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. What is a full financial plan?

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eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

Integrity Financial Planning

JUNE 27, 2023

However, it is a common goal for retirees to create and maintain generational wealth in retirement. What better way to leave a legacy than to provide financial security? The Foundations of Financial Planning Proper financial planning is widely considered the first step to building generational wealth. [1]

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Retirement Healthcare Financial Planning Estate Planning 98

Integrity Financial Planning

MARCH 5, 2023

Are you unsure of how much money you will need in retirement? This is a very common concern for Americans as they approach retirement age. This blog will give you some tips on how to begin estimating your needs in the future, as well as some tips on how to increase the longevity of your savings. How Much Should I Spend?

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Integrity Financial Planning

APRIL 14, 2023

When you enter retirement, your first action may likely be to take advantage of the ability to do nothing. In retirement, this assumption is flipped on its head. Work” in retirement isn’t something you have to do; it’s something you actually want to do. In retirement, you should aim to turn your hobbies into full-time projects.

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eMoney Advisor

MARCH 16, 2023

Along the way, I’ve gathered six key insights about financial planning for Millennials. However, sometimes it gets to be too much when it comes to financial topics. I have to tell them there’s a small chance of that happening, but an easier route would be to buy a boring business from someone who’s retiring.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Integrity Financial Planning

JUNE 5, 2023

A recent study by Investopedia found that Generation X’s biggest worry is retirement. The survey found that although many members of Gen X feel like they understand their finances, they are still concerned about setting themselves up to transition into retirement. Lastly, but importantly: talk to a financial advisor.

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Retirement Financial Advisor Planning Budgeting 98

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

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Integrity Financial Planning

JANUARY 27, 2023

Retirement is a time for rest, relaxation, and a chance to sit back and appreciate all that we have gained. Instead, we can take the time to slow down and truly enjoy the moments we have planned. However, it’s important to recognize that financial stability is crucial for personal growth during retirement.

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Integrity Financial Planning

OCTOBER 9, 2023

When talking about retirement financial planning, we often take investment strategy at face value. When it comes to retirement, there’s another aspect of income generation that is introduced. But what does an investment strategy really consist of?

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Integrity Financial Planning

FEBRUARY 24, 2023

Now that you’ve worked to set up a great life after working for so long, it can be a great idea to help avoid those retirement blues and start your retirement off with a bang! One way to kick things off the right way is to consider having a party with your friends and family to celebrate your retirement. Throw a Party!

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Retirement Financial Planning Planning 96

Integrity Financial Planning

DECEMBER 16, 2022

When it comes to your retirement, you’ll likely want to make sure you can live it to its fullest potential without having to take extra time to manage every aspect of your finances just so you can afford the retirement you worked so hard to achieve. 1] [link]. [2] 2] [link]. [3] 1] [link]. [2] 2] [link]. [3]

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Integrity Financial Planning

OCTOBER 20, 2023

1] If you are looking to play more golf in your retirement and think less about your retirement finances, Click HERE to reach out to our professionals today at Integrity Financial Planning for a complimentary review of your retirement situation.

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Integrity Financial Planning

JULY 17, 2023

How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. 2] If you are likely to be in a higher tax bracket when you retire, a Roth IRA can be a good way to minimize your taxes in retirement.

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Integrity Financial Planning

JULY 14, 2023

If you’re looking for some relaxing books to get into during your retirement, here are some great options! Ove, a recently retired and widowed man, finds his life taking an unexpected turn when a young family moves in next door.

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Retirement Financial Planning Planning Numbers 96

Integrity Financial Planning

JANUARY 9, 2023

2] With higher prices in consumer goods, retirees may have had to reevaluate their withdrawals and spending on retirement accounts as their income became strained. Having to cover costs of immediate needs perhaps prompted reduced higher withdrawals from retirement accounts and tapping into savings just to keep the same standard of living.

Accounting 97

Accounting Retirement Economics Financial Planning 97

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. Visualizing the Hierarchy of Financial Needs.”

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Financial Planning Planning Clients Wealth Management 78

Nerd's Eye View

AUGUST 24, 2022

In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreement when describing the RIA’s services and fees.

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Electronics Clients Retirement Planning Financial Advice 242

Integrity Financial Planning

APRIL 21, 2023

Retirement is a time to relax, reflect, and pursue personal interests that were set aside during one’s working years. For those entering retirement, there are many hobbies to consider that are both fulfilling and enjoyable. The Great Outdoors For those who enjoy physical activity, hiking can be a great hobby to explore in retirement.

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Integrity Financial Planning

DECEMBER 18, 2023

One crucial aspect that you should financially monitor is the common financial stumbling block encountered when shifting to a retirement lifestyle. If your plan is working, then you probably want to stick with it. The uncertain nature of financial matters can trigger severe stress.

