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TriCord Advisors Inc. | Sep 3, 2021

Optimizing Capacity in Your Auto Insurance Policy

Education
Insurance
For many people, structuring their auto insurance policy comes down to obtaining the greatest amount of coverage at the lowest cost. Because auto insurance has
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TriCord Advisors Inc. | Sep 2, 2021

Financial Resolutions: 6 Tips to keep you Accountable

Education
Finance
Investments
Savings
Family
After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are
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TriCord Advisors Inc. | Aug 31, 2021

Why Should I Buy an Annuity?

Insurance
Annuity
Annuities are more than just financial products. They are financial solutions that fill a need or address a concern, whether it is for tax savings, guaranteed
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TriCord Advisors Inc. | Aug 27, 2021

Planning for Your Career Exit

Retirement
If a career exit is on the horizon, it’s time to start getting specific about your plans.
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TriCord Advisors Inc. | Aug 26, 2021

Charitable donations can mean big tax deduction—unless you donated to a fraud

Education
Tax Planning
Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to
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TriCord Advisors Inc. | Aug 24, 2021

Affording an A+ Education

Education
College
Family
Too wealthy for financial aid and too strapped to pay out of pocket? Turn to other options.
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TriCord Advisors Inc. | Aug 20, 2021

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Education
Savings
Lifestyle
Family
Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought
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TriCord Advisors Inc. | Aug 19, 2021

The Biggest Reasons to Own Life Insurance

Insurance
Family
Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan.  For most families, their most basic
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TriCord Advisors Inc. | Aug 17, 2021

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

Education
Investments
Tax Planning
Lifestyle
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal
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TriCord Advisors Inc. | Aug 13, 2021

When Whole Life Insurance may be the Best Option

Education
Estate Planning
Insurance
For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents
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TriCord Advisors Inc. | Aug 12, 2021

Everything you Need to Know About Buying a Life Insurance Policy

Education
Insurance
Family
If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to
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TriCord Advisors Inc. | Aug 10, 2021

Making Money in Real Estate: Pitfalls to Prepare For

Investments
Property
Real Estate
Ask anyone and even if they don’t know a thing about investing they’ll say, “oh, real estate is a great investment!” Well, it can be if you approach it in a
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Investment advisory services are provided by TriCord Advisors, Inc., an SEC registered investment adviser. The firm only transacts business in states and jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Additional information regarding TriCord Advisors, Inc. including its fees, can be found in TriCord Advisors, Inc.’s Form ADV, Part 2. A copy of which is available upon request or online at www.adviserinfo.sec.gov. TriCord Advisors, Inc. does not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Any legal services offered in California through TriCord Legal Services, Inc. are pursuant to a separate engagement with TriCord Legal Services, Inc. Investment products, insurance and annuity products are not FDIC insured and may lose value. Actual returns experienced by individual clients will differ due to many factors. Past performance does not guarantee future results. Investments involve risk and the possibility of loss, including the loss of principal.

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