Stop Treating Your Finances Like a Junk Drawer

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

What Harry Abramhamsen can say in an interview on
Money Tips for 2021:

  • 401 (k) accounts, IRA’s, investment accounts, various savings, bank accounts, insurance policy’s, Wills and legal documents, auto and home insurance policies are scattered all over the place.

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How to Get the Most From These 3 Retirement Accounts (By Paying Attention to Taxes) 

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
How to Get the Most From Retirement Accounts
:

    • Many investors rely heavily on their 401k for their retirement savings, but there are some significant drawbacks to that strategy when it comes to getting the most value out of your money. While investors are conditioned to think about diversifying from an investment perspective, they often don’t think about diversifying from a tax perspective.

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Money Is Like Fruit: How to Keep Yours Ripe for the Future

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview about
Applying How to Maximize Your Money’s Potential:

Money Is not Math, and Math Is not Money

Money behaves more like a piece of fruit than mathematics.

Math is perfect. 1 + 1 will equal 2 . . . Forever.  But one dollar today plus one dollar a year from today will never equal two dollars because of taxes and inflation.  Money erodes over time. It’s just not about money eroding from today to your retirement years but for the rest of your life.  Money erodes over time in the form of:

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5 Savings Tips for Becoming a Millionaire Over Time

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

What Lauren Moone can say in an interview
on Wealth Building:
 

Saving is the number one way by which Americans become millionaires. While it does take time, you can accelerate your accumulation of wealth by exercising sound judgment and discipline.

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Don’t Miss Out on Roth IRA Tax Benefits at This Unique Time

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on a
Roth IRA Conversion and a Tax Benefit:
 

Should I consider a Roth IRA Conversion?
(At this Unique Moment in Time)
  • The Biden Administration has been busy since inauguration day, and after calming the pandemic, many expect the Democrats to turn their attention to taxes. 

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Should You Dump Your 401(k)? The Right Retirement Moves for 2021

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

What Harry Abramhamsen can say in an interview on
The 401(k) and Retirement:

Money magazine’s front page headline asked this same question back in April 2003. The Founder and Pension Consultant of the 401(k) Ted Benna, the man who created the first plan in the 1980’s, was quoted:

“If I were starting from scratch today building the 401(k)’s, I’d frankly blow up the existing structures.”

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How Can One Retire at Age 50?

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

What Harry Abramhamsen can say in an interview on
Retiring at Age 50:

Retiring at age 50 is not easy to do successfully.  

Retirement can mean a lot of different things to different people. IF you want to retire at 50, then you cannot do any of the traditional planning most Americans do.

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Why Market Volatility Can Be Great for Your Tax Return

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
Market Volatility:
 

    • Many investors fear volatility, thinking about potential portfolio losses above all else. However, losses can present a great opportunity for investors who also aim to reduce their tax bill.

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The Stock Market is Up. Now What?

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

What Harry Abramhamsen can say in an interview on
The Current Stock Market:

If you have an old 401 (k) or IRA and experienced market volatility over the past year you may want to prepare yourself so you can capitalize on another dip.

If the markets drop significantly you may want to consider cashing out and paying the early tax penalty.

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5 Principles (and the Real Secret) to Accumulating Wealth

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

What Lauren Moone can say in an interview
on Wealth-building:
 

Wealthy individuals invariably have great stories to tell about how they grew their business or what they have been able to contribute to their community. However they generally leave out the more mundane means of their success: a sound financial plan. By paying attention to some key principles, investors can leverage their assets most effectively for a successful financial future. These are the five principles to wealth-building:

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