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Financial Advisor Q&A

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    Retirement, Investing, 401(k), Taxes
Should I build an emergency fund or invest for retirement?
100% of people found these answers helpful
6 answers
Jason Preti
Mark Hebner
Kevin Michels
Chris Cyndecki
Steve Kobrin
May 2017
    Financial Planning
April 2017
    Financial Planning, Investing, Stocks
April 2016
    Retirement, Pensions, IRAs
Which is the more tax-friendly account to distribute from?
100% of people found these answers helpful
19 answers
Scott Snider
David Wattenbarger
Russell Wayne
Stoyan Panayotov
Rebecca Dawson
June 2017
    Banking, Investing
What does it mean when you move your investments to cash?
100% of people found these answers helpful
24 answers
Lawrence Sprung
John Frye
Stephen Taddie
Scott Bishop
Steven Jon Kaplan
last month
    Investing
How can investing help someone beat inflation?
100% of people found these answers helpful
16 answers
Mark Struthers
John Daly
Ivan M. Illán
Russell Wayne
Roy Larsen
March 2017
    Real Estate
January 2017
    Investing, Stocks
Why should I invest in private stock with no dividends?
100% of people found these answers helpful
7 answers
Dan Stewart
James D. Kinney
Dan Danford
Wes Shannon
Yale Bock
July 2017
    Mutual Funds
last month
    IRAs
What is the five-year waiting rule for Roth IRAs?
100% of people found these answers helpful
16 answers
Investopedia
Mark Struthers
Dan Stewart
Rose Swanger
Ross Luekenga
July 2017
    Stocks
August 2016
    Financial Planning, Tax Deductions / Credits
How does the tax deduction process work?
100% of people found these answers helpful
4 answers
Curtis Sheldon
Peter J. Creedon
Jamie Block
Rose Swanger
September 2016
    Choosing an Advisor
Is it necessary to hire a financial advisor during a bear market?
100% of people found these answers helpful
16 answers
Stephen Taddie
Nathan Edwards
John Dorfman
John Frye
Scott Bishop
last month
    Career / Compensation, Military / Veterans
How should I work towards owning an RIA firm?
100% of people found these answers helpful
13 answers
Dan Danford
Paul Kluskowski
Tim Baker
David Wattenbarger
Dan Stewart
last month
    Real Estate
What's the difference between short sales and foreclosures?
100% of people found these answers helpful
5 answers
Investopedia
Wes Shannon
Joseph N. Sweis
Paul Kluskowski
David Clark
July 2017
    Retirement, Asset Allocation
January 2017
    Debt, Personal Finance, Peri-Retirement
July 2017
    Investing, Mutual Funds
October 2016
    Stocks
What could happen to my common equity shares?
100% of people found these answers helpful
1 answer
Jonathan Swanburg
July 2016
    IRAs
What will happen to my simple IRA?
100% of people found these answers helpful
1 answer
Jonathan Swanburg
July 2016
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