Tag: #financial advisor
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Here’s All You Need to Know about Net Unrealized Appreciation
When you think of retirement planning, you have a gamut of options to choose from. There are many employer-sponsored retirement plans, like the 401(K) or individual retirement account (IRA) that come with a lot of benefits. The real inconvenience, however, is the fact that retirement benefits are not always exempted from taxes. Needless to say, ... -
Top Six Reasons to Delay Claiming Social Security Benefits
Social Security benefits are undoubtedly one of the steadiest and most stable sources of income in retirement. But it is important to understand that these benefits work in combination with other sources of income, dividends, and interests that you earn. They are also taxable. The most alarming aspect of Social Security that most people are ... -
What are the Financial Documents required while meeting your Financial Advisor?
Before you meet your financial advisor, you need to understand what they actually do. Financial advisors are qualified financial professionals. They partner and work with you over the long haul to help you meet your financial goals. Preparing for your meeting with your advisor is a huge step! And, this entails keeping your financial documents ... -
The benefits of working with a Financial Advisor
A financial advisor is a professional who helps people manage their funds in the most effective way, thereby ensuring their financial peace. Working with an independent financial advisor brings a host of benefits. This also explains why an increasing number of individuals are reaching out to them. If you are wondering if it worth it ... -
How to prepare for a meeting with your Financial Advisor
What doctors are for your physical/mental health, advisors are for your financial health. What do you do before you visit a doctor? Understand your condition, prepare for all the questions that the doctor would ask, ensure all your test reports/medical history documents are in order and so on. Preparation is a must even before you ... -
Why and When do you need a Financial Advisor?
Just how you have friends to listen to your problems and help you solve them, you have financial advisors to tell you “I am all ears” when you are hit by financial roadblocks. They not only listen to your problems but, much like good friends, help you come out of it. You may feel the ... -
Retirement Planning checklist
“Retirement, a time to do what you want to do, when you want to do it, where you want to do it and how you want to do it” – Catherine Pulsifer While retirement is like the sweet fruit you get to eat after years of hard work, it is important that the fruit it ...