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New Year, New Wealth: A Guide to Financial Resolutions for 2025

Zoe Financial

Outcome: Define Your Big Financial Goals Set a Clear Spending Plan Create a budget that prioritizes your values. A spending plan isnt about restrictionits about intentionality. Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics.

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Slow Adoption for Many Reasons

Inside Information

Ayasha Jones, partner and Director of Operations at BlueSky Wealth Advisors in New Bern, NC said that she and other ops professionals are inundated with new fintech options all the time, and the IT percentage of the operating budget is larger than it ever was. Slow adoption goes much deeper than that.

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10 Expenses to Include in Your Retirement Budget

WiserAdvisor

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan. To conclude.

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Do You Still Need A Financial Advisor After You Retire?

WiserAdvisor

A financial advisor familiar with tax laws in your state can develop strategies to lower state tax liabilities and potentially enhance your retirement income. A financial advisor can help you with estate planning and preparing for your legacy goals Life is ever-changing, and estate planning becomes even more crucial during retirement.

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4 Financial Concerns High-Net-Worth Individuals Face

WiserAdvisor

Secondly, when hiring a financial advisor, look for their certifications to establish more faith. Certified Private Wealth Advisor (CPWA). Chartered Wealth Manager (CWM). Ultra high-net-worth financial planning is different from regular investments in 401ks, individual retirement accounts (IRAs), or mutual funds.

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

Writer, former Tactical Team leader and search and rescue operator for the USCG, started at Merrill Lynch, VP 3 times over, Independent oil and gas and land deal wildcatter, former interim CIO, financial advisor, advocate for his clients, strives to achieve his core values of honor, respect and devotion to duty every day. -Doug Twiddy.