Financial planner – Hledam http://hledam.biz/ Tue, 20 Jul 2021 17:52:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.7.2 https://hledam.biz/wp-content/uploads/2021/06/icon-2021-07-01T003219.761-150x150.png Financial planner – Hledam http://hledam.biz/ 32 32 Bitcoin’s slide wiped out $ 90 billion in market value. What to consider https://hledam.biz/bitcoins-slide-wiped-out-90-billion-in-market-value-what-to-consider/ https://hledam.biz/bitcoins-slide-wiped-out-90-billion-in-market-value-what-to-consider/#respond Tue, 20 Jul 2021 15:30:10 +0000 https://hledam.biz/bitcoins-slide-wiped-out-90-billion-in-market-value-what-to-consider/ Chris Ratcliffe / Bloomberg via Getty Images Bitcoin, however, has been on a downward spiral since April, when it hit an all-time high of nearly $ 65,000. Since then, the cryptocurrency has fallen by more than 50% and has almost wiped out all of its gains since the start of the year. Extreme and sometimes […]]]>

Chris Ratcliffe / Bloomberg via Getty Images

Bitcoin, however, has been on a downward spiral since April, when it hit an all-time high of nearly $ 65,000. Since then, the cryptocurrency has fallen by more than 50% and has almost wiped out all of its gains since the start of the year.

Extreme and sometimes unpredictable up-down movements are relatively common for cryptocurrency and are likely to continue.

“The only thing I can expect for sure is volatility,” said David Yermack, professor of finance at the Stern School of Business at New York University. “From day one it has been a risky investment for people.”

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Bitcoin has seen both astronomical growth over the past decade and massive sales at various points in between. Although many bulls indicate that its past performance is a sign that the cryptocurrency will continue to rise in the future, that may not happen, according to Yermack.

“It is a purely speculative asset,” he said.

Only invest what you are willing to lose

Financial experts generally advise people looking to invest in bitcoin to allocate a small portion of their portfolio due to its volatile nature.

“People should really only invest what they’re willing to lose,” said Daniel Polotsky, CEO of CoinFlip, one of the largest bitcoin ATM companies in the United States.

He added that people nearing retirement, those who will need cash in the short term, or those looking to trade frequently for profit might want to reconsider bitcoin as an asset for such purposes.

“Maybe there are more opportunities to make money because it’s very volatile, but it can get very addicting very quickly to start trading both ways,” he said. declared. “And, most of the people who do that lose money.”

People should only really invest what they are prepared to lose.

Daniel polotsky

CEO, CoinFlip

If you’re going to allocate part of your portfolio to a speculative asset like bitcoin, take a disciplined approach and impose buy and sell rules, said David Sacco, professor of economics at New Haven University.

“You can gain experience and not blow yourself up in the process,” he said.

Buy for the long term

Certainly, many bulls see bitcoin’s value exploding in the future as adoption continues.

For those who are determined to hold bitcoin for the long haul, a sale after hitting an all-time high is not a major concern and even provides an opportunity to buy more cryptocurrency at a discount.

Those who wish to invest in bitcoin should assess their position against other personal finance and investment goals to determine if they have additional money to invest in a risky asset.

If you do, then it’s okay to put money in bitcoin and buy on a day when it’s down, said Anjali Jariwala, certified financial planner, CPA and founder of Fit Advisors in Torrance, Calif. .

“Put some money in it and let it sit there and season for a while,” she said. “Just so you don’t have to make decisions every time there is a price fluctuation, which happens at this point every few days.”

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Disclosure: NBCUniversal and Comcast Ventures are investors in Tassels.

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New Hampshire Money Advice: Your Credit Score https://hledam.biz/new-hampshire-money-advice-your-credit-score/ https://hledam.biz/new-hampshire-money-advice-your-credit-score/#respond Thu, 15 Jul 2021 20:02:00 +0000 https://hledam.biz/new-hampshire-money-advice-your-credit-score/ Advice offered by Marc Hébert, President of The Harbor Group Inc., a certified financial planner. If you have any financial questions or would like to suggest a future topic, send an email to webstaff@wmur.com. Credit is probably an integral part of your life. Whether it’s getting a mortgage, a car, or getting an education, credit […]]]>

