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How a tax-efficient financial advisor can help you

Your financial advisor can work in tandem with your accountant to minimize your tax exposure. By combining proactive tax planning and estate planning strategies, you can feel more confident about the ... read more

How High-Net-Worth Individuals Can Form Their Own Financial Advisory Boards

For example, you ... advisors to establish and run such boards, I believe they can help take their businesses and wealth to new heights. Forbes Finance Council is an invitation-only organization for e... read more

How to Save Money

If you're uncomfortable with the idea of investing your retirement savings without help, it pays to find a financial advisor you can trust. That way, you'll benefit from the expertise of a professiona... read more

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How to choose a financial advisor

Effective financial planning is a lifetime effort. Financial advisors work ... estate in the most tax efficient manner Since the 1700s, people have noted that the only two things certain in life are d... read more

What advisors and agents need to know about WARN notices

This is also an opportunity for insurance agents and financial advisors ... If you do, you come across as predatory and opportunistic. 2. Learn about them. You think you know what they do, but you rea... read more

Should You Move to a Retirement Community Before Retiring?

“Look at what services are being provided,” says Len Hayduchok, founder of Dedicated Financial Services in Hamilton, New Jersey. You might find that the perks help you focus on work and enjoy ... read more

Why Robots Are Bad Financial Advisors

(See also: Can You Really Trust a Robo-Advisor?) Here are the top four reasons that robots are bad financial advisors ... Perhaps this may help provide additional comfort to clients during hard times ... read more

What should you do with an inheritance? Here’s a 5-step plan

If you have ... approach can help preserve your wealth, add to your sense of financial security and open doors to pursue your most important dreams and goals. Shawn Bumgardner is a financial adviser a... read more

How a financial advisor can help you in your investments

Some advisors would even help the investor with investments for an additional fee. “There are a wide range of service providers available and you have to choose the one who can cater to your requireme... read more

How Amy Novakovich Is Making the Financial Industry More Transparent

Is it worse to stay at my job, not help people ... business, financial planning, and investments. So, I can see things differently from advisors who focus solely on investments and financial planning. ... read more

How a tax-efficient financial advisor can help you

A recent survey found that most affluent investors want their financial advisor or financial planner to have tax expertise and be able to guide in tax-efficient strategies. With recent changes to the ... read more

How To Protect Yourself As Much As Possible From Financial Abuse

The U.S. is a ripe environment for financial abuse because Americans are expected to handle so much cash alone. I do not believe that financial tips will help people ... financial advisor, which are m... read more

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