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Retirement

  • A Look at Systematic Withdrawals
  • Saving for Retirement
  • My Retirement Savings
  • Roth 401(k) vs. Traditional 401(k)
  • Inflation & Retirement
  • Potential Income from an IRA
  • Estimate Your RMD
  • Self-Employed Retirement Plans
  • Annuity Comparison

Estate

  • What Is My Life Expectancy?
  • What Is My Current Net Worth?
  • What's My Potential Estate Tax?

Investment

  • Taxable vs. Tax-Deferred Savings
  • How Compound Interest Works
  • What Is My Risk Tolerance?
  • What Is the Dividend Yield?
  • Impact of Taxes and Inflation
  • Saving for College
  • Contributing to an IRA?

Insurance

  • Assess Your Life Insurance Needs
  • Lifetime of Earnings
  • Disability Income
  • Long-Term-Care Needs

Tax

  • Federal Income Tax
  • Capital Gains Tax Estimator
  • Comparing Investments
  • Social Security Taxes
  • Tax Freedom Day
  • Home Mortgage Deduction

Money

  • What Is My Current Cash Flow?
  • Historical Inflation
  • Paying Off a Credit Card

Lifestyle

  • Interested in a Fuel Efficient Car?
  • Should I Buy or Lease an Auto?
  • Should I Pay Off Debt or Invest?
  • How Much Home Can I Afford?
  • Can I Refinance My Mortgage?
  • Comparing Mortgage Terms
  • Bi-Weekly Payments

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Contact

Stability | Loyalty | Independence

Office: 678-941-3493

108 Corporate Dr.

Carrollton, GA 30117-2464

jason@nortonfinancialinc.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Securities are offered through LPL Financial, Member FINRA/SIPC. Norton Financial Inc. is another business name of Independent Advisor Alliance. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC and Norton Financial Inc. are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

CRPC conferred by College for Financial Planning.