Licensed Financial Advisor Quotes

How long have you been a financial advisor? At least ten years is what you want to hear. Experience is an important factor. You want to know that the person giving you advice has been through good and bad economic times. What certificates, licenses, or accreditations do you have? Your advisor has got to be licensed to give you advice. Nobody, and I mean nobody, should be giving financial advice in any way, shape, or form if they have not taken the time to get the necessary credentials to give you that advice. At the very least, you want your advisor to have one if not more of the following certifications and licenses: ~ CERTIFIED FINANCIAL PLANNER™ (CFP®) ~ Chartered Financial Consultant (ChFC) ~ Personal Financial Specialist (PFS) ~ NAPFA-Registered Financial Advisor ~ Financial Planning Association (FPA) ~ A Series 7 license ~ A Series 6 license ~ Registered Investment Advisors License

Smart Sexy Money is About Your Money As an accomplished entrepreneur with a history that spans more than fourteen years, Annette Wise is constantly looking for ways to give back to her community. Using enterprising efforts, she qualified for $125,000 in startup funding to develop a specialized residential facility that allows developmentally disabled adults to live in the community after almost a lifetime of living in a state institution. In doing so, she has provided steady employment in her community for the last thirteen years. After dedicating years to her residential facility, Annette began to see clearly the difficulty business owners face in planning for retirement successfully. Searching high and low to find answers, she took control of financial uncertainty and in less than 2 years, she became a Full Life Agent, licensed Registered Representative, Investment Advisor Representative and Limited Principal. Her focus is on building an extensive list of clients that depend on her for smart retirement guidance, thorough college planning, detailed business continuation, and business exit strategies. Clients have come to rely on Annette for insight on tax advantaged savings and retirement options. Annette’s primary goal is to help her clients understand more than just concepts, but to easily understand how money works, the consequences of their decisions and how they work in conjunction with their desires and goal. Ever the curious soul who is always up for a challenge, Annette is routinely resourceful at finding sensible means to a sometimes-challenging end. She believes in infinite possibilities as well as in sharing her knowledge with others. She is the go-to source for “Smart Wealth Solutions.” Among Annette’s proudest accomplishments are her two wonderful sons, Michael III and Matthew. As a single mom, they have been her inspiration and joy. She is forever grateful to the greatest brothers in the world- Andrew and Anthony Wise, for assistance in grooming them into amazing young men.

list of documents that may be required. It can look intimidating, especially if you’ve not been actively involved in your family finances, but don’t panic. If you can’t find all of them or don’t have access, there is a later step in the divorce process called “discovery,” when you can legally compel the other side to provide copies of anything else you need: •Individual income tax returns (federal, state, local) for past three years •Business income tax returns (federal, state, local) for past three years •Proof of your current income (paystubs, statements, or paid invoices) •Proof of spouse’s income (paystubs, statements, or paid invoices) •Checking, savings, and certificate statements (personal and business) for past three years •Credit card and loan statements (personal and business) for past three years •Investment, pension plan, and retirement account statements for past three years •Mortgage statement and loan documents for all properties you have an interest in •Real estate appraisals •Property tax documents •Employment contracts •Benefit statements •Social Security statements •Life, homeowner’s, and auto insurance policies •Wills and trust agreements •Health insurance cards •Vehicle titles and/or registration •Monthly budget worksheet •List of personal property (furnishings, jewelry, electronics, artwork) •List of property acquired by gift or inheritance or owned prior to marriage •Prenuptial agreements •Marriage license •Prior court orders directing payment of child support or spousal support Your attorney or financial advisor may ask for additional documents specific to your case. Some of these may not be applicable to you.

that does not make sense, see Warren Buffet’s explanation in the biography, “SNOWBALL”, by Alice Schroeder. In the book Buffet uses a medical analogy to describe the different roles between “advice provider” and “product seller”. He uses the analogy of the medical industry “advice prescriber” (a doctor), or the “pill salesman” (drug sales rep). Buffet worked in both investment salesperson and investment adviser roles during his career and he knows this difference better than anyone on the planet. The advisor or adviser vowel-movement trick, gives nearly one million financial “pill sellers” in North America a clever, yet deceptive way of influencing how the public invests. It allows 90-day-qualified sales reps, to pretend to be financial “doctors”. All it takes is a few thousand well paid regulators. (“say…did he say he was an “adviser, or an advisor?”) The public never asks their doctor whether their medical license is spelled “Doctor” or “Docter”, and the financial industry has learned to use that “vowel movement” trick to their billion dollar profit advantage.

