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| Do you need a financial planner right
now? |
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| Are you in one of these situations? |
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Buying or selling a home |
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Buying, founding, selling or passing on a business |
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Caring for aging parents or a disabled child |
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Coping with the financial aftermath of the death of a spouse or close relative |
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Facing a crisis, like serious illness, unemployment or natural disaster |
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Funding education |
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Inherited money or property or had an unexpected windfall (you won Kaun Banega Crorepati) |
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Just discovered you pay too much tax |
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Nearing retirement and need to make sure you have enough for the golden years |
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Planning a new addition to the family |
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Preparing to tie the knot or, God forbid, split |
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| If any of these is true for you, we strongly recommend you consult a planner. |
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| Why self-help may not be a very good idea |
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You're too busy to plan properly, follow through on your action plan, or assess investments regularly. |
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You don't know where to start. |
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You have an immediate need because of a crisis, or an unexpected opportunity, and can't afford to go
by your own instincts. |
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You don't have expertise in certain crucial areas, for example, the countless intricate tax laws. |
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You may want a second objective opinion on a plan you have prepared: There should be minimum role of emotion in financial decisions. |
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You're too nervous to invest, even when you know you must. |
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