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- Andrew Taylor, CFPhttps://practicaldermatology.com/profiles/andrew-taylor-cfp/jRx3lz/
Is Your Financial Advisor Working for You
https://practicaldermatology.com/topics/practice-management/is-your-financial-advisor-working-for-you/18367/OJM Group Wealth Advisor, Andrew Taylor, CFP discusses the importance of working with an advisor with a "fiduciary" vs. "suitability" standard, and outlines other questions to ask when determining if your advisor is working in your best interest. Click here to request or download a free copy of WealAre Municipal Bonds Right for You?
https://practicaldermatology.com/topics/practice-management/are-municipal-bonds-right-for-you/20707/Do they make sense today and are they appropriate if tax rates are positioned to decline?Is Your Financial Advisor Working for You?
https://practicaldermatology.com/topics/practice-management/is-your-financial-advisor-working-for-you/21381/In first of this two-part article, the authors offer advice on important questions to ask that might give you the answer.Three Strategies to Implement When Approaching Retirement
https://practicaldermatology.com/topics/practice-management/three-strategies-to-implement-when-approaching-retirement/20448/Retirement planning requires an ongoing commitment to review and redesign throughout your career.The Osteopathic Dermatologist: Dr. Peter Ilowite Shares His Craft
https://practicaldermatology.com/topics/practice-management/the-osteopathic-dermatologist-dr-peter-ilowite-shares-his-craft/21116/Six Tax Reduction Strategies to Enhance Portfolio Performance
https://practicaldermatology.com/topics/practice-management/six-tax-reduction-strategies-to-enhance-portfolio-performance/20794/Tax planning requires attention throughout the year.How Much Are You Paying Your Advisor?
https://practicaldermatology.com/topics/practice-management/how-much-are-you-paying-your-advisor/20609/A guide to understanding advisor fees and other charges.Investment Alternatives to Reduce Portfolio Risk
https://practicaldermatology.com/topics/practice-management/investment-alternatives-to-reduce-portfolio-risk/20901/Six Steps to Reduce Taxes on Investments
https://practicaldermatology.com/topics/practice-management/six-steps-to-reduce-taxes-on-investments/21001/In this era of higher taxes, proper tax planning is critical.
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