International College of Financial Planning

SEPTEMBER 3, 2021

When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Harness Wealth

JUNE 9, 2023

Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan? Tax services provided through Harness Tax LLC.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Harness Wealth

JUNE 1, 2023

Wealth managers and financial advisors offer a wide range of wealth management services designed to help clients achieve their financial goals. These services typically include: Wealth Management: Advisors can offer customized investment portfolios aligned with your risk tolerance, time horizon, and financial objectives.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Good Financial Cents

AUGUST 11, 2022

When I was a financial advisor, I was once referred to a couple who received a $1.5 Ad An emergency fund is an essential part of everyone's financial plan Using a High-Yield Savings Account means you’re earning more than you would in a typical savings account. You’ll notice that I didn’t refer to myself in any of the above.

Investing 110

Investing Investments Marketing Marketing 110

Harness Wealth

JUNE 30, 2023

In this article, we’ll dive into the many tax and financial considerations of buying and selling real estate, how real estate fits into estate planning, and the role that a wealth manager or financial planner can play in guiding your decision-making. Tax services provided through Harness Tax LLC.

Financial Planning 52

Financial Planning Planning Financial Planner Taxes 52

Good Financial Cents

JULY 3, 2023

O ne of my most favorite questions that I often get as a financial planner is “What’s your best rates on Roth IRA’s ?” However, I was informed by my readers that the Internal Revenue Service actually refers to them as “arrangement” (Thanks to my readers for keeping me on my toes!)

Retirement 77

Retirement Taxes Accounting Investing 77