Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Today we’re sharing some common scenarios and whether they’re legitimate reasons for leaving your advisor. We’ll share some hypothetical scenarios…
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Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. On this episode, we’re going to give you five different…
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At this time of year, you can find football on TV almost every night of the week. Many of our clients are cheering on the Bucs each week along with the entire city as we hope for another championship season. You might not realize it but football can teach us quite a bit about financial…
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On this episode, we’re going to tackle a number of questions that we’ve received recently. From using commission payments for retirement saving to tax planning to retirement savings allocations, we’ll hit on a wide variety of topics. Hopefully you’ll hear something that you’ve also wondered about during the show.
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That’s why we’ve decided to compile a list of the things we’ve been talking about with clients recently and spend some time on each of them. These are some common questions, but they’re also important for retirement and ensuring that you know what you should and should not be doing with your financial plan.
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With current market trends it’s looking likely we’ll be facing a recession. What advice should you be listening to during this time?
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Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications.
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Let’s see if your tolerance for risk matches your financial plan.
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We usually talk about the things that people need to do to have financial success, but often times retirement is more about what you didn’t do. Let’s face it, we’re all human and mistakes are part of life, but we have to be aware of where the pitfalls often are.
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