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The Basics of Keeping a Balanced Investment Portfolio

Dec 28, 2022
Categories
Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Creating an Investment Philosophy

Dec 21, 2022
Categories
Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Pre-Retirement Preparedness: Planning for Your Career Exit

Dec 14, 2022
Categories
Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your...
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Retirement as a Single Woman

Dec 7, 2022
Categories
Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should...
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Debt and Retirement: Can You Handle Both?

Nov 30, 2022
Categories
Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Is Confirmation Bias Affecting Your Investment Strategy?

Nov 23, 2022
Categories
Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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The 2023 Cost-of-Living Adjustment

Nov 16, 2022
Categories
Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Retiring Abroad

Nov 9, 2022
Categories
Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Personal Finance Mistakes to Avoid

Nov 2, 2022
Categories
Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Retirement Plan FAQs

Oct 26, 2022
Categories
Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Medicare in 2023: Here's What You Need to Know

Oct 19, 2022
Categories
Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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4 Tips for Minimizing Financial Anxiety

Oct 12, 2022
Categories
Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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    • Our Team
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    • Our Philosophy
  • How We Help
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  • Product and Services
    • Asset Allocation
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204 Main Street
Suite 222
Trussville, AL 35173

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. CFS is independent of Cetera Advisors LLC.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

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