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Commission Retirement Retirement Planning 
Nerd's Eye View
MAY 9, 2023
Liz is the co-owner of Pleasant Wealth, a hybrid advisory firm based in Canton, Ohio that oversees $146 million in assets under management for 522 client households.
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Nerd's Eye View
JUNE 30, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that NAPFA has announced that it will no longer exclude advisors who receive up to $2,500 in annual trailing commissions from previous product sales, if they agree to donate that money to a non-profit organization (..)
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Nerd's Eye View
MAY 10, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0)
Nerd's Eye View
APRIL 26, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.
Nerd's Eye View
SEPTEMBER 1, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)
Nerd's Eye View
JANUARY 13, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry.
Nerd's Eye View
DECEMBER 16, 2022
We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.
Nerd's Eye View
MARCH 22, 2024
Also in industry news this week: A recent survey suggests that advisors who