Jordan Schwartz, Partner & Financial Advisor at Strategic Wealth Designers, discusses tax conversion and estate planning and how these strategies can potentially save you thousands in the future.
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Why is it important to plan for retirement? More importantly, do you need a financial advisor to do so effectively? Speaking with a professional retirement planner can eliminate stress and build confidence in your portfolio.
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What is a financial advisor and do I need one? Consumers have many questions about financial advisors, and rightfully so. This guide is all about answering every single one of those questions and demystifying the world of financial advising.
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Jordan Schwartz discusses how to figure out where you are in your retirement timeline and if you’re properly aligned with your goals. This is important so you can build plans around how you want your retirement life to look.
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The landscape and the land which humans will reside in the future has forever shifted thanks to Coronavirus 2020. Seismic changes that were bubbling under the surface have jumped to the forefront at an astonishing pace. Let’s look at how your investment portfolio can deal with what is happening.
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