WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. Without a solid plan, you risk drifting without direction.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

MainStreet Financial Planning

MARCH 29, 2023

You are building your emergency fund, saving for a car or home down payment, or getting ready to retire and want to know where to park your short-term cash. Certificates of Deposits (CDs) If you have already funded your emergency savings and want to sock away excess funds, then consider Certificate of Deposits (aka CDs).

Certification 98

Certification Accounting Banking Insurance 98

Clever Girl Finance

JANUARY 22, 2023

Knowing where you stand can make sure you are on target for your retirement goals, as well. In this article, we take a closer look at the numbers and average savings by age. For example, you may know that you want to retire to a low-cost-of-living area. Maybe you are starting to think about retirement.

Retirement 98

Retirement Accounting Assets Budgeting 98

Clever Girl Finance

NOVEMBER 20, 2023

Articles related to what to do when a loved one dies Knowing what to do when a loved one dies is difficult but being informed can help Ignoring practicalities after the death of a loved one could cause even more stress in the long term. You’ll need a death certificate for most of these tasks, so starting there is a good idea.

Certification 107

Certification Accounting Insurance Banking 107

Good Financial Cents

JANUARY 17, 2023

And how does it compare to the 401k and other retirement plans that exist? A Simple IRA, or Savings Incentive Match Plan for Employees, is a type of employer-sponsored retirement savings plan that is designed to be easy to set up and maintain for small business owners. What is a Simple IRA? Table of Contents What is a Simple IRA?

Retirement Planning 111

Retirement Planning Retirement Planning Taxes 111

Clever Girl Finance

NOVEMBER 4, 2023

Articles related to budgeting Leverage these expense categories in your budget today! This group of categories includes: Retirement account contributions e.g. 401k/403b/IRA Non-retirement investing (e.g. How many categories should I have for a budget? What are the four main categories in a budget?

Budgeting 98

Budgeting Insurance Retirement Food 98

Good Financial Cents

DECEMBER 22, 2022

Certificates of Deposit . Certificates of Deposit. Index funds have become popular among the FIRE (financial independence, retire early) crowd, and for a good reason. This strategy works best when you already have a solid plan for your retirement and your other financial ducks are in a row. Certificates of Deposit.

Investing 108

Investing Investments Risk Tolerance Accounting 108

International College of Financial Planning

DECEMBER 4, 2023

This article explores the intricacies of financial advisor qualification , highlighting their impact on the financial advisory landscape and their role in aiding clients to reach their financial aspirations. It opens doors to various roles in financial services, including retirement planning and estate planning.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Good Financial Cents

JANUARY 6, 2023

High-Yield Certificates of Deposit. High-Yield Certificates of Deposit. You can also look into high-yield certificates of deposit, or CDs, which require you to commit to saving for a specific length of time (usually a few months to several years). Table of Contents Best Short-Term Investments for $2,000 to $3,000.

Investing 91

Investing Investments Accounting Certification 91

BlueMind

FEBRUARY 15, 2023

Studies by the American College of Financial Services show that 90% of special needs family members and caregivers admit that caring for their loved ones is more important to them than planning for their own retirement. The eligibility criteria require you to have an approved Disability Tax Credit Certificate by the government.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

Clever Girl Finance

SEPTEMBER 11, 2023

Articles related to highly liquid investments Meet your financial goals with highly liquid investments! But while fattening up your retirement accounts and investing smartly to plan for retirement savings should certainly be a top priority, you also need to think about the here and now. What is the most liquid investment?

Investing 96

Investing Investments Accounting Assets 96

Good Financial Cents

DECEMBER 26, 2022

A Roth IRA is a type of individual retirement account (IRA) that allows you to contribute after-tax money and withdraw it tax-free in retirement. Contributions to a traditional IRA may be tax-deductible, but withdrawals in retirement are taxed as ordinary income. What is a Roth IRA? What are The Benefits of a Roth IRA?

Retirement 85

Retirement Taxes Risk Tolerance Accounting 85

International College of Financial Planning

APRIL 20, 2022

This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network. Education and Certifications for Becoming a Financial Planner Are you interested in becoming a financial planner?

