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WARREN LUDFORD CFP®
CERTIFIED FINANCIAL PLANNER™

Online Resources

Useful information from market research to financial planning topics, along with guides for your LPL accounts.

Retirement Planning

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The Basics of Retirement Planning

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The Basics of Social Security

Rollover Guide

Rollover Guide

Setting FIRE to Retirement Planning

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When Should You Retire?

Required Minimum Distributions (RMDs)

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What Should You Do in Retirement?

Investment & Insurance

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The Basics of Investing

SEC Guide to Mutual Funds

SEC Guide to Mutual Funds and ETFs

Characteristics and Risks of Standardized Options

Characteristics and Risks
of Standardized Options

Overview of Alternative Investments

Overview of Alternative
Investments

Guide to Long Term
Care Insurance

NAIC Shoppers Guide to
Long Term Care Insurance

NAIC Life Insurance
Buyer's Guide

Estate Planning

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The Basics of Estate Planning

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Procrastination is the Biggest
Barrier to Estate Planning

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Planning for Your Estate Taxes
Now and Later

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Estate Planning: Solving
Problems Before They Happen

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PTC Planning with Confidence:
Simplified Trust Solutions

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Surviving Spouse/Partner
Checklist

Small Business Owner

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Small Business Owner
Services

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Taking Charge of Your
Fiduciary Responsibilities

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2023 Retirement Plan Comparison

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Why Sponsor a 401(k) ?

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