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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

Financial Planning

We provide financial planning linking all your accounts with our online RightCapital client portal making your life easier, and your financial future clearer.

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Fact-Based Investing

People come to us who believe the “set it and forget it” approach may not be the path to growing and protecting their investments.

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Wealth + Health Planning

When you’re young, it takes your health to make your wealth. When you get old, it takes your wealth to keep your health. 

Copyright © 2018 Wayne R. Fourman

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Social Security Planning

When's, is the right time to start collecting your Social Security benefits? Take a look at some strategies and start thinking about what will work best.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.