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Life Compass Financial
313 E 10th Ave
Bowling Green, KY 42101-2109
T: 270.846.2656
F: 270.846.2659
TF: 877.848.2656
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Article
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
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Tax Planning
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
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Family & Lifestyle
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
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Retirement & Longevity
Tariffs, policy uncertainty weighs on economic, investing outlooks
4/21/2025
Chief Investment Officer Larry Adam notes with volatility on the rise, maintaining a long-term view is key.
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Markets & Investing
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re...
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Family & Lifestyle
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials...
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Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamles...
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Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamles...
Read
Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials...
Read
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
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Family & Lifestyle
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
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Retirement & Longevity
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