Jamar Gopie

Jamar Gopie

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Jamar is a member of a specialty group of advisors that focus on financial planning and asset management.

Photos 07/08/2021

: In many instances, up-selling works better than cross-selling. It is often easier for the client to upgrade their purchase, while cross selling may be distracting.

8 Financial Strategies If You Want to Quit Your Job This Year 07/07/2021

Looking to change jobs or step back from working? Here are some tips to prepare financially for the change.

8 Financial Strategies If You Want to Quit Your Job This Year Is this the year you take time off for a career transformation, to further your education, or to offer care for a loved one during a time of need? No

Photos 07/01/2021

: Want to boost your personal productivity — fast? Identify low-value, recurring tasks and either drop them, delegate them or outsource them.

60% of millennials earning over $100,000 say they're living paycheck to paycheck 06/30/2021

Lifestyle choices and the current economy are just two of the factors contributing to the economic environment many are describing as paycheck to paycheck.

60% of millennials earning over $100,000 say they're living paycheck to paycheck Millennials known as HENRYs — high earner, not rich yet — prefer a comfy lifestyle, but a new survey found that means things can get tight.

Photos 06/27/2021

Which do you prefer? Comment below: Cardio or Weights?

Photos 06/24/2021

: Many conflicts are the result of a misunderstanding in impersonal communication (e.g., email). Instead, pick up the phone and talk in person.

Should I roll over my 401(k) when I move to a new job — and if so, how? What to know about rolling over your retirement accounts 06/23/2021

To roll over or not roll over, that is the question.

Should I roll over my 401(k) when I move to a new job — and if so, how? What to know about rolling over your retirement accounts There are plenty of questions to ask before rolling over your old 401(k)

Photos 06/17/2021

: Match your marketing materials to your stage in the sales cycle. Early on, educate; Midway, make the business case; Near the close, offer a specific solution.

How to Save $1 Million 06/16/2021

Whether you're just starting to save or looking for new savings strategies, these helpful tips suggest where to start.

How to Save $1 Million These tips can help you become a millionaire by age 65.

Photos 06/10/2021

: When you work side-by-side with your team — and get your hands dirty together — you become a more effective leader.

How to Use a Health Savings Account (HSA) to Build Wealth 06/09/2021

Ever wonder about how to use HSAs as an investment tool? Read on to find out more.

How to Use a Health Savings Account (HSA) to Build Wealth My cousin has a plan to become a mega-millionaire using his health savings account (HSA). Unconventional? Maybe not. An HSA can offer a reliable investment strategy — as long as you use it to your advantage.

Photos 06/03/2021

: Large companies often have a slow hiring process — so, beat them to the punch. When you find good talent, don’t delay in hiring them.

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