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Michael Fiammetta
Financial Advisor from Lpl, MO

4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are...

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Advisor 3
Gary Hannah
CFP®
Financial Advisor from Stratos Wealth Partners, OH

We believe Stratos Wealth Partners offers our clients a clear advantage. By bringing the resources of a national firm to the local level, we enable our advisors to take full advantage of our...

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Advisor 3
Ryan Veldhuizen
CFP®
Financial Advisor from Catalyze Wealth Management, IN

To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture...

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View more qualified advisors in Carmel, IN Right Arrow
Advisor 3
Rian Waterman
JD, CEPA®, CFA®
Financial Advisor from Farther Finance, LLC, IA

Farther is the nations leading technology-centric wealth management firm  empowering expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience...

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Advisor 3
Chad Lea
Financial Advisor from Strategic Wealth Group, MN

Welcome to your team at Strategic Wealth Group. Our specially qualified advisors work closely together to provide long-term financial planning for you. We are united in our commitment to help you...

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View more qualified advisors in Eden Prairie, MN Right Arrow
Advisor 3
Brian Bisdorf
CRPC®
Financial Advisor from Cedarwood Financial Partners, TX

Cedarwood was launched with the goal of creating a firm that felt like family to both clients and partners. We trace our roots back to 1996, when our senior partner and founder began serving...

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Latest Blog

Retirement Planning

11 Min Read

08 Jul 2025

Things to Know If You Are Planning an Early Withdrawal from Your Roth IRA

Are you thinking about cashing in on your Roth Individual Retirement Account...

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What are the Tax Brackets and Federal Income Tax Rates for the 2025-2026 Tax Year?

Did you know that the Internal Revenue Service (IRS) adjusts 2025 tax...

By: WiserAdvisor Insights

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The Role of Financial Advisors in Managing Healthcare Expenses

Healthcare costs are rising at a pace that demands attention, particularly for individuals nearing retirement. In 2023, the United States’...

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Top Financial Concerns

Retirement

Planning for retirement is crucial for a comfortable future. Start early to manage finances, find investments, and stay updated on financial trends. Seek advice to ensure a worry-free retirement filled with hobbies and time with loved ones...

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Investing

Good financial management means saving and investing wisely. Save for short-term needs, but also invest in assets like real estate and stocks for long-term growth. Your budget depends on your situation. If unsure, learn about investing for a secure financial fut...

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Advisor Compensation

Fee-Only Financial Advisors

Fee-only advisors offer unbiased guidance, charging solely for advice without earning commissions. This ensures recommendations are solely based on client needs. Services include comprehensive financial solutions with fees based on assets managed, flat rates...

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Fee-Based Financial Advisors

Fee-based advisors charge a set fee for their services, like a retainer or hourly rate, with additional income from commissions. Despite commissions, they prioritize clients' interests.

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Advisor Designations

Understanding Your Advisor's Designations

Finding the right financial professional amidst numerous options can be daunting. Advisors distinguish themselves through their qualifications, experiences, and education, including specialized designations. Look for respected designations like CFPs, CFAs, and ChFCs, indicating adherence to strict criteria regulated by State and local agencies.

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