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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor?

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What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets

Darrow Wealth Management

You’ll need to fill out paperwork with the custodian if there isn’t a financial advisor managing the accounts. At a high level, if the asset is part of the decedent’s estate it’s typically eligible for a step-up. Assets that bypass the estate through a trust or another mechanism are usually not eligible.

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Do You Still Need A Financial Advisor After You Retire?

WiserAdvisor

Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. The benefits of having a financial advisor extend far beyond your working years.

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6 Ways to Manage Concentrated Stock Positions

Darrow Wealth Management

The situational nature of planning to diversify one large position cannot be over-emphasized, so it’s important to work with a financial advisor who has experience in this area. So if you have a large portion of your wealth tied to a single stock, here are six options to manage it.

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Financial Advisor Showcase: FSC Wealth Advisors

FMG

For our latest Financial Advisor Website Showcase, we are joined by James. M Comblo, CEO of FSC Wealth Advisors. FSC Wealth Advisors was started by my grandfather in the 60s, and my uncle took over in the 80s. Initially, I didn’t plan to become an advisor. Tell us about your firm.

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New Year, New Wealth: A Guide to Financial Resolutions for 2025

Zoe Financial

Example : Set up an automatic transfer to your savings account after every paycheck or schedule monthly check-ins with your financial advisor. Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation. Revisit your plan after major life events or annually to reflect changing circumstances.

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Financial Advisor Website Showcase: Navis Wealth Advisors

FMG

For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass. Modernize Your Website.