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5 Signs You Don't Need a Financial Advisor To Help You With Financial Planning

Instead of writing an article trying to convince everyone to hire someone, I figured I’d write an article to a different audience. This audience is filled with people who feel like they’re well enough on their own, but are trying to figure out what they’re missing by not hiring a financial advisor. No advisor, regardless of how good they are, will be able to add value to their client’s life if the client perceives there is no value to add.

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5 Reasons Why a Financial Plan Might Not Help You As Much as You Think

A financial plan is a snapshot at a moment in time accompanied by a list of recommendations intended to put you on track to achieve your goals. Conversely, financial planning is an iterative process that identifies what needs to be done and is updated routinely as changes in your life occur. In other words, hiring a financial planner to present a financial plan is like going to the doctor one time for a checkup. Hiring a financial planner to help with ongoing financial planning is like routinely seeing your doctor, even when you feel perfectly healthy.

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Seven Things Your Financial Advisor Should Be Doing To Take Work Off Your Plate

An often-overlooked quality of a good financial advisor is the ability to do work that you might not have time for. After all, hiring someone to write a financial plan is completely useless if you aren’t able to (or don’t set aside time to) put the recommendations into action. Even when people feel they just need a checklist of action items to do on their own, life has a funny way of interrupting at the wrong time.

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Five Tax-Related Things Your Financial Advisor Should Be Doing Each Year

Taxes are a fundamental part of the financial planning process. While many professionals recognize this fact, often there is a gap between what the financial advisor sees and what the tax professional sees. More likely than not, the accountant will assume that YOU are filling in this gap, when you probably are not. Your financial advisor should be the one helping you fill in the gap, and even doing the work for you where they can.

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Five Reasons Your Financial Advisor Should Work With Your Tax Professional, Not Against Them

In the world of financial advice, there seems to be a horrendous rift between ‘investment advice’ and ‘tax advice.’ In most situations, sound investment advice should incorporate some semblance of tax planning, or at least a rough calculation of the tax impact of a given transaction. What’s more likely, though, is that when you ask your ‘financial advisor’ about what your tax liability will be, you’ll hear, “I can’t give you advice on that. You’ll have to talk to your tax expert.”

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