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How Stocks Work

Permitted Exchanges

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Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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Latest Blog Post

The True Cost Of Withdrawing Early From Your 401(k)

August 07, 2020

Although the American Dream means different things to different people, one universal desire is to enjoy a satisfying retirement when our working days are over. Making this dream a reality is no easy task, but there’s nothing...

The Top 5 Financial Planning Challenges In The First 10 Years Of Retirement

July 14, 2020

They don’t call them the golden years for nothing. Golf courses, sandy white beaches, more time with family…these daydreams have been a major motivation to show up to the office every day for the last few decades. And...

How to Protect Yourself From Cyberattacks

June 15, 2020

Does it seem like there are more and more news updates about hackers and breaches in security? As we become increasingly dependent on technology and use multiple devices on any given day, there are more opportunities for our personal...

 

4 Critical Facts About Social Security

 

Contact

Office: (303) 627-1099

Toll-Free: (800) 252-2925

Mobile: (303) 619-9750

steve@setchfieldam.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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Contact

Setchfield Asset Mgmt

Office: (303) 627-1099

Toll-Free: (800) 252-2925

Mobile: (303) 619-9750

392 Aruba Circle

Unit 101

Bradenton, FL 34209

Series 65

steve@setchfieldam.com

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