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Blogs

Parent reading a book to their newborn child
Eric Wint | Nov 21, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Couple walking in a field with the ocean in the background
WFWM | Nov 7, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Our Office

2325 Green Valley Rd
Suite 106
New Albany IN 47150

Contact Us

E: jessica@wintfwm.com
P: 812-246-6628
F: 812-246-6620

 

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Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC

Not FDIC insured; No bank guarantee; May lose value.

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