The Advisor Blog

pwa-militaryfinancingblog
Members of the Military: Personal Financial Planning

Financial planning is the process that can help you pursue your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources.

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pwa-startingbuyingbizblog
Starting or Buying a Business

So, you’re thinking of going into business for yourself. You have several options available, and all involve some degree of risk. Do you want to create a start-up operation? Perhaps you are planning on buying an existing business.

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pwa-taxadvantagewaysblog
Tax-Advantaged Ways to Save for College

In the college savings game, all strategies aren’t created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college.

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pwa-incomeretirementblog
What should I do if I determine that my income during retirement won’t be enough to meet my retirement expenses?

Fortunately, you may have no need to despair.

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pwa-estateplanningblog
Isn’t estate planning only for the rich?

In a word, no. Estate planning allows you or anyone to implement certain tools now to ensure that your concerns and goals are fulfilled after you die.

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