Investments • Tag.

Financial Planner vs. Accountant: Which One Do You Need? Tag: Investments

Financial Planner VS AccountantWe can probably all agree that financial planning is pretty darn important. Whether you’re spending within the confines of a monthly budget or saving for a new home — there’s a good chance you’re already doing it without even knowing. Alas, there may come a time when you need a helping hand to navigate challenging financial hurdles like investments and taxes.

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3 Signs of a Successful Financial Plan Tag: Investments

3 Signs of a Successful Financial PlanWhen you put a financial plan in place — you hope for the best. You want to have money to do certain things in life. Whether that means splurging on a European vacation or saving for your child’s college fund, careful financial planning helps achieve these things. But how do we really know if our efforts are paying off?

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How to Invest in Your Child’s Future Tag: Investments

Invest in Your Child's FutureChildren are the most important thing in the world. Parents understand this beyond a shadow of a doubt, but even those without children know this. Society understands that children are the future and will shape our world long after we’re gone. In a greater sense, we do everything we can to prepare them for that future.

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3 Ways to Protect Your Investments Tag: Investments

3 Ways to Protect your InvestmentsEveryone wants to have a happy and healthy portfolio. Nobody makes investments with the end goal of merely getting by. They want to preserve capital and, ideally, make some money from investments they’ve made over the years.

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Is DIY Wealth Management a Good Idea? Tag: Investments

Source: PexelsWith so many resources out there thanks to the Internet, doing things yourself has never been easier. Click a couple of links, and you can learn how to change a tire and cook like Gordon Ramsey (not at the same time, of course). Our digital database is more comprehensive than ever before, so our depth of knowledge has grown significantly, too.

That said, this doesn’t mean we’re suddenly experts in everything.

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What You Need to Know Before Selling Your Business Tag: Investments

BusinessThere’s any number of reasons that can lead you to sell your business. It can be as cut and dried as retirement or something more complicated such as a serious health concern. The decision can even come out of nowhere with a sudden change of heart about the line of work you’re in. But it’s what happens once that decision is made that becomes especially critical.

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