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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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    • 11 Money Lies to Stop Telling Yourself

      11 Money Lies to Stop Telling Yourself   Nope, credit cards aren't evil. Sometimes it’s easier to believe a fantasy than it is to face reality — and when it comes to money, many people hold false beliefs. When you’re young, the future seems far away, and you might think there’s time to make up for your financial mistakes later. Unfortunately, whether you’re putting off [...]

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      6 Social Security Changes Coming in 2017

      Social Security beneficiaries will receive a slight increase in their Social Security checks in 2017. There have also been several recent tweaks to the program that change how married couples can collect benefits. Here’s a look at the new Social Security rules for 2017: A modest increase in payments. Social Security payments will increase by 0.3 percent beginning in January 2017. [...]

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      Give Your Kids the Gift of Giving

      The run up to the holidays at the end of the month is an especially great time to teach young children some money and life lessons. Have The Kids Clean Their Closets, Rooms, and Playrooms. The goal is to create a single pile of all the toys, books and clothes that are no longer used or wanted. As a family take a look at the pile and separate the stuff that was used a lot-but has outgrown its [...]

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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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