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BMH INVESTMENT GROUP

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

Financial Independence, Direction & Guidance. 
Aren't these all things you'd expect from a trusted advisor and friend?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Services

We create strategies tailored to your goals.

Independence

Our goal is to always put your interests and needs first.

Trust

We enjoy building trusted relationships that span generations.

Strategic Partners with U.S. Financial Services, LLC:

www.usfsc.com


For more information:
[email protected]


Quote of the Day
Do the things you know, and you shall learn the truth you need to know.
Louisa May Alcott

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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

 

Is a SEP-IRA Right for Your Business?

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5 Things That Seasoned Travelers Are Doing (That You're Not)

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When Life Insurance Becomes Taxable

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Use this calculator to better see the potential impact of compound interest on an asset.

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This calculator can help determine whether it makes sense to refinance your mortgage.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Assess whether you are running “in the black” or “in the red” each month.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Home Mortgage Deduction

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

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Good Ship IPO

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Surprises

Making the most of surprises is a great reason to work with us.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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