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Become Educated & Empowered

Become Educated & Empowered

At Neuman Silvera Financial, we believe in simplifying our lives so that we have the time to focus on what’s truly important. That’s why we’ve put together these free educational resources, available to anyone who wants to learn more about investing, taxes, retirement, and ultimately their legacy. To access your free educational resources, click the corresponding section below.

The goal of these educational resources is to help retirees and pre-retirees become educated about the things that matter most to them, and will have a positive impact on their financial future.

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Resources

Select the topic area of interest below to access our free educational resources

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

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Money

Managing your money involves more than simply making and following a budget.

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Tax

Understanding tax strategies can potentially help you better manage your overall tax situation

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Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

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Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

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Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters

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Ready To Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a event.

Schedule A Meeting

During this visit, we’ll aim to get to know who you are and what you want out of retirement.

Book Your Meeting

Register For A Webinar

Attend one of our informational webinars to learn more about retirement income strategies, wealth management and more...

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Or Call Our Office (352) 351-9288