Why You Need a Financial Planner More Than You Think

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Why You Need a Financial Planner More Than You Think

Do you think you have too little money to need a financial planner? My name is Evelyn, and I have worked with a personal financial planner for the past seven years. I want to tell you that even if you have only a small income and very little money, you can use the services of a financial planner. I'll explain how investing even the smallest amount of money can help you become wealthier over time. I'll go over investment strategies and let you know how to find the best rates for your situation. I hope I'll convince you that hiring a financial planner is a move that makes sense.

Should My Wealth Management Strategy Include A Donor-Advised Fund?

Philanthropy is a key component of wealth management planning, with many strategies featuring at least one charitable component. Many wealthy individuals also chose to further diversify their giving by using a variety of financial tools. A donor-advised fund, or DAF, provides the opportunity to donate various assets to charity with immediate tax benefits. However, these funds are not without drawbacks for certain wealth management styles. Donor-advised funds and the IRS Read More