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Maestro Wealtlh Advisors
Blog2021-06-04T10:37:35-04:00

Blog

  • Ep 42: Questions People Ask Financial Advisors

    Before meeting with an advisor for the first time, people often Google “questions to ask a financial advisor” and come in with a list of questions that they find. Are these good questions? Is there anything different you should ask? And what answers should you look for?

  • Year-end financial review

    Year-End Financial Review

    Year-End Financial Review It’s the end of November, and I hope you had a great Thanksgiving! Now the time is ripe for your Year-End [...]

  • What the new tax proposals mean for roth conversions

    New Tax Proposals and Roth Conversions

    What The New Tax Proposals Mean For Roth Conversions By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport It’s hard to [...]

  • Ep 41: Watch Out for These Financial Half-Truths

    We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. We’ll share a few examples.

  • Important Paperwork Checklist

    Important Paperwork Checklist

    Important Paperwork Checklist Certain documents ensure your ability to assist your loved ones in a medical or financial emergency.  They can also ease the [...]

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Welcome to our blog where our Financial Advisors provide discussion, observation, and advice.  In order to help provide financial education, topics cover everything from the economy to estate planning, from health care costs, and personal finance to retirement planning and more.  In addition, our monthly Market Brief provides an in-depth look at current performance and trends in various financial markets.

Material discussed is meant for general/informational purposes only.  It is not to be construed as tax, legal, or investment advice.  This information has been gathered from sources believed to  be reliable.  However, individual situations can vary.  Therefore, the information should be relied upon only when coordinated with individual professional advice. Past performance is no guarantee of future results. Diversification does not ensure against loss.

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM.  Fixed life insurance and annuity products offered through Maestro Insurance Services, Inc.  All other insurance services offered through an Avantax affiliated insurance agency.

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative.  This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries.  Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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