Financial Planning

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Asked by an anonymous user
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
This country has made a revolutionary shift from pensions to a self-service retirement model (401Ks, IRAs, etc). The average baby boomer has not yet fully adjusted to...
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Asked by Martha
Answered by Prateek Mehrotra, Financial Adviser in Appleton, WI
Martha, The answer to your question is Yes. Most of us make more than one will during our lifetimes; circumstances change, and our estate planning needs to chan...
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Asked by Michael
Answered by Pamela J. Horack, , CFP®PRO+ in Lake Wylie, SC
Hi Michael! I'm a huge fan of paying off debt as soon as possible. You can't build your finances up if you are busy filling in a hole of debt. Make a plan to focus all...
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Asked by Kathleen
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
The simple answer is yes you do. You need to take maximum advantage of all of your retirement savings opportunities: 401k (pre and post tax) and IRAs (preferably a Ro...
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