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Articles

Close-up image of an elderly hand being held by a younger-looking hand
Envision Wealth Management | Oct 2, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Envision Wealth Management | Oct 2, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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Envision Wealth Management | May 22, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Envision Wealth Management | May 22, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Envision Wealth Management | May 22, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Southlake, TX 76092

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E | info@ewm.us
P | 817-696-9069
TF | 877-679-0697

   

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Russell G Baker Jr is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, FL, GA, IL, LA, MI, MN, MO, MT, NJ, NY, OK, OR, SC, TX, UT & WA.

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