Good Financial Cents

JUNE 11, 2023

The Free Version With the free version, you get full use of the Personal Capital platform as well as a free consultation from a financial advisor. You can also get information on your performance and asset allocation. This will help you to create an asset allocation that will get you where you need to go with your investments.

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Management Investing Investments Accounting 80

Zoe Financial

MAY 18, 2023

From retirement planning to market volatility, equity compensation, family expenses, and major life transitions, it’s easy to feel overwhelmed with financial responsibilities. An advisor can answer questions like: When can I fully retire? Here are 5 signs it might be time to hire a financial advisor.

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WiserAdvisor

OCTOBER 5, 2022

When applied to investing, many folks may come to the same conclusion that 80% of their returns are generated from only 20% of their asset allocations. The 80/20 rule focuses on the right allocation of assets and maintaining a balance between risk and return. Asset allocation and strategy cannot be confined to rules.

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Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Your risk tolerance will influence your investment strategy and asset allocation. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

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Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 29, 2022

In our planning with clients, we like to employ a “pay yourself first” approach, especially as it relates to retirement planning. You may have been contemplating starting contributions to a retirement plan, or you may have been contributing small amounts and are worried that you are behind in the game.

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Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Your risk tolerance will influence your investment strategy and asset allocation. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

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Wealth Management Management Risk Tolerance Retirement Planning 52

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors. 56 Capital Partners www.56capitalpartners.com

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WiserAdvisor

DECEMBER 13, 2023

The answer lies in smart and strategic retirement planning. Gone are the days when retiring at 60 was a one-size-fits-all goal. It’s time to rethink when to start stashing away those savings and how to modify your plan in a world that’s constantly changing. So, how do we tackle this?

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Fortune Financial

OCTOBER 31, 2022

Retirement savers and retirees can adjust to market turmoil by looking at spending and asset allocation plans to build a cash reserve. It’s a good idea to meet with your plan advisor to strategize about allocating your funds in the new year.

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WiserAdvisor

SEPTEMBER 6, 2023

Therefore, exploring the optimal frequency for checking your retirement account is essential. 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.

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Random Roger's Retirement Planning

SEPTEMBER 17, 2023

This could include rental property, monetizing a hobby, consulting in your old profession, monetizing a volunteer endeavor and so on. Over the years, we've made some fun of CalPERS for seeming to change their asset allocation strategy every couple of years such that they end up chasing heat, that is chasing the thing that worked last year.

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Portfolio Asset Allocation Retirement Management 75

WiserAdvisor

SEPTEMBER 8, 2022

If you wish to learn about different kinds of risks that can affect your investments and how you can mitigate them, consult with a professional financial advisor who can guide you on the same. However, your asset allocation can fluctuate over time, depending on how your investments fare. Keep reading to find out more.

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WiserAdvisor

SEPTEMBER 27, 2023

The 401(k) retirement plan is one of the most powerful tools. Reaching the age of 50 with over $2 million in your 401(k) is an impressive financial landmark that can provide you with a comfortable retirement if managed wisely. But is it truly enough to sustain a comfortable retirement?

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Harness Wealth

JUNE 1, 2023

Financial advisors can handle asset allocation and portfolio management, monitoring your investments for adherence to your agreed-upon investment strategy. Financial Planning: This involves creating a comprehensive financial plan, considering all aspects of your financial situation.

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Clever Girl Finance

DECEMBER 13, 2023

Keep in mind that when you pull funds out of these account you may have a capital gains tax obligation , so be sure to consult with a tax professional if necessary. Keep an eye on asset allocation Not all investments are created equally. Start by estimating your retirement spending needs and plan to build the nest egg you need.

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WiserAdvisor

DECEMBER 21, 2022

No matter the asset allocation, keeping a healthy mix of stocks is always advised, especially if you are not nearing retirement anytime soon. Equity or stocks carry high risk compared to other asset classes but have also historically delivered better returns. Market capitalization.

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WiserAdvisor

JANUARY 27, 2023

Due to the complex and diverse range of their financial assets, these individuals also require specialized high-net-worth financial planners and personalized investment management tailored to meet their specific needs. 2023 may see several changes with respect to retirement plans, Social Security, etc.,

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WiserAdvisor

JANUARY 31, 2023

This can be particularly important for self-employed individuals without a regular source of income and those who do not have a traditional pension plan or have not saved enough for retirement. They can also lower the burden of investing and saving and offer you more time to plan your needs. The Roth IRA is exempt from RMDs.

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WiserAdvisor

MARCH 22, 2023

Many employers offer retirement plans to help employees prepare for the future. One of these options is a Roth 401(k) plan, which allows employees to contribute after-tax dollars toward their retirement savings. However, you will have to pay taxes in retirement.

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Carson Wealth

APRIL 3, 2025

You can begin to establish a strong financial foundation by carefully managing cash flow, contributions, insurance, taxes, debt, and asset allocations during these important years. With this strong foundation, also keep estate planning top of mind. Its not a one-time event.

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