How to Convert an IRA to a Roth IRA

By angelicacomahig | April 21, 2021
How to Convert an IRA to a Roth IRA

Is a Roth conversion right for you? Moving your money from a traditional IRA or 401k and into a Roth IRA can be a smart choice for your future finances.…

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What is a Fiduciary and Why Is It Important?

By angelicacomahig | March 31, 2021

When searching for a financial advisor, you may have come across the term “fiduciary.” But what does it mean? And is it something you should check for before agreeing to…

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The Difference Between Asset Allocation and the Strongest Assets

By angelicacomahig | March 17, 2021
Asset Allocation or Strongest Assets

When working with a financial planner or advisor, it’s important that you’re aligned on how you want your money invested. There are many different investment strategies and what you might…

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How to Implement an Annuity into Your Portfolio

By angelicacomahig | March 10, 2021
How to Implement an Annuity into Your Portfolio

You understand what an annuity is, how it works, and what the advantages are, but do you know how to implement it into your portfolio? In this eighth and final…

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