Pre-retirement steps include reviewing what you expect to pay in taxes and how you will cover health care costs once you stop working. For most people, retirement seems like a faraway dream, something that will happen “one day.” That faraway dream becomes a lot more real and far more serious the decade before you retire. […]
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Having money and managing it well don’t always go hand in hand. Financial planners say their wealthy clients often spend too much, and those who come into a sudden fortune tend to trust too easily. For others, failing to share their financial values and goals with their families creates trouble for their heirs. Read more […]
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Older clients are not necessarily always more vulnerable than younger clients, but they are often more susceptible to financial abuse, Mohammad Uz-Zaman, associate Step member at ADL Estate Planning, tells FTAdviser. Read more at https://www.ftadviser.com/ftadviser-focus/2021/01/18/q-a-why-older-clients-need-lasting-power-of-attorney/
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January and February are traditionally sober months of financial renewal. One common resolution is finding a financial adviser. Most Internet searches on the subject produce nothing but spam and bad advice: “Talk to your friends,” “do your homework,” “click here.” None of this advice tells you how to save money, protect yourself, or what your […]
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This Guide describes to you as a prospective buyer the various types of life insurance products, the various distribution channels and provides some general information about life insurance. It gives you the basic information you need so you can discuss your needs with an authorised financial advisory representative. I. TYPES OF LIFE INSURANCE ADVISORY SERVICES […]
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