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Millionaire Habits - Retiring Debt Free
Debt. No one wants to talk about it, but over 80% of Americans have it… By definition, debt is something (typically money) borrowed from one party to another, w…
Welcome to Our Financial Tips Blog
We believe that knowledge is the key to making informed decisions about your financial future. Our blog is designed to provide you with a wealth of valuable insights, tips, and strategies on everything from financial planning and wealth management to taxes, estate planning, Social Security, and more.
Whether you're preparing for retirement, navigating complex tax laws, or looking for ways to preserve your legacy, our blog serves as an invaluable resource. Each post is crafted by our team of financial professionals, ensuring you receive relevant, up-to-date information that addresses the real challenges retirees and pre-retirees face today.
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Self-Made Millionaire Habits - Investing in Yourself
The pathway to becoming a self-made millionaire is paved by small, daily financial habits. Retiring a millionaire doesn’t happen overnight-- unless you’re one o…
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Why Determining Your Risk Tolerance Can Mean a Brighter Financial Future
Determining your risk tolerance is one of the first steps in choosing an investment that will impact your financial future. When your financial goals are aligne…
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4 Types of Investment Vehicles for a Better Retirement Plan
At Fullerton Financial, our goal is to help bring clarity to the complicated world of investment planning. When you dig into investing for your retirement plan,…
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Estate Planning 101: Why Estate Plans Matter
70% of people don't even have a will. our primary goal throughout your working years is to support yourself, your family, and to create a lifestyle that also le…
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Estate Planning 101: The Basics
Estate planning can be an overwhelming process. It’s rife with deeply personal issues and designations that can be uncomfortable at best, and wildly divisive at…
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Who Do I Talk to About Taxes?
In today’s complex financial environment, taxes are always top of mind even if they’re hard to keep track of. At Fullerton Financial Planning, we’re all about l…
Avoid Losing Your Retirement to Taxes
Are you paying too much in taxes in retirement? We all want to enjoy every aspect of retirement. From giving up the nine-to-five, to traveling, enjoying time wi…
Up Your Investment Strategy by Setting Retirement Goals that Work
If you put off setting retirement goals in the past, there’s no time like the present to take control of your investments. If you're wondering where to start, y…
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Love Your Kids, but Be Loyal to Your Retirement
Don't Sacrifice One For the Other... As a parent, you may find yourself routinely bombarded with well-intentioned advice, but likely none of it is related to ho…
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8 Ways Couples Can Plan for Retirement Together
So, how can couples get on the same page about their finances so they can fully take advantage of their retirement? We have some ideas. Of all the things people…
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6 Factors Will Decide How Much You Need to Save for Retirement
Many people heading into retirement find themselves concerned not just with having enough money to retire, but if that money will last through retirement. If th…
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