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THE POWER OF INDEPENDENCE

As fiduciaries, we always put your needs first. Our independence grants us
flexibility, innovation, and cutting-edge technology.

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INDEPENDENT FIRM

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INDIVIDUAL SERVICES

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BUSINESS OWNER SERVICES

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TOP 5 THINGS TO TELL YOUR FINANCIAL PRO

Here are the top 5 things your team may want to hear.

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HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

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PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

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HELPFUL CONTENT


A NEW WAY TO LOOK AT YOUR BUCKET LIST

Bucket lists don’t have to be for tomorrow.


BUYING A VACATION HOME? 5 QUESTIONS TO CONSIDER FIRST

You may be considering purchasing a vacation property, this can be an exciting
milestone, but there are a few things to consider first.


THE JUNK DRAWER APPROACH TO INVESTING

It's easy to let investments accumulate like old receipts in a junk drawer.

 
 * Articles
 * Calculators
 * Videos

FILING FINAL TAX RETURNS FOR THE DECEASED

The federal government requires deceased individuals to file a final income tax
return.

PROTECTING YOUR HOME AGAINST FLOOD LOSS

Protect yourself against the damage that your homeowners policy doesn’t cover.

INSURING YOUR BUSINESS AGAINST CYBER LIABILITY

90% of small businesses in the U.S. don't protect their data from cyber attacks.
Is your business at risk?

KEY MONEY MOMENTS: 4 TIMES YOU SHOULD TALK TO A PRO

Life happens fast, and your finances can take a backseat if you’re not careful.
Is it time to check in with a financial professional? This infographic will help
you examine your own financial situation and decide if it’s time to step up your
financial game.

IMMEDIATE VS. DEFERRED ANNUITIES

Looking forward to retirement? It's critical to understand the difference
between immediate and deferred annuities.

BEST-PERFORMING ASSET CLASSES

Bonds may outperform stocks one year only to have stocks rebound the next.

VIEW ALL ARTICLES

DISABILITY INCOME

This calculator estimates your chances of becoming disabled and your potential
need for disability insurance.

TAXABLE VS. TAX-DEFERRED SAVINGS

Use this calculator to compare the future value of investments with different
tax consequences.

HOW COMPOUND INTEREST WORKS

Use this calculator to better see the potential impact of compound interest on
an asset.

TAX FREEDOM DAY

Assess how many days you'll work to pay your federal tax liability.

PAYING OFF A CREDIT CARD

Enter various payment options and determine how long it may take to pay off a
credit card.

INFLATION & RETIREMENT

Estimate how much income may be needed at retirement to maintain your standard
of living.

VIEW ALL CALCULATORS

RETIREMENT REDEFINED

Around the country, attitudes about retirement are shifting.

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?

EXIT STRATEGIES OF THE RICH AND FAMOUS

Estate conservation is too important to put off. Do you have a smart exit
strategy?

LEAVING YOUR LASTING LEGACY

Want to do more with your wealth? You might want to consider creating a
charitable foundation.

THE COST OF PROCRASTINATION

Procrastination can be costly. When you get a late start, it may be difficult to
make up for lost time.

COACHES

Coaches have helped you your whole life, in ways big and small. We'd like to be
one of them.

VIEW ALL VIDEOS


GET FINANCIAL NEWS & UPDATES DELIVERED TO YOUR INBOX

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Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.

Allied Wealth Management LLC is a marketing name for securities and advisory
services offered through Osaic Wealth, Inc.., member FINRA/SIPC and a registered
investment advisor. Insurance offered through Allied WM Insurance Services LLC
and is not affiliated with Osaic Wealth, Inc..

Registered Representative may only discuss/and or transact securities business
with residents of the following states: AR, AZ, CA, ID, NC, OR, TN, TX, UT. No
offers may be made or accepted from any resident outside the specific states
referenced.

CONTACT

Allied Wealth Management LLC

Office: (831) 333-0333 Fax: (831) 333-0332

200 Clock Tower Place Suite A102
Carmel, CA 93923

Series 6, 7, 63, 65

info@alliedwm.com



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