Financial advisors and other pundits tend to support the approach they feel most comfortable with or are otherwise licensed or incentivized to provide, with little consideration for what may be best for any given individual.

[Dial 833.742.9500] How to Install and set up QuickBooks Desktop for Mac after new updates? Installing and Setting Up QuickBooks Desktop for Mac: Complete Guide QuickBooks Desktop for Mac offers a comprehensive accounting solution designed specifically for Apple users. This guide walks you through the entire installation and setup process, helping you get your financial management system up and running quickly. System Requirements and Preparation Q: What are the system requirements for the latest QuickBooks Desktop for Mac? A: The latest version of QuickBooks Desktop for Mac typically requires: macOS 11 (Big Sur) or newer At least 4GB of RAM (8GB recommended) 2.4 GHz processor or faster 2GB of disk space (additional space for company files) Internet connection for activation, updates, and online features Display resolution of 1280 x 800 or higher Always check Intuit's website for the most current requirements, as they update with each new release. Q: Should I close any applications before installing QuickBooks for Mac? A: Yes, before beginning installation: Close all applications, especially other financial software Ensure you have administrator access to your Mac Disable sleep mode to prevent interruptions Back up any existing financial data Temporarily disable antivirus software Ensure you have a stable internet connection Purchasing and Downloading Q: What's the best way to purchase QuickBooks Desktop for Mac? A: You have several options: Purchase directly from the Intuit website to ensure you get the latest version Buy from authorized retailers like Apple Store, Amazon, or Best Buy Purchase through a certified QuickBooks ProAdvisor who may offer discounts Consider subscribing to get automatic updates rather than buying outright Q: After purchasing, how do I download QuickBooks Desktop for Mac? A: Follow these steps: Log in to your Intuit account at accounts.intuit.com Navigate to "Your Products and Services" Find QuickBooks Desktop for Mac in your purchases Click "Download" and save the .dmg file to a location you can easily access Wait for the download to complete (file size is typically 1-2GB) If you purchased a physical copy, insert the installation disc and proceed to the installation section. Installation Process Q: How do I install QuickBooks Desktop for Mac once I've downloaded it? A: Complete installation with these steps: Locate and double-click the downloaded .dmg file When the installation window appears, drag the QuickBooks icon to the Applications folder Enter your Mac administrator password if prompted Wait for the copying process to complete Eject the installation disk image Navigate to your Applications folder and double-click the QuickBooks icon Accept the software license agreement Enter your license and product numbers when prompted Complete registration when asked.

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As an accomplished entrepreneur with a history that spans more than fourteen years, Annette Wise is constantly looking for ways to give back to her community. Using enterprising efforts, she qualified for $125,000 in startup funding to develop a specialized residential facility that allows developmentally disabled adults to live in the community after almost a lifetime of living in a state institution. In doing so, she has provided steady employment in her community for the last thirteen years. After dedicating years to her residential facility, Annette began to see clearly the difficulty business owners face in planning for retirement successfully. Searching high and low to find answers, she took control of financial uncertainty and in less than 2 years, she became a Full Life Agent, licensed Registered Representative, Investment Advisor Representative and Limited Principal. Her focus is on building an extensive list of clients that depend on her for smart retirement guidance, thorough college planning, detailed business continuation, and business exit strategies. Clients have come to rely on Annette for insight on tax advantaged savings and retirement options. Annette’s primary goal is to help her clients understand more than just concepts, but to easily understand how money works, the consequences of their decisions and how they work in conjunction with their desires and goal. Ever the curious soul who is always up for a challenge, Annette is routinely resourceful at finding sensible means to a sometimes-challenging end. She believes in infinite possibilities as well as in sharing her knowledge with others. She is the go-to source for “Smart Wealth Solutions.” Among Annette’s proudest accomplishments are her two wonderful sons, Michael III and Matthew. As a single mom, they have been her inspiration and joy. She is forever grateful to the greatest brothers in the world- Andrew and Anthony Wise, for assistance in grooming them into amazing young men.