Advice offered by Marc Hébert, President of The Harbor Group Inc., a certified financial planner. If you have any financial questions or would like to suggest a future topic, send an email to webstaff@wmur.com. Credit is probably an integral part of your life. Whether it’s getting a mortgage, a car, or getting an education, credit is probably a key part of the picture. Easy access to good credit can be a necessary part of life today. When they think of credit, most people think of credit scores. Lenders use these numbers to determine a borrower’s creditworthiness. A good score implies a good borrower. It may be easier to get a loan at an attractive rate with a good score. A credit score is not just used by lenders. Homeowners and employers can also use your credit score to make certain assumptions about future payment performance and your financial situation. Credit scores are determined by credit reporting agencies. They are Experian, Equifax and TransUnion. These companies track your credit history. Your score incorporates information ranging from payment history, amount owed, length of your credit history and types of loans. Based on this, they usually use software developed by Fair Isaac Corporation (FICO) to develop a score. Thus, the most common credit score is the FICO. This is usually a three-digit number that can range from 300 to 850. Lenders themselves decide which score is right for them – usually above 700 is favorable. With that in mind, here are some factors that can negatively affect your credit score: The most obvious is late payment. The history of these will be negative, especially late payments in the last 12 to 24 months. If you have missed payments, the lender will assume that the past predicts the future and that you may be at high credit risk. The next negative point concerns credit inquiries. Too many of them in a short period of time will negatively affect your score. Every time you apply for credit from a lender, there is a record of it on your credit report. A lender may view this as an attempt to access too much credit or as if they have been denied credit too often. Sometimes there just isn’t enough history to give lenders a good picture of your track record. You may need to establish your credit history before a lender will grant you more credit. Before you apply for credit, make sure your credit report is free of errors. If there are any negatives and they’re not yours, be sure to get them corrected before applying for credit. Don’t wait until you need credit to monitor your credit report. You can get your credit report from every credit reporting agency. Take turns – from one agency in the spring, the next in the summer, and the last in the fall. This will help you monitor your credit throughout the year. If you find an error, be sure to contact the agency and let them know that you dispute the information on the report. The agency will investigate the dispute within 30 days of receiving the notice and notify you of the outcome. If an error is not corrected, you can add a statement to your credit report indicating it as such. It might not help you with lenders, but at least they know your side of the story. In the event of identity theft, you can file a complaint with the Federal Trade Commission (FTC). You can also place a fraud alert or a credit freeze on your account. The FTC’s website, ftc.gov, has more information on identity theft. If you believe your credit report error is the result of identity theft, you need to take action. Building your credit takes time and a consistent review of the data. Ultimately, it’s worth taking the time to make sure you can borrow and access credit if you really need it.

Advice offered by Marc Hébert, president of The Harbor Group Inc., a certified financial planner. If you have any financial questions or would like to suggest a future topic, send an email to webstaff@wmur.com.

Credit is probably an integral part of your life. Whether it’s getting a mortgage, a car, or getting an education, credit is probably a key part of the picture. Easy access to good credit can be a necessary part of life today.

When they think of credit, most people think of credit scores. Lenders use these numbers to determine a borrower’s creditworthiness. A good score implies a good borrower. It may be easier to get a loan at an attractive rate with a good score. A credit score is not just used by lenders. Homeowners and employers can also use your credit score to make certain assumptions about future payment performance and your financial situation.

Credit scores are determined by credit reporting agencies. They are Experian, Equifax and TransUnion. These companies track your credit history. Your score incorporates information ranging from payment history, amount owed, length of your credit history and types of loans. Based on this, they usually use software developed by Fair Isaac Corporation (FICO) to develop a score.

Thus, the most common credit score is the FICO. This is usually a three-digit number that can range from 300 to 850. Lenders themselves decide which score is right for them – usually above 700 is favorable.

With that in mind, here are some factors that can negatively affect your credit score:

The most obvious is that of late payments. The history of these will be negative, especially late payments in the last 12 to 24 months. If you have missed payments, the lender will assume that the past predicts the future and that you may be at high credit risk.

The next negative point concerns credit inquiries. Too many of them in a short period of time will negatively affect your score. Every time you apply for credit from a lender, there is a record of it on your credit report. A lender may view this as an attempt to access too much credit or as if they have been denied credit too often.

Sometimes there just isn’t enough history to give lenders a good picture of your track record. You may need to establish your credit history before a lender will grant you more credit.

