Market Street Wealth Management is a full service wealth management and financial services firm located in West Chester, PA. What makes our firm unlike any other, is our focus not only on investment management and finances, but many other areas of concern that retirees face like Social Security planning, Medicare and healthcare counseling, wills, trusts, estate planning and much more.
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Health Options Program (HOP) for PSEARS Members
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In today's episode we're going over HOP, a health insurance program developed for members of PSEARSOleh Retirement Matters Show
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Today we're discussing an important topic related to taxes. Did you know there is a difference between tax planning and tax preparation?Oleh Retirement Matters Show
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In today's episode we're discussing IRA strategies that educators and retirees should be aware of.Oleh Retirement Matters Show
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Pension Planning and Maximization Tips and Strategies
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13:11
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Pension planning is an important part of an overall financial plan. It's important to take a "big picture" view of your retirement plan before making any decisions.Oleh Retirement Matters Show
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The Importance of Homeowners & Auto Insurance in a Retirement Plan
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15:42
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15:42
If your financial advisor doesn't discuss your liability and property insurance with you, they are potentially overlooking a serious exposure in your retirement planning.Oleh Retirement Matters Show
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Why Homeowners & Auto Insurance Rates Increase
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19:43
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19:43
Understanding why insurance premiums increase can help you when searching for a better company or price.Oleh Retirement Matters Show
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How To Save On Homeowners & Auto Insurance Premiums
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Saving money on homeowners and auto insurance premiums doesn't have to be difficult. With the help of an independent agent, rates can be compared quickly and easily.Oleh Retirement Matters Show
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401k planning and management doesn't have to be confusing. In this segment we discuss some of the mistakes to steer clear of with your 401k.Oleh Retirement Matters Show
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In this segment, we're discussing some of the common investment mythsOleh Retirement Matters Show
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Are you confused about how index annuities really work? Tune in to this segment as we are discussing the pros & cons of Index AnnuitiesOleh Retirement Matters Show
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Accumulation vs. Distribution Part 2
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21:50
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21:50
Part 2 of our Income Accumulation vs. Distribution segmentOleh Retirement Matters Show
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Accumulation Vs Distribution Part 1
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Income Accumulation and Distribution in retirement is an important topic. Learn more in today's segmentOleh Retirement Matters Show
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