Financial Planning

Financial planning is an essential part of financial success. It helps you make the most of every dollar you earn and save strategically. The most effective savings vehicles will allow you to grow your savings at a rate that keeps up with inflation. By following a plan that you develop with a financial advisor, you can expect to save twice as much in 15 years. Investing is the most common mistake that people make. Read on for more information. You can use financial planning to get a head start on retirement.

Raymond James Roth IRA – Is it Worth Using?

A Raymond James Roth IRA has a very high Morningstar rating, but is it worth using? In this article, we’ll explain its fee structure, discuss its advisors’ qualifications to provide tax or legal advice, and cover taxable vs. non-taxable contributions. We’ll also discuss whether you should contribute to an IRA …

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Starting a Financial Planning Business

If you’ve been thinking of starting a financial planning business, you might be wondering what the most common challenges and barriers to success are. Whether you’ll be able to build a client list from scratch, or if you’ll need to learn the ins and outs of the industry to be …

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Certified Financial Planners

There are three types of certified financial planners (CFPs), the CFP and the ChFC. Each one requires a certain level of training and has passed an exam to qualify. These advisors are required to adhere to ethical standards and have demonstrated their commitment to the industry. But credentials should not …

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Baxter 401k Benefits

If you’re considering joining the Baxter 401k plan, there are a few things to know before enrolling. These benefits are the Employee Stock Purchase Plan (ESPP), Limitation on offset, and Direct Rollover. Keep reading to learn more! Here are some other benefits you’ll love. Posted in 401k, Baxter, and retirement. …

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John Hancock 2021 Tax Planning Guide

If you’re interested in the details of your current retirement plan, consider getting a John Hancock 2021 tax planning guide. The guide is available to all members of a Roth IRA, which is a great way to learn about your options and start planning for the future. Listed below are …

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Tips For Selecting a Retirement Plan

Whether you’re starting a new business, planning your retirement, or looking for an alternative to your traditional 401(k) retirement plan, a Primerica Representative can help you get on track. With the help of a Primerica Representative, you can protect your family and meet your financial goals. Listed below are some …

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Tax Laws of 2021 – A Tax Planning Guide

The new Tax Laws of 2021 will make tax planning a bit more complicated for some taxpayers. Here are some of the key changes that you need to know, including the new contribution limits for IRAs and Roth IRAs. You should also know the impact of the TCJA on deductions …

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