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Financial Advisor

Know Your Advisor

Written by Christopher Price Understanding Financial Advisors Credentials and Qualifications Financial advisors play a crucial role in helping individuals navigate their financial futures. However, the landscape of financial advising is dotted with various credentials and qualifications...
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cropped view of shocked man and woman holding lottery tickets

Winning the Lotto – What is next?

Written by Christopher Price Winning the lottery is a dream come true, opening the doors to unparalleled opportunities and  financial freedom. However, this sudden windfall can also bring challenges and complexities  that require careful management. As...
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Investment management. Portfolio diversification.

The Importance of Diversification in Financial Planning and Investing 

Written by Christopher Price Introduction to Diversification Diversification is a cornerstone of prudent investing and financial planning. By spreading investments across a variety of assets, investors can reduce risk and improve potential returns. This fundamental strategy is...
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Form 5500 401K

Form 5500 for Solo 401(K) Plans: A Guide for Small Business Owners

POSTED ON June 19, 2024 By:  Christopher Price Solo 401(K) and government reporting Solo 401(K) plans offer a powerful retirement savings option for self-employed individuals and smallbusiness owners without employees other than a spouse. These plans allow you...
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wills and testaments

How to guard against problems for your heirs

POSTED ON MARCH 11, 2024 By:  Amy Fontinelle Amy Fontinelle is a personal finance writer focusing on budgeting, credit cards, mortgages, real estate, investing, and other topics. Article reference: https://blog.massmutual.com/retiring-investing/guarding-against-heir-problems How to guard against problems for your heirs...
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estate planning with a financial advisor

Estate Planning – Why have a Trust

Written by Christopher Price Introduction: Estate planning is one of the six crucial aspects of financial management. A correct estate plan should ensure your assets are distributed according to your wishes after you pass away. You...
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401k financial consulting

Why Start a Solo 401

Written by Christopher Price Help Secure Your Future: The Solo 401(k) Advantage for Business Owners Are you steering your business towards success but putting your own financial future on the back burner? If you're a solo...
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What is estate planning and why is it important?

POSTED ON OCTOBER 20, 2023 By:  Amy Fontinelle Amy Fontinelle is a personal finance writer focusing on budgeting, credit cards, mortgages, real estate, investing, and other topics.  This article will ...Provide a list and overview of the basic components of...
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