Before you apply for credit, make sure your credit report is free of errors. If there are any negatives and they’re not yours, be sure to get them corrected before applying for credit.

Don’t wait until you need credit to monitor your credit report. You can get your credit report from each credit reporting agency. Take turns – from one agency in the spring, the next in the summer, and the last in the fall. This will help you monitor your credit throughout the year.

If you find an error, be sure to contact the agency and let them know that you dispute the information on the report. The agency will investigate the dispute within 30 days of receiving the notice and notify you of the outcome.

If an error is not corrected, you can add a statement to your credit report indicating it as such. It might not help you with lenders, but at least they know your side of the story.

In the event of identity theft, you can file a complaint with the Federal Trade Commission (FTC). You can also place a fraud alert or a credit freeze on your account. The FTC’s website, ftc.gov, has more information on identity theft.

If you believe your credit report error is the result of identity theft, you need to take action.

Building your credit takes time and a consistent review of the data. Ultimately, it’s worth taking the time to make sure you can borrow and access credit if you really need it.

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How to find the right financial advisor: 5 pro tips https://hledam.biz/how-to-find-the-right-financial-advisor-5-pro-tips/ https://hledam.biz/how-to-find-the-right-financial-advisor-5-pro-tips/#respond Wed, 07 Jul 2021 14:00:07 +0000 https://hledam.biz/how-to-find-the-right-financial-advisor-5-pro-tips/ Hiring a financial advisor can be a confusing task because you wouldn’t want to risk your finances. You would prefer a perfectly disciplined approach to finding your CFO who can stay for years. This process may take a little longer, but it will be worth it once your finances are in good hands. When your […]]]>

Hiring a financial advisor can be a confusing task because you wouldn’t want to risk your finances. You would prefer a perfectly disciplined approach to finding your CFO who can stay for years. This process may take a little longer, but it will be worth it once your finances are in good hands.

When your finances are well managed, you lead a comfortable, complaint-free life that leads to happiness. In addition, your money can only grow if it is well invested. So, valuable financial advice adds additional knowledge that can be used to earn more money.

When hiring your financial advisor, make sure of the following points.

  1. Know the types of advisers

Different financial advisers offer different types of services. Some are investment experts while others plan your finances. A few also offer you retirement income services. Depending on the type of your need, you must select the type of advisers.

There are many advisers who also work for wealth accumulation for people who have around 10 to 20 years to retire.

Financial advisers focus on your finances. They guide you on how much money to save and what insurance you should spend. Investment advisors guide you through the investments that will match your account. Choose the type of advisor that best suits your needs, then collect the names of some of the top advisers in that category.

  1. Check credentials

Lots of fake credentials are on sale. So many people present themselves as advisers accrediting these “bought” certificates. Make sure you don’t fall into such traps. Check the qualifications and references of your advisor before the meeting.

A financial planner must be registered with SEBI. It is recommended if they have a CFP (Certified Financial Planning) certificate to meet the benchmark. Even if they don’t have it, they must have a PFS or CFA which is any qualification related to finance.

These advisors must put the interests of their clients before their own and must be experts in their field while adhering to ethics and policies.

  1. Understand the payment method

Check with the advisor how they would request payment. There are different options for this, such as charge only, charge only, or commission basis.

The fees are based on the assets they manage. This can range from Rs 10,000 to Rs 50,000 per year. Good financial advisers will always charge a fee. They can also charge it on an hourly basis.

Non-paying advisors are right for you if you are investing in a long-term project and need constant support. Then, by hitting each goal, you can pay them their commission.

  1. Ask about their experience

Always prefer a financial advisor who has been in the industry for more than 5 years. This ensures that they have seen all phases of the market and therefore provide you with the best advice. They wouldn’t let your hard-earned money go down a pothole.

With their knowledge of risk assessment and their understanding of the economy, they can predict your future growth. If you are looking for a head start, you can seek help from https://www.finnacle.com.au/ – they are the best in the business with a proven track record!

You can also ask their previous clients if they are comfortable revealing the names. A lot of advisers try to keep this confidential. You can ask different questions about their pace of work until you are not absolutely sure you want to entrust your finances to them.

  1. Schedule meetings

Before hiring your advisor, you’ll want to speak to them in person or via video conference. This is a person you are going to hand over your life savings to and you can’t take any chances on that. No matter how popular the advisor is, it is always recommended that you schedule an introductory meeting before relinquishing your account.

