Tag: financial planning

What Happens When My Employer Suspends Its 401(k) Program?

Retirement planning is a long process that requires due diligence, time, and effort to make it a success. It can be confusing at times, as...

Essential Questions You Should Ask Your Wealth Manager

Each individual has unique financial requirements and different attitudes toward money. This warrants a different approach to wealth management, which is also why different financial...

How to Pay 0% Capital Gains Taxes With A Six-Figure Income

The long-term capital gains tax has been around since 2008. However, a lot of investors do not know about the 0% capital gains tax rate...

How Effective is The ‘100 Minus Age’ Rule for Asset Allocation?

Financial planning revolves around figuring out the appropriate mix for asset allocation. Various factors affect the amount of weightage given to different asset classes like...

What Clients Want Most from a Financial Advisor

Each client has a different expectation from their financial advisor based on their financial goals and investment horizon. Many clients lack clarity in terms of...

Who is a Certified Financial Fiduciary (CFF) & What Can They Do?

There are a range of professionals in the world of finance. From advisors to tax professionals, from brokers to planners- some specialists can take care...

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