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Realize Financial Advisors provides answers to some of life's most important questions...yours.
We offer many services, including:
- Roth & Traditional IRA's
- 401(k) distribution options
- Education savings plans
- Account consolidation
- Investments in individual stocks, mutual funds, corporate & municipal bonds
- Annuities
- Life Insurance needs
- Financial Planning
- Business Planning
- Tax Strategies
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future value of your current savings.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,742.65 | +1.05% |
| NYSE Composite | 12,046.41 | +1.23% |
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All quotes are in US Eastern Time (EST).
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