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Investment Planning

The Positive Side of Emotional Decision Making

Rational investors make better decisions—or so the thinking goes. However, new studies show that rational thought and emotions are both necessary to cut through the details, focus on what’s important, and get The science of economics has long been based on the assumption that people act rationally when making financial decisions. Money and math require

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Investment Planning
Investing

Why It’s Never Too Late To Start Investment Planning

The older we get the faster life seems to move. In the blink of an eye, many of us go from starting at our first job to winding down for retirement, and everything in between. Keeping up with the pace of everyday life can be difficult. People often put projects on the back burner, such as

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Tax Form With Callculator And Glasses
Tax Planning

8 Reasons To Hire Someone To Help With Your Income Tax Planning

In 2015, there were over 100 pages providing instructions for Form 1040. If you’re unsure, Form 1040 is the simplest tax form. The time you take to read it while doing your income tax planning may double as you try to ensure you meet all the tax requirements. The alternative might be leaving yourself open to an

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Investment Analysis
Investing

How to Get Help Setting up an Investment Plan

The investment landscape has never been more convoluted. There are so many opportunities available for the everyday investor. Many don’t take the time to think about what their options even are, let alone which one’s going to best serve them. In the United States, nearly 75% of investment plans are set up by an employer. This means that

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5 Ways To Ensure Your Financial Security for the Future
Financial Planning

5 Ways To Ensure Your Financial Security for the Future

Has a recent event made you realize the importance of financial security? Whether it is celebrating a new child, a wedding, or even a divorce, retirement planning is essential at any stage. If you’re clear about where to start when it comes to retiring in Delaware, allow us to provide some insight. Here are our top five tips for

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financial advisors
Financial Planning

The Difference Between Financial Advisors and Financial Planners

Approximately 75 percent of Americans currently manage their own finances, and only 17 percent work with a financial advisor. Are you part of the former group? Have you been thinking about partnering with financial advisors to improve your approach to money management? If you’re considering working with a financial advisor, it’s important to know what they do

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Retiring in Delaware
Retirement Planning

4 Reasons Retiring in Delaware Is Best Done With a Financial Advisor

After decades of hard work, you’re getting ready to leave the grind behind. That’s right: retirement is right around the corner and you’re ready to jump in headfirst. But before you do, we highly recommend that you speak to a financial advisor. Wondering why retiring in Delaware is best accompanied by the help of such an advisor?

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Best Financial Advisors in Delaware
Financial Planning

How To Find the Best Financial Advisors in Delaware in 2021

Are you a Delaware resident looking for the best financial advisor in your area? There are over 218,000 financial advisors in the United States but the one you pick can have a significant impact on your future. Before you begin the search for your financial advisor, you need to understand what a financial advisor does and why

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How To Write Business Plan. Creating A Business Plan
Retirement Planning

5 Reasons to Talk to a Financial Planner Before You Retire

You’ve worked hard your entire life. Retirement looks like it may be an exciting possibility soon. Through sacrifices and smart investing, you have accumulated some retirement funds and are planning for social security eligibility. Are you concerned about managing retirement funds and getting answers to legal questions? Hiring a financial planner may be an affordable option for making

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Recent Posts

AllResourcesInvestingEstate PlanningFamily PlanningRetirement Planning
Investment Planning

Why It’s Never Too Late To Start Investment Planning

August 17, 2021

The older we get the faster life seems to move. In the blink of an eye, many of us go from starting at our first job to winding down for retirement,...

Read More
Investment Analysis

How to Get Help Setting up an Investment Plan

August 17, 2021

The investment landscape has never been more convoluted. There are so many opportunities available for the everyday investor. Many don’t take the time to think about what their options even are,...

Read More
Retiring in Delaware

4 Reasons Retiring in Delaware Is Best Done With a Financial Advisor

August 17, 2021

After decades of hard work, you’re getting ready to leave the grind behind. That’s right: retirement is right around the corner and you’re ready to jump in headfirst. But before...

Read More
How To Write Business Plan. Creating A Business Plan

5 Reasons to Talk to a Financial Planner Before You Retire

August 17, 2021

You’ve worked hard your entire life. Retirement looks like it may be an exciting possibility soon. Through sacrifices and smart investing, you have accumulated some retirement funds and are planning for social...

Read More

Disclosure: This blog is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.

Securities offered through M.S.Howells & Co. Member FINRA / SIPC. Advisory Services Offered through BDFS Capital, LLC, a Registered Investment Advisor. M.S. Howells & Co. and BDFS Capital, LLC are not affiliated. The registered representatives with Black Diamond Financial Solutions may only discuss securities or transact business with persons who are residents of DE, FL, MD, MI, NJ, PA . No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

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