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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 April 2nd, 2024

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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How to Protect Your Identity

Submitted by Focus Wealth on April 2nd, 2024

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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Easy Tips to Take Time Off Taxes

Submitted by Focus Wealth on April 2nd, 2024

It’s that time of year again. And though tax time should be no surprise, many Americans file for tax extensions. Whether you hire a tax professional to file for you or file on your own, you’re going to need to get organized to meet the April 18th deadline. Here are a few tips to help you stay on track so you can stress less and get your taxes filed by Tax Day.

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Do You Still Need Life Insurance When You Retire?

Submitted by Focus Wealth on March 13th, 2024

4 Reasons You May Consider Keeping It

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Video: Easy Ways To Financial Health

Submitted by Focus Wealth on March 13th, 2024
 

 

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Understanding Your True Risk Tolerance

Submitted by Focus Wealth on March 13th, 2024

The recent stock market volatility, the bear market, the ever-growing inflation rate, and ongoing supply issues have taken a severe toll on the American psyche. For some, it has forever altered how they perceive and manage risk.
Understanding your risk tolerance is considered one of the most important elements of investing.

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The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by Focus Wealth on February 27th, 2024

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

Cash Flow

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Preparing for Lifetime Income in Retirement

Submitted by Focus Wealth on February 27th, 2024

There was a time when old retirement planning models like “the 70 percent rule” were more common. This rule stated that a retiree only needed 70% of their pre-retirement income to live comfortably in retirement. These “rules” may have worked for some retirees several decades ago but can be dangerously flawed in today’s new normal retirement.

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Understanding Your True Risk Tolerance

Submitted by Focus Wealth on February 27th, 2024

The recent stock market volatility, the bear market, the ever-growing inflation rate, and ongoing supply issues have taken a severe toll on the American psyche. For some, it has forever altered how they perceive and manage risk.
Understanding your risk tolerance is considered one of the most important elements of investing.

  • Read more

Do You Still Need Life Insurance When You Retire?

Submitted by Focus Wealth on February 13th, 2024

4 Reasons You May Consider Keeping It

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Bismarck Office:

  • 600 S 2nd St., Ste 155 , Bismarck, ND 58504
  • (701) 250-5126
  • 800-648-2423

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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.
 
Securities offered through LPL Financial. Member FINRA/SIPC. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Focus Wealth are separate entities from LPL Financial.
 
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