Are you looking for ways to improve your financial situation? If so, you're in the right place! In this video, we'll discuss 5 key items you should include in your financial plan.

Financial planning is one of the most important steps you can take to improve your life. By following these 5 Must-Haves for a Financial Plan, you'll be on your way to a better future! This video is a great starting point if you're looking to take your financial health to the next level!

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1️⃣ Do you have a income plan set up to never outlive your money, so you are not a burden on loved ones?

2️⃣ Are you getting the greatest returns with the least amount of risk for you personal risk tolerance?

3️⃣ Do you have a tax plan in place to pay the minimum taxes allowed by law?

4️⃣  Are you maximizing your Social Security Benefits?

💰 💰 💰NEED HELP WITH YOUR RETIREMENT PLAN? 💰💰💰
💰You can schedule a complementary visit to discuss your needs: 💰
Call us at (479) 268-4463 or go to https://www.guardianfinancialinc.com

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 📘  Pick up Tony's latest book: The 10 Tax Commandments.  📘
   https://tinyurl.com/2ptbau8m

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POPULAR RETIREMENT VIDEOS:

✅ Index Annuity - Should I own a Annuity?
https://www.youtube.com/watch?v=0OTekeU1qLI&t=20s

✅  Working While Receiving Social Security
https://www.youtube.com/watch?v=eDmDa-tIApo&t=2s

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#retirement #retirementsavings  #investing 

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