Nerd's Eye View

AUGUST 2, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),

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Nerd's Eye View

AUGUST 2, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),

Financial Planner 243

Financial Planner Financial Advice Investment Planning Planning 243

Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients.

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WiserAdvisor

MARCH 13, 2024

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

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WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. Here are 5 benefits of hiring a financial advisor after you retire: 1.

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Financial Advisor Retirement Risk Tolerance Estate Planning 90

WiserAdvisor

DECEMBER 15, 2023

According to a survey, a significant majority of Americans, approximately 80%, share the common notion that the point of working hard in your adult life is so you can enjoy a nice retirement. After years of dedicated labor and hard work, the prospect of a peaceful retirement appeals to everyone.

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Financial Advisor Retirement Risk Tolerance Retirement Planning 59

WiserAdvisor

JANUARY 3, 2024

Starting your journey of saving for retirement is a pivotal financial goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task.

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Retirement Portfolio Investing Investments 52

WiserAdvisor

SEPTEMBER 8, 2023

Most people feel a sense of anticipation and excitement before retirement. Yet, amidst the joy and delight, it is vital to remember that the journey to retirement is not one to be rushed. Hasty decisions made before retirement can lead to unexpected financial troubles and compromises.

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Retirement Retirement Planning Financial Advisor Budgeting 45

Darrow Wealth Management

OCTOBER 28, 2024

Are you planning to retire? Are you expecting any major purchases or new business investments? How do the cash proceeds stack up against your other assets and investments? How do the cash proceeds stack up against your other assets and investments? Create a formal financial plan. What are your income needs?

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Sales Taxes Estate Planning Planning 97

WiserAdvisor

SEPTEMBER 6, 2023

Overindulgence in information can lead to poor decisions, and excessive monitoring of your retirement account balance can result in stress. Checking your retirement account balance too often can have a psychological impact on you. Therefore, exploring the optimal frequency for checking your retirement account is essential.

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Accounting Retirement Retirement Planning Asset Allocation 40

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.

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Investment Planning Certification Investing Investments 59

WiserAdvisor

APRIL 12, 2023

When planning for retirement, one of the most important decisions you will likely make is which type of retirement account to use. The Roth Individual Retirement Account (IRA) and the pre-tax retirement account are two common options. What is a pre-tax retirement account? What is a Roth IRA?

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Accounting Retirement Taxes Financial Advisor 40

WiserAdvisor

JANUARY 16, 2024

Preparing for retirement is a significant life transition that demands a clear understanding of your financial situation. This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age.

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Retirement Planning Retirement Planning Financial Advisor 40

Clever Girl Finance

OCTOBER 12, 2023

Find out more about women and investing, and discover ideas for creating your own investment plan. Table of contents Why women investors are amazing 5 Tips for how women can invest smartly Expert tip: Don’t rush the investing process Why are women investors important? How do women invest differently than men?

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Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

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Financial Planning Planning Budgeting Retirement 91

Indigo Marketing Agency

JANUARY 17, 2024

You’ve worked hard to build your legacy, and now that you’re approaching retirement, you want a smooth transition for both you and your clients. You’re not alone: a recent Investment Planning Counsel study found that only 11% of financial advisors had a formal plan in place even though they were nearing retirement.

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Financial Advisor Planning Retirement Clients 52

Midstream Marketing

SEPTEMBER 24, 2019

They spend hours writing articles and finally hit that “Submit” button… only to not get anywhere near the number of leads that they thought they would. Other times, it’s because those articles were created without a real SEO strategy behind them. If, of course, they were even able to generate leads at all.

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Financial Advisor Retirement Planning Retirement 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. From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. rating, this personal finance course is a popular course among learners.

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WiserAdvisor

MARCH 30, 2023

It stands out as it focuses directly on your goals, determining the amount of money you need to achieve your financial goals, and then developing an investment plan designed to achieve those goals within a specific timeframe. Each of these goals requires you to save and invest. 5 steps involved in goal-based investing 1.

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Investing Investments Risk Tolerance Financial Advisor 52

Clever Girl Finance

MAY 13, 2023

Related financial freedom vs financial independence articles Decide how you will create more freedom with your finances! For some, having financial freedom means retiring early and traveling. If you want to reach financial independence, being on track to achieve your individual retirement savings goals is vital.

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Retirement Budgeting Risk Tolerance Accounting 62

Clever Girl Finance

OCTOBER 8, 2024

Is investing better than saving? Is it worth investing in the stock market now? What factors should I consider before investing? How can I start investing with little money? Articles related to investing Yes, now is a good time to invest! Are you saving for retirement, a home, or another goal?

