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Leonard Pokrovski

adicionou um novo artigo Personal Finance
2025-11-03 22:57:25 -

Do I Need a Financial Adviser (or Planner)?
Do I Need a Financial Adviser (or Planner)? Should I Get Professional Advice, and When Is It Worthwhile? Money decisions can be some of the most stressful we make. Whether you’re saving for retirement, buying a home, paying off debt, or simply trying to make sense of your investments, financial questions often come with uncertainty — and high stakes. That’s where the idea of...

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Leonard Pokrovski

adicionou um novo artigo Personal Finance
2025-11-03 22:58:58 -

How much does financial advice cost? Typical fee structures, how advisers are paid, and whether the cost justifies the benefit
How much does financial advice cost? Typical fee structures, how advisers are paid, and whether the cost justifies the benefit Paying for financial advice feels like buying insurance against mistakes you can’t fully imagine yet — and like any insurance, whether it’s worth the price depends on what you own, how complicated your life is, and how much you value sleep-at-night...

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Leonard Pokrovski

adicionou um novo artigo Personal Finance
2025-11-05 15:54:54 -

How Often Should I Review My Financial Plan?
How Often Should I Review My Financial Plan? How Often Should I Meet with My Adviser, and When Should I Update My Plan? A well-crafted financial plan is the cornerstone of long-term financial success. It provides a roadmap for reaching your goals—buying a home, funding your children’s education, building wealth, and achieving a comfortable retirement. But even the most carefully...

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Leonard Pokrovski

adicionou um novo artigo Personal Finance
2025-11-05 15:55:45 -

How to Find Trustworthy Financial Advice (and What to Ask Your Adviser)
How to Find Trustworthy Financial Advice (and What to Ask Your Adviser) When it comes to your money, trust is everything. Whether you’re saving for a home, managing debt, or planning for retirement, the right financial adviser can make a world of difference. But the financial advice industry can feel confusing — filled with jargon, hidden fees, and varying qualifications. How can...

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Leonard Pokrovski

adicionou um novo artigo Personal Finance
2025-11-04 22:18:00 -

What Qualifications Should My Financial Adviser Have?
What Qualifications Should My Financial Adviser Have? When you’re entrusting someone with your financial future—your savings, investments, retirement plans, or your family’s security—you want to be sure that person is qualified, competent, and trustworthy. But with so many people calling themselves “financial advisers,” “planners,” or...

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