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Lottery Winners – Take Control of Your Wealth with the Help of a Financial Advisor

Lottery Winners – Take Control of Your Wealth with the Help of a Financial Advisor

by Dkassir | Jan 20, 2023 | Fiduciary Financial Advisor, Miami Financial Advisor

The Lottery Winner’s Guide to Smart Money Management Congratulations on your recent lottery win! It’s an exciting time and you’re probably already dreaming of all the things you can do with your new-found wealth. You’ve hit the jackpot and won...
The SEC’s New Regulation BI: What Does It Mean for Investors?

The SEC’s New Regulation BI: What Does It Mean for Investors?

by Dkassir | Oct 19, 2022 | Fiduciary Financial Advisor

Is Financial Advisors in compliance with the SEC’s new Reg BI rule? The SEC’s Regulation Best Interest (“Reg BI”) is a new rule focused on ensuring that financial advisors act in their clients’ best interest The rule requires financial...
Fiduciary Financial Advisors: Who They Are and What They Do?

Fiduciary Financial Advisors: Who They Are and What They Do?

by Dkassir | Oct 18, 2022 | Fiduciary Financial Advisor

If you’re not familiar with the term “fiduciary,” you’re not alone. A fiduciary is a person or organization that has been legally entrusted to act in the best interest of another person or organization. The term “fiduciary” comes...
Planning a Successful Retirement as a Government Employee

Planning a Successful Retirement as a Government Employee

by Dkassir | Oct 5, 2022 | Fiduciary Financial Advisor

Whether you’re a government employee who is nearing retirement or you’re still several years away, it’s never too early to start thinking about and planning for retirement. There are some key things that government employees need to keep in mind when...
Moving to Florida and Looking for Florida Financial Advisors: What Makes Them So Different?

Moving to Florida and Looking for Florida Financial Advisors: What Makes Them So Different?

by Dkassir | Sep 15, 2022 | Fiduciary Financial Advisor

Some characteristics help good financial advisors stand out from the rest. These traits make financial advisors different from others and ensure their clients get the best services. So, if you are looking for financial advisors in Florida, there are a few things that...
Financial Planning in Virginia, What is it?

Financial Planning in Virginia, What is it?

by Dkassir | Aug 30, 2022 | Fiduciary Financial Advisor

Financial planning plays a vital role in helping people determine if they will be able to meet their outlines and goals in their path to financial success. Many people today live complex financial lives and they often struggle to plan for their financial future. If...
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Recent Posts

  • Want to retire comfortably? Use the Rule of 70 to Estimate how long it will take you to reach your Financial Goals.
  • Lottery Winners – Take Control of Your Wealth with the Help of a Financial Advisor
  • What Happens to 401k when you Die?
  • A Few Things You Need to Know About Capital Gains Taxes in the United States
  • IRA, Roth IRA, and 401k: Which is Right for you?

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