529 Plans for College Savings With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for over 30 years, we get it. That's why HD Vest Financial Services® is constantly seeking ways to…
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Invest In The Minds of Tomorrow
INVEST IN THEMINDS OF TOMORROW Education without the Financial Burden According to the College Board, the average cost for tuition and fees at four-year public institutions has increased almost 51% over the last 10 years (after adjusting for inflation) and these costs are expected to continue to rise.1 In fact, inflation on the cost of…
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Positioning Your Assets to Enhance Financial Aid Eligibility
Positioning Your Assets to Enhance Financial Aid Eligibility With the ever-changing tax world, it is growing increasingly difficult to know how every piece of legislation or industry update affects clients and impacts their financial future. As a leader in the financial services industry for the past 30 years, we get it. That's why HD Vest…
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Getting the Most Out of Your Required Minimum Distribution
Getting the Most Out of Your Required Minimum Distribution With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for over 30 years, we get it. That's why HD Vest Financial Services® is…
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Retirement Plans For Small Businesses
UNLOCK YOURBUSINESS POTENTIAL Have You Planned For Retirement? Small businesses are the backbone of the American economy. The amount of responsibility that you face as a small business owner can make creating a work/life balance difficult, and researching and deciding on a suitable retirement plan for you and your business is likely to fall by…
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Retirement Planning for Owner-Only Businesses
Retirement Planning for Owner-Only Businesses With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for the past 30 years, we get it. That's why HD Vest Financial Services® is constantly seeking ways…
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Key Man Business Protection
Key Man Business Protection With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for over 30 years, we get it. That's why HD Vest Financial Services® is constantly seeking ways to share…
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Buy-Sell Agreements Using Life Insurance
Buy-Sell Agreements Using Life Insurance With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for over 30 years, we get it. That's why HD Vest Financial Services® is constantly seeking ways to…
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