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March 2018

Preparing Your Children for Adulthood through Financial Literacy

Submitted by Tarfis Wealth Management on March 29th, 2018

As a financial advisor, I learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. I also often learn about their frustrations and regrets regarding past financial decisions.

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Asset Protection: 5 Things You Probably Haven't Considered

Submitted by Tarfis Wealth Management on March 14th, 2018

Business owners who have acquired a lot of personal assets face the possibility of having their assets targeted by creditors who want to resolve a business liability. This is especially true in the case of a business owner who guarantees a debt of the business with his personal assets.

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Infographic: The Importance of Financial Goals

Submitted by Tarfis Wealth Management on March 12th, 2018

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

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Business Owners’ Personal and Family Security Risks

Submitted by Tarfis Wealth Management on March 5th, 2018

Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures. In a 2011 Zogby survey, 92 percent of people with a high new worth indicated concerns over the possibility of home invasions, muggings, kidnapping, and even random street crimes.

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