Topics
Topic:
Financial Literacy & Fundamentals
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My loved one passed away. What now? A financial advisor may be a valuable resource.
My dad recently passed away, and a month prior, a very dear client passed away. Both left their spouses to handle the finances, and although they left their affairs organized, extensive detective work was still necessary. Once the initial shock of losing someone subsides and the ceremonial procedures are over—what do you do now financially?…
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What Constitutes the Art of Practicing Financial Planning?
The below chapter is from “The Art of Practicing and the Art of Communication in Financial Planning” (Click here to purchase the book.) Why would one use the word “art” when describing the practice of financial planning? The most highly qualified planners have gone through rigorous education and testing in order to acquire licenses and certifications. They…
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Congress moves to make changes to US retirement system – 3/1/16
Having made substantial changes to the US tax code at the end of 2017, Congress took a step closer to changing the US retirement system a few weeks ago. The House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act on May 23 by a large bipartisan margin of 417-3. The bill…