Blog
Welcome to our FinancialAdvisors.com Blog! Take a minute to scroll through the various topics and gather insights from our financial advisors on numerous subjects such as investment management, personal finance, tax advisory, ESG investing, and much more...
The Value of Roth Conversions at Today\'s Low Rates
Author: Philip Weiss | March 05, 2021
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Please click here for a video summary of this...
Dynamic Withdrawal Rules -- Higher Withdrawals With Less Risk
Author: Anthony Watson | March 04, 2021
Adopting a dynamic rules-based approach to portfolio withdrawals can...
Social Security: Some Questions and Answers About Benefits
Author: Philip Weiss | February 24, 2021
Based at least partly on the results of a recent reader survey, I am...
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Two Categories of Advisors
There are two categories of advisors: Investment Advisors and Tax and Accounting Advisors. These categories complement one another and are the basis to proper financial planning.
Investment Advisor
An investment advisor helps guide your investments in “Wall Street” related instruments such as stocks, bonds, mutual funds, and exchange-traded funds (ETF’s). They may also assist you with your financial, college, and retirement planning needs. Knowing you have the right financial plan makes life a little less uncertain and equally, a little more pleasurable to live.
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Tax & Accounting Advisor
Many investors depend on the valuable services provided by a tax and accounting advisor. Making sure you don’t pay any more taxes than necessary keeps more money in your investment account, where it will continue to grow. Because it’s not just what you earn…it’s what you keep that counts, and.the right tax and accounting professional can be a true asset in so many ways.
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