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When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets.
When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets.
While mortgages may constitute a significant portion of debt for individuals in their 50s, it helps more to address other types of debt that can derail your retirement savings plans. High-interest credit card debt, in particular, poses a significant threat to financial stability. Need a financial advisor?
Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategicplanning. An effective financial advisor should be proactive in reviewing your tax plan before the year-end. Developing a plan to navigate the complexities of Social Security taxes is essential.
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