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Paul Jarvis

Author's details

Date registered: November 17, 2011
URL: http://areavoices.com/members/pjarvis/

Latest posts

  1. A Retirement Guide for Her — March 20, 2015
  2. Goodbye Wealth Management, Hello FinLife — March 11, 2015
  3. Location, Location, Location: Making the Decision to Stay or Go in Retirement — February 26, 2015
  4. Approach Retirement with a Smile — January 26, 2015
  5. Market Week for December 29, 2014 — December 29, 2014

Most commented posts

  1. Mother’s Money Lessons — 1 comment
  2. Leaping into Financial Confidence — 1 comment

Author's posts listings

Mar 20

A Retirement Guide for Her

A Retirement Guide for Her By Paul Jarvis, CFP® Areavoices Financial Planning Blog     As we commemorate the countless women who beat the odds, shattered glass ceilings, and shaped history and society during Women’s History Month, the fact remains that many women still face an uphill battle, including in preparing for a financially secure …

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Mar 11

Goodbye Wealth Management, Hello FinLife

Goodbye Wealth Management, Hello FinLife By Joe Duran   Remember when the financial world was really simple? It wasn’t that long ago that there were brokerage firms, banks, insurance companies and independent financial planners with clearly defined roles and descriptions. How the world has changed. Last year when I received our valuation from Lazard, I …

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Feb 26

Location, Location, Location: Making the Decision to Stay or Go in Retirement

. Location, Location, Location: Making the Decision to Stay or Go in Retirement   Fargo, ND, February 26, 2015 – With approximately 10,000 baby boomers – America’s largest generational group – transitioning to retirement each day, the pressures to plan for where they will spend their retirement years are significant. Soon-to-be retirees must ask themselves where …

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Jan 26

Approach Retirement with a Smile

CFP Board Gives Tips on How to Control Retirement Spending   Fargo, ND, January 26, 2015 – As millions of Americans prepare for and enter retirement, it’s natural for many of us to feel worried or concerned about how much money is needed to live comfortably. Despite all of the apprehension, CFP Board Ambassador Paul …

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Dec 29

Market Week for December 29, 2014

Market Week for December 29, 2014   PDF for larger viewing here—>  Market Week December 29 2014  

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