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Why You Need a Financial Planner More Than You Think


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Why You Need a Financial Planner More Than You Think

Do you think you have too little money to need a financial planner? My name is Evelyn, and I have worked with a personal financial planner for the past seven years. I want to tell you that even if you have only a small income and very little money, you can use the services of a financial planner. I'll explain how investing even the smallest amount of money can help you become wealthier over time. I'll go over investment strategies and let you know how to find the best rates for your situation. I hope I'll convince you that hiring a financial planner is a move that makes sense.

Should My Wealth Management Strategy Include A Donor-Advised Fund?

Philanthropy is a key component of wealth management planning, with many strategies featuring at least one charitable component. Many wealthy individuals also chose to further diversify their giving by using a variety of financial tools. A donor-advised fund, or DAF, provides the opportunity to donate various assets to charity with immediate tax benefits. However, these funds are not without drawbacks for certain wealth management styles. Donor-advised funds and the IRS Read More 

4 Things To Know Before Making Private Investments

From high-interest savings accounts and cryptocurrency to regular stocks and 401k plans, there are many opportunities to invest your money. Of course, all investments are not created equal, so knowing the options available to you is key before deciding where you want your money to go and, hopefully, grow. Today, it is becoming easier to invest in bigger ways. With the help of a broker, you can invest your money into private companies and funds. Read More 

5 Reasons To Hire A Financial Planner

If you're looking to make changes with your current financial situation or if you're just unsure what to do with your money, you may be thinking about hiring a financial planner. These professionals are able to help with a mix of financial needs. IT can be beneficial to you and your family to hire a financial planner. Keep reading to better understand the reasons as to why you should hire a financial planner. Read More 

2 Ways To Improve Your Credit After Filing For Bankruptcy

Improving your credit after having to file for bankruptcy can often seem like a monumental task, but there are numerous methods available to you that can help you achieve the goal of having a decent credit score after your bankruptcy. Listed below are just two of the many ways to improve your credit after filing for bankruptcy. Consider Asking Your Bank For A Secured Card Or Secured Loan One of the first steps you should take when trying to improve your credit after filing for bankruptcy is asking your bank for a secured card or secured loan. Read More 

How To Fund A Roth IRA When A Traditional IRA Is Not Available

One of the most practical ways to save for retirement is to fund an individual retirement account. Many individuals prefer the current deferral of taxes provided by a traditional IRA. However, some persons are not eligible to fund a regular IRA. Individuals ineligible to fund a traditional IRA may be able to fund a Roth IRA instead. A Roth IRA is not necessarily less desirable than a traditional IRA. In fact, a Roth IRA is sometimes preferred due to its long-term advantages. Read More