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Blog

Jed Levene | Mar 18, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Understanding Exchange-Traded Funds | Rockwater Wealth Management
Jed Levene | Oct 26, 2020

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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What Students Need to Know About Money | Rockwater Wealth Management
Jed Levene | Oct 26, 2020

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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FIRE Movement Financial Independence | Rockwater Wealth Management
Jed Levene | Oct 26, 2020

Using the FIRE Movement to Gain Financial Independence 

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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