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Articles Contributed

4 Ways Marriage Makes Your Social Security Bigger

By webteam | July 5, 2018 | 0

Andrew Murdoch, President of Somerset Wealth Strategies, contributes to this article on how to make the most of your social security benefits.

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Retirement Planning for Singles: 5 Tips for Flying Solo

By webteam | July 5, 2018 | 0

Somerset’s Scott Sadar contributes to this article addressing the insecurity that many single retirees feel.

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7 Tips to Find Effective Investment Mentoring

By webteam | July 5, 2018 | 0

Executive VP of Somerset, Scott Sadar, advises investors on keeping their cool when riding the market’s ups and downs in this article by US News & World Report.

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7 Tips About Required Minimum Distributions for Baby Boomers Turning 70

By webteam | July 5, 2018 | 0

Somerset’s Tom Hamlin offers warnings on RMDs in this Bankrate article.

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Use Income From Your Sideline Business to Grow Retirement Savings Quickly

By webteam | July 5, 2018 | 0

Somerset CEO Tom Hamlin contributes to this article advising high earners in retirement.

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Multiple IRAs: Why It Sometimes Makes Sense to Own More Than 1 IRA

By webteam | July 5, 2018 | 0

View BankRate’s slideshow for input from Somerset’s executive vice president Scott Sadar on why you may want to own more than one IRA.

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SEC Steps in on RIA Succession Planning

By webteam | July 5, 2018 | 0

Kaitlin Ugolik’s consults Somerset’s Tom Hamlin in her latest Institutional Investor article about the SEC’s role in continuity planning.

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The Elusive Nature Of Culture At Broker-Dealers

By webteam | July 5, 2018 | 0

Somerset’s own Andrew Murdoch offers his take on the broker-dealer culture in Juliette Fairley’s latest article for Financial Advisor.

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Single-Income Families: 6 Secrets to Help Make Ends Meet

By webteam | July 5, 2018 | 0

Scott Sadar, executive vice president at Somerset Wealth Strategies, advises breadwinners to maximize income opportunities at their current place of employment in Robyn Tellefsen’s article.

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Rising Rates, Longer Lives Make Annuities Tricky

By webteam | July 5, 2018 | 0

Andrew Murdoch, President of Somerset Wealth Strategies, lends his expertise to this Bankrate.com article.

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Older Posts »

Recent Posts

  • 4 Ways Marriage Makes Your Social Security Bigger
  • Retirement Planning for Singles: 5 Tips for Flying Solo
  • 7 Tips to Find Effective Investment Mentoring
  • 7 Tips About Required Minimum Distributions for Baby Boomers Turning 70
  • Use Income From Your Sideline Business to Grow Retirement Savings Quickly

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    Phone: 503-595-1333
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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Securities offered through Somerset Securities, Inc., member FINRA / SIPC. A broker-dealer may only conduct business in states in which they are registered. Somerset Securities, Inc., is registered as a broker-dealer in 48 states.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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    Collection of Opt-In Information

    We collect opt-in information from users through various forms on our website, including email subscriptions, contact forms, and event registration forms. This information may include, but is not limited to, names, email addresses, and phone numbers. We only collect opt-in information that is necessary for the purpose it was provided for. 

    Use of Opt-In Information

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    Sharing of Opt-In Information

    We do not sell, rent, or otherwise share opt-in information with third parties, unless we have the user's explicit consent or are required to do so by law. 

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    We take appropriate technical and organizational measures to secure the opt-in information collected through our website from unauthorized access, use, disclosure, or destruction.

    Changes to This Privacy Policy

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    If you have any questions or concerns about our privacy practices or this Privacy Policy, please contact us at 503-595-1333.

    Terms of Service

    "These terms and conditions govern the use of SMS services provided by Somerset Wealth Strategies. By subscribing to the service, you agree to be bound by these terms and conditions.

    -To subscribe to the SMS service, the User must opt-in by providing their mobile number to Somerset Wealth Strategies.

    -The User acknowledges that message and data rates may apply. Somerset Wealth Strategies is not responsible for any charges incurred by the User.

    -The User acknowledges that they may receive up to 1-2 messages per week.

    -The User may opt-out of the SMS service at any time by replying "STOP" to any Message received.

    -Somerset Wealth Strategies will promptly stop sending Messages to the User upon receipt of the opt-out request.

    Disclaimer of Liability

    Somerset Wealth Strategies will not be liable for any loss, damage or inconvenience caused by the use of the SMS service.

    The User assumes all risks and responsibility for the use of the SMS service.

    By subscribing to the SMS service provided by [Somerset Wealth Strategies/Annuity FYI], the User agrees to be bound by these terms and conditions. If the User does not agree to these terms and conditions, they should not subscribe to the SMS service."

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