WiserAdvisor

JULY 25, 2023

A financial advisor possesses a deep understanding of complex financial concepts and can help you navigate the intricacies of investing, retirement planning, debt management, estate planning, succession planning, tax optimization, and more. Make a note of their communication skills and interest in the conversation.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

Indigo Marketing Agency

JANUARY 24, 2024

She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. Rebecca is the author of the bestselling book Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. Rebecca is the author of the bestselling book Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

WiserAdvisor

NOVEMBER 4, 2022

The tax liabilities for married couples filing their taxes jointly will differ from single individuals and those filing individually. Tax liabilities can be higher for dual-income families: Since a dual-income household earns a higher income, their tax liabilities are also higher.

Financial Planning 93

Financial Planning Planning Taxes Financial Advisor 93

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. United Kingdom Debt Management Office.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. 3General government debt from OECD (2021).

Government 52

Government Commission Economics Distribution 52