Abnormal Returns

NOVEMBER 21, 2022

Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. riabiz.com) Retirement Why retirees should include Social Security into their asset allocation.

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International College of Financial Planning

MARCH 12, 2025

Many influencers dont have professional financial expertise; theyre just good at marketing. What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. But many jump into stocks, crypto, or NFTs without understanding risk, diversification, or asset allocation.

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Financial Planning Planning Asset Allocation Financial Advice 52

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.

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Discipline Funds

NOVEMBER 17, 2023

When you shift towards retirement your time horizon and risk profile shifts to a more conservative position. You can’t be fully invested in stocks when you’re nearing retirement because that creates enormous sequence of return risk. 1 He said that a real return of 8% means that rules like the 4% rule are silly.

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Darrow Wealth Management

FEBRUARY 18, 2025

Don’t stress out about every headline, stress test your retirement plan instead.Markets move every day and the news cycle is 24-7. Unfortunately, headlines often leave investors wondering what the news means for their portfolio and financial outlook. How much do I need to retire? Average returns only.

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WiserAdvisor

NOVEMBER 21, 2022

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. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

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International College of Financial Planning

AUGUST 31, 2023

Investing your money is crucial to securing your financial future and achieving your goals. Whether saving for retirement, buying a home, or building an emergency fund, investing grows your wealth over time. However, relying on a single asset class or Investment within an Asset class can be risky and limiting.

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International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.

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Carson Wealth

DECEMBER 1, 2022

Take Advantage of Retirement Plans and Matching Contributions. Most employer retirement plans allow you to save on a tax-deferred basis, meaning that contributions into these types of accounts are not considered in calculating your taxable income. . Work With a Financial Advisor . Consider the following example below:?? .

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Park Place Financial

MARCH 14, 2022

When people buy and sell sections of their portfolio to maintain a consistent asset allocation, they are rebalancing their investments. Individuals may also readjust their portfolios if their risk level changes and they need to develop a new asset allocation strategy. About Rebalancing Investments. RELATED BLOG POSTS.

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Portfolio Financial Planner Asset Allocation Certified Financial Planner 52

Discipline Funds

JULY 19, 2023

That’s great if you have a longer time horizon but it becomes a big financial planning problem if you need liquidity in a year like 2022 and the entire set of assets is deeply negative. The problem of time within an asset allocation is arguably the most important aspect of any sustainable financial plan.

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Asset Allocation Financial Planning Assets Financial Planner 52

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. Accumulating wealth refers to growing investments, paying down debt, and saving for retirement.

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Your Richest Life

SEPTEMBER 10, 2024

For example, if your 401(k) is sitting in cash or treasury bonds and you retire in 15 years, you might need to make some changes to hit your retirement goals. Alternative investment: An investment in asset classes other than stocks, bonds and cash.

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Carson Wealth

DECEMBER 13, 2022

Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. What Do Financial Advisors Do? A Financial Advisor works with clients. Are you a fiduciary?

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Wealth Management Financial Advisor Management Financial Planner 52

Workable Wealth

SEPTEMBER 16, 2020

Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. Asset Allocation. Asset allocation evaluates how your portfolio is created and the specific securities you are investing in.

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Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Long-Term vs. Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals.

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Wealth Management Management Risk Tolerance Retirement Planning 59

Park Place Financial

SEPTEMBER 8, 2022

A will becomes more important if you have specific instructions regarding asset allocation or would like to donate to a non-profit organization. . 2) Naming Beneficiaries for Separate Assets . While wills encompass a large part of your wealth, some assets fall outside their jurisdiction. 3) Establishing a Trust .

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Estate Planning Planning Certified Financial Planner Medical 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Long-Term vs. Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals.

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Wealth Management Management Risk Tolerance Retirement Planning 52

Park Place Financial

SEPTEMBER 8, 2022

In a will, a person designates an executor, or personal representative, to ensure their assets are allocated according to their provisions. While wills share some features with estate planning, some assets fall outside their terms, such as retirement accounts and life insurance. . 5) Taxes Will Drop Your Estate’s Value .

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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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Wealth Management Taxes Financial Planner Assets 52

Tucker Advisors

NOVEMBER 3, 2021

While the market remains strong, how does this news affect the savings of retirees or those about to retire? . So, how do people who are retired or about to retire combat this inflation? But for someone retired or nearing retirement, this strategy could be fatal to their portfolio. .

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WiserAdvisor

SEPTEMBER 27, 2023

The 401(k) retirement plan is one of the most powerful tools. Moreover, it facilitates financial discipline with consistency. 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.

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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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Wealth Management Financial Advisor Management Risk Tolerance 52

Carson Wealth

JUNE 14, 2022

I often find college savings at the top of my pile of financial stressors. Unless I find a money tree in my backyard, my oldest child is going to turn 18 well before I retire. A financial adviser can help you personalize a core/satellite approach. Craig Lemoine, Director of Consumer Investment Research.

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Financial Symmetry

MARCH 25, 2025

What if your retirement lasts much longer than you anticipated? Increasing life expectancies have reshaped our understanding of retirement and financial planning in recent years, and well likely become more concerned about effectively managing financial resources throughout a potentially very long life in the future.

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Asset Allocation Financial Planning Retirement Retirement Planning 52

Nerd's Eye View

NOVEMBER 25, 2022

Several easy ways advisors can help find unclaimed assets and save money as the year comes to an end. We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation.

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