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How to choose a financial advisor: 6 tips for finding the right one
How to choose a financial advisor: 6 tips for finding the right one Fri, May 21, 2021 “Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the pro... Read More
By James Royal at bankrate.com

How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains
How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains Thu, Apr 29, 2021 Don’t miss out: Certain people with low enough taxable income can sell stocks or mutual funds to convert their taxable gains into tax-free money. Here’s how... Read More
By by: Mike Piershale (as seen at Kiplinger.com)

New Investors Discover Tax Pitfalls of Robinhood and Other Trading Apps
New Investors Discover Tax Pitfalls of Robinhood and Other Trading Apps Mon, Apr 19, 2021 Common tax-minimizing strategies are difficult or impossible to implement on the trading platforms that have boomed in popularity in the past year. Read More
By Laura Saunder in WSJ

The 3 things millionaires are doing today to maintain and grow their net worth
The 3 things millionaires are doing today to maintain and grow their net worth Fri, Mar 12, 2021 Financial planning, passive income and investing: The three ways millionaires build their net worth. Read More
By by Elizabeth Gravier

Can I Deduct My IRA On My Tax Return?
Can I Deduct My IRA On My Tax Return? Thu, Feb 25, 2021 Is a contribution to an individual retirement account (IRA) tax-deductible? For many of us, the short answer is: You bet! That’s what IRAs are for. However, there are rules and limits. Read More
By By Amy Fontinelle at Investopedia

Fee-based vs. fee-only financial planners
Fee-based vs. fee-only financial planners Tue, Jan 26, 2021 Although “fee-based” and “fee-only” financial planners sound similar, they both have different fee structures and different obligations to investors. Here’s what you need to know about fee-based vs fee-only financial planners. Read More
By Bea Bishoff

What You Need to Know Before Lending Money to Family
What You Need to Know Before Lending Money to Family Thu, Jan 21, 2021 ......Carefully consider what you’re entering into and take the time to determine whether the arrangement makes sense from a relational perspective and in terms of wealth planning....... Read More
By Peter Lazaroff

What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect
What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect Tue, Jan 19, 2021 ........It also means heightened enforcement around conflicts of interests through the SEC’s Regulation Best Interest rule that went into effect last year to restrict unsavory practices by brokers and making sure they put clients’ interests ahead of ... Read More
By Reshma Kapadia in Barron's

The Types of Fiduciary Financial Advisors
The Types of Fiduciary Financial Advisors Thu, Dec 17, 2020 Here we talk about the requirements to call yourself a fiduciary and the different types of fiduciary financial advisors, including: Fee-only fiduciaries. Certified financial planner fiduciaries. Registered investment advisor fiduciaries. Retir... Read More
By U.S. News and World Report

Happy Thanksgiving from FirsTrust
Happy Thanksgiving from FirsTrust Wed, Nov 25, 2020 The entire FinancialTeam at FirsTrust wishes you a very Happy Thanksgiving Read More

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