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    • A FEW WORDS ABOUT US

      We here at Maynard Advisory Group specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY ARTICLE

    • IRA BLOG

    • How to Save For Retirement When You’re Raising Kids Alone

      How to Save For Retirement When You’re Raising Kids Alone It can be hard to save when you’re the only adult in the house, but putting money aside for retirement should be non-negotiable. Whether you are divorced, widowed or a single parent by choice, raising kids alone can be financially challenging. There is typically no second income to rely on, and tax breaks for singles can be less [...]

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      3 WAYS TO BRIDGE THE GENDER SAVINGS GAP

      3 WAYS TO BRIDGE THE GENDER SAVINGS GAP This post originally appeared on the National Life Group Main Street blog on 3/9. By Maria McLendon. When it comes to savings, the gender savings gap is huge. A recent study[1] indicated that women have 50% lower savings than their male counterparts. There are a number of reasons that this disparity exists, among these are that, on average, women earn [...]

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      DON’T TAKE THE JOURNEY THROUGH RETIREMENT SAVINGS ALONE

      DON’T TAKE THE JOURNEY THROUGH RETIREMENT SAVINGS ALONE We live in a high-tech world where information about all topics under the sun is available at our fingertips. We are moving toward self-service and automatic access to everything. You can look at your checking account balance on your phone; you can make dinner reservations with a couple of clicks, and you can confirm a dentist appointment [...]

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    • LATE 401(K) DEPOSITS

      July 11, 2018

      Every retirement plan custodian has an interactive website that participants can visit, if their employer offers that feature. While all are a little different, the websites all contain access to vital information about your account under the plan. You can review your beneficiary designations, investment lineup and performance, contribution rates, and loan information. Sadly, statistics show only [...]

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      Change can be good. Is your IRA ready for a change? Maybe you are looking for a new type of investment or maybe a new IRA custodian. To change it up with your IRA, you may need to move your IRA funds. Here are 10 things everyone should know before they move their IRA. The best way to move your money from one IRA to another is to do a trustee-to-trustee transfer. Your funds will not be [...]

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      Question: My husband passed away this April at 83. I’m 68 and sole beneficiary of his traditional IRA.  I was advised that it didn’t matter if I rolled his IRA into mine and then took his RMD for the year as long as I do so by 12/31/2018.  I rolled his IRA into mine early May.  I proceeded and took his RMD June 13. I now understand that this could be a mistake. Should I file IRS  [...]

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