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By MyPerfectFinancialAdvisor For families that have achieved wealth levels sufficient to want to leave a financial legacy for generations, a … [Read More...] about Vital Considerations for Perpetual Trusts

By MyPerfectFinancialAdvisor Very often investors will hear their advisor suggest investments or strategies and despite not understanding what the … [Read More...] about Research Tools Every Investor Should Use

By MyPerfectFinancialAdvisor People change jobs and employers many times during their career. Reports show this can be as many as 12 times in a … [Read More...] about What Should You Do When Your Advisor Changes Firms?

By MyPerfectFinancialAdvisor There are two basic types of financial advisors: a Financial Planner and an Asset Manager. Do you know which of these … [Read More...] about Do You Need a Financial Planner or Asset Manager?

By MyPerfectFinancialAdvisor The United States government has been issuing I bonds for over 20 years and they are a terrific way to earn high … [Read More...] about Earn 9% or More with U.S. Government I Bonds

By MyPerfectFinancialAdvisor If you have a written financial plan that was customized specifically for you after many hours of interaction with … [Read More...] about Should You Re-Do Your Financial Plan?

By MyPerfectFinancialAdvisor No one can predict with accuracy how markets or interest rates will perform in the future. Likewise, no one can call … [Read More...] about How to Invest in Times of Stress and Chaos

By MyPerfectFinancialAdvisor It is no secret that the cost of getting a four-year is incredibly expensive and the skyrocketing expense is having … [Read More...] about For a Less Expensive 4-Year Degree Start with Community College

By MyPerfectFinancialAdvisor Throughout history, there have always been unusual changes in markets that turn out to be phenomenal investment … [Read More...] about When to Take Advantage of Market Anomalies

By MyPerfectFinancialAdvisor Many married American couples have separate finances and according to some surveys, they seem to be getting by just … [Read More...] about Why Separate Finances are Risky to Families

By MyPerfectFinancialAdvisor The stock market, and all markets, go through their periods of volatility. When the market is going up in a volatile … [Read More...] about The Best Advice for Dealing with Market Volatility

By MyPerfectFinancialAdvisor It is important to get kids interested in all thing’s wealth management as early as possible, and some say even at age … [Read More...] about How to Get Your Kids Interested in Investing