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Your team at NOVA Financial Services - Growing wealth, protecting retirement

4659 Centennial Blvd.


Colorado Springs

,

CO

80919

Phone:

719-632-0445

Fax:

972-380-0097

E-mail:

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Please feel free to contact us with any questions.

Neil H. Resnik, LUTCF

 

 

Traditional asset allocation

Options trading

Tactical sector allocation

Transfering risk to insurance companies

In today's world, we need all of these strategies!

 

Explains why tariffs have shaken markets and long-term trends to consider.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Explains how target-date funds work and key factors investors overlook.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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