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Financial Planning Opportunities in a Volatile Market

eMoney Advisor

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. But it takes a strong plan—and no small amount of willpower—to do this.

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How An Analysis Of Your Financial Past Can Impact Your Future Financial Planning

WiserAdvisor

In essence, the more acquainted we are with our financial past, the better equipped we become to shape our financial future. You may consult with a professional financial advisor to better understand your financial history and the ensuing impact your past choices may have on your future financial planning.

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Building Legacies Through Financial Planning With Chris Gandy

NAIFA Advisor Today

It focuses on the client's interests in the areas of wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.

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Is Wealth Management Worth It? The ROI of Working With a Financial Advisor

Harness Wealth

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide? Are Robo-Advisors a Good Alternative?

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How do Financial Advisors Help in the Accumulation of Retirement Income?

WiserAdvisor

The assistance of a financial advisor can play a pivotal role in helping you accumulate and safeguard your earnings. Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations.

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Planning Details for NUA: A Tax-Saving Strategy

Fortune Financial

The analysis of how much, if any, of the employer securities within a retirement plan to elect NUA treatment is a unique decision based on three things: projected annual retirement needs, projected future marginal tax rates and estate planning considerations. Turn to the Experts at Fortune Financial. Cost Tradeoff.

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What Executives Need to Know About Performance Awards

Zajac Group

Each award can be highly customized, so you’d do well to consult with an independent advisor or attorney skilled at deciphering performance award terminology. The statutory withholding may not be enough, given your personal financial circumstances. The uncertainty makes planning for the tax hit a bit more difficult.

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