3 Situations Where Meeting with a Financial Adviser Is Helpful

21 March 2018
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Meeting with a financial adviser for financial planning can help you out a great deal with your finances. Here are three situations where meeting with a financial adviser is very helpful.  Before a Big Financial Event  A great time to meet with a financial adviser is before any big event that has an impact on your finances. This may be before you get your first job so that you can learn how to actually handle money, or it may be before you leave for college so that you can learn how to pay all your bills on a small income. Read More 

Popping The Question? 5 Financial Planning Steps To Take As A Couple

13 February 2018
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Getting engaged? Congratulations! And now that you're preparing for your future together, it's time to sit down and start tailoring your financial planning to your new outlook as a couple. To get started together, here are 4 things you should do next. Change Beneficiaries. Beneficiary designations tend to be easily overlooked, but changing them is often not difficult. You may be able to do it online or with a single new signature, so it's an easy way to begin. Read More 

Thinking Of Listing Your Home For Sale? The Pros And Cons Of Obtaining A Comparative Market Analysis From A Broker

6 December 2017
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If you are getting ready to list your home for sale, you are likely looking to obtain a comparitive market analysis, or CMA. This analysis takes into account current real estate listings in your neighborhood, recent sales, homes that were pulled off the market, and pending listings to determine how much your home should be listed at or sold for. There are many different places you can obtain a CMA, including from a realtor, an online calculator or a broker. Read More 

2 Times In Your Life When It Is Beneficial To Hire A Financial Planner

19 September 2017
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As soon as you get your first job, you will be required to start handling your own money. However, it can take a great deal of time before you actually become efficient at things like budgeting, especially since you won't have a lot of bills when you are younger. To make things even more difficult, your financial income will likely change a great deal over the years, causing you to re-evaluate everything in order to match your new income. Read More 

Hoping To Buy A Local Sports Franchise? Consider These Issues

19 July 2017
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If you have inherited funds or have saved a large amount of money over the years, you may be toying with the idea of purchasing one of the minor teams in a sports league. The idea of turning a team into a great one can be attractive, and if you don't think the economy will improve, you may think that purchasing a sports franchise would give you a better return on investment. Read More