Rick Willoughby is a Registered Principal, Brice Willoughby is a Registered Representative both offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and registered investment advisor. Member FINRA and SIPC.Independent Financial Group, LLC and Symphony Financial Services, LLC are not affiliated. For state licensing information visit www.symphonyfinancialservices.com The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Newsroom | FINRA.org
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When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
How prepared are you for retirement?
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The Pre-Retirement Checklist
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Symphony Financial Services updated their info in the about section.
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
Symphony Financial Services updated their info in the about section.
Working in Retirement: New trend or same old story?
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A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
