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Financial Planning

Solopreneurs: Unique Needs, Solo 401K, and More!

Solopreneurs are innovative, hard-working, and exciting people. Self-employment can be a really wonderful and rewarding career path. There are many financial planning implications to consider, especially if you are a one-person operation. You have many unique challenges that I’d like to talk about from my perspective as a fee-only financial planner. I wrote an article …

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Fee-Only vs. Fee-Based Financial Advisor

Fee-Based vs. Fee-Only Financial Advisors At its simplest, Fee-Only advisors only get compensation directly from their clients.  Fee-Based advisors can charge their clients fees, but they can also get a commission on insurance sales and revenue sharing based on investment options chosen. Imagine you go to the doctor, and the doctor does not charge you …

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What To Do With Your Old 401k/403b/Employer Plan

What should you do with an old 401k/403b/Employer plan?  You have options. It seems like this is coming up more and more as people seem to change employers more and more.  Some people have so many old employer plans that it seems they are 401k “collectors”.  Retirement planning is complicated enough without adding unnecessary accounts …

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Financial Planning for Dual-Income Families

Financial planning for dual-income families (also called two-income households) obviously consists of all the normal financial planning. However, there are some challenges and opportunities unique to two-income families. The specific challenges and opportunities will depend on the life-stage of the family. For example, Generation X financial planning may revolve around paying for college or ramping up retirement …

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Lower Your Taxes In Retirement

Lower Your Taxes In Retirement

Taxes are one of your largest expenses in retirement. Learn various strategies that can reduce the amount you'll pay.

 

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