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

Trade Brains

DECEMBER 7, 2023

In this article, we guide you through the list of top personal finance courses designed for beginner to intermediate-level learners. By enrolling in this course you will learn to manage your finances more effectively by mastering budgeting and portfolio creating for a healthy retirement corpus. You can enroll in the course here.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Good Financial Cents

FEBRUARY 1, 2023

This article will provide an overview of the different types of guaranteed interest accounts, their advantages, and tips for choosing the best option. Examples include Certificates of Deposit (CDs) , High-Interest Savings Accounts, etc. Annuities are designed for long-term savings and provide a secure retirement income.

Accounting 94

Accounting Investing Investments Insurance 94

Good Financial Cents

SEPTEMBER 29, 2022

Traditional IRA: Best for Dedicated Retirement Planning. Roth IRA: Best for Retirement Planning + Immediate Funds Access. In addition, Roth IRAs are the only retirement plan that’s not subject to RMDs. Ad Make your retirement plan work for you by investing in a Roth IRA. 4 Best Investments for 6 – 10 years.

Investing 109

Investing Investments Retirement Planning Risk Tolerance 109

Darrow Wealth Management

APRIL 25, 2023

Kristin McKenna, CFP® first published an abbreviated version of this article on Forbes. A downloadable checklist is available at the end of this article. Also consider: Getting multiple copies of the death certificate, at least five Asking a friend/relative to watch the house during the funeral or memorial service.

Estate Planning 85

Estate Planning Accounting Taxes Retirement 85

Random Roger's Retirement Planning

JULY 16, 2023

We've explored this countless times in the context of trying to add at least one other income stream in retirement beyond Social Security and portfolio withdrawals. There were countless articles at the start of the pandemic of Airbnb owners with hundreds of properties that couldn't pay those mortgages while we were shut down.

Certification 75

Certification Retirement Numbers Planning 75

Good Financial Cents

MAY 8, 2023

So whether you need to pay off debt , build an emergency fund , save for your kids’ college education , or invest for retirement , here are some ways you can make it hap’n, cap’n. Start Investing for Retirement Now it’s time to start investing for your latter years. Helping people retire well is what I do.

Education 102

Education Retirement Business Planning Investing 102

Validea

SEPTEMBER 16, 2022

While investors may feel the urge to take action against the volatility, an article in The New York Times offers the advice to do nothing. Only those with true psychic abilities would have done better in the stock market this year than those who did nothing, the article contends, selling exactly on January 3 rd and buying again on June 16 th.

Investment Planning 59

Investment Planning Certification Investments Investing 59

Good Financial Cents

DECEMBER 29, 2022

If you need a refresher on dividends, check out this article on how to invest and make money on dividends. A Roth IRA is a type of investment account that lets you invest after-tax dollars for retirement. Who It’s Best For : Investing in a Roth IRA makes sense for anyone who’s saving for retirement or a future goal.

Investing 119

Investing Investments Accounting Commission 119

Clever Girl Finance

NOVEMBER 21, 2023

Articles related to what to do with 50k You can create great opportunities by being smart with your $50k! Boost your retirement savings Now that you have excess money in the bank, it may be a smart time to increase your retirement savings. How many IRAs can you have in your retirement strategy? Is $50k a lot of savings?

Accounting 87

Accounting Startup Investing Investments 87

Indigo Marketing Agency

JANUARY 11, 2021

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute.

Investing 52

Investing Investments Education Ethics 52

Clever Girl Finance

MARCH 14, 2023

In this article, you'll find out more about what this is and how to earn it. Common accounts that earn this sort of income include retirement accounts, like a 401(k) or IRA , savings accounts , or a general brokerage account that lets you sell and buy investment products like stocks, funds, etc. If so, you’re not alone.

Portfolio 105

Portfolio Risk Tolerance Accounting Taxes 105

Clever Girl Finance

NOVEMBER 25, 2023

Articles related to investing for beginners These tips make how to start investing for beginners a breeze! Generally, you will use these investments to fund your retirement. For most people, one big goal is funding their retirement. Some experts advise saving 10% of your income for retirement. But is that really enough?

