Estate Planning for Digital Assets: Protecting Your Online Accounts and Personal Data
If you’re leaving property to your heirs, much of it will no doubt come in tangible form: real estate, investment portfolios, jewelry, artwork and automobiles. But increasingly, assets of value (either monetary or sentimental) are in digital format. These might include domain names, digitally stored photos and videos, social media […]
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Planning for Retirement: Why You Need an Investment Advisor on Your Team
Planning for your retirement is one of the most critical financial journeys you will ever make. But if you’re not a financial expert, it can feel both daunting and overwhelming considering how high the stakes are. After all, this is the process that will determine whether you have enough money […]
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Estate Planning at Any Age | Prime Wealth Advisors
No one enjoys thinking about what happens after their death, but estate planning is too important to put off. For this reason, it’s critical to work with a good financial advisor who can help you arrange your estate in a way that will maximize what you leave to your heirs, and minimize […]
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Navigating an Economic Storm Before Retirement
Many people nearing retirement age are finding that their retirement plans may have to be delayed or put off indefinitely. The performance of their investments in recent years may be a factor, as is the rise in the cost of living due to inflation, high energy costs and escalating health insurance premiums. […]
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Do Your Financial Advisors and Tax Professionals Work Together? They Should. Here’s Why.
Today, many investors tap into the wisdom of financial advisors to guide them on a properly balanced portfolio with the right mix of financial products to yield the kind of results the investors need depending on their stage of life. At the same time, most of these same investors employ the services […]
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Do Retirees Need a Financial Planner?
Many retirees view their actual retirement as an end goal: they’ve done the hard work of saving and investing, and their work is done. But to ensure that funds last a lifetime, financial planning shouldn’t end with retirement. Proper management of finances, bills, assets, and liabilities is a process that should continue […]
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