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How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+

MainStreet Financial Planning

If youre searching for a fiduciary financial planner, flat-fee financial planning, or the best alternative to AUM-based advisors, this article will help you decide which model is right for you. Unlike AUM advisors, they dont have an incentive to keep assets under management, so their recommendations are truly objective.

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What Do Financial Advisors Do?

Zoe Financial

Depending on your needs, a financial advisor can provide a comprehensive strategy that aligns with your long-term financial goals. When to Work with a Financial Advisor Many high earners and affluent individuals seek financial guidance at pivotal moments, such as: 1. Guide decision-making during uncertain times.

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What Do Financial Advisors Do?

Zoe Financial

Depending on your needs, a financial advisor can provide a comprehensive strategy that aligns with your long-term financial goals. When to Work with a Financial Advisor Many high earners and affluent individuals seek financial guidance at pivotal moments, such as: 1. Guide decision-making during uncertain times.

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How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well. Instead, it is a strategic approach to maintaining your overall asset allocation and rebalancing goals while taking advantage of tax benefits. Effective communication extends beyond face-to-face meetings.

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Key Trends and Concerns for Investors in 2023

WiserAdvisor

A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. This is the right time to find out about future investment trends and concerns that may impact you financially. Financial advisors are an integral component of financial planning.