Check to see if you are comfortable talking to them and if the person has a friendly personality. If you are not able to establish a good relationship with them, the counselor will not be able to help you. Ask them how often your account will be reviewed and how often you will be notified in the selected plan.

It’s your turn…

You can’t trust everyone with money. With the increase in fraud, finding a quality advisor can seem like a nightmare. But with the growing recession, it is also necessary to manage your spending. It can be tiring, but it will definitely bring you lifelong benefits.

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Verity Investment Partners Adds Senior Client Advisor https://hledam.biz/verity-investment-partners-adds-senior-client-advisor/ https://hledam.biz/verity-investment-partners-adds-senior-client-advisor/#respond Wed, 30 Jun 2021 15:46:00 +0000 https://hledam.biz/verity-investment-partners-adds-senior-client-advisor/ EDWARDS, Col., June 30, 2021 / PRNewswire / – Verity Investment Partners (VIP), one of the Financial Times Top 300 Registered Investment Advisory Firms, added Jessica rusnock, CFPÒ, to their team of their Edwards, CO office location. Jessica rusnock joined as Senior Client Advisor and brings a decade of experience in the financial services industry. […]]]>

EDWARDS, Col., June 30, 2021 / PRNewswire / – Verity Investment Partners (VIP), one of the Financial Times Top 300 Registered Investment Advisory Firms, added Jessica rusnock, CFPÒ, to their team of their Edwards, CO office location. Jessica rusnock joined as Senior Client Advisor and brings a decade of experience in the financial services industry.

Jessica received her BA in Personal Financial Planning from Haworth College of Business in Western Michigan University. She holds her Certified Financial Planner (CFPÒ) designation and is passionate about helping clients achieve their personal dreams. Jessica is experienced in generating retirement income, multigenerational planning and giving, risk management and estate planning.

“Jessica brings a wealth of financial planning experience to our team and will enhance our ability to help clients imagine, plan and live their best lives,” said Will verity.

Verity Investment Partners was founded in 2002 by Will and Paula Verity. The company uses an innovative dividend growth-driven investment approach to generate targeted levels of annual income and income growth while keeping invested savings to grow over time. Dividend income can be used to fund living expenses or reinvested as additional savings. VIP’s mission is to help clients invest wisely, so they can enjoy the financial freedom necessary to align their lives with the people, places and activities that matter most to them. They have filed their approach and their mission under the name “Growing Income For Life”.

Verity Investment Partners has three offices in Caroline from the south, an office at Edwards, Colorado (portion Denver, CO region) and an office in San Antonio, Texas.

For more information on Verity Investment Partners or Jessica rusnock, please visit www.verityvip.com.

SOURCE Verity Investment Partners

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You Can Also Take Advantage Of The Tax Benefits Of A Roth IRA Business https://hledam.biz/you-can-also-take-advantage-of-the-tax-benefits-of-a-roth-ira-business/ https://hledam.biz/you-can-also-take-advantage-of-the-tax-benefits-of-a-roth-ira-business/#respond Wed, 30 Jun 2021 13:04:34 +0000 https://hledam.biz/you-can-also-take-advantage-of-the-tax-benefits-of-a-roth-ira-business/ The recently revealed stack of IRS files by ProPublica confirms that many have always had suspicion. Billionaires often enjoy significantly lower tax rates than the average American. They do this by claiming losses and deductions that reduce taxable income and by holding a lot of wealth in their investments. . The investment is often not […]]]>

The recently revealed stack of IRS files by ProPublica confirms that many have always had suspicion. Billionaires often enjoy significantly lower tax rates than the average American.

They do this by claiming losses and deductions that reduce taxable income and by holding a lot of wealth in their investments. . The investment is often not taxed annually.

Last example Extract from the ProPublica report: PayPal co-founder Peter Thiel had the privilege of buying shares in the company in 1999 for a tenth of a dime a share. He bought 1.7 million shares for just $ 1,700, and he did so in a powerhouse retirement account known as the Ross IRA..

Benefits of ROTHIRA

It is no coincidence that Thiel chose Roth IRA to hold a stake in PayPal. Investing in RothIRA is tax exempt. In Thiel’s case, ProPublica says its investment has reached around $ 5 billion.

