Financial Planning, Part II: The Castle Picture
Have you ever thought what do I have? Why do I have?
If so, the castle picture will let you know.
October 7, 2020
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Have you ever thought what do I have? Why do I have?
If so, the castle picture will let you know.
Financial planning builds a protective moat around your castle. But what is it protecting you from?
As a highly compensated employee you have a ton of options from your disposable income, but where should you save it?
No one wants to see their account go down…but if it does, How long will it take to get back to where you were? And what are the options?
Is the thought of college scaring you? Are you saving those dollars in a bank account? Is there a better way to save for college?
A quick update for clients about their investments and Know My Plan operations.
When you buy a permanent life insurance policy you need to review it. Have you requested an in-force illustration recently?
Medicare and Social Security can be a confusing topics. Here’s what you need to know.
Understanding the benefits of reviewing your life insurance policy with Nic and Jeff.
An in-force illustration will show you what the policy has done since you purchased it. It will also help you answer the big question… should you keep it?
You have options with your investments but proactively planning to maximize your tax buckets should be taken into consideration. Are you filing your tax bucket?
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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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