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Certain Uncertainties in Retirement

Submitted by Shoemaker Financial on May 26th, 2020

The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years.

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Time to Spring Clean Your Accounts

Submitted by Shoemaker Financial on May 26th, 2020

Springtime often requires some financial spring cleaning. This is the best time to ensure your accounts are up to date and secure. Here are 3 tips to help keep your finances safe and sound:

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Countdown to College

Submitted by Shoemaker Financial on May 26th, 2020

Most parents want to give their children the best opportunity for success and getting into the right college may help open doors.

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The Major Retirement Preparation

Submitted by Shoemaker Financial on May 18th, 2020

Mistakes

Much is out there about the classic financial mistakes that plague startups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.

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Leaving Your Family a Legacy

Submitted by Shoemaker Financial on May 1st, 2020

A family legacy can have multiple aspects. It can include much more than heirlooms. It may also include guidance on what to do with the gifts that are given.

What are your “legacy” assets? Financially speaking, a legacy asset is something that may outlast you, something that might produce income or wealth for your descendants.

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Debunking Common Retirement Assumptions

Submitted by Shoemaker Financial on May 1st, 2020

Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few.

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Establishing Good Credit in College

Submitted by Shoemaker Financial on May 1st, 2020

Good credit may open doors. It is vital to securing a loan, a business loan, or buying a home. When you establish and maintain good credit in college, you create a financial profile for yourself that can influence lenders, landlords, and potential employers.

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Guarding Against Identity Theft

Submitted by Shoemaker Financial on May 1st, 2020

The cost of data breaches increases. The latest annual study from Javelin Strategy & Research, a leading financial analytics research firm, says that 14.4 million people were impacted by I.D. theft in 2018. Roughly 3.3 million of them had to shoulder a financial loss or an out-of-pocket cost due to these crimes.

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No, That's Not the IRS Calling

Submitted by Shoemaker Financial on May 1st, 2020

Do you know how the Internal Revenue Service (IRS) contacts taxpayers to resolve a problem? The first step is almost always to send the taxpayer a letter through the U.S. Postal Service.

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Six Overlooked Tax Deductions

Submitted by Shoemaker Financial on February 21st, 2020

Who among us wants to pay the Internal Revenue Service more taxes than we have to? While few may raise their hands to voluntarily pay more taxes, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Are you one of them? Let’s take a quick look at six of the most overlooked opportunities to manage your tax bill.

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  •   8988 Ruffian Lane, Newburgh, IN 47629
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Shoemaker Financial is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Shoemaker Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Shoemaker Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3121112 DOFU 06/2020

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