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Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.

IS YOUR RETIREMENT ON TRACK?


 
Planning for and addressing these 18 risks in your retirement plan can allow you to refire with confidence.
 

Retirement News and Resources

See Curtis Cloke in the news and get the latest updates on tax changes that could affect your retirement.

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Tame Your Retirement Fears

Do retirement fears keep you up at night? Learn the top five fears Curtis hears most often, and what you can do to address them.

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The information contained in this presentation does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of the content creator and not necessarily those of the named advisor(s), JWC or JWCA. This information is not intended as a solicitation or an offer to buy or sell any security or investment product. Information is solely intended for recipients in jurisdictions where the named advisor(s) are licensed to engage the investing public. Investments and strategies mentioned may not be suitable for all investors. The named advisor(s) and JWC/JWCA do not provide tax or legal advice. Always discuss any tax or legal matters with an appropriate professional. The S&P 500 and other such indices are unmanaged, do not incur fees or expense, cannot be invested into directly and individual investor’s results will vary. Past performance is no guarantee of future results. As with all investments, income generating programs, etc. various risks may exist and JWC/JWCA recommends you consult with your financial advisor prior to making any financial decisions.
 
Curtis Cloke and Joshua Cloke are registered representatives of J.W. Cole Financial, Inc., member FINRA/SIPC.
 
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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Acuity Financial and JWC / JWCA are unaffiliated entities.
 
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