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.
Potential Changes In The Tax Laws
Consumer Spending & Demographics - Where Is The Market Headed?
The New Stimulus Package
Where Do We Go From Here?
Credit Scores
Identity Theft
Potential Impact of the New Tax Plan
Goal Setting Update
GameStop Stock & Donor Advised Funds
Charitable Remainder Trusts
Bitcoin
Current Events
Creating Goals for 2021
Mental Health & The Holidays
Topics You May Want To Review With Your Loved Ones
Year-End Financial Moves.
Health Savings Accounts
What does the future look like in regards to COVID-19?
Mach 1 Retirement Flight Plan
City of Bella Vista Update
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