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Secure a Bright Future: How Saving Up for Education Planning May Change Your Life

Secure a Bright Future: How Saving Up for Education Planning May Change Your Life

by Dkassir | Jun 27, 2023 | Fiduciary Financial Advisor, Miami Financial Advisor

In today’s competitive world, a good education is essential for the success and future of our children. As parents, it is our responsibility to ensure that our children have access to quality education that can open doors to numerous opportunities. However, the...
David D. Kassir Selected as One of 200 Fast Growing Advisors to Watch

David D. Kassir Selected as One of 200 Fast Growing Advisors to Watch

by Dkassir | Jun 22, 2023 | Fiduciary Financial Advisor, Miami Financial Advisor

Press Release:  MIAMI, FL  |  June 22, 2023 With double the number of nominees this year from over 374 firms vying for the title. The criteria for selection included a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. The advisors...
What are the Tax Advantages of a 401(k) or an IRA

What are the Tax Advantages of a 401(k) or an IRA

by Dkassir | Jun 1, 2023 | Fiduciary Financial Advisor, Retirement

  Retirement savings are essential for securing financial stability in the golden years. Two popular retirement savings options in the United States are the 401(k) and the IRA (Individual Retirement Account). Both these plans offer significant tax advantages that...
How can I plan for Unexpected Medical Expenses

How can I plan for Unexpected Medical Expenses

by Dkassir | Jun 1, 2023 | Fiduciary Financial Advisor, Miami Financial Advisor

  Medical emergencies can strike at any time, and the associated costs can be overwhelming. To protect yourself and your finances, it’s crucial to plan for unexpected medical expenses. By taking proactive steps and making informed decisions, you can better...

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  • How to Build a Malibu-Level Retirement Budget Without Stress

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