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James Fettig – Wealth Manager
Nate Natwick – Wealth Manager

Bismarck Office: (701) 250-5126
Beulah Office: (701) 873-4117
Email: info@focusonyourwealth.com

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Top 15 Money Management Tips

Submitted by Focus Wealth on December 16th, 2020

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help: 

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Planned Giving Goes Further

Submitted by Focus Wealth on December 16th, 2020

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by Focus Wealth on December 16th, 2020

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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Why Should I Think About Retirement Planning?

Submitted by Focus Wealth on August 25th, 2020

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.

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How to Create a Financial Plan

Submitted by Focus Wealth on August 25th, 2020

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you may think.

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How to Protect Your Identity

Submitted by Focus Wealth on August 25th, 2020

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon.

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Don’t Like Where You are Financially? Change Your Behavior

Submitted by Focus Wealth on April 29th, 2020

When people decide that they need to eat healthier or lose weight, they know that they have to change their behavior. That’s easier said than done for most, which is why programs like Nutrisystem and Weight Watchers are so popular; because they provide a system for automatically controlling portions and nutrition.

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How Much Life Insurance is enough?

Submitted by Focus Wealth on April 29th, 2020

The fundamental question of how much life insurance to buy can only be answered when we know what it is exactly we are protecting. While its purpose is to protect your life, only you can determine what that might be worth to your family. Your vision of a “good life” for you and your family doesn’t usually go away after you’re gone.

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How Much Life Insurance is enough?

Submitted by Focus Wealth on April 29th, 2020

The fundamental question of how much life insurance to buy can only be answered when we know what it is exactly we are protecting. While its purpose is to protect your life, only you can determine what that might be worth to your family. Your vision of a “good life” for you and your family doesn’t usually go away after you’re gone.

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Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Submitted by Focus Wealth on April 29th, 2020

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
 
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