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What to Do When You Lose Your Wallet 16 Wall Street Cliches in 60 Seconds

 

Founded over 40 years ago, The Associated Companies exist to work with you as your financial partner. For generations, our firm has worked with businesses and families on the path to their financial destination.

Our goal is to...

  • help you analyze your current situation.
  • design a coordinated action plan that matches your goals and objectives.
  • utilize a long term perspective to provide solutions that work best for you.
  • incorporate the latest technology and financial trends into a customized solution for you, your family and/or your business.

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
- Robert Kiyosaki, Author of "Rich Dad, Poor Dad"


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Estimate how much you have the potential to earn during your working years.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Pay Off Debt or Invest?

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The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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There are some key concepts to understand when investing for retirement

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Principles of Preserving Wealth

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The decision whether to buy or rent a home may have long-term implications.

The Rule of 72

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Extended Care: A Patchwork of Possibilities

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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