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Social Security: By the Numbers Ready for Retirement? Extended Care: A Patchwork of Possibilities

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Would you like to improve your financial independence? Whether your goal is to manage your portfolio more effectively, build savings or pay down debt, the Money DNA profile will help you know how you currently handle your money.

You will begin to manage your money more effectively and reduce your levels of stress when you embrace your Money DNA rather than ignore it or try to override it.  To get on the road to leading a happier, less stressful and more productive life, take the first step on your journey and discover your Money DNA today!

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WEALTH MANAGEMENT ADVISORS

At some point, your wealth can become a complex burden and consume more and more of your valuable time. Additionally, the stress associated with concern about pursuing your financial goals can impact all areas of your life. We work with individuals and families that are frustrated by the complexity that their success has imposed on their lives. We act as our clients trusted advisor, quarterbacking the many moving parts of their financial lives.

                           

NAMED ONE OF THE BEST FINANCIAL ADVISOR FOR DOCTORS

Medical Economics, a leading publication to the medical community, has selected T.M. Wealth Management as one of the best financial advisors for doctors for 2013 & 2014.


         

Helpful Content

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

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What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.