At times it seems like the financial world is detached from reality.
But whether we like it or not, money dictates our entire life.
Fine Answers aims to bridge that gap by discussing money tips
and tricks, best practices for success and the psychology behind it all.
The answers won’t be great…but they’ll be fine.
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“You can start thinking about it [SECURE 2.0] and maybe start talking to your advisor about what the implications might mean for you and setting up some contingent plans… What separates us from some other advisors is we are a CPA and a wealth management firm. Financial planning is the backbone of what we do.”
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“The Googles, Amazons, and Facebooks of today all popped up on this internet rail system. And I strongly believe that this crypto infrastructure rail system will replace all of that. The blockchain technology underneath that will revolutionize how we invest.”
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“Look at your overall financial plan and say, ‘where do these insurance plans fit in? What do I need?’ Talk to an advisor to help you quantify what you need. It’s a prioritizing process to put together a perfect plan.” (more…)
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“When you have a financial plan, you can look at how much money you have and what you actually want. Own the things that might give you some value, either financially or things that make you feel good. And the rest of it, maybe you share! You can choose to focus on experiences, but unless you have a financial plan and are looking at how all these decisions fit in, it’s all hypothetical.”
Listen Now“Go talk to a financial advisor. A lot of people see financial advisors as the people behind the portfolios and building financial plans, but in a lot of ways, we are like therapists. Being able to have an independent third party to help you through your shared financial plan is a big help to some people.” (more…)
Listen Now“The progression of technology is going to drastically change the economy. It’s going to drastically change the stock market and drastically change our lives in general. We think it’s very important to have these changes on your radar. Start thinking about how you’ll adapt your financial plan accordingly.”
Listen Now“Do tax planning otherwise you’re going to get a giant bill at the end of the year that you aren’t expecting. Definitely talk to your CPA or your financial advisor and get a plan in place. You can either set aside some money, or potentially pay estimates, so there’s no surprises with your RSUs.”
(more…) Listen Now“One of the levels of financial freedom is the point where whether you get paid or not, you’re going to work entirely because you want to, and not because you have to. That is basically financial freedom or retirement, so to speak. As we redefine what retirement is on a global level, people might actually enjoy continuing to work if they can reframe it as, ‘this is a part of my retirement.’” (more…)
Listen Now“We think the involvement of the child is pretty important when teaching them about finances. This allows them to start to understand the value behind what their parents are giving them and how the whole system works.” (more…)
Listen Now“We’ve got to remember that although trends change and the epicenter of where the most people are in the world keeps shifting, that doesn’t necessarily affect what we do from a financial standpoint for our clients.”
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Matt Stead, Financial Advisor
Matt joined the team in 2014 as an intern. Since then, he has worked on
projects on both the wealth management and accounting sides of our company.
He has also become our go-to person for IT solutions in the office and
is the guy behind Fine Answers.
We’re pleased to announce a growth merger with Wealth Management Advisors, effective January 1, 2022.
Learn more about what to expect.
