Nancy Listiawan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Vera Wealth LLC in Pasadena, CA and the surrounding communities.
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A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...
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In an ever increasing complex world, one aspect of your financial lives that is not always correct is the beneficiary of your retirement...
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The challenge today is that there are so many options for saving, and one size does not fit all. Some of the vehicles to implement your college...
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You may also need to use additional estate planning tools depending on the size and complexity of your estate. These tools may be useful for...
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Make a list of financial issues that will need to be addressed in the coming weeks and months, and focus on those actions that you must take...
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Part I: What is it? Why do I need it?Everyone has an estate, regardless of size: it is just the total of your assets and liabilit...
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By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF Last Updated: May 7, 2012Dr. Lee Hausner,...
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Volatile global financial markets, political issues, budgetary concerns, unemployment, debt crises, etc. These headlines can heighten your...
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Talk about pressure. Many Baby Boomers and Generation Xers are feeling it from multiple directions — from a sense of obligation to help their...
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It is hard to read a newspaper, listen to the radio, or watch TV these days without hearing about the level of government (state and federal)...
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