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Ways A Financial Planning Service Can Assist You

A financial planning service is capable of offering you invaluable guidance as you attempt to navigate the process of creating an effective plan for achieving your financial goals. Ensure Your Financial Plan Is Comprehensive When you are working with a professional financial planning service, they are able to offer you comprehensive planning. This can allow you to tak

How The Right Broker Can Help When You're Investing In A New Property

Have you recently been approached with a commercial investment opportunity? Have you started your own due diligence on commercial property near you and want someone to help you crunch the numbers? Either way, it sounds like you might be in need of a retail investment broker. Here's how hiring the right broker can help you as you move forward and attempt to find the ri

What To Do When Your Form W-2 Has Multiple States

Have you or do you expect to get a Form W-2 from your employer with multiple states listed? While Form W-2 is familiar to most Americans, multiple state forms are much more rare. And they can be both tricky to file and potentially expensive if you get it wrong. Here's what you need to know about multi-state W-2s.  What Causes a Multi-State Form W-2? Simply put, a

The Steps You Must Complete To Refinance Your Mortgage

People refinance their mortgages all the time, and they do this for several reasons. If this is something you are considering, it might be helpful to know the steps required in the process. Here are the main steps you must complete if you want to refinance your mortgage loan. 1. Determine Your Reason You should not consider refinancing your mortgage for no reason. In

Banking And Investment Products - How To Video Chat Up Upwardly Mobile Men

Financial advisors are seeking new ways to connect with mobile consumers. Banks are losing the personal touch with customers in the digital age. The disconnect is especially acute with male investors. Men are less likely to seek financial consulting services than women.  Video banking provides an opportunity to capture the attention of male clients who are spendi