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Retirement Planning

Tax Planning

Will / Trust Planning

Neil H. Resnik, LUTCF

| Investment Management

| Estate Planning

| Tax Preparation Services

| Financial Planning

Minneapolis, St Paul Areas

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate the future value of your current savings.

Determine whether you should consider refinancing your mortgage.

How much can you afford to pay for a car?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck