Financial Planning

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Asked by ioweinie
Answered by William Buss
Investment Adviser in Woodland Hills, CA
The first step is prepare a financial plan to define your goals, your current financial picture, your comfort zone, and what risks to your current finances exist.
Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Nothing to be embarrassed about. Sadly, many folks either stick their heads in the sand hoping the debt will magically disappear or they pray to win the lottery and l...
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Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Certainly, I can answer this one. In a nutshell, there are 4 solutions. These are the 3 Financial Planning solutions: 1) Increase your time, i.e wait another 20 y...
Q&A
Asked by gracie
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Gracie. Are you needing to invest this yourself or do you need someone to invest it for you? As a starting point (use your own numbers here): A $100k portfolio...
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