Inflation hits closer to home when you realize a $100 bill today could only buy half as much in 20 years, with recent experiences like a 22% increase in the cost of a haircut highlighting its impact.
Simplify your financial planning process: Instead of lengthy documents, focus on clear, actionable steps to achieve your goals and take control of your finances, one step at a time.
Switch up your workout routine with a challenging “prison yard style” workout like the one outlined by Jon Wilde on GQ.com, aiming for a faster completion time with each attempt.
Indulge in the NBA’s Guilty Pleasure: The Peanut Butter and Jelly Sandwich Craze!
In our daily schedules, there’s a crucial “Magic Window” where we decide our priorities. If you’d rather not handle financial complexities during this time, hiring a planner can streamline your journey and save you time.
While simplicity suffices in the beginning, a financial planner can offer clarity and guidance as complexities arise, saving time and reducing stress.
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?
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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.
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