
New Year, Time for New Goals
...This is a critical component to goal achieving. It can be your spouse, friend, life coach, financial advisor, specific expert,...

The Nine Questions You Should Ask A Financial Advisor
...gut and find someone else to work with. Some common types of payment methods used by financial advisors include Fee-only,...

Retirement Planning for Couples With A Large Age Gap Isn’t As Complicated As You May Think
...a financial planner can help you to determine the many factors at play with your decision Retirement Compromise There are...

Understanding High Net Worth Financial Planning
...and the interplay of various financial instruments. Moreover, it requires a keen awareness of the individual’s risk tolerance, financial goals,...

Non-Qualified Investment
...compared to traditional fixed-income investments, but they also come with the risk of borrower default. 4. Venture Capital Funds Venture...

Top 10 Blogs of 2023
https://youtu.be/V9AFUKTe2HU Top 10 Blogs of 2023 If you told me 7 years ago, I’d be writing a weekly blog nonstop...

Healthcare In Retirement Is Expensive – Start Planning In Your 40s
...you may participate in and what life or long-term care insurance you might need to fill in the gaps. Medicare...

What is Worth the Money as You Retire
...situation in life easier as well. If you lead a busy life, spending money on things that give you your...

Retirement Plan Tax Deduction: Your Financial Future
...deductions. Common Mistakes to Avoid When Claiming Retirement Plan Tax Deduction While retirement plan tax deductions offer significant tax benefits,...

Tax Attorney vs CPA: Exploring the Key Differences and Choosing the Right Professional for Your Tax Needs
...Tax Attorney Potential Benefits of Hiring a CPA Common Tax Issues Handled by Tax Attorneys Common Tax Issues Handled by...
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