Joshua Lake is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beyond Wealth Advisors-Ameriprise in Miamisburg, OH and the surrounding communities.
The Problem/GoalLisa Brown and Beth Marks — whose names have been changed to protect their identity — would like to marry someday. Lisa is in...
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Twenty and thirty years ago, the picture of retirement most people had in mind was one where there was a finality to your job, you’d move to...
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I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to...
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Identity theft is an increasingly worrisome topic for many. With more than a million people affected by identity theft each year, the below are...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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It seems that we cannot turn on the TV, pick up a newspaper, or click an Internet link without being bombarded with discussions of debt. In...
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It's critical to find a way to squeeze out dollars for retirement. Time is still on your side, but you've begun to lose some of your...
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The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...
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Globalization has not only moved many American jobs overseas but Americans, too. There can be real benefits to an overseas posting such as...
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Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...
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