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Financial advisor

How Can a Financial Advisor Assist Me with Lowering My Tax Liability?

Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into retirement, it’s important to consider the difference between retirement pre-tax income and retirement after-tax income. A savvy advisor will consider your future tax liabilities to be an integral part of your overall retirement strategy.

What You Should Know About Certified Financial Planners

Certified Financial Planners (CFP®) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own.

Infographic: How to Choose the Right Investment Advisor

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