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Article

Your Guide To Choosing The Right Financial Advisor

At first glance it may appear that financial advisors are one in the same. But, that couldn’t be further from

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Claiming Social Security For Your Retirement: What You Need To Know

Making the decision on when to claim social security (or not) is a pivotal component of planning for your retirement.

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Should You Consider A Roth Conversion?

Trying to understand your options when it comes to retirement can feel overwhelming. And, well, frankly IT IS overwhelming. A

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What’s Your Retirement Personality Type?

When planning for retirement, financial matters tend to grab all the headlines. However, many other aspects of retirement planning are

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How Much Can You Spend In Retirement?

How much can I afford to spend once I stop working? We’re willing to bet this is likely one of

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Best Practices for Millennials Buying a Business: Protection, Growth, and Exit Planning

59% of the Millenial and Gen Z population, surveyed by HarrisPoll, indicated a strong interest in starting their own business.

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© 2024 Consolidated Planning. All rights reserved.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

2022-147105 Exp 12/24