Category: Financial Advisor

What Are Mutual Funds? Understanding The Basics

January 17, 2021
| No Comments
| Financial Advisor, First Time Home Buyers, Investing, Personal Finance

If you’re one of those investors with very little time to research and invest in individual stocks, it might be a good idea to look into investing in mutual funds. Whether your goal is to save money for retirement, or for a down payment to buy a house, mutual funds are low-cost and effective way …

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Accredited Asset Management Specialist (AAMS)

January 17, 2021
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| Credit Card News, Financial Advisor, Investing

New financial advisors need something to help them stand out. Consequently, the AAMS does just that. Designed for newcomers to the financial advice business, the AAMS trains advisors to identify investment opportunities as well as help clients with other financial … Continue reading →

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How Much Is Enough For Retirement?

January 12, 2021
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| Financial Advisor, Financial Planning, First Time Home Buyers, Retirement

If you’re thinking about how much is enough for retirement, you’re probably contemplating a retirement and need to know how to pay for it. If you are, that’s good because one of the challenges we face is how we’re going to fund our retirement. Determining then how much retirement savings is enough depends on a …

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Steps to Getting A Financial Advisor in your 20s

January 9, 2021
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| Financial Advisor, Financial Planning, First Time Home Buyers, Personal Finance

Getting a financial advisor in your 20s is a responsible thing to do. At the every least, it means that you are serious about your finances. Finding one in your local area is not hard, especially with SmartAsset free matching tool, which can match you up to 3 financial advisors in under 5 minutes. However, …

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