financial advisor Tag

06 Oct Navigating the Jungle of Finance: Finding a Financial Advisor Near Me!

Posted at 08:00h in Blog

Are you tired of playing Russian roulette with your financial future? Maybe you've realized that your DIY approach to finance isn't as foolproof as you...

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03 Mar Should You Make a 2020 Contribution to Your Retirement Accounts?

Posted at 12:48h in Articles, Personal Finance, Tax Planning

While you likely made retirement contributions in 2020, you may be able to contribute more toward your 2020 contribution limits. ...

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18 Feb EP 157 | What Does a Financial Advisor Actually Do?

Posted at 03:00h in Podcast Archive

Welcome to episode 157 of The Retirement Years on Profit Boss® Radio! In this episode, we’re talking about what financial advisors actually do. Perhaps you’re really...

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13 Jun What is a Fiduciary? More importantly, why should you care?

Posted at 06:00h in Articles, Personal Finance, Wealth Mindset, Women & Money

Ok, so I abhor using financial jargon. My audience has no use for it… usually. The term fiduciary, however, is one term that I want...

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