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Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Here's to a prosperous 2015 from The Perez Family. May all your goals and dreams come true for you and yours. Achieving your dreams.one windmill at a time". As a licensed Fin...

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Paul Perez

12395 Wo●●●●●●●●de Drive

San●●●ego , 92128

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858-●●●●6262
pa●●●●●●●●●●●●●●@bellsouth.net

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Paul Perez

12395 Wo●●●●●●●●de Drive

San●●●ego , 92128

United States

858-●●●●6262
pa●●●●●●●●●●●●●●@bellsouth.net

View this contact

null

Paul Perez

12395 Wo●●●●●●●●de Drive

San●●●ego , 92128

United States

858-●●●●6262
pa●●●●●●●●●●●●●●@bellsouth.net

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Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Here's to a prosperous 2015 from The Perez Family. May all your goals and dreams come true for you and yours. Achieving your dreams.one windmill at a time. As a licensed Fin...
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Home | Paulimar Financial Services | paulimar.net Reviews

https://paulimar.net

Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Here's to a prosperous 2015 from The Perez Family. May all your goals and dreams come true for you and yours. Achieving your dreams.one windmill at a time". As a licensed Fin...

INTERNAL PAGES

paulimar.net paulimar.net
1

Tools | Paulimar Financial Services

http://www.paulimar.net/tools

Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Our collection of 40 calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin. Sign up for my Newsletter.

2

Glossary

http://www.paulimar.net/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

3

financial market information, financial calculators, stock information

http://www.paulimar.net/p/useful-links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. Sign up for my Newsletter. Error processing your request. Please try again at a later time. About Paulimar Financial Services:. Paulimar Financial Services is, of course, a business but also a way of . Learn More. A registered broker dealer, member FINRA.

4

All Calculators | Paulimar Financial Services

http://www.paulimar.net/resource-center/calculators

A Look at Systematic Withdrawals. Roth 401(k) vs. Traditional 401(k). Potential Income from an IRA. What Is My Life Expectancy? What Is My Current Net Worth? What's My Potential Estate Tax? Taxable vs. Tax-Deferred Savings. How Compound Interest Works. What Is My Risk Tolerance? What Is the Dividend Yield? Impact of Taxes and Inflation. Contributing to an IRA? Assess Your Life Insurance Needs. Capital Gains Tax Estimator. What Is My Current Cash Flow? Paying Off a Credit Card. How Much Home Can I Afford?

5

The Real Cost of a Vacation Home | Paulimar Financial Services

http://www.paulimar.net/resource-center/investment/the-real-cost-of-a-vacation-home

The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too. The Investment Risk No One’s Ever Heard Of. You face a risk for which the market does not compensate you, that can not be easily reduced through diversification. 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. Have A Question About This Topic?

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Home | Paulimar Financial Services

Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Here's to a prosperous 2015 from The Perez Family. May all your goals and dreams come true for you and yours. Achieving your dreams.one windmill at a time". As a licensed Fin...

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