Investing 90

Investing Investments Risk Tolerance Accounting 90

Good Financial Cents

APRIL 1, 2023

It’s one of the best strategies to supercharge your retirement savings, especially for early retirement. There's no time like the present to begin preparing for your retirement. This is always true when neither you nor your spouse are covered by an employer-sponsored retirement plan. Ads by Money.

Planning 95

Planning Distribution Taxes Retirement Planning 95

Good Financial Cents

DECEMBER 9, 2022

In this article, I’ll explain compound interest, how it works, and how you can use compounding to your advantage in your portfolio. 1) Certificates of Deposit (CDs). That’s how retirement plans and other investment vehicles work. 1) Certificates of Deposit (CDs). Table of Contents What Is Compound Interest? .

Investing 103

Investing Investments Accounting Certification 103

Validea

JUNE 9, 2023

But now, cash is a valuable asset, not just as a defense but as an offense too, contends Jason Zweig in an article in The Wall Street Journal. Treasury notes and bank certificates of deposit are yielding 5% or move, allowing them to be competitive with stocks.

Certification 52

Certification Banking Accounting Taxes 52

Validea

JUNE 9, 2023

But now, cash is a valuable asset, not just as a defense but as an offense too, contends Jason Zweig in an article in The Wall Street Journal. Treasury notes and bank certificates of deposit are yielding 5% or move, allowing them to be competitive with stocks.

Certification 52

Certification Banking Accounting Taxes 52

International College of Financial Planning

MAY 1, 2023

Understand the Role of a Financial Advisor A financial advisor is an expert who provides guidance and recommendations on diverse financial matters, including tax strategies, investments, insurance, and retirement planning. To identify your area of expertise, consider your interests, strengths, and the market demand for specific services.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 52

Trade Brains

NOVEMBER 30, 2023

In this article, we explore best mutual fund courses that help create awareness and knowledge about the funds and their functioning. In Closing In this article, we have explored the best mutual fund courses available for beginner to intermediate-level learners. You can enroll in the course here. You can enroll in the course here.

Certification 59

Certification Education Financial Planning Wealth Accumulation 59

International College of Financial Planning

AUGUST 2, 2021

If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. As an independent advisor here are certain certifications you need to be aware of – . Commission Only Advisors need to gain certification and take the Insurance IRDA Examinations IRDAI IC 38.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Clever Girl Finance

OCTOBER 9, 2023

Articles related to an income that is irregular You can budget successfully on an irregular income ! Here are some examples: Prepare for retirement There are quite a few ways to do this, from a 401k if you have the option to IRAs or regular investing. What is an example of an irregular income job?

Budgeting 97

Budgeting Planning Education Retirement 97

Good Financial Cents

JUNE 11, 2023

Retirement Planner You can often find retirement planners or retirement calculators on various sites throughout the Internet. Personal Capital’s Retirement Planner allows you to run numbers on your retirement to make sure that you will be prepared when the time comes. Is Personal Capital for Me?

Management 80

Management Investing Investments Accounting 80

Clever Girl Finance

SEPTEMBER 5, 2024

We all have financial goals we wish to achieve—whether it’s buying a home, retiring comfortably, or going on that dream vacation. This article will break down examples of short-term, mid-term, and long-term financial goals and show you how to make them a reality. But wishful thinking alone won’t get you there.

Retirement 58

Retirement Insurance Planning Accounting 58

Clever Girl Finance

MARCH 30, 2023

This article discusses ideas for different investment strategies that suit varying financial goals, investment time horizons, and risk-tolerance levels. A money market fund is a sort of mutual fund that invests in short-term and low-risk securities like government bonds , certificates of deposit, and commercial paper.

Investing 59

Investing Investments Risk Tolerance Retirement 59

BlueMind

JULY 15, 2022

Had there been appropriate compliance measures in place, a huge population’s retirement funds, pensions and houses have been saved. Simple SSL certificates often tend to be not enough and stronger security walls demand expense. This article " Top Compliance Challenges Financial Advisors Face " was first published on BlueMind Blog.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98