2019 CFP Debt Management 
Carson Wealth
AUGUST 25, 2022
Your financial advisor can help you plan for challenges you may face in retirement, such as spending, efficient savings, taxes, inflation, debt management, Social Security and Medicare. A Certified Financial Planner (CFP®) professional or Investment Advisor can work with you to build a plan before you reach retirement.
Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. He is the host of the Long Term Investor Podcast and published his first book, Making Money Simple , in 2019.
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Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. He is the host of the Long Term Investor Podcast and published his first book, Making Money Simple , in 2019.
Harness Wealth
JUNE 1, 2023
This plan may cover estate and retirement planning, college savings, debt management, and more. Tax Planning: Financial advisors can help manage your tax liability, advising on strategies to minimize capital gains taxes, maximizing tax-efficient investments in retirement accounts, and charitable giving.
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