At this point, you have found a financial advisor who can help you with your questions and concerns. Now is the time to find out how much they will cost. A
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If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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We continue the series on how to find a financial advisor. Today we’ll whittle down your list.
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In the world of financial planning there are many designations used, but there are three which I hold in the highest regard.
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People regularly ask me how to choose a financial advisor. After my stock answer of “choose me,” I begin by asking them why they want one.
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Do what you can. With what you have. Where you are.
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A couple weeks ago, in this smack-you-with-a-fish series written to my readers, we looked at how AI (Artificial Intelligence) changed me... You may have gotten
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You have no privacy. At least that is the assumption you should make.
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Today’s message of caution comes from an email I received with click-throughs for various investment-related articles.
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While no doubt artificial intelligence (AI) is plotting, Terminator-style, to eliminate us humans, currently it can be quite useful…and quite problematic.
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The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
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