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Prime Capital Investment Advisors unveils new brand – Prime Capital Financial! Click here to read the full announcement.

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Marco Melero, C(k)P®, AIF®

What Is a Financial Plan?

Financial Planning
If you have been contributing to your 401(k) or similar plan at work, you may think that you have a financial plan in place. But that’s not the case. A financial plan is more than a retirement account, it’s a comprehensive outline of your finances, including both short-term goals like vacations, and long-term goals like retirement. Elements of a Financial…
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