Wealth Management Social Media and Updates
Wealth Management Social Media and Updates
I'm an award-winning financial advisor. Here’s what you actually need to know here. 1) It is TRUE. Not everyone “needs” an advisor. There are some things most people can handle on their own if they have the time and will to do so. I don't think you should hire someone just to invest for you. Index funds will do the trick. 2) Fees do matter if an advisor charges a % of your portfolio; it can add up. My guess is that's what happened below. In most cases, it is better to pay a flat fee.
If you held money market funds or Treasury ETFs in 2025, you may be paying state tax you don’t owe. And majority of people report this wrong. Here's how to save on taxes:
You know how high earners feel like they’re tipping Uncle Sam while their own financial goals keep slipping? I integrate tax strategy and financial planning so they stop the bleeding and fund what actually matters.
