Tax Planning This analysis includes a comprehensive review of your tax return for specific tax planning and savings opportunities. InvestmentNews' class of 40 Under 40 Our 40 Under 40 project, now in its sixth year, highlights young talent in the financial advice industry. No one expects you to save 12 months of living expenses, max out all retirement accounts, pay your bills and have a life all in one year. Continue Reading. Many certified financial planners are also registered investment adviserswho are registered with either the Securities and Exchange Commission or their state securities regulator and are required to act as fiduciaries by law. I love it," Ms.
One good place to start is the PridePlanners Web site, a professional group founded by three financial planners nearly 13 years ago. Save my name, email, and website in this browser for the next time I comment. He lives in West Hollywood with his husband and two Chihuahuas. A smart strategy can save you thousands of dollars and greatly reduce your stress.
So many same-sex couples not planning to have children don't give it much thought.