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Pooja Sharma

Pooja Sharma is a wealth management advisor and financial writer with expertise in investment strategies for high-net-worth individuals. Her articles focus on wealth preservation and growth, helping clients navigate the complexities of financial products.
Understanding Partial 1031 Exchange: A Comprehensive Guide Introduction
Understanding Partial 1031 Exchange: A Comprehensive Guide Introduction
Explore the nuances of a partial 1031 exchange! 🏑 Learn how to defer capital gains taxes while retaining flexibility in your real estate investments. πŸ’Ό
Overview of RoundPoint Mortgage Company services
Overview of RoundPoint Mortgage Company services
Explore our in-depth review of RoundPoint Mortgage Company. 🏑 Discover services, user experiences, and competitive insights to guide your mortgage decisions. πŸ“Š
An intricate financial model diagram illustrating various components
An intricate financial model diagram illustrating various components
Prepare for your finance interviews with our list of essential financial modelling questions. Boost your confidence and knowledge with key insights! πŸ“ŠπŸ’Ό
Illustration showcasing the features of FDIC prepaid cards
Illustration showcasing the features of FDIC prepaid cards
Explore FDIC prepaid cards: learn their unique features, benefits, and regulatory aspects. Understand risks and how they fit into personal finance. πŸ’³πŸ“Š
Visual representation of mileage tracking app interface showcasing features
Visual representation of mileage tracking app interface showcasing features
Explore the latest mileage tracking apps essential for tax reporting πŸ“Š. Compare features, learn best practices, and maximize your tax benefits πŸ’°.
Visual representation of life insurance premium factors
Visual representation of life insurance premium factors
Discover the costs of 15-year term life insurance πŸ’Ό. Explore premium factors, comparison with other types, and smart savings tips for coverage! πŸ“Š
A visual representation of fluctuating mortgage rates over time
A visual representation of fluctuating mortgage rates over time
Discover essential insights on mortgage rates tailored for new home buyers 🏑. Learn about influences, loan types, and strategies to secure the best deals!
Comprehensive Guide to IRS Form 4506-T for 2021 Introduction
Comprehensive Guide to IRS Form 4506-T for 2021 Introduction
Uncover the essentials of IRS Form 4506-T for 2021! πŸ“„ Explore its purpose, usage, and key insights for individuals and institutions seeking tax return info. πŸ•΅οΈβ€β™‚οΈ
A person listening to a podcast on their smartphone
A person listening to a podcast on their smartphone
Discover the best investment podcasts on Spotify! πŸ’° This article explores why they're booming, how to choose wisely, and which shows fit your financial goals. 🎧
Conceptual representation of tax regulations
Conceptual representation of tax regulations
Explore state and federal tax filing options πŸ›οΈ. Understand the pros and cons of separate filings and how they impact your finances. Make informed decisions! πŸ’‘
A detailed infographic explaining traditional mortgage features
A detailed infographic explaining traditional mortgage features
Unravel the intricacies of traditional mortgages. Explore key features, benefits, challenges, and discover essential insights on alternative financing. πŸ‘πŸ’°
A person analyzing financial graphs on a laptop
A person analyzing financial graphs on a laptop
Discover effective ways to earn money through traditional jobs, entrepreneurship, and passive income. Increase your financial literacy! πŸ’°πŸ“ˆ