Tag Archives: Financial Advisor

HOW TO SPEND MONEY DURING THE HOLIDAYS WITH MORE JOY & LESS STRESS

The upcoming holiday season can be joyful, but many people find it one of the most stressful periods of the year. Most of us are in the Spend Money/Buying Mode until the New Year begins, and then need to deal … Continue reading

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Tax Traps to Avoid in Retirement

Since we celebrated our nation’s birthday earlier this month, it’s only fitting to quote one of our founders: “Our new Constitution is now established, and has an appearance that promises permanency; but in this world, nothing can be said to … Continue reading

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Kiplinger’s Personal Finance: Finding conflict-free financial advice

Take a look at a recent article in the Richmond Times Dispatch discussing how to find conflict-free financial advice. Call us at Financial Freedom Planners and see how our approach as a CFP®, we offer objective, affordable fee-only (hourly & project-based) financial … Continue reading

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Social Security Benefits Bump Up Every 4 Months You Wait

SS Benefits Increase Every 4 Months You Wait Full retirement age for Americans born between 1943 and 1954 is 66 years old— here’s how benefits rise or fall if they retire anytime between 62 and 70. Americans born between 1943 and 1954 … Continue reading

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FRAUD – 10 WAYS TO BEEF UP YOUR DEFENSIVE LINE

On guard against fraud Fraud is a reality that we must constantly guard ourselves against. There are those who can be considered trusted advisors and there are those who will always be unscrupulous. We know and understand that. Yet, by … Continue reading

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IS THE FEDERAL RESERVE OUT OF CONTROL?

The short answer is YES! We have heard some FedSpeak in the last week or so that gives me cause for concern, and ergo the title of this post. It appears we may be facing a future when a government … Continue reading

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#ZeroInterestRatesMatter – Party Like It’s 1999

What should an investor do? Markets are confounding.  They appear to be almost predictable. Until they’re not! We are in an investment environment that reminds me of the technology bubble 16 years ago, and the markets are partying like it’s 1999. … Continue reading

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