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Our no cost, no obligation seminar provides the knowledge you need to plan and enjoy your future

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No Cost, No Obligation Retirement Plan Consultation.

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Our meetings are designed for people over 50 with a minimum of $100,000 of investable assets, not including your home or real estate. If you do not yet have our minimum, please keep us in mind as your assets continue to grow.

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National Press Turns to Money Matters for insight on issues affecting today's investors. View Recent Press Featuring Ken Moraif:

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Fox Business

Ken Moraif argues that "Buy and Hold" is a flawed strategy.
Click on the image above to watch his interview on Fox Business 'After The Bell'...

Financial & Retirement Planning

Your retirement should be your second childhood without parental supervision.

You should enjoy yourself -- go play, travel, have fun! Stay out late!

To do that you must have a solid financial plan that you have confidence in. Have you ever seen change like we are experiencing now? Have you ever seen deficits like we are running? Markets so volatile? The future so insecure?

If you are concerned about your financial security, please sign up for Ken's next seminar. It's designed for those of you who are at the average retirement age, which is over the age of 50.  You will also get to enjoy some of the now World Famous Oatmeal Raisin and Chocolate Chunk Cookies!

Latest Email Market Alert - click here to Read

The Unstoppable Stock Market

Market Alert October 8th, 2017: The Unstoppable Stock Market

  • There seems to be no stopping this market from going up.
  • Global growth seems to be accelerating.
  • People are coming back into the workforce in record numbers
  • We may hit our fearless forecast of Dow 25,000 sooner than we thought.
  • This is the time to prepare for when the next market crash comes.
Read more ...
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Latest Financial Tip Video - click here to Watch

Determining If the Market is Right for You


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Latest Press & News - click here to View

NERDWALLET, INC. - Yes, You Need a 401(k) in Your 20s — Here’s Why

Habits developed at a young age can last a lifetime. ...and it’s all thanks to some advice from his mother. “She told me to save 20% of my gross salary — that was the rule," - Ken Moraif

Read the full article here: https://www.nerdwallet.com/blog/investing/contribute-company-401k/


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Latest Radio Show Podcast - click here to Listen

October 14th, 2017

1) Ray Dalio Principles
2) 7 Deadly Sins Of Investing
3) How Social Security Is Taxed
4) Buy-Hold Myth: The Market Always Comes Back
5) Estate Tip: Family Limited Partnership
 
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Recent Financial Articles & Studies - click here for Information

How To Create Your Retirement Financial Plan

Let’s say you're on an airplane above North Africa headed from Tripoli to Cairo.  You’re right over the Sahara Desert when the plane crashes. Nobody's hurt, but you're all stranded in the middle of the Sahara. After you've figured out how much water you have and have all your supplies together and built a shelter, what’s the next step you should take? You need to figure out where you are relative to Cairo so that you don’t head off the wrong way. You need to know where you are in regards to your goal. 

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