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Important Disclosures

Important Disclosures and Public Statements


The articles published here represent the personal views of the author(s), and not necessarily the views of any securities firm, insurance company, FINRA, SEC or organization with which he or she may be affiliated. All statements made in these articles are for general information only and are not intended to provide, nor should they be relied on as, legal or investment advice.  Readers must consult with their qualified investment, tax or legal advisors before relying upon any content contained herein. Statements made in these articles may be incorrect for your state or jurisdiction. Also keep in mind that at the time when you read such statements the underlying rules, regulations and/or decisions may no longer be controlling or persuasive as a matter of investment or insurance law or interpretation.

Consumer Finance Articles

7 Financial Self Help Books from Jim Robinson CFP

Jim Robinson, an industry pro has 7 ebooks that are informative and built to help you make informed decisions. "Architects of Wealth", “The Color Of Insurance Premiums...Not Always Green”, "You Can’t Buy Flood Insurance In The Eye of a Hurricane" and "Where Is My Identity? "Someone...

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TAGS: Financial Education, Insurance Planning, Insurance Education, Career Planning

Affinity Fraud Affects Family and Friends

Fraud operators or scam artists will work groups as well as individuals. When they do…this is known as affinity fraud. What is an Affinity Fraud? Affinity fraud refers to investment scams that prey upon members of identifiable groups, such as religious or ethnic communities, the elderly, or...

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TAGS: Minorities, Wealth, Underserved, African American, Latino, Hispanic, Minority, Investment

Did You Place The Right Order…with your Broker?

It seems lately, people are taking control of their investments and are using Internet-based brokers for their trading securities. If you do this, you must know exactly the type of buy or sell order you want to enter. You need to understand that a variety of buy or sell orders can be used to ...

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TAGS: Minorities, Wealth, Underserved, African American, Latino, Hispanic, Minority

Millennials Have Unlinked Parenting from Marriage

Today's 18- to 29-year-olds value parenthood far more than marriage, according to a Pew Research Center analysis of attitudinal surveys. A Pew Research survey found that 52% of Millennials say being a good parent is "one of the most important things" in life.  Just 30% say the same about hav...

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TAGS: African American, Hispanic, Consumer Education, Financial Empowerment, Senior Citizen

Where Tax Dollars Go

“Have you ever wondered how much of your own tax dollars actually go to support foreign aid?”  Do you realize your tax dollars pays Military personnel salaries and benefits, Defense-related FBI activities and unemployment insurance? President Obama promised that for the first ti...

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TAGS: Taxes, Financial Resources, Wealth Protection

Get Help from Financial Services Professionals

Auburn Mountain Financial Education Services suggest you get help from Financial Services Professionals. They can help you grow, protect and manage your wealth and assets. They not only know the path…they walk the path. The Paths – Lets Take A Walk: Lets take a walk. Not an or...

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TAGS: Minorities, Consumer Education, Debt Consolidation, Credit Card Debt, Debt Relief

Can You Afford Not To Have a Financial Plan

Who can’t use a roadmap nowadays? Economic times certainly causes many people to think about getting a financial plan done to help get back to where they were before the Great Recession that started in 2007.  The Great Recession The late-2000s financial crisis is considered by many eco...

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TAGS: Retirement, Wealth, Underserved, African American, Latino, Hispanic, Minority

African Americans Age 50 and Older…Uniquely Positioned

So says a recent AARP Research & Strategic Analysis Report. This report states that although African Americans continue to struggle in the workplace, they are uniquely positioned to take advantage of the jobs projected to be in high demand. This report provides the most comprehensive assessment ...

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TAGS: Consumer Education, Financial Empowerment, African American, Senior Citizen, Black Americans

Email Hacking Increases ID Theft Fears

Computer Hacking seems to be in the news again lately…many people are hesitant to make purchases online because they're afraid of the possibility that their personal information could be "sniffed" or stolen by a hacker. The scary truth is no one is safe… Read what we are telling you...

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TAGS: Consumer Education, Social Networking, Social Media

Annuity 101…Real Basic Stuff

Annuities are "safe”…a lot of folks would like to have more retirement income that is safe. Annuities are Insurance Contracts The first thing to understand is that annuities are essentially contractual obligations from insurance companies. In exchange for funds you provide to the insu...

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TAGS: Long Term Care, Investments, Retirement Planning, Senior Citizen, Annuities

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