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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

Return On Life

Return On Life is the quest you take towards rewarding experiences... that make a difference to you and last a lifetime. We all have one life, and one chance to accomplish our goals.

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Over 50 Years...Our Story

At AWSG we take care of the little details and organize the bits and pieces of your financial life so you have more time for your dreams, family, and friends.

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Are You Prepared?

In corporation terms, you are the CEO, and we hope to attain the CFO position. We play an important role in helping you make the financial decisions necessary for you to say yes or no, and to move forward.

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Helpful Content

Tax Management Strategies

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

 

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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