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Retirement Retirement Planning Planning Financial Planning 97

Integrity Financial Planning

JUNE 29, 2023

It’s pretty easy to have a great time in retirement. But you might find that without a plan, you feel a little aimless. If you’re looking to get the most out of retirement, what should you do? Source: [link] The post How to Live Retirement to the Fullest appeared first on Integrity Financial Planning, Inc.

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Integrity Financial Planning

APRIL 18, 2023

If you are headed toward retirement soon, or you have just retired, you may find yourself wondering, “Is my nest egg enough?” As you know, medical expenses, long-term care, housing repairs, and other unpredictable costs are just a part of life, so how can you prepare for those kinds of things during your retirement?

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Retirement Medical Budgeting Financial Planning 98

Integrity Financial Planning

OCTOBER 27, 2022

Before your generation, retirement had long been perceived as a time when life took a downward turn. Baby Boomers have been cool kids since their inception: introducing rock n roll, pop culture, mainstream technology, and now, reshaping retirement into a time of exploration, passion, and learning. Keeping Money for Retirement.

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Retirement Financial Planning Planning Media 92

Nerd's Eye View

AUGUST 24, 2022

In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreement when describing the RIA’s services and fees.

Electronics 238

Electronics Clients Retirement Planning Financial Advice 238

Integrity Financial Planning

NOVEMBER 18, 2022

This phenomenon generally affects retirement funds as well – this is called the gender retirement gap. [1] This phenomenon generally affects retirement funds as well – this is called the gender retirement gap. [1] This pay gap has hindered women’s ability to achieve retirement. Lower Retirement Income.

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Retirement Financial Planning Economics Financial Advisor 98

Integrity Financial Planning

JUNE 12, 2023

As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023.

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Retirement Taxes Consulting Financial Planning 92

Integrity Financial Planning

NOVEMBER 7, 2023

There are many important birthdays when it comes to retirement planning. So, as you approach your retirement, it’s crucial to have a few of these in mind as key milestones. 1] But you can begin to claim at 62 if that fits into your financial plan. 1] IRA holders can contribute $7,500 a year to their accounts. [1]

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Retirement Planning Retirement Planning Accounting 91

Integrity Financial Planning

OCTOBER 17, 2022

Optimizing your retirement savings takes more than just making sure your IRA isn’t at risk in this market. Know these 3 ages that can help you get the most out of your retirement accounts. At age 50, workers with certain qualified retirement plans can make annual “catch-up” contributions in addition to their normal contributions.

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Retirement Accounting Retirement Planning Distribution 95

Integrity Financial Planning

MARCH 30, 2023

Writing can be a great hobby to pick up in retirement. Don’t waste these things worrying about every single aspect of your financial situation. Click HERE to sign up for a complimentary review of your retirement plan with us at Integrity Financial Planning to take one step closer to achieving the enriching lifestyle you deserve.

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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. When aiming for financial independence, the importance of a structured approach should be emphasized.

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Integrity Financial Planning

AUGUST 21, 2023

Retirement is different for folks who are running a small business. Your retirement is something that isn’t set up by an employer, and you often must manage it on your own. If you are running your own business and are interested in setting yourself up for retirement, contacting a financial advisor can be a great idea.

Retirement 95

Retirement Retirement Planning Accounting Taxes 95

The Chicago Financial Planner

FEBRUARY 5, 2022

That said, they did play in the AFC in their first year of existence but that’s getting too technical for this blog post. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. NEW SERVICE – Financial Coaching.

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Investments Investing Financial Planner Risk Tolerance 184

Integrity Financial Planning

NOVEMBER 20, 2023

One way of thinking about retirement is that it happens in phases. We’re going to break down each one of the phases and explain some important financial moments in each. When you are 20 years old, it can be hard to picture what retirement might look like for you.

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Retirement Budgeting Medical Distribution 88

eMoney Advisor

DECEMBER 21, 2022

Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. Whereas cash flow-based financial planning involves a precise approach to meeting goals based on the money flowing into and out of a household every month.

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Integrity Financial Planning

MAY 8, 2023

You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still has money in it when its owner passes away? 1, 2, 3, 5] [link] [4] [link] The post What Happens to Inherited Retirement Accounts?

Accounting 87

Accounting Retirement Distribution Retirement Planning 87

Integrity Financial Planning

SEPTEMBER 11, 2023

After you’ve spent your whole life working, you may find that in retirement, you want to give some money to charity. But if you are living off of income streams from sources like your retirement accounts and Social Security, you may be worried about finding a way to make charity work for your financial picture.

Retirement 98

Retirement Taxes Distribution Tax Planning 98

Integrity Financial Planning

DECEMBER 22, 2022

If you are an art lover and want to build your own collection in retirement, here are small steps to get you started: Art Demands You Listen to Your Heart. Furthermore, it is therefore important to ensure you are in a good financial position for the purchase and investment in art and that it aligns with your financial retirement goals.

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