Vid’s Blog
Our Knowledge is Your Power
Our goal with every blog post is to provide valuable information that could benefit you.
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Financial Freedom = Financial Capability – Unique Financial Advisors
Financial Freedom = Financial Independence As you become successful in your career, buy a home, save, and invest, you’re building knowledge and capability. But are you gaining the ability to…
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Save or Take a Loan for Kids’ College Education? – Unique Financial Advisors
Save or Take a Loan for Kids’ College Education? It’s no secret that college is getting more expensive with no…
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Estate Planning – The Essential Instruments – Unique Financial Advisors
Estate Planning – The Essential Instruments Estate planning isn’t just about protecting your assets – it’s about protecting yourself and…
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Your Holiday Wellness Plan Comes Down to Avoiding Stress and Taxes – Unique Financial Advisors
Your Holiday Wellness Plan Comes Down to Avoiding Stress and Taxes Depending on who you ask, the holidays are either…
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Five Must Know Facts About Taxes in Retirement – Unique Financial Advisors
Five Things to Know About Taxes in Retirement When planning for expenses in retirement, it’s easy to begin thinking about…
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7 Ways to begin the New Year on a strong Financial Footing – Unique Financial Advisors
7 Ways to Begin the New Year on a Strong Financial Footing Countdown to the New Year! There is no…
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Direct or Indirect Rollover? What is the difference? – Unique Financial Advisors
If you are a mid-career professional, chances are you have switched jobs a few times, and considered rolling over funds…
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529 plans are more attractive due to recent Tax law changes – Unique Financial Advisors
Saving in 529 plans for your children or grandchildren has become more attractive with the recent tax law changes. Today,…
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SECURE Act limits Stretching Inherited IRA distributions – Unique Financial Advisors
If you are expecting to inherit an IRA from a parent or a grandparent in the coming years – you…
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What to consider when considering a home mortgage? – Unique Financial Advisors
Do low Mortgage rates entice you to buy a new house or refinance an existing mortgage? Here is what you…
