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Accurate Wealth Management

Comprehensive Wealth Management

Investment Advisory services offered through Accurate Wealth Management, LLC, an SEC registered investment advisor ...
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Is your financial advisor right for you?

February 20, 2020 askrobertscott

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The Danger of Sequence of Return’s Risk

February 12, 2019 askrobertscott

What is Sequence of Returns risk? Sequence of returns risk is the risk produced by the order your investment returns…

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Filed under: Annuities, DIA, Income planning, MYGA, Retirement Planning, SPIA, Volatility

Different Rules, Different Tools for Income Advisers

July 31, 2018 askrobertscott

Retirement income planning- different rules, different tools My dad was a finish carpenter by trade, but he knew every aspect…

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Investment advisory services offered through Accurate Wealth Management, LLC, an SEC Registered Investment Advisor. Insurance services offered through Accurate Advisory Group Inc. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.