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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Why NetWorth Financial Services?

At NetWorth Financial Services, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that can help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. If you are looking for an independent financial planning partner to assist you with all aspects of your financial life, welcome.

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Helpful Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Saving on Fitness Center Membership Costs

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

How Income Taxes Work

A quick look at how federal income taxes work.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Saving for College 101

Here’s a crash course on saving for college.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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