Not all financial planners and financial advisors are made equal. Depending on their process, convictions, and core beliefs, you could have a very different experience and achieve very different results depending on who you work with. We’re helping you find the right fit for you by sharing the best questions you need to ask a prospective financial planner on today’s episode.
Season 5 Episode 46
Article: https://www.letsmakeaplan.org/blog/view/lets-make-a-plan-blogs/ten-questions-to-ask-your-cfp-professional
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Insuring Your Small Business: Closing the Coverage Gaps
Medicare Mistakes to Avoid When Working Past 65
Record Number of 401k Early Withdrawals - How to Avoid This
Tax Planning Changes for 2024
How to Become a 401k Millionaire
The Right Retirement Plan for Self-Employed
Pros and Cons of Health Insurance on Marketplace
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Top Tax Strategies for Retirement
The Right Entity Structure For Your Small Business
How to Invest Tax-Efficiently
5 Truths About Recessions
Tax Surprises for Your 2023 Tax Return
Understanding the Partial-Year Rules for HSA
Tax Planning Strategies to Maximize Your 2023 Tax Return
Solutions for Today's Greatest Risks
2023 Investment Recap and 2024 Market Outlook
Best Ways to Save for Retirement Without a 401k
The Most Common Financial Goals for 2024
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