Category Investing

Cash Flow & Debt, Estate Planning, Financial Planning, Insurance Planning, Investing, Tax Planning

What’s The Difference Between An Accountant and A Financial Advisor?

There is a wide range of professionals available to assist you in managing your finances, such as financial planners, accountants, wealth managers, and financial consultants. With so many options, it can be challenging to decide who to seek help from.…

Brandon
October 26, 2023

Financial Planning, Investing

What To Ask Financial Advisor: First Meeting Tips

When meeting with a financial advisor for the first time, it’s important to make the most of your appointment by being prepared and asking the right questions. This initial meeting is crucial in establishing a foundation for a successful long-term…

Brandon
October 19, 2023

Financial Planning, Investing

How to Change Financial Advisors: Everything You Need to Know for a Smooth Transition

Are you feeling dissatisfied with your current financial advisor? If so, it’s essential to take control of your financial future and make a change. Our comprehensive guide on how to change financial advisors will help you understand when it’s time…

Steven Fox
October 13, 2023

Financial Planning, Insurance Planning, Investing, Tax Planning

Financial Coach vs Financial Planner: Uncovering the Difference

Mapping Your Future: Why Goal Setting Is Important in the Financial Planning Process

Navigating the world of personal finance can be challenging, but making informed decisions is crucial for achieving your financial goals. To help guide your financial journey, understanding the difference between a financial coach vs financial planner is essential. This article…

Brandon
October 6, 2023

Financial Planning, Investing

What Do Financial Advisors Do? How Can They Help You?

Are you struggling to navigate the complex world of personal finance? “What do financial advisors do?” might be a question on your mind. Financial advisors can be your guiding light, offering expert advice and tailored solutions to help you achieve…

Brandon
September 14, 2023

Cash Flow & Debt, Estate Planning, Financial Planning, Investing, Tax Planning

Newlywed Financial Planning: Make the Most of Your Marriage

Congratulations on tying the knot! Now that you’ve embarked on this exciting new chapter in your lives, it’s crucial to ensure your financial future as a couple is secure. With proper newlywed financial planning, open communication, and shared financial goals,…

Brandon
September 11, 2023

Estate Planning, Financial Planning, Investing, Tax Planning

Wealth Management Services – Financial Advisors in San Diego

Next Gen Financial Planning is a leading wealth management team in San Diego, committed to guiding the next generation of investors and wealth builders towards financial prosperity. Built for modern times, Next Gen Financial Planning empowers clients with a tech-forward…

Brandon
August 18, 2023

Cash Flow & Debt, Estate Planning, Financial Planning, Insurance Planning, Investing, Tax Planning

What Does A Financial Advisor Do

What do you think of when you hear “financial advisor”? You might think of someone who helps you plan your retirement or invest for the future. But a financial advisor does more than just help you manage your money. So,…

Brandon
June 22, 2023

Financial Planning, Investing, Tax Planning

What is Financial Planning

Financial planning is the process of creating a plan to manage your finances to achieve specific life goals. It involves setting financial goals, breaking them down into smaller actionable steps, and creating a plan to achieve each goal. This process…

Brandon
June 1, 2023

Investing

What Is Asset Allocation?

Find out more about certain investment strategies from Next Gen

Asset allocation is an investment strategy that seeks to diversify investments among different asset classes—such as stocks, bonds, and cash to reduce risk and maximize returns. It is a key factor in modern portfolio theory, which suggests that investors should…

Steven Fox
May 30, 2023

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