Planning Your Financial Future: The 5 Ws You Need to Consider to Walk Away
Planning your financial future is intimidating, so Fiduciary Financial Partners recommends starting with 5 Ws – Who, What, When, Where & Why.
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What Biden’s Tax Proposals Mean to Your Financial Plan
By Nicholas Economos, CRPS® and Miaciah Manuel, CFP® Key Points Thinking with a tax mindset: While changes in taxes aren’t a certainty, if they do…
2020 IRS Contribution Limits for Retirement Plans
By Nicholas Economos, CRPS® Earlier this month, the Internal Revenue Service announced cost‑of‑living adjustments and increased retirement plan contribution limits for tax year 2020. The…
Creating Financial Plans To Spark Retirement Joy
By Miaciah Manuel, CFP®, Fiduciary Financial Advisor Our last post on The Fiduciary Advisor blog talked about decluttering and organizing our finances Marie Kondo style to spark joy.…
Organizing Finances Marie Kondo Style To Spark Joy
By Miaciah Manuel, CFP®, Fiduciary Financial Advisor Getting organized is such a hot topic right now, a Wall Street Journal article on decluttering books cluttering…