Financial Planning
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The latest information and resources for Financial Planning.
The Basics of Investing
This brochure is intended to get you to take action with your financial future through investing. The confidence and sense of empowerment that comes with having a formal investment strategy for your financial goals can be very powerful.
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The Basics of Budgeting
For many people, the idea of budgeting can be challenging. Developing a budget can do more than track your spending and savings. It can help you work toward your financial goals.
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The Benefits of Financial Planning
Financial planning pulls together all your finances, and organizes them to help make management easy and effective. The more you understand and better manage your wealth, the more prepared you are for your goals and dreams.
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The Basics of Social Security
When you think about Social Security, what comes to mind? Do you worry if it will still be around for you when you retire? Do you wonder how much you can expect to receive each month? Are you aware of when you can start taking your benefit, or what you can do to maximize it?
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The Basics of Managing Debt
How do you determine if it's okay to take on debt for a purchase? Check out this article to help guide you through your decision making process.
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The Basics of College Savings Planning
If you’re planning on your children getting a college degree, there are several things to think about. Where to go, what to study — and how to pay for it — are all likely top of mind.
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Office of James Rockwell & Zach Carothers
106 West Main Street, Suite 2,
Grangeville, ID 83530
(208) 983-3027