Are You Missing Pieces In Your Financial Puzzle?
What can you gain from working with a financial planner, what are you missing?
January 7, 2021
What can you gain from working with a financial planner, what are you missing?
Crafting a Solid Financial Blueprint to
Secure Your Financial Future.
Ensure your loved ones are cared for and maintain peace of mind during the holidays and beyond by organizing key estate planning documents like wills, trusts, powers of attorney, and medical directives.
Diversifying your investments across three distinct “buckets” – Tax-Free, Tax-Deferred, and Taxable – ensures financial resilience and optimizes your tax strategy for future stability.
As we bring in the new year, let’s take a look at roth conversions, asset location, and calculating your risk.
Are you doing what it takes to protect your finances from the barbarians?
To end the year on a high note, we created a Financial Advent Calendar filled with 25 Financial Planning gifts to enjoy this Advent season with friends and family.
The opening line of Jim Collins’ book emphasizes how settling for “good” can hinder achieving greatness, a concept applicable to various aspects of life, including diet, fitness, and financial planning.
High earners should follow H.A.I.L: Maximize HSA, leverage Roth options, secure a line of credit, consider cash value life insurance, and prioritize employer-matched pre-tax investments for optimal financial allocation.
The Richest Man in Babylon can teach you a lot about where to put your money.
Stick to financial fundamentals: diversify investments, maintain an emergency fund, prioritize estate planning, transfer major risks with insurance, and save for growth.
Your greatest asset may not be what you think – protect your income with disability insurance to safeguard your financial future, as illustrated by the tax-free benefits of proactive planning.
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Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.
Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.