Carson Wealth

JANUARY 17, 2023

CFP ®   , Director of Consumer Investment Research   . Income should include income from your job, interest from a bank, dividends from stocks, coupons from bonds and any gifts or other sources of cash flow.  .  . Craig Lemoine, Ph.D., Welcome to your 40s. You’ve built some wealth, and likely had a career or two by now.

Retirement Planning 52

Retirement Planning Financial Planner Retirement Certified Financial Planner 52

Clever Girl Finance

JULY 16, 2023

There are instances where you may not need a financial advisor: You’ve automated your finances Have you decided to automate your finances so you’re hitting your savings and investment goals? Many people in this bucket have set up a simple investment plan. It sounds like you’re already in good shape.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

There are instances where you may not need a financial advisor: You’ve automated your finances Have you decided to automate your finances so you’re hitting your savings and investment goals? Many people in this bucket have set up a simple investment plan. It sounds like you’re already in good shape.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Good Financial Cents

AUGUST 18, 2023

The underlying belief is that my status as a sophisticated investor implies a deeper understanding of financial risks, a need for less disclosure on unregistered securities, and a conviction that these exclusive investment opportunities are apt for my funds. How it Works: Investors start by choosing a suitable investment plan on Fundrise.

Investments 52

Investments Investing Startup Portfolio 52

Sara Grillo

APRIL 10, 2023

It seems like everyone from the Senate Banking Committee to Reddit forums, everyone is buzzing about crypto this and crypto that. Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” I would like to see us move off of Central Banking. That’s crazy.

Investments 52

Investments Investing CFP Financial Advisor 52

Good Financial Cents

AUGUST 1, 2022

But just a small investment, at nearly 10%, can increase the overall return on your bond allocation. The average rate of return on a bank savings account is 0.08%. Now, there are some banks paying higher rates , but generally only in the 1%-plus range. But the key is to invest in certificates with longer terms.

Investments 64

Investments Investing Certification Accounting 64

Good Financial Cents

APRIL 10, 2023

The World Bank classifies different countries into four different categories for analytical purposes — low income, lower-middle income, upper-middle income, and high income. I could have bought 1,400 shares of $VOO , but decided my backyard paradise was a better investment. Lifetime memories = generational dividends.

Investments 110

Investments Investing Assets Accounting 110

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

NOVEMBER 14, 2022

Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. David writes frequently about retirement income planning.

Insurance 59

Insurance Retirement Financial Advisor License 59