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Financial Planning

Put a Stop to These Hidden Costs!

hidden costs, denver financial planner

Ever feel like hidden costs are always getting the best of you?  You’re probably right!  Here’s a list of common fees that consumers pay.  Take a few minutes to review your own situation.  Chances are, you can save yourself from at least a couple of them.   Credit card fees One of the worst …

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Risk, Reward, and Asset Allocation: It’s Personal!

**This week’s blog post is an excerpt sourced from the U.S. Securities and Exchange Commission website. To read the entire article, please visit http://www.sec.gov/investor/pubs/assetallocation.htm** “When it comes to investing, risk and reward are inextricably entwined. You've probably heard the …

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A Guide to Employee Stock Options

Many companies use employee stock options (ESOs) to attract, retain, and motivate their employees. According to the National Center for Employee Ownership, about 36 percent of the workforce owns shares in their employing company’s stock. ESOs can be a good investment, but they are more complicated …

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Benefits and retirement plans are just a couple of the things you should consider when changing jobs. Download the… t.co/Afptf8UOQ1

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In this week’s recap: Pre-holiday markets see no rebound. t.co/apsFk1m5Bp #financialplanning #stockmarket #Denver

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June 28, 2022
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Surprisingly, a #recession can be understood by comparing it to something we’re all familiar with: a bad mood! Here… t.co/HenkCGqNOH

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June 27, 2022
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In this week’s recap: #Stocks rally, despite recession concerns. t.co/2GIJFyjHhU #financialplanning #Denver

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June 22, 2022
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#Financialplanning starts with setting your goals. Saving for retirement may be your most important long-term goal,… t.co/zmi74aiZLM

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June 20, 2022
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In this week’s recap: Fed rate hike triggers market dip. t.co/MojH33RPnY #financialplanning #stockmarket #Denver

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Copyright © 2022 Wisdom Wealth Strategies, LLC. All Rights Reserved.
Wisdom Wealth Strategies, LLC is an SEC-registered investment adviser. Our firm is notice filed in Colorado and Texas, and may be exempt from notice-filing in other jurisdictions where we serve our clients.


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