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6 Questions People Don't Ask Their Financial Advisor, But Should (EP.66)
The Long Term Investor
Three Things You Should Know About Tax Projections
It's unfair to expect the average person to know when an adviser is or is not acting as a feduciary. Ask your adviser to put their fedutiary commitment in writing. A detailed tax projection can help you decide whether it makes sense to bunch several years of charitable contributions into one year. Estate tax law changes periodically, which may necessitate changes in your estate planning documents.
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