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Game Plan for Financial Wellness
 

Take charge of your financial future

Managing your money can be stressful – but it doesn’t have to be. CX Wealth Direct provides the tools you need to strategize and save successfully. Together, we’ll create a roadmap to help you pursue the financial goals that matter most to you and your family.

We’ll begin by creating a distinct, online snapshot of your personal finances. Your easy-to-access dashboard helps you connect the dots, seeing precisely where you are in your journey to financial success. And, when you enroll in our coaching services, you’ll have access to a wealth of wisdom and advice.

Take charge today. Create a financial plan that will grow with you as your travel from one stage of life to the next. And don’t worry – we intend to be there as you reach every important milestone along the way.

 

Helpful Content

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Use this calculator to better see the potential impact of compound interest on an asset.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are some smart strategies that may help you pursue your investment objectives

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Once Upon a Goal

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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