When you first meet with a financial advisor, there are several questions that will need to be answered before you turn over management of your finances. This includes questions to ask yourself as well as those you should ask your potential advisor. Your financial planner will need to know what your financial needs and goals are in order to help you pursue them, so clarity is important for both of you.
Read MoreWhen should you consider your income replacement options? Hint: Well before you retire. How you save for retirement now and how much you intend to spend in the future are two driving factors of your personal income replacement rate planning.
Read MoreThere are many benefits to planning your finances, not the least of which include gaining financial confidence so you can live well and happily while pursuing your goals. Learn about our 5 steps to financial planning and how to pursue the long-term.
Read MoreThere are many retirement plans options available to self-employed small business owners, and it is hard to choose the one that fits you best. We have put together a summary of the most current retirement plans and when we recommend each retirement plan.
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