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    • A FEW WORDS ABOUT US

      We here at All Faith Financial Services specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • Although most people know it’s never too early to start planning for retirement, many Americans aren’t truly prepared, and there are many supporting statistics from the Indexed Annuity Leadership Council’s (IALC) data: One in four baby boomers (think: your dad) have less than $5,000 saved for retirement More than 40 percent of America’s workforce reports they are worried about [...]

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      When the yield on the 10-year U.S. Treasury note recently peaked a few basis points above 3% in May, for many market observers, a psychological barrier had been breached. That closely watched benchmark bond hadn’t exceeded 3% since July of 2011. “That’s a pretty significant level,” notes Frank O’Connor, VP of Research and Outreach for the Insured Retirement Institute, a trade [...]

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      Here are four challenges to jump on right now to make sure your retirement is a happy one. I know you’re ready. You’re so close to retirement, you can taste the cool beverages on the beach and feel the sand between your toes. Unfortunately, at the rate you’re going, dear Baby Boomer, your retirement might not be exactly as you dreamed it. Maybe it’s because you never could quite [...]

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    • LATE 401(K) DEPOSITS

      July 11, 2018

      Every retirement plan custodian has an interactive website that participants can visit, if their employer offers that feature. While all are a little different, the websites all contain access to vital information about your account under the plan. You can review your beneficiary designations, investment lineup and performance, contribution rates, and loan information. Sadly, statistics show only [...]

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      Change can be good. Is your IRA ready for a change? Maybe you are looking for a new type of investment or maybe a new IRA custodian. To change it up with your IRA, you may need to move your IRA funds. Here are 10 things everyone should know before they move their IRA. The best way to move your money from one IRA to another is to do a trustee-to-trustee transfer. Your funds will not be [...]

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      Question: My husband passed away this April at 83. I’m 68 and sole beneficiary of his traditional IRA.  I was advised that it didn’t matter if I rolled his IRA into mine and then took his RMD for the year as long as I do so by 12/31/2018.  I rolled his IRA into mine early May.  I proceeded and took his RMD June 13. I now understand that this could be a mistake. Should I file IRS  [...]

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