Yes, that seems unfair. However, the typical American doesn’t have to be Peter Thiel to take advantage of Los Angeles tax incentives.

Todd Scorzafaba, Certified Financial Planner and Partner of Eagle Rock Wealth Management in East Hanover, NJ, said:

So what are these rules? Most importantly, you must wait until you are 59 and a half to start withdrawing investment income from a Roth IRA. Otherwise, you could be taxed or punished. Your account also has an income limit, with an annual donation limit of $ 6,000 ($ 7,000 for those over 50). Those who follow the rules – tech millionaires or the like – will earn a reward for the loss.

How Anyone Can Benefit From a Roth IRA

In the traditional IRA, contributions are tax deductible. This means that your taxable income will be lower the year you make your contribution. However, severance pay distributions are taxed as ordinary income.

Roth IRAs are funded by funds that are already taxed, so there are no additional tax credits for donations. However, qualifying withdrawals after retirement are tax exempt. This makes Ross IRA a particularly attractive option for long-term savers, says Scorzafava.

“Said Scorzafava.

Think of it this way. Tax rates can be lower at the start and middle of your career. Therefore, it may make sense to contribute to the loss early, says Scorzafava. Ideally, your investment will increase over time and you will be able to withdraw your retirement benefits tax-free.

A place for high-growth assets

Thiel’s Roth IRA PayPal stock has grown in a way most of us can never see in our Roth. However, those with long time to invest (when looking at investors in their 20s and 30s) can use the loss as a holding pen for aggressive, high growth investments.

“Where you put your assets makes a big difference,” says Scorzafava. “Where do you want to own a high growth business? I would like to own it with a Roth IRA first as the return expectations should be higher as it grows tax free.

Diversified portfolios typically contain a mix of stocks and bonds. Stocks are high risk assets and often generate higher returns. Bonds are low yield buoys that help reduce volatility. However, young investors who have decades to retire may want to stack their portfolios with most, if not all, stocks and mutual funds. Roth IRAs may be the perfect place to park them.

By opening and investing in Roth IRAs, we increase our wealth over time. Your account balance might not have as many zeros as Thiel’s, but the mechanism for building up your own level of wealth is the same. Then, when you retire, you can take advantage of this accumulated wealth. In other words, like the richest people in the world, at least part of their income is exempt from tax.

Is it too rich for Ross?

Roth IRAs have one major problem: income restrictions. In 2021, if you earn more than $ 140,000 as a sole filer, or if you earn $ 208,000 if you deposit jointly, you will not be able to donate.

However, Scorzafava says Roth can be used even if the income exceeds this threshold. There is a perfectly legal way for high income earners to take advantage of Los Angeles tax benefits. The most common is the Roth IRA backdoor, which requires converting a traditional IRA into a Roth account. According to Scorzafava, it’s best to have a financial advisor guide you through this process.

Your wealth probably won’t match Peter Thiel’s, but there’s no reason you can’t take similar steps to lower taxes on the money you’ve accumulated.

———

This article originally appeared on the Nerd Wallet personal finance website. This content is for educational and informational purposes and does not constitute investment advice. Chris Davis is a writer for Nerd Wallet. E-mail: cdavis@nerdwallet.com..

Related links:

NerdWallet: What is a Roth IRA? How Roth IRA Works, Donation Rules, Where To Start https://bit.ly/nerdwallet-roth-ira

ProPublica: Lord of the Roths: How tech mogul Peter Thiel turns middle-class retirement accounts into $ 5 billion tax-exempt piggy banks https://www.propublica.org/article/lord-of-the-roths-how-tech-mogul-peter-thiel-turned-a-retirement-account-for-the-middle-class-into-a- $ 5 billion tax exempt piggy bank

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JUSTIN KOHLER Joins The Fiduciary Group as Wealth Advisor | Bank and finance https://hledam.biz/justin-kohler-joins-the-fiduciary-group-as-wealth-advisor-bank-and-finance/ https://hledam.biz/justin-kohler-joins-the-fiduciary-group-as-wealth-advisor-bank-and-finance/#respond Wed, 30 Jun 2021 12:35:00 +0000 https://hledam.biz/justin-kohler-joins-the-fiduciary-group-as-wealth-advisor-bank-and-finance/ June 30, 2021 – The fiduciary group, a double Financial Time Recently Hired 300 List Recipient and Leading Wealth Management Company Based in Savannah, GA Justin Kohler, CFP® as a wealth advisor. In his new role, Kohler serves as a client relationship manager, financial planner and investment advisor for individual clients and also provides support […]]]>

June 30, 2021 – The fiduciary group, a double Financial Time Recently Hired 300 List Recipient and Leading Wealth Management Company Based in Savannah, GA Justin Kohler, CFP® as a wealth advisor. In his new role, Kohler serves as a client relationship manager, financial planner and investment advisor for individual clients and also provides support to the company’s senior advisors.

