Clever Girl Finance

JANUARY 22, 2024

Windfall money might materialize in the form of gifts, bonuses, settlements, inheritances, lottery winnings, property sales, etc. No matter the source of funds, getting any kind of financial windfall can immediately send your mind reeling with possibilities. So, what would you do if you received a large lump sum of money?

Management 98

Management Certified Financial Planner Financial Planner Consulting 98

WiserAdvisor

DECEMBER 1, 2023

It can enable physicians to set realistic and achievable financial goals, such as purchasing a home, preparing for retirement, or saving for a child’s higher education. Moreover, these loans can accrue substantial interest, further adding to their financial liabilities.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Midstream Marketing

JANUARY 28, 2020

It’s a lesson I was reminded of not too long ago, when I was talking on the phone with a current client about the results of some improvements that he had recently made to his business’ sales call process. Do you offer personalized financial advice? Are you and your team members certified financial planners?

Financial Advisor 52

Financial Advisor Certified Financial Planner Sales Clients 52

Sara Grillo

DECEMBER 12, 2022

I don’t care what that sales rep is making. A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA).

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Good Financial Cents

APRIL 19, 2023

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. Do you get the picture?

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

MAY 7, 2024

So I went to Yahoo and worked on their revenue and sales and marketing for a few years. Did you just get to the Sephora coupon code for the sale this week, Barry? The, the prompt loses them a sale. So I worked with a certified financial planner called Katie Song when I was at SoFi. You missed that one.

Startup 148

Startup Advertising Engineering Numbers 148

The Big Picture

OCTOBER 19, 2022

We partnered with a firm in this space and developed a module to help with health care costs and determining health care costs in retirement. I worked with Jack Bogle for about eight years before he retired. And then Jack Brennan took over after Jack Bogle retired, handpicked successor. He retired. RITHOLTZ: Yeah.

Financial Advisor 287

Financial Advisor Clients Taxes Investing 287

Fortune Financial

FEBRUARY 4, 2024

With our deep expertise and qualifications in NUA strategies, our experts are adept at navigating the complexities of tax-efficient retirement planning. Explore the Fortune Financial advantage in transforming how you manage your retirement assets and bringing you closer to achieving your financial dreams.

Retirement 59

Retirement Retirement Planning Distribution Taxes 59

The Big Picture

DECEMBER 28, 2022

The last time we spoke, we really were talking about the retirement crisis, and we spent a little bit of time discussing Vanguard. You’re not allowed to do anything in investment management, and then allow it to do anything in sales. The mutual fund business is all about sales and investing. RITHOLTZ: Right. ELLIS: Right.

Management 190

Management Investing Investments Clients 190

Walkner Condon Financial Advisors

JUNE 2, 2023

women tend to live longer, making it much more important to plan for a longer retirement) or a subjective one (e.g. understanding the emotional burden that comes with facing some financial decisions) female advisors can provide a greater support system for their clients. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Sara Grillo

AUGUST 26, 2024

Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. His focus was to identify real-world applications and utility to the crypto space in areas such as payments, health care, eCommerce, charitable giving, and sales.

License 52

License Financial Advisor Certified Financial Planner CFP 52

Sara Grillo

APRIL 10, 2023

Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. His focus was to identify real-world applications and utility to the crypto space in areas such as payments, health care, eCommerce, charitable giving, and sales.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

SEPTEMBER 26, 2022

I think that one of the challenging things is that sales kinda has a dirty dirty name to it, right? Oh, well, you’re not really a financial planner, you’re a financial salesperson. Now, granted, I don’t think that that’s true.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

AUGUST 19, 2023

As a Certified Financial Planner, I see underinsured people every day. Or a 65-year-old that is retired to secure a $3 million dollar policy. Business Owners For example, if you’re a business owner, there may be debts or other financial obligations that will need to be paid upon your death. What do I tell them?

Insurance 97

Insurance Insurance Coverage Medical Certified Financial Planner 97

Sara Grillo

SEPTEMBER 12, 2022

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions. About John “JR” Robinson.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Good Financial Cents

JULY 15, 2023

We found one that was on sale we both thought it was perfect. When the sales clerk asked how we wanted to pay suggesting we take advantage of their great in-store financing, an exciting thought ran through me – “we can pay cash” A year prior, that wouldn’t have been an option. You’re a Natural Saver 16.

Budgeting 98

Budgeting Retirement Accounting Certified Financial Planner 98