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asnv-3

  • Home
  • Our Firm
    • Meet Your Team
    • Your Broker Dealer
    • Security & Privacy
  • Our Services
    • Retirement Planning
    • Investment Management
    • Financial Planning
    • Risk Management
  • Client Experience
    • News & Events
  • Client Resources
    • Retirement Planning Resources
    • Investment Management Resources
    • Financial Planning Resources
    • Risk Management Resources
  • Contact
    • Contact Us
    • Directions
  • Account Access
    CGF_Interior_Header_Client_Resources
     

     

    Retirement Planning Resources


    Retirement Strategies
    • 100 Reasons to Save
    • Benefits of Retirement Planning
    • Countdown to Retirement
    • 10 Common Retirement Mistakes
     

    Employer Retirement Plans

    • Federal and State Retirement Systems
    • IRA vs. Qualified Plan Distributions
     

    Roth and Traditional IRAs

    • 2020 IRA Deductibility and Roth Eligibility Chart
    • FAQ IRA and Trust Basics
    • IRA vs. Qualified Plan Distributions
    • Roth 401(k) and 403(b) Plans
    • Traditional IRA vs. Roth IRA
     

    Retirement Income

    • After Accumulation
    • After the Last Paycheck
    • Retirement Income Planning
    • Three Strategies for Retirement Income

     

    Social Security & Medicare

    • 2019 State of CT Retiree Planner
    • Enrolling In Medicare
    • FAQ Social Security Retirement Benefits
    • Medicare and You
    • Social Security Timing Strategies
    • The Secret about Social Security

    This communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, IN, MA, MD, NC, NH, NJ, NY, OR, PA, RI, SC, TN, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.   Fixed insurance products and services offered through ClearGuidance Financial or CES Insurance Agency.   

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    ClearGuidance Financial 30 Waterside Drive, Suite 100, Farmington, CT 06032 | P860.470.7384 | F860.470.7190