Financial Planning

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Asked by Katie
Answered by Barry Bailey, Financial Adviser in Kingsport, TN
Hi Katie, Congratulations on saving enough to begin investing! You are on the right track. You probably shouldn't transfer all your savings. Keep some back as a...
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Asked by Neil
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Neil, Liquidity is the key and preservation of capital. If you have some funds that you will be using for your 3rd, 4th and 5th years in school you may want to use a...
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Asked by John
Answered by Barry Rabinowitz, Financial Adviser in Plantation, FL
There is a big difference. A 529 has special tax rules, whereby if the funds are used for tuition, laptops, etc, all growth can be withdrawn income tax free. Also, in...
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Asked by Tom
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Fees paid to your advisor should provide benefits and value that out weigh the cost, or you should seek out another advisor. In order to do a good job for you the adv...
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