Category: Wealth Management
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Tax Loss Harvesting to Help Minimize Taxes – Unique Financial Advisors
Tax Loss Harvesting to Help Minimize Taxes An Upside of a Down Market? Tax Loss Harvesting to Help Minimize Taxes During bear markets or times of stock market volatility, it…
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Managing Investments Means Managing Your Emotions – Unique Financial Advisors
Managing Investments Means Managing Your Emotions To say that the past two years of investing have been a rollercoaster would…
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7 Ways to begin the New Year on a strong Financial Footing – Unique Financial Advisors
7 Ways to Begin the New Year on a Strong Financial Footing Countdown to the New Year! There is no…
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Direct or Indirect Rollover? What is the difference? – Unique Financial Advisors
If you are a mid-career professional, chances are you have switched jobs a few times, and considered rolling over funds…
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SECURE Act limits Stretching Inherited IRA distributions – Unique Financial Advisors
If you are expecting to inherit an IRA from a parent or a grandparent in the coming years – you…
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How to choose a Financial Advisor – Unique Financial Advisors
Looking to work with a new financial advisor? Today, I will tell you the three most important questions you must…
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What to know about ROTH conversions – Unique Financial Advisors
Are you debating if you should convert some of your Traditional IRA money to a ROTH IRA this year? Today,…
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How to prioritize HSA vs 401K? – Unique Financial Advisors
Last week, I talked about the tax benefits of Health Savings Accounts. Today, I will answer a very common question asked…
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HSA = Tax-Free Money – Unique Financial Advisors
This post is about how Healthcare Savings Accounts (a.k.a. HSAs) save you tons of money in way of tax savings!…
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Why Trying To Time The Market Is Dumb – Unique Financial Advisors
Why Trying To Time The Market Is Dumb Much of last Friday (May 31, 2019), I received calls from a…
