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Learning Center

Financial Planning Tools, Information & Resources to Help You Make Better Decisions

Welcome to the Abiding Wealth Advisors Learning Center! We are true believers in the power of education: The more you know about your money and financial planning concepts, the better your financial decisions will be, and the more likely it is you’ll follow through on the things you need to do to achieve your goals.

To help you learn and apply the concepts to your own unique situation, we’ve collected many of the financial planning tools, information and resources throughout our site here, to make it easy for you to find what you’re looking for.

We’ve also written some pieces ourselves to answer questions sent by others like you– choose the topic in the sidebar on this page to see our posts on each subject.

For more information from outside sources on any particular topic, go to the main menu for our site, visit the page for that topic and check out the Tools and Resources section at the bottom of the page– there are lots of good articles and videos to check out that will help you learn more.

If you have any questions about the financial planning tools and information here or about your finances, or if there’s something you’re confused about that we could clarify for you and others like you, please contact us and let us know.

We want this to be as helpful to you as possible, so if you’ll send us your questions, we’ll try to give you some answers.

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Charlotte Investment Management

Value is what you get

July 13, 2020
https://abidingwealthadvisors.com/wp-content/uploads/2019/09/Warren-Buffet-Intelligent-Investor.png 587 1035 Shane Snively https://abidingwealthadvisors.com/wp-content/uploads/2016/03/Abiding-Wealth-Advisors-logo4-e1606235469425.png Shane Snively2020-07-13 11:39:382023-07-05 12:04:45Value is what you get
Charlotte Investment Advisors

Meeting Your Needs

November 4, 2019
https://abidingwealthadvisors.com/wp-content/uploads/2015/10/Investment-Management.png 435 1500 Shane Snively https://abidingwealthadvisors.com/wp-content/uploads/2016/03/Abiding-Wealth-Advisors-logo4-e1606235469425.png Shane Snively2019-11-04 13:01:432022-01-05 14:09:02Meeting Your Needs
Tax Savings Tip for New College Graduates

Here’s a Tax Planning and Savings Tip for New College Graduates

July 27, 2016
…
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Borrowing from Your IRA? Be Very Careful...

Thinking About Borrowing from Your IRA? Be Very Careful…

July 20, 2016
…
https://abidingwealthadvisors.com/wp-content/uploads/2016/07/Borrowing-From-Your-IRA.jpg 484 1000 Abiding Wealth Advisors https://abidingwealthadvisors.com/wp-content/uploads/2016/03/Abiding-Wealth-Advisors-logo4-e1606235469425.png Abiding Wealth Advisors2016-07-20 22:05:342022-01-05 13:27:14Thinking About Borrowing from Your IRA? Be Very Careful…
Strategic Planning | Abiding Wealth Advisors

Tell Your Story

June 6, 2016
https://abidingwealthadvisors.com/wp-content/uploads/2016/06/Jared-Nichols.jpg 484 1000 Abiding Wealth Advisors https://abidingwealthadvisors.com/wp-content/uploads/2016/03/Abiding-Wealth-Advisors-logo4-e1606235469425.png Abiding Wealth Advisors2016-06-06 14:59:532022-06-20 15:44:35Tell Your Story
Financial planner in Charlotte

What Is Your Largest Asset? (It Might Not Be What You Think)

October 21, 2015
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Charlotte ESOP Specialist Shane Snively Helps Imagination Technologies/FRS Reward Employees

Shane Snively Helps Imagination Technologies / FRS Reward Employees With ESOP

March 3, 2015
https://abidingwealthadvisors.com/wp-content/uploads/2015/03/Imagination-Technologies-FRS.png 484 1000 Abiding Wealth Advisors https://abidingwealthadvisors.com/wp-content/uploads/2016/03/Abiding-Wealth-Advisors-logo4-e1606235469425.png Abiding Wealth Advisors2015-03-03 14:17:322023-07-05 13:29:29Shane Snively Helps Imagination Technologies / FRS Reward Employees With ESOP
Charlotte Business Management Consultant Recommends SWOT Analysis

SWOT Analysis

January 27, 2015
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Charlotte Business Planning

What You Can Learn About Running Your Business from Bob Vila & ‘This Old House’

November 14, 2014
…
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Recent Posts

  • Charlotte Investment Management
    History and TimeJuly 13, 2020 - 12:05 pm
  • Charlotte Investment Management
    Value is what you getJuly 13, 2020 - 11:39 am
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    Risk-Adjusted ReturnsNovember 21, 2019 - 3:13 pm
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    Meeting Your NeedsNovember 4, 2019 - 1:01 pm

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Abiding Wealth Advisors, LLC is owned and operated independently of Eagle Wealth Management Group, Inc. (EWMG), Concorde Investment Services, LLC (CIS), and KazSource, Inc. All financial, business, fiduciary services, and investment advisory services are offered through EWMG an SEC-registered investment adviser (RIA), located at 28212 Kelly Johnson Parkway, Suite 175, Valencia, CA 91355. (O) 661-257-9800. (F) 661-257-9805. Securities are offered through CIS, a registered broker-dealer, member FINRA/SIPC, located at 19500 Victor Parkway, Suite 550, Livonia, Michigan, 48152. Fixed insurance products are offered through KazSource, Inc.

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