Prior to joining The Fiduciary Group, Kohler worked as a wealth advisor and portfolio manager at The Sharp Financial Group in Philadelphia, PA, where he developed comprehensive financial planning strategies for clients and worked with internal tax divisions. and business accounting to help clients maximize tax efficiency. He was also a wealth advisor and junior portfolio manager at AXA US in Philadelphia, Pennsylvania, where he created comprehensive financial plans tailored to the needs of each client. Certified Financial Planner®, Kohler brings eight years of wealth management experience to the company.

“Justin is an important addition to our growing wealth management team, with experience in asset management as well as financial planning,” said Joel Goodman, CFA, chief investment officer at The Fiduciary Group. “He shares our commitment to helping clients achieve their long-term financial goals, manage portfolios strategically and provide exceptional service. “

A native of Toms River, NJ, Kohler received a BS in Commerce from St. Joseph’s University in Philadelphia, Penn. with a major in Finance and a double minor in risk management and insurance as well as in science of decision systems. He currently lives in Savannah.

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A Young Professional’s Guide to Understanding Debt: A Free Educational Webinar https://hledam.biz/a-young-professionals-guide-to-understanding-debt-a-free-educational-webinar/ https://hledam.biz/a-young-professionals-guide-to-understanding-debt-a-free-educational-webinar/#respond Wed, 30 Jun 2021 12:15:00 +0000 https://hledam.biz/a-young-professionals-guide-to-understanding-debt-a-free-educational-webinar/ Webinar Info for Advice Chaser’s Event on How Young Professionals Can Manage Debt Speaker Kade Hammes will be presenting at this webinar for young professionals at this Advice Chaser webinar. Advice Chaser Provides Consumers With An Easy Way To Find The Best Professional Financial Advisor If you’re wondering how to pay off debt and how […]]]>

Webinar Info for Advice Chaser’s Event on How Young Professionals Can Manage Debt

Speaker Kade Hammes will be presenting at this webinar for young professionals at this Advice Chaser webinar.

Speaker Kade Hammes will be presenting at this webinar for young professionals at this Advice Chaser webinar.

Chaser board logo

Advice Chaser Provides Consumers With An Easy Way To Find The Best Professional Financial Advisor

If you’re wondering how to pay off debt and how to balance it with the employer’s savings, investment, and matching in a retirement account, this webinar is for you.

This webinar is ideal for any ambitious young adult who wants to take control of their life and be as prepared as possible for the future.

– Megan Coelho, President of Advice Chaser

NEW YORK CITY, NEW YORK, UNITED STATES, June 30, 2021 /EINPresswire.com/ – Student loans, car loans, credit card balances – when you are starting out as a young professional it is common to have this type of debt. It’s not necessarily bad to have debt, but the way you manage it will make a huge difference to your finances for decades to come. If you’re wondering how to pay it back and what kind of balance to strike with the savings, investment, and employer matching benefit in a retirement account, this webinar is for you. Join Advice Chaser in this educational webinar designed for young professionals. The event will begin at noon Central Time on July 1. The event is free, but be sure to register for a place here.

Advice Chaser, a financial concierge service that connects people with experienced financial advisers, asked Kade Hammes to be the keynote speaker. Kade, a certified financial planner, specializes in financial planning for young professionals and families. After working for one of the largest accounting firms in the country, he founded Storybook Financial, so named because he realizes that every client’s life is a unique story. In this webinar, he will share basic information about debt management, such as:
• The differences between secured and unsecured debt, and how a co-signer can affect your loans
• Different methods of debt repayment
• How to calculate several important debt ratios in order to get an idea of ​​how much debt you should or shouldn’t take out.
• When credit scores matter and don’t matter
• What you need to know about refinancing

“Kade is a Certified Financial Planner who specializes in helping young professionals get off to a good start in their financial future. It focuses on their unique challenges and advantages at this point, and understanding that debt is a common place where young people find themselves in trouble. This webinar is ideal for any ambitious young adult who wants to take control of their life and be as prepared as possible for the future, ”said Megan Coelho, President of Advice Chaser.

