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Tradewell Tax & Financial
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Welcome to the TradeWell Resource Center

We have the white papers, articles and educational material you need to be better informed about managing your assets and building a financial strategy. Use our calculators, read our newsletters, visit our tax library and join one of our e-seminars.

Click any of the links above to gain access to our library of educational resource and content

Featured White-Papers:

Five Step Inflation Survival Guide

Inflation is a constant factor, especially for retirees on a fixed income. This guide will help you learn how to keep your purchasing power.

Authored by Mike Albertson, president of TradeWell™ Tax & Financial, this white paper has five helpful ways to try and stay ahead of inflation.

 

Annuities Made Easy

Annuities have been popular for more than 2,000 years. Today, the uses of annuities are more comprehensive.

Michael Albertson, president of TradeWell™ Tax & Financial, has put the annuity basics together for you in his new white paper get your copy below.


 

Four Reasons to Review Your Risk Management Strategy Now

Our white paper is packed with some ideas on how you can better manage risk for yourself, your family, and your legacy.

Please keep in mind that TradeWell™ Tax & Financial is not engaged in the practice of law.

 

The Hidden Power of Pre-Retirement Planning

Uncovering hidden fees is just one challenge to a successful retirement planning strategy. There are other you should know about.

Authored by Michael Albertson, president of TradeWell™ Tax & Financial, this white paper uncovers the potential benefits of a careful pre-retirement.

A Primer For Estate Planning

This is a primer with insight on some tips and tricks for planning your estate.

Please keep in mind that TradeWell™ Tax & Financial is not engaged in the practice of law.

 

Reassessing Retirement Assumptions

These retirement assumptions need to be reassessed to make sure your plan works the way you've planned it to work.

Authored by Michael Albertson, president of TradeWell™ Tax & Financial, this white paper is a must read when making a financial plan.

 

 
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Fort Wayne, IN 46825
260.490.2084