About This Phoenix Arizona East Valley Living Author

Dana M. Anspach

dana@wmsus.com

Website

http://www.wmsus.com/

Profile

Dana M. Anspach, CFP® is a principal of Wealth Management Solutions as well as a financial advisor. Her area of expertise is working with pre and post retirees who have a need to generate income from their assets. She recognizes that these clients have unique needs, as they can not easily go back to work to recoup portfolio losses. She has been practicing since 1995, previously working as a district manager at Waddell & Reed and as a financial advisor with Merrill Lynch in Colorado. This experience led her to pursue fee-only financial planning as the only way to offer truly unbiased advice.

Posts by Dana M. Anspach:

Tax Planning for 2008, 14 Apr 2008 in Finance
The Future: It’s In Your Hands, 10 Mar 2008 in Finance
Your Own Worst Enemy, 07 Feb 2008 in Finance
Got the Stock Market Blues? Take These Four Steps, 11 Jan 2008 in Finance
Want to put $50k in the bank? Manage your credit wisely., 23 Jul 2007 in Finance
Four Reasons not to Save, 25 Jun 2007 in Finance
Is Tax Deferral All It’s Talked Up To Be?, 30 Mar 2007 in Finance
Understanding Mutual Fund Fees & Expenses, 18 Jan 2007 in Finance
The Golden Goose Retirement Income Plan, 06 Dec 2006 in Finance
The Wrong Mortgage - A Hidden Time Bomb, 21 Oct 2006 in Finance

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