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Teaching kids about money and financial values isn’t just about preparing them for success. It’s also about helping them make responsible decisions and boosting their confidence and independence – without falling victim to scams and manipulation. In this video, Marks shares 3 tips to get the ball rolling.

Need help having the money conversation with children or even your parents? Schedule a complimentary meeting with Mark.

How can market volatility, taxes and opportunity loss impact your retirement plan? Watch the video now to learn what you can do to help stay ahead of the biggest retirement challenges.

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Help minimize surprises with WealthGuard, an early warning system for your investments.

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Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. McGregor Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that McGregor Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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