An Honest Approach to Financial Management

Flipbooks

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.

Financial Management Insight: Strategies to Help Build Your Future

The decisions you make about money form the basis for your financial future and can help you pursue your goals.

Understanding Social Security and Medicare: America’s Retirement Safety Net

Social Security and Medicare rules can be complex. To help maximize benefits, it pays to understand your options.

Higher Education: College Saving and Funding Strategies

College is an investment in your child’s future. It requires a savings commitment and knowledge of funding methods.

Investing Basics: Embark on Your Wealth-Building Journey

Weighing the risks and rewards of various investment options can help you develop a sound investment strategy.

Time to Get Tax-Savvy: Managing Your Tax Burden

Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use.

Envisioning Your Retirement

The road to retirement is seldom smooth. You need a sound savings strategy to help overcome obstacles in your path.

Wealth Preservation: Planning to Leave a Legacy

An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays.

Financial Protection: Using Insurance to Help Manage Life’s Risks

Home, auto, life, disability — Protect your financial interests by having the appropriate insurance coverage.

Rudy Rodriguez is insurance licensed in the states of GA and FL. Stuart Jones is insurance licensed in the states of AL, FL, GA, IL, MD, MS, NY, SD, TN, TX and VA. Kinship Wealth Partners offers advisory Services through EPG Wealth Management LLC, an SEC Registered Investment Adviser. Securities offered through Arkadios Capital, a broker/dealer, Member FINRA/SIPC. Kinship Wealth Partners, EPG Wealth Management LLC, and Arkadios Capital are not affiliated through any ownership. Certain individuals associated with or employed by Kinship Wealth Partners, may be registered with EPG Wealth Management LLC and/or Arkadios Capital. Past performance does not guarantee or is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice. This material does not constitute an offer to sell, solicitation of an offer to buy, recommendation to buy, or representation as the suitability or appropriateness of any security, financial product, or instrument, unless explicitly stated as such. Link to SIPC https://www.sipc.org/ Link to FINRA https://brokercheck.finra.org/ Privacy Policy SIPC FINRA ADV Brochure

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