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Consulting Group
500 108th Avenue NE
Suite 1900
Bellevue, WA 98004
Suite 1900
Bellevue, WA 98004
tel: 425-453-5800
toll free: 800-328-2802
fax: 425-453-5802
toll free: 800-328-2802
fax: 425-453-5802
Educational Articles
At Morgan Stanley Smith Barney, we know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. We offer our clients intelligent counsel based on our research, intellect and hard work. Please review the articles below to learn more about the products and services available to our clients.
- Healthcare Planning: Practical Considerations for a ‘Graying’ America, Part I
- Healthcare Planning: Practical Considerations for a ‘Graying’ America, Part II: Medicare and Medigap
- Healthcare Planning: Practical Considerations for a ‘Graying’ America, Part III—Long-term Care
- The Hard Facts of Long-Term Care Insurance
- Baby Boomers Prepare for Retirement
- Time Is Money: Deciding When to Take Social Security
- Staggered Retirement: When One Spouse Leaves the Workforce
- IRA Rollovers: Stashing Your Retirement Nest Egg
- Planning Beyond the Numbers
- Cracking Your Nest Egg
- Retiring Right
- Do You Know Who Your IRA Beneficiary Is—and Why It Matters?
- Creating a Family Mission Statement
- Will Your Kids Inherit the Wealth Ethic or the Work Ethic?
- Instilling Financial Values in Your Children and Grandchildren by Women & Co.
- The Life Stages of Wealth: What You Should Consider Today and Tomorrow by Women & Co.
- Understanding Our Behavioral Blind Spots
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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