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Comprehensive Wealth Management Group, L
Allan Katz, CFP®, ChFC, CLU
President
800-601-0622
akatz@cwmg-llc.com
Welcome to Comprehensive Wealth Management Group, LLC
FINANCIAL PLANNING THAT FOCUSES ON YOU!!!
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  • Earnings Call: A Closer Look at Financial Reports
    The second quarter of 2016 marked the fifth quarter in a row of declining U.S. corporate earnings. Low oil prices and a strong dollar were largely to blame for
  • Ten Year-End Tax Tips for 2016
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials
    Many differences exist among baby boomers, Generation Xers, and millennials. But one thing that brings all three generations together is a concern
  • What are my health-care options if I retire early?
    If you're eligible for an early-retirement package from your employer, determine whether post-retirement medical coverage is included. These packages sometimes provide
  • Should I accept my employer's early-retirement offer?
    The right answer for you will depend on your situation. First of all, don't underestimate the psychological impact of early retirement. The
    
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 Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Insurance and additional advisory services offered through Comprehensive Wealth Management Group, LLC., a registered investment advisor and separate entity from Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the state(s) of CA, FL, GA, MD, NJ, NY, PA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


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