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Blog

Financial Advisor For Lowering Tax Liability | EDR Financial
Dale Roo | Mar 2, 2020

How can a Financial Advisor Can Assist me with Lowering Tax Liability?

Tax Planning

Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into retirement, it’s important to consider the

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How to Avoid Emotional Investment Choices | EDR Financial
Dale Roo | Mar 2, 2020

How to Avoid Emotional Investment Choices

Investments

Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough to master

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Proper Planning for a Physically Ill Loved One | EDR Financial
Dale Roo | Mar 2, 2020

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Finance

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several

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dale.roo@edrfinancial.com

     

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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