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Media Spotlight: How Do I Know When I Need an Advisor?

Recently, I was included in an article in Time’s Money magazine, “This is when (and why) you need a financial advisor,” to respond to a reader question: How do I know when I need a financial [...]

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This Is When (and Why) You Need a Financial Advisor

Martha White of Money magazine includes Joe Heider, president of Cirrus Wealth Management, in an article about why one should consider working with a financial advisor. “Our natural tendencies as [...]

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Some advice for borrowers and investors: Take a deep breath

Alex Veiga of the Associated Press includes Joe Heider, president of Cirrus Wealth Management, in an article discussing the consumer impact of the Fed interest rate hike. “We’re going [...]

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5 Biggest Mistakes Couples Make in Retirement Planning

Joe Heider, president of Cirrus Wealth Management, is included in Rodney Brook’s TheStreet.com article about mistakes couples make when planning for retirement. “You have more time to spend [...]

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Working With Professional Services Firms

Lee Barney of PlanAdviser includes Joe Heider, president of Cirrus Wealth Management, in an article about retirement planning for professional services firms. “Many CPA and law offices impose [...]