If you have questions about your specific debt situation or would like to learn more about tackling debt after attending the webinar, you can work with a financial advisor. Advice Chaser can put you in touch with a financial advisor who has specific experience working with young professionals and managing debt. Get a free consultation today.

About Chaser Council
Advice Chaser is an independent financial concierge service. Our mission is to improve your investment experience by helping you access better financial advice. We are attentive to your specific needs and objectives in order to offer you a tailor-made connection with reputable advisers. Think of us as a boutique financial dating service.

Unlike other investor matching services, we do not sell referrals. Advisors pay to be included in our picklist, but they cannot buy seats there. We only keep reputable advisors on our shortlist. To see what we can do for your future, see our services here.

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4 Money Moves for Small Business Owners https://hledam.biz/4-money-moves-for-small-business-owners/ https://hledam.biz/4-money-moves-for-small-business-owners/#respond Wed, 30 Jun 2021 12:03:00 +0000 https://hledam.biz/4-money-moves-for-small-business-owners/ Webinar Information for Advice Chaser’s Event on Smart Money Transfers for Small Businesses Erin Voisin, guest speaker at this Advice Chaser event Therese Tippie, keynote speaker at this Advice Chaser event Advice Chaser Provides Consumers With An Easy Way To Find The Best Professional Financial Advisor Join a free educational webinar hosted by Advice Chaser […]]]>

Webinar Information for Advice Chaser’s Event on Smart Money Transfers for Small Businesses

Erin Voisin, guest speaker at this Advice Chaser event

Erin Voisin, guest speaker at this Advice Chaser event

Therese Tippie, keynote speaker at this Advice Chaser event

Therese Tippie, keynote speaker at this Advice Chaser event

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Advice Chaser Provides Consumers With An Easy Way To Find The Best Professional Financial Advisor

Join a free educational webinar hosted by Advice Chaser to learn more about how you can make smart money moves for your business.

Their expertise in small business financing, especially tax and succession planning, is so invaluable. Both of these presenters are passionate about helping small businesses thrive.

– Megan Coelho, President of Advice Chaser

NEW YORK CITY, NEW YORK, UNITED STATES, June 30, 2021 /EINPresswire.com/ – Small business owners make up about half of the US economy, but only about a third of their businesses will survive more than ten years. If you are a small business owner, you are ambitious and take pride in your product or service, but you may need some advice on financial strategy. Join a free educational webinar hosted by Advice Chaser to learn more about how you can make smart money moves for your business. The event will begin at 11 a.m. PT on June 30, so book your place quickly here.

Advice Chaser, a service that connects clients and financial advisors, invited Erin Voisin, Certified Financial Planner, and Therese Tippie, CPA and Tax Director, as keynote speakers. Erin and Therese are part of EP Wealth and will be giving a presentation on tax strategies and cash flow planning strategies. They will share specific information on:
• Four money moves to put your small business on the path to success
• Common financial mistakes made by small business owners
• Elements to take into account when creating a business entity
• Tips for planning cash flow, both for you and for your business
• Guidelines on what can and cannot be deducted from your taxes
• Strategies for effective business succession planning

“We look forward to hearing from Erin and Thérèse. Their expertise in small business financing, especially tax and succession planning, is so invaluable. Both of these presenters are passionate about helping small businesses thrive, ”said Megan Coelho, President of Advice Chaser.

Erin and Therese will share their knowledge from their years of experience, but for advice on your specific situation, your best strategy is to speak with a financial advisor. Advice Chaser can put you in touch with a financial advisor who has specific experience working with small businesses like yours and helping other business owners make financial plans. Find a small business advisor today with a quick, free phone call.

About Chaser Council
Advice Chaser is an independent financial concierge service. Our mission is to improve your investment experience by helping you access better financial advice. We are attentive to your specific needs and objectives in order to offer you a tailor-made connection with reputable advisers. Think of us as a boutique financial dating service.

Unlike other investor matching services, we do not sell referrals. Advisors pay to be included in our picklist, but they cannot buy seats there. We only keep reputable advisors on our shortlist. To see what we can do for your future, see our services here.

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