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WE CAN’T CHANGE THE DIRECTION OF THE WIND, BUT WE CAN ADJUST YOUR SAILS TO HELP
YOU REACH YOUR DESTINATION.

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WHY REGENT FINANCIAL

 
 


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HELPFUL CONTENT


SELF-EMPLOYED RETIREMENT PLANS

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA,
or SEP.


GLOBAL VS. INTERNATIONAL: WHAT’S THE DIFFERENCE?

International funds invest in non-U.S. markets, while global funds may invest in
U.S. stocks alongside non-U.S. stocks.


EMERGING MARKET OPPORTUNITIES

What are your options for investing in emerging markets?

 
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SAVING EARLY & LETTING TIME WORK FOR YOU

The earlier you start pursuing financial goals, the better your outcome may be.

CRITICAL ESTATE DOCUMENTS

Sound estate management includes creating financial and healthcare documents.
Here's an inside look.

SOCIAL SECURITY BENEFITS: HOW MUCH WILL I RECEIVE

Calculating your potential Social Security benefit is a three-step process.

HOW WILL WORKING AFFECT SOCIAL SECURITY BENEFITS?

Knowing the rules may help you decide when to start benefits.

FINANCIAL AID FOR STUDENTS 101

Help your college-bound child explore scholarships, grants, and more with this
article on paying for higher education.

ASSESS LIFE INSURANCE NEEDS

How to help determine life insurance needs to provide for your family after you
pass away.

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HISTORICAL INFLATION

This calculator shows how inflation over the years has impacted purchasing
power.

COMPARING INVESTMENTS

This calculator compares the net gain of a taxable investment versus a
tax-favored one.

CAPITAL GAINS TAX ESTIMATOR

Use this calculator to estimate your capital gains tax.

FEDERAL INCOME TAX

Use this calculator to estimate your income tax liability along with average and
marginal tax rates.

LIFETIME OF EARNINGS

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

SHOULD I BUY OR LEASE AN AUTO?

This calculator compares the financial impact of leasing versus buying an
automobile.

VIEW ALL CALCULATORS

INVESTMENT STRATEGIES FOR RETIREMENT

Investment tools and strategies that can enable you to pursue your retirement
goals.

YOUR CASH FLOW STATEMENT

A presentation about managing money: using it, saving it, and even getting
credit.

AN INSIDE LOOK AT RETIREMENT LIVING

A number of questions and concerns need to be addressed to help you better
prepare for retirement living.

5 SMART INVESTING PRINCIPLES

Principles that can help create a portfolio designed to pursue investment goals.

PRINCIPLES OF PRESERVING WEALTH

How federal estate taxes work, plus estate management documents and tactics.

MANAGING YOUR LIFESTYLE

Using smart management to get more of what you want and free up assets to
invest.

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INFLATION AND YOUR PORTFOLIO

Even low inflation rates can pose a threat to investment returns.

A NEW WAY TO LOOK AT YOUR BUCKET LIST

Bucket lists don’t have to be for tomorrow.

QUESTIONS TO CONSIDER WHEN BUYING A VACATION HOME

Doing your research is key before buying a vacation home.

JANE BOND: INFILTRATING THE MARKET

Agent Jane Bond is on the case, cracking the code on bonds.

THE RICHEST MAN IN BABYLON

In good times and bad, consistently saving a percentage of your income is a
sound financial practice.

DREAMING UP AN ACTIVE RETIREMENT

When you retire, how will you treat your next chapter?

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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
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Copyright 2023 FMG Suite.

For a copy of our privacy policy please click here.

Securities offered through LPL Financial. Member FINRA/SIPC. Advisory Services
offered through Drawbridge Capital, LLC, A Registered Investment Advisor and
wholly owned subsidiary of Regent Financial Services. Drawbridge Capital and
Regent Financial Services are separate entities from LPL Financial.

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MS, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WY and WI.




CONTACT

Regent Financial Services, Inc.

Office: 918-493-4190 Fax: 918-493-6536

7134 South Yale Avenue
Suite 700
Tulsa, OK 74136

CustomerService@RegentFS.com



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