Financial Planning

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Asked by Angie
Answered by Gregg Himfar, Financial Adviser in Carlsbad, CA
Having an estate plan. Having a health directive, a trust, and beneficiaries stated on all retirement accounts. Perhaps life insurance is necessary to avoid your hei...
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Asked by Daniel Dohlstrom
Answered by Charlie Donaldson, MBA in Newark, DE
Great question Daniel! I counsel my clients that they should follow a 10/10/10 rule. Thus regardless of your income amount, you should put 10% of your income into ...
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Asked by an anonymous user
Answered by Charlie Donaldson, MBA in Newark, DE
Dear Anonymous, The amount of money you are looking to save would be a big factor here. If the amount is greater than $25,000, then there are 2 really good options...
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Asked by Sharon
Answered by James Pupillo, CIMA, CIMC, C(k)P, GFS, TFMC in Scottsdale, AZ
For this short term you best bet is a money market, albeit paying little interest. You do not have a long enough time horizon for other investments in pursuit of high...
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