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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WiserAdvisor

DECEMBER 15, 2023

Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations. This article explores different ways in which financial advisors can help you with wealth accumulation for retirement.

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Fortune Financial

AUGUST 7, 2023

Each of these alternative investment options offers its own set of risks and rewards. It’s crucial to conduct thorough research, understand the market dynamics and consider your risk tolerance and investment goals before venturing into any specific alternative investment.

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Fortune Financial

AUGUST 7, 2023

Each of these alternative investment options offers its own set of risks and rewards. It’s crucial to conduct thorough research, understand the market dynamics and consider your risk tolerance and investment goals before venturing into any specific alternative investment.

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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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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? What is my risk tolerance?

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Clever Girl Finance

MAY 13, 2023

Related financial freedom vs financial independence articles Decide how you will create more freedom with your finances! With an investment portfolio, you can hopefully generate enough passive income for your retirement nest egg. Some of the things you can invest in include stocks, bonds, and mutual funds.

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Workable Wealth

JUNE 24, 2020

In your quest for financial wellness, you have probably heard countless times the importance of investing as part of a well-rounded financial plan. While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. .

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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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Workable Wealth

SEPTEMBER 30, 2020

When creating a portfolio, it’s important to keep your risk tolerance, investment goals, and time horizon in mind. In recent years, however, passive investment strategies have been more cost-effective and produced higher returns than actively managed funds which are more costly to operate. Fees to Learn.

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Clever Girl Finance

MARCH 19, 2024

Create a list of things to plan for How to make a financial plan Expert tip: Consider your needs for each life stage Determine the type of financial plan you need Tips on how to frequently review your financial plan What is a financial plan using an example? Is a financial plan the same as a budget?

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Clever Girl Finance

JULY 24, 2023

Articles related to 529s and other other savings accountd Is a 529 plan worth it for education planning? Most American parents aim to save just over $55,000 for their children’s college expenses, and 529 plans make up 30% of college savings accounts. Advisor plans also usually have standard investment planning fees.

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WiserAdvisor

JULY 25, 2023

In this article, we will go over the emotional factors involved in hiring a financial advisor. The financial advisor is responsible for creating a well-diversified portfolio that generates inflation and risk-adjusted returns for the client. Hiring a financial advisor can be reassuring and offer you peace of mind.

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WiserAdvisor

JANUARY 16, 2024

This article also explores the average monthly spending habits of individuals aged 65 and older and offers practical insights to help structure your retirement plan. Diversifying your investments across different asset classes is imperative to mitigate risk and enhance overall returns.

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Clever Girl Finance

JULY 16, 2023

Article related to financial advice Do you need a financial advisor? Either way, this article will take a deep dive into what it takes to work with financial advisors. Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track.

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Clever Girl Finance

JULY 16, 2023

Article related to financial advice Do you need a financial advisor? Either way, this article will take a deep dive into what it takes to work with financial advisors. Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track.

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

WiserAdvisor

SEPTEMBER 6, 2023

Consult with a professional financial advisor who can help create a balanced strategy toward retirement planning and portfolio reviewing, ensuring both financial stability and peace of mind on your journey toward retirement. This can help you establish a strong foundation and craft your investment strategy.

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WiserAdvisor

SEPTEMBER 8, 2023

You may consult with a financial advisor to understand how to prepare for retirement and the importance of adopting a prudent approach to retirement planning. This article will specifically explore seven critical actions that are often best delayed until your retirement is fully finalized.

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WiserAdvisor

NOVEMBER 21, 2022

What’s tricky about financial planning is that not every strategy is designed for every person. As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. What is a Certified Financial Planner?

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Sara Grillo

MAY 23, 2022

Cody decided to become an advice-only financial planner, avoiding managing assets for clients and focusing instead just on the service of financial planning because he feels that is where the greatest value of a financial advisor lies. CODY GARRETT, CFP®: To be exposed to risk. CODY GARRETT, CFP®: To be exposed to risk.

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WiserAdvisor

FEBRUARY 12, 2024

In this article, we will discuss asset allocation strategies and understand how to allocate assets in a way that maximizes returns. Understanding asset allocation fundamentals Asset allocation isn’t just an arbitrary division but a calculated approach to balance risk and reward.

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Good Financial Cents

AUGUST 1, 2022

In Best Low-Risk Investments for 2022 , I provided a comprehensive list of low-risk investments with predictable returns. But it’s precisely because those returns are low-risk that they also provide relatively low returns. In this article, we’re going to be going for something a little bit different.

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