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Financial Planning FAQs

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FAQs , Investment Strategy , Financial Planning , Financial News

Financial Planning Idea for the Day: Micro vs. Macro: Draft a Plan Before Moving Forward

Learn the importance of developing a sound financial plan, and thinking macro, before making any investment decisions.
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FAQs , Investment Strategy , Financial Planning , Financial News

Financial Planning Idea for the Day: Am I Paying High Investment Fees?

Yes, you may be. 4Thought Financial CFO Martin Levine suggests reviewing your options before moving forward to ensure you avoid paying high investment fees.
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FAQs , Investment Strategy , Financial Planning , Financial News

Financial Planning Idea for the Day: Turn Life Insurance Into an Annuity For Income

Learn how the cash value of old life insurance policies can be directed to an annuity to create an additional income stream for seniors.
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FAQs , Investment Strategy , Financial Planning , Financial News

Financial Planning Idea for the Day: The Advantages of Retainer Fee Financial Planning

Retainer fee-based financial planning puts the sole focus on objective financial advice, not on advisor commission.
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FAQs , Investment Strategy , Financial Planning , Financial News

Financial Planning Idea for the Day: What Type of Life Insurance Company Should I Choose?

In this brief video, 4Thought Financial Group CFO Martin Levine discusses the benefits of mutual life insurance companies, which are owned by policyholders and focus on long-term value.
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FAQs , Financial Planning , Wealth Management , Accounts and Clients

How does tax loss harvesting work for 4Thought’s portfolios?

For taxable accounts, the use of tax loss harvesting to attempt to minimize tax liabilities without hampering returns can be done in two ways through 4Thought: Intra-account harvesting and Inter-account harvesting.
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FAQs , Financial Planning , Wealth Management

Do I need life insurance?

Is there anyone that you provide financial support for? Are you potentially subject to estate taxes? Do you have concerns about the continuity of a business you’ve worked hard to build? For these and other reasons, life insurance could be a vital part of your overall financial plan – but it’s not necessary for everyone.
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FAQs , Financial Planning , Wealth Management

What is the difference between financial planning and wealth management?

Financial planning is a component of wealth management, which is generally more comprehensive in scope.
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