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When it comes to choosing a financialplanner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financialplanner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.
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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 financialplanner can play in guiding your decision-making. This document should not be considered tax, legal or financial planning advice.
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