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Clever Girl Finance

NOVEMBER 21, 2023

What is the best investment for $50k? Articles related to what to do with 50k You can create great opportunities by being smart with your $50k! Figure out a payment plan that works for you—and your other investment plans—and take things from there. Also, check out more of the best compound interest investments.

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Accounting Startup Investing Investments 87

WiserAdvisor

APRIL 25, 2023

This article will explore how often to rebalance your 401(k). These life events can impact your 401(k) investment outlook. Married people may want to save more for their retirement than single investors. Either way, you must evaluate how your current allocation fits your investment plan. Need a financial advisor?

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Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). Harmonizing the two sides to solve the American retirement crisis. Let’s talk about it.

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Clever Girl Finance

JANUARY 22, 2024

Articles related to being wise with money Manage your large sum of money smartly! Would you save it, invest it, or treat yourself to a handful of nice things? In this article, we’ll be looking at ten windfall finance tips to help you make the most of that extra cash. Check out our article on what to do with 50k for ideas!)

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Management Certified Financial Planner Financial Planner Consulting 96

Trade Brains

NOVEMBER 30, 2023

Whether you’re aiming for long-term wealth accumulation or exploring short-term opportunities, the courses guide you through proper financial planning. In this article, we explore best mutual fund courses that help create awareness and knowledge about the funds and their functioning. You can enroll in the course here.

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Trade Brains

FEBRUARY 14, 2023

Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! They’ll tell you how they’ve made a massive amount of wealth and the next investment opportunity that they’ve set their eyes on. This is where mutual funds enter through the SIP route.

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Healthcare Retirement Investing Investments 59

Clever Girl Finance

SEPTEMBER 7, 2023

Table of contents What to do with $100k: 4 Investment ideas Expert tip: How 100k keeps earning money 5 Factors to consider before deciding how to invest $100k Investing $100k over time Do I need a financial advisor to invest $100k? How should I invest $100,000 to make $1 million?

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Investing Investments Risk Tolerance Accounting 52

Workable Wealth

SEPTEMBER 16, 2020

But this strategy can also be used outside of retirement savings accounts like mutual funds or ETFs. . High-Level Investment Strategies to Keep in Mind. Investment strategies are really the fun part. There are many different investing strategies out there, and you need to find one that supports your unique goals.

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Investing Investments Asset Allocation Risk Tolerance 52

Good Financial Cents

SEPTEMBER 2, 2022

Whether you are hoping to start investing small amounts of money or you have a lump sum of cash to get started, you should know that investing isn’t necessarily a “set it and forget it” activity. Also remember that, like it or not, there is a real risk of losing some of your investment over the short-term.

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Investing Investments Accounting Portfolio 91

Tobias Financial

MARCH 12, 2025

You may be wondering how all of this impacts your financial future and the plans youve worked hard to build. With everything happening in the world right now, its natural to feel a bit unsettled. Economic uncertainty, shifting policies, and global events can make it difficult to know what comes next.

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Marketing Marketing Financial Planning Planning 52

Clever Girl Finance

SEPTEMBER 26, 2023

That said, in this article, you’ll learn how to create a financial plan to set yourself up for financial success and resist living above your means. Creating a strong financial plan will help you attain your short term and long-term goals for your finances. Being debt free may even enable you to retire earlier!

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Budgeting Financial Planning Planning Electronics 98

WiserAdvisor

SEPTEMBER 22, 2022

If you wish to learn about low-risk investment instruments and strategies, you can reach out to a professional financial advisor who can guide you on the same. In this article, you can find out how to safely invest money and watch it grow with time. How to invest safely. It decreases as you age or near retirement.

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WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. They help prepare a retirement plan based on a client’s financial needs and goals. Need a financial advisor?

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Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Brown Advisory

JUNE 1, 2021

Please note this article shall focus on Stocks & Shares ISAs only. recognises Roth IRAs as qualified retirement plans under the double tax treaty, which means that they are truly tax-free on both sides of the pond. Whether you plan to spend a few years, a few decades, or the rest of your life outside the U.S.,

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Taxes Accounting Retirement Planning Investing 52

WiserAdvisor

MARCH 2, 2023

You can consider consulting with a professional financial advisor who can guide you on which investment vehicles to invest a million dollars in to secure your financial future. This article also explores some strategies for investing a million dollars in the current market, with a focus on balancing risk and reward to maximize returns.

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Investing Investments Risk Tolerance Financial Advisor 40

Brown Advisory

MARCH 20, 2023

Please note this article shall focus on Stocks & Shares ISAs only. recognises Roth IRAs as qualified retirement plans under the double tax treaty, which means that they are truly tax-free on both sides of the pond. Whether you plan to spend a few years, a few decades, or the rest of your life outside the U.S.,

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Taxes Accounting Investing Investments 52