Category: Financial Planning
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Your Year-End Financial Planning Checklist – Unique Financial Advisors
Your Year-End Financial Planning Checklist Before the holiday season gears up, there are some things you should check off your…
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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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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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What to know about ROTH conversions – Unique Financial Advisors
Are you debating if you should convert some of your Traditional IRA money to a ROTH IRA this year? Today,…
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Why Trying To Time The Market Is Dumb – Unique Financial Advisors
Why Trying To Time The Market Is Dumb Much of last Friday (May 31, 2019), I received calls from a…
