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Archvest Wealth Advisors
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Educate yourself on investment basics to understand the trade-offs you must accept when investing!
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If you don't leave a will nominating a guardian for your minor children, you will have no voice in the decision.
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Make a long term plan and stick to it! Making a plan helps you make smart decisions about how to invest.
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Marriage, divorce, children, or even new laws can make your old estate plan inadequate. Review yours regularly!
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Maintain a good credit record! Establishing a solid credit history can cut your insurance costs.
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Have a cash cushion! Going into retirement 100 percent invested in the stock market is a bad idea.
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Pay down debts! It's easier to save for retirement when you don't have debt hanging over your head.
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Our investment strategy centers on maximizing growth while minimizing risk over time! Learn more:
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Every 5-7 years, estate plans should be readdressed to adapt to significant life events or tax law changes.
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Thinking about changing your life insurance policy? Make sure to read this first!
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