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Jewett Wealth Management

and Insurance Services

“A comprehensive MERIT Plan will take care of you and your family whether you have a Long Life, Short Life, Rough Life, Sick Life and when you finally move into The Next Life” – Charlie Jewett

SECOND OPINION

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As seen on the Living808 segment of KHON

Browse and watch segments at http://www.khon2.com/renovating-retirement

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The Latest

from Jewett Wealth

06
Sep 2017
1
working with a financial adviser

Working with a Financial Advisor: Why People Drive Blind Folded

I came into this business in 2005 with no money, no gray hair, and no experience. Exactly what

Working with a Financial Advisor: Why People Drive Blind Folded

Jewett Blog educate investors, hold your adviser accountable, investment knowledge, Jewett Blog, market losses are optional, renovating retirement, retirement planning, the perfect investor, your being deceived webmaster

I came into this business in 2005 with no money, no gray hair, and no experience. Exactly what every retiree wants when working with a Financial Advisor, right? However, I […]

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Renovating
Retirement

eBook Available Here


Also Available in the Kindle Store

Two Ways to be
Debt-Free

eBook Available Here


TWTBDF BookAlso Available in the Kindle Store

Renovating Retirement

Podcast

Podcast Episodes

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Charlie Teaches

Three Simple Planning Models

The Three INs

You must have at least these
three types of accounts 

IN-Case

IN-Come

IN-Crease 

The Five Lives of Retirement

Your retirement plan must take good care of you and your family whether you have a

LONG Life
SHORT Life
ROUGH Life
SICK Life
and into the 
NEXT Life

MERIT Planning model

For living the best retirement possible
Follow this Retirement Planning Model

Mortgage Planning
Estate Planning
Retirement Planning
Insurance Planning
Tax Planning

There's More

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