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Create YOUR ideal retirement strategy

Create YOUR Ideal Retirement StrategyAcross the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their investments, plus Social Security. They know this, but many of them do not know when, or...

Win-Win For Charitable Giving

Win-Win For Charitable GivingDid you know that Americans donated an estimated $449.64 billion to charities and other nonprofits in 2019? According to the finding from Giving USA, this was one of the greatest years ever recorded in terms of charitable donations (since...

 Featured Videos

Economic Update January 2020

Economic Update January 2020

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Economic Update November 2019

Economic Update November 2019

In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical Assessment Today - ronaldgelok.com/fa-schedule...

Economic Update September 2019

Economic Update September 2019

In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets in September. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical Assessment Today...

What’s In Your 403(b)?

What’s In Your 403(b)?

WHAT'S IN YOUR 403(b)?Do you work for a non-profit organization, school system, government, or religious sector? Then you probably have a retirement plan established under Section 403(b) of the Internal Revenue Code. This section exempts these employers from some of...

Economic Update July 2019

Economic Update July 2019

In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets in Mayl. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical Assessment Today...