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Tag: "financial planning"

[ 0 ] Aug. 17, 2015

Be Your Own Financial Quarterback

How To Be Your Own Economic and Financial Quarterback. You Need To Be The MVP Every Year, Financial Planner Says After a lifetime of earning and saving, one might expect a comfortable and financially secure retirement, especially with a reliable financial advisor – right? “Life is rarely that simple or black-and-white and, unfortunately, neither is […]

[ 0 ] Feb. 23, 2015

Three Financial Mistakes You Must Avoid

3 Financial Mistakes That Can Haunt Your Family After Your Life Is Over Careful Planning Can Help You Avoid Pitfalls, Says Finance Professional Who Advises Retirees The impact of financial decisions people make today can carry on even after they die, and not always in a good way. Sound financial planning is key. Failing to make the […]

[ 0 ] Feb. 9, 2015

Choosing An Investment Advisor

  Changing How You Perceive the Role of Your Investment Advisor By Jeff Bucher On the surface, when people think of an investment advisor, financial planner or retirement planner, what they think of is someone that’s going to assist them with making the selections of their stocks, bonds and mutual funds. As you transition into […]

[ 0 ] Mar. 5, 2014

Manage Your Financial Future

How are you managing your financial future? Financial resolutions can be the most difficult to keep. They can include minute detail, number crunching, plenty of files and discipline that can affect a person’s entire lifestyle, says veteran investment advisor Paul Taylor, a member of the National Ethics Bureau. “Many folks simply are not predisposed to […]

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