Terry George, CFP®, AAMS®, AWMA®, CLTC®
Rochester, Minnesota, United States
2K followers
500+ connections
About
Life is constantly in motion. Because of the constant movement, financial decisions can…
Articles by Terry
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Rollover 401k/403b Distribution Laws
Rollover 401k/403b Distribution Laws
By Terry George, CFP®, AAMS®, AWMA®, CLTC®
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401k Rollover Tax Considerations
401k Rollover Tax Considerations
By Terry George, CFP®, AAMS®, AWMA®, CLTC®
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Should you rollover your 401k/403b?
Should you rollover your 401k/403b?
By Terry George, CFP®, AAMS®, AWMA®, CLTC®
Activity
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Are there risks to added sugar, especially if it is artificial?
Are there risks to added sugar, especially if it is artificial?
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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A new episode of PGIM Market Commentary is here – topics highlighted: Growing confidence on disinflation, existing home sales, and the health of the…
A new episode of PGIM Market Commentary is here – topics highlighted: Growing confidence on disinflation, existing home sales, and the health of the…
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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While printers may feel like ancient technology, you may still find yourself needing one from time to time; here's where to look.
While printers may feel like ancient technology, you may still find yourself needing one from time to time; here's where to look.
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
Experience
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Education
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CFP Board
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Activities and Societies: https://certificates.cfp.net/cx05j5is
License No 12393157
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Activities and Societies: https://www.ltc-cltc.com/
License No 73174V9
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Individuals who hold the AWMA® designation have completed a course of
study encompassing wealth strategies, equity-based compensation plans, tax
reduction alternatives, and asset protection alternatives.
Volunteer Experience
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Advisory Board
Olmsted County Minnesota
- 2 years 3 months
Social Services
Community Services Advisory Board member
Publications
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Disclosure
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See publicationLicensed to sell Fixed Annuities in the following state(s): IA, MN, WI
Licensed to sell Health insurance in the following state(s): IA, MN, WI
Licensed to sell Life insurance in the following state(s): IA, MN, WI
Licensed to sell Variable Annuities in the following state(s): IA, MN, WI
Licensed to sell Variable Life insurance in the following state(s): IA, MN, WI
Licensed to sell Mutual Funds in the following state(s): AZ, CO, FL, IL, IA, MN, TN, WI
Please see additional…Licensed to sell Fixed Annuities in the following state(s): IA, MN, WI
Licensed to sell Health insurance in the following state(s): IA, MN, WI
Licensed to sell Life insurance in the following state(s): IA, MN, WI
Licensed to sell Variable Annuities in the following state(s): IA, MN, WI
Licensed to sell Variable Life insurance in the following state(s): IA, MN, WI
Licensed to sell Mutual Funds in the following state(s): AZ, CO, FL, IL, IA, MN, TN, WI
Please see additional disclosures here >> http://bit.ly/LIDisclosures
"Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries.
Offering financial planning and investment advisory services and programs through Pruco Securities, LLC. (PRUCO) under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255. My Compensation may be based on a combination of fees and commissions.
1006694-00007-00
Languages
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English
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More activity by Terry
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The historic race has a fascinating past.
The historic race has a fascinating past.
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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Having a heavy dose of humanity when it comes to advanced tech decisions is integral to the future of technology as a whole.
Having a heavy dose of humanity when it comes to advanced tech decisions is integral to the future of technology as a whole.
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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Read more about the recent Lion's Mane mushroom craze and why people love them.
Read more about the recent Lion's Mane mushroom craze and why people love them.
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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A new episode of PGIM Market Commentary is here – topics highlighted: Light week on the economic calendar, negative headlines continued to weigh on…
A new episode of PGIM Market Commentary is here – topics highlighted: Light week on the economic calendar, negative headlines continued to weigh on…
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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Curious about what AI is and what its implications are? Read on to learn more about its complex nature.
Curious about what AI is and what its implications are? Read on to learn more about its complex nature.
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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Use these gold medal-worthy eating strategies to fuel your nutrition goals.
Use these gold medal-worthy eating strategies to fuel your nutrition goals.
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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A new episode of PGIM Market Commentary is here – topics highlighted: Renewed recession fears, initial jobless claims, and Q2 earnings season. 🎧…
A new episode of PGIM Market Commentary is here – topics highlighted: Renewed recession fears, initial jobless claims, and Q2 earnings season. 🎧…
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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With the most recent tech outage comes attempts to capitalize on people's fears. Learn how to spot a scam.
With the most recent tech outage comes attempts to capitalize on people's fears. Learn how to spot a scam.
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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Switch up your seasonal offerings this summer with these tasty options.
Switch up your seasonal offerings this summer with these tasty options.
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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A new episode of PGIM Market Commentary is here – topics highlighted: Some cautious takeaways, first look at second quarter GDP, and data continue to…
A new episode of PGIM Market Commentary is here – topics highlighted: Some cautious takeaways, first look at second quarter GDP, and data continue to…
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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How do you cut down on screen time?
How do you cut down on screen time?
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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According to a recent poll conducted by Prudential in partnership with OnePoll, it was found that while 70% of Americans plan to retire, they are not…
According to a recent poll conducted by Prudential in partnership with OnePoll, it was found that while 70% of Americans plan to retire, they are not…
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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With summer outages becoming more common, being prepared can become a top of mind priority.
With summer outages becoming more common, being prepared can become a top of mind priority.
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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A new episode of PGIM Market Commentary is here – topics highlighted: Tech stocks, economic data, and an increase in soft landing optimism. 🎧 Listen…
A new episode of PGIM Market Commentary is here – topics highlighted: Tech stocks, economic data, and an increase in soft landing optimism. 🎧 Listen…
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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Recent findings from Prudential’s “2024 Pulse of the American Retiree Survey” reveal a significant shift in retirement planning. With the decline of…
Recent findings from Prudential’s “2024 Pulse of the American Retiree Survey” reveal a significant shift in retirement planning. With the decline of…
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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Could you trust AI more than a human?
Could you trust AI more than a human?
Shared by Terry George, CFP®, AAMS®, AWMA®, CLTC®
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