Most people think that a financial advisor’s primary job is picking investments. That’s only a small part of it. The reality is that the primary job is solving problems. Let’s look at some situations that have happened over the years where the financial planning became less about picking investments and more about solving problems.
Medicare
Mortgages
Life Insurance
Roth IRA’s, Roth 401(k)’s & Roth Conversions
Taxes & Finances
Recent Market Events
Hot Topic: Real Estate
Moms & Money
College Planning
Current Events
Key Steps To Take If You’ve Been Displaced.
Financial Legal Matters
Tax Deferred Contributions
Options - Puts, Calls & Everything In Between
Social Security
Roth IRA's & Roth 401(k)'s
What Do You Do With a Lump Sum Of Money?
Current Events
Using Artificial Intelligence To Invest
Asset Allocation
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