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Giving yourself a “financial checkup” involves taking a holistic view of your finances — including your cash flow and debt, savings and retirement accounts, as well as insurance coverage and estate plan. Read more: https://lnkd.in/exXaDgSS
Don’t 'just set it and forget it' on money goals, advisor says: 5 steps for a mid-year financial checkup
cnbc.com
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Giving yourself a “financial checkup” involves taking a holistic view of your finances — including your cash flow and debt, savings and retirement accounts, as well as insurance coverage and estate plan. Read more: https://lnkd.in/exXaDgSS
Don’t 'just set it and forget it' on money goals, advisor says: 5 steps for a mid-year financial checkup
cnbc.com
To view or add a comment, sign in
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Giving yourself a “financial checkup” involves taking a holistic view of your finances — including your cash flow and debt, savings and retirement accounts, as well as insurance coverage and estate plan. Read more: https://lnkd.in/eQZU_zZj
Don’t 'just set it and forget it' on money goals, advisor says: 5 steps for a mid-year financial checkup
cnbc.com
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Financial & Tax Advisor | Fiduciary | Veteran-Owned Business | Serving Military, First Responders, Individuals, & Business Owners
American Express Savings Account Interest Rates of 2023 I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture
American Express Savings Account Interest Rates of 2023
investopedia.com
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Managing complex financial situations, especially for business owners and people within 10 years of retirement.
What are your financial priorities this year? Is it to pay down that debt that's been lingering since the pandemic? Is it reducing your taxes? Focusing on retirement? Is your goal to sit down and set some goals?
Want a financially healthy 2024? Add these six items to your to-do list
advisorstream.com
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2023 has flown by! With year’s end 4 months away, we advise our clients to review their monthly cash flow, tax withholdings and retirement savings. This CNBC interview shares more information on why these three key points are important to assess before year end. #CashFlow #Taxes #RetirementSavings
Midyear check-in: Take these 3 actions now to start cleaning your financial house
cnbc.com
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Credit cards often get a bad reputation because of their high interest rates; however, overlooking them means missing out on several valuable benefits, including: *Protection *Rewards *Building Your Credit History I share the pros and cons of credit cards and how to find the right one for you in my latest article for Retirement Daily on TheStreet. #creditcards #personalfinance
Credit Card Myths Debunked: Can They Really Help You Save Money?
thestreet.com
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What major financial blind spots you need to avoid according to Advisors? Households often ignore certain fundamental yet crucial components of personal finance. Financial advisors rank the top priorities as credit scores, emergency savings, retirement savings, basic estate planning, and tax withholding. #creditscores #emergencysavings #retirementsavings #estateplanning #taxwithholding https://lnkd.in/dtqP5xaT
Here are some big money blind spots you need to avoid, advisors say
cnbc.com
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Credit cards often get a bad reputation because of their high interest rates; however, overlooking them means missing out on several valuable benefits, including: *Protection *Rewards *Building Your Credit History Financial Planner, Haley Ellis, CFP®, CPFA®, shares the pros and cons of credit cards and how to find the right one for you in her latest article for Retirement Daily on TheStreet. #creditcards #personalfinance
Credit Card Myths Debunked: Can They Really Help You Save Money?
thestreet.com
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CDs are popular with savers looking for the easiest way to save and grow your money. A certificate of deposit (CD) is one type of savings account for long and short-term savings. Since a CD usually offers a higher interest rate than traditional savings accounts, it may seem to be the better choice for any saving goal, from a short-term goal like a weekend getaway or a longer-term retirement goal. However, it has some drawbacks that may make the other savings accounts the better choice in some cases. We will help you determine whether a certificate of deposit is your best saving option by covering the certificate of deposit pros and cons. Learn more about the pros and cons of CDs by reading the blog https://lnkd.in/gPnT3iPJ #banking #personalfinance #saving #savemoney #savings #banks #money #moneymatters #moneymindset #moneytalks #moneymaker #moneymotivated #financialwellness #financialhealth #savingsgoals #moneygoals
Certificate of Deposit Pros and Cons | CD Advantages and Disadvantages
centier.com
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