CLIENT RESOURCES
Total Financial Concepts clients have complete access to our resource library, a database just for clients that is frequently updated with educational articles, informative podcasts, useful calculators, and more. An access code is needed to view this content. If you are a client and do not know the access code, please call our office at 732-225-7404.
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What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
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Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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