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Articles

The 2023 Cost-of-Living Adjustment

Trevor Kern | Nov 21, 2022
Categories
Retirement

Unwrap a Holiday with Less Financial Stress

Trevor Kern | Nov 14, 2022
Categories
Savings
Lifestyle

Retiring Abroad

Trevor Kern | Nov 7, 2022
Categories
Retirement
Lifestyle

Personal Finance Mistakes to Avoid

Trevor Kern | Oct 31, 2022
Categories
Finance
Savings

Retirement Plan FAQs

Trevor Kern | Oct 24, 2022
Categories
Retirement
Investments

Medicare in 2023: Here's What You Need to Know

Trevor Kern | Oct 17, 2022
Categories
Health
Retirement

4 Tips for Minimizing Financial Anxiety

Trevor Kern | Oct 10, 2022
Categories
Finance
Lifestyle

Is it Always Better to Purchase a Home?

Trevor Kern | Oct 3, 2022
Categories
Real Estate
Property

Financial Planning Basics: Creating and Maintaining a Budget

Trevor Kern | Sep 26, 2022
Categories
Savings
Finance

Asset Allocation and Risk Allocation

Trevor Kern | Sep 19, 2022
Categories
Investments

What to Do With with a Sudden Windfall

Trevor Kern | Sep 12, 2022
Categories
Finance

Is Confirmation Bias Affecting Your Investment Strategy?

Trevor Kern | Sep 5, 2022
Categories
Investments

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Contact

askus@zellerkern.com

Sacramento: 916.436.8270
Boise: 208.900.2550

2377 Gold Meadow Way
Suite 100
Gold River, CA 95670

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  • Purposeful Conversation®
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  • Steps Towards a Thriving Retirement
  • Wealth Vault®
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  • Reduce Your Tax Burden
  • Safeguard Your Assets
  • Preparing Your Heirs
  • Protecting Your Sudden Wealth

Business Owners

  • Services for Business Owners
  • Building the Value of Your Business
  • Develop an Exit Plan
  • Retirement Plan Design and Asset Management
  • Wealth Vault® for Business Owners
  • Protect Your Assets from Risk and Creditors
  • Cash & Short Term Investment Services
  • Buy-Sell Agreements / Business Continuity Planning

 

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Financial Advisors and Planners, Wealth Management and Retirement Planning Sacramento, Roseville, Folsom, El Dorado Hills and Davis, California

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, ID, IL, IN, ME, MN, MT, NJ, NV, OR, NY, TN, TX, VT and WA. No offers may be made or accepted from any resident outside thesestates due to various state regulations and registration requirements regarding financial investment products and services. The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA Financial Investor Regulatory Authority / SIPC Security Investor Protection Corporation, a registered investment advisor. Financial planning services and fixed insurance products and services offered by Zeller Kern Wealth Advisors, a registered investment adviser, are separate and unrelated to Commonwealth. Serving clients from offices in Gold River, CA and the nearby cities of Roseville, Folsom, El Dorado Hills and Davis, Zeller Kern Wealth Advisors, Inc., a registered investment advisor is a Sacramento Financial Advisor and Retirement Planning firm.

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