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What's unique about Lisa, though, is how, by digging deeper into an existing firm niche focus of Coca-Cola employees and talking extensively with employees there about their common needs and issues that affected their financial goals, she began to write whitepapers for them, which was so successful in building her reputation and expertise – (..)
Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a whitepaper titled Making More Room for Women in the Financial Planning Profession. This finding, in addition to many more included in the paper, mirrors my own experience.
Both 401(k)s and IRAs are Tax-Advantageous Accounts. The short answer is that they are tax-advantageous vehicles that can help you get to your retirement goals. These types of retirement accounts can be tax-deferred or have tax-free growth characteristics. Before highlighting a few differences, let’s chat about the why.
On the financial advisor landing page of Simon Quick Advisors , they have included whitepapers to drive more leads, and the benefits of the guide are stated above. Spell it out for them in a way that is easy to digest so that they can see what they will be receiving by giving out their name, email address, etc.
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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. They told him to read the FAQs (lol)! About Gary Mettler.
I’m a lecturer at UCLA Extension as part of their CFP program in marketing. Also analyzing and seeing if plans have after tax 401k accounts. And as we all know, some stocks are doing better than others, but if there is a net unrealized appreciation in the employer stock sitting in the plan, different tax could be then supplied.
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We were honored to have our whitepaper on the cryptocurrency market published by the California Business Journal last month. No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision.
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