All relationships are a two-way street based on openness, transparency, respect and the ability to communicate. When choosing a financial advisor, understand the advisor/investor relationship can be especially tricky as it involves money, often the client’s life’s savings. New regulations are providing a basis for a new level of conversation between the two parties.
What would your life look and feel like without having a mortgage payment and no debt? Sometimes this mission can seem daunting and maybe even impossible. Check out one couples incredible journey to paying off their mortgage and becoming completely debt free in just 2.5 years! Saving Money #SaveMoney Saving Money Ideas
Planning ahead can pay off big when it comes to taxes, because the right tax strategies can ensure as much money as possible stays in your pocket instead of the taxman’s. Investment tax planning requires lots of work and cooperation among the various parties involved – but if done right, it can help investors avoid a huge tax hit.