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As the year starts, this is the time where you focusing on what should be done for the next 12 months and how these steps align with the financial planning process and goals. As you know, a new year comes this expectation that we have ‘resolutions’. This means in our quest to start anew, we …
The more you know about how advisors get paid—and how that can affect their advice—the better. How does your financial advisor get paid?
Financial advice is more than just numbers and money it is about knowing "WHY" you are saving and what you are working for.
Anyone can call herself a financial advisor if she isn't a fiduciary, she's just a salesperson trying to make a living off of financial products they sell!
Deciding in advance how you will spend your money ensures you are making regular progress toward financial independence and keeps your plan on track. If you are dealing with debt and spending issues, I will help you set priorities and gain control over your money.
Learn How to Pay for all of your Children’s College Education Down to the Penny! We have reverse engineered the process to help families like yours. We’ll start by figuring out how to pay for college without robbing your retirement, and support your plan with a smart investment strategy.
The most critical points in your journey to financial independence come at transition points. Sometimes a transition is part of a natural growth process, but often it is the result of some life trauma: a death divorce, disability, or job loss.
Estate planning goes well beyond making a will. It may involve naming a guardian for minor children, making provisions for dependents with special needs, addressing medical directives and other end-of-life considerations, minimizing estate taxes, determining when a trust is appropriate, and deciding how to most effectively transfer ownership of a small business.
