Recent Post
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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning
When working professionals cross over into their 30s and 40s, they often begin to receive advice from friends, family, and even strangers on the ... -
9 Crucial Questions Every Investor Needs to Ask
Investing is a skill, and like any other skill, it can be learned. However, with seemingly limitless investment vehicles in the market, it can ... -
New 2023 Tax Brackets and Deductions
The federal income tax is levied by the U.S. government on the income earned by individuals. It is a mandatory tax that you pay ... -
Is Financial Planning Different for Dual-Income Families?
The more, the merrier is the general consensus in most financial matters. The higher your income, the better lifestyle you can afford. Living in ... -
The Hidden Cost of Rolling Over Your 401(k) to an IRA
The 401k and an Individual Retirement Account (IRA) are similar retirement accounts. Both offer tax advantages, such as tax-deferred and tax-exempt growth. The two ... -
Do I qualify for a tax credit for contributing to my IRA?
Individual Retirement Account (IRA) contributions play a vital role when it comes to retirement savings. They not only help you build a significant retirement ...
Retirement Planning
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How IRAs work? 401k vs IRA
A sound financial plan must include retirement planning as one of its cornerstones. A small amount of time and effort invested in planning for ... -
Choosing the Best Retirement Accounts
“As in all successful ventures, the foundation of a good retirement is planning”, said radio speaker Earl Nightingale. Retirement is a critical point in ... -
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 ...
Financial Planning
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How to Prepare an Annual Financial Plan – Financial Planning DIY Checklist
“He who fails to plan is planning to fail”, said Sir Winston Churchill once. This holds true even for your finances. If you don’t ... -
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 ... -
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 ...
Financial Advisor Guide
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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 ... -
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 ... -
How to monitor the activities of your Financial Advisor
A financial advisor is someone who works closely with you to help you organize your finances. They help you achieve your financial goals. They ...
Education Planning
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529 Plan: Everything you need to know while saving for college
According to a report, around 29% of parents with children under the age of 18 in the US invest in a 529 Plan to ... -
The Complete Guide on Financial Planning for Couples
Being in a relationship can be rewarding and yet challenging in many ways. As a couple, you decide to share the burden of emotional, ... -
Should You Save for Your Child’s College Using a 529 Prepaid Tuition Plan?
Investment on knowledge is the best form of investment, and savings as they say, is the prerequisite of investment. With college prices already soaring ...
