Developing a comprehensive financial plan is the first step toward long-term financial stability. But without seeing one, most people don’t know how a financial plan can provide a well-thought-out strategy for the future. I wrote this piece to provide an inside peek at a sample financial plan. We can take a look at a fictional… Continue reading See a Sample Financial Plan
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Do you want to decrease your tax bill and increase your charity contributions at the same time? In this video, I go over the advantages of donor-advised funds (DAFs) and how they can reduce your tax liability. With DAFs, you can receive immediate tax benefits while giving… Continue reading VIDEO: Boost Your Tax Savings with Donor-Advised Funds
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Big changes are on the way with the 2017 Tax Cuts and Jobs Act next year. These changes, called the 2025 Tax Sunset, could impact certain people and businesses. It’s essential to understand what’s coming so you can make smart financial planning choices before these changes happen.… Continue reading VIDEO: Are You Prepared for the Tax Sunset in 2025?
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Hiring the right financial planner is crucial for a comfortable retirement. In this video, Joe Dowdall, a seasoned financial advisor with 15 years of experience, shares the five key questions you need to ask to help you make the best choice for your financial future. Watch to… Continue reading VIDEO: 5 Questions You Should Ask Your Financial Advisor
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Are you looking to get more from your investments? In this video, Joe Dowdall talks about active and passive investing and when to choose either method of managing your investment portfolio. He explains how to be successful in actively managing investments as well as the benefits. Watch… Continue reading VIDEO: Active Investment Management Can Be Successful
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC As AI and robo-advisors gain popularity, relying on them for financial decisions might seem convenient. But when you’re faced with complex situations or unpredictable economic shifts, having a trusted financial advisor becomes an invaluable resource. Watch this quick video to learn the benefits to partnering with a… Continue reading VIDEO: Why AI Isn’t the Best Answer for Your Finances
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC If you’ve been exploring financial advisors, you might come across terms that are unfamiliar to you. One important term to focus on is “fee-only.” What exactly does this mean, and why does it matter? In this brief video, we clarify everything you need to understand about fee-only… Continue reading VIDEO: Why You Should Work With a CFP® Professional
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Did you know there’s more to your tax return than meets the eye? It’s actually a goldmine of information that can unlock hidden insights to a successful financial future. Watch this video from Joe Dowdall at Worth Asset Management to learn about the powerful connection between financial… Continue reading VIDEO: Financial Planning and Tax Returns: A Powerful Partnership
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC The transition to retirement is a big life shift that goes beyond simply leaving the workforce. It’s a chapter where you have the opportunity to rediscover your purpose, prioritize your health, and shape a whole new identity. As your daily work routine fades away, you’ll have time… Continue reading VIDEO: Finding Purpose, Health & Identity in Retirement
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC With just 12 months left until your official retirement date, you may feel like you’re in the home stretch. It’s an exciting position to be in, but the last year before retirement is just as important as all the others leading up to it. There are some… Continue reading VIDEO: Countdown to Retirement: 6-Step Checklist if You’re Retiring in 2025
