Cordant Wealth Partners
SEPTEMBER 8, 2022
) you receive from Microsoft Reduce your tax bill both now and in retirement Make smart investment decisions within your 401(k) account Microsoft’s 401k Plan The Microsoft 401(k) plan is offered to Microsoft employees , including employees of subsidiaries such as LinkedIn and other divisions of the company.
International College of Financial Planning
JULY 30, 2022
Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. A Person who completes the CFP course is qualified to provide financial planning services to those with a high degree of financial responsibility.
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Sara Grillo
AUGUST 25, 2023
Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. Services: I offer investment management as an add-on to financial planning. If just doing investment management alone – it would be the usual balancing, tax-loss harvesting (If warranted), asset allocation etc.,
Tucker Advisors
NOVEMBER 3, 2021
“Because of issues like inflation, longevity, and income insecurity, to name just a few, the first step for any person preparing for retirement is to meet with a financial planner who specializes in retirement planning,” said Tucker Financial President Darren Petty. So, people move from fixed income, like bonds, into equities.
WiserAdvisor
NOVEMBER 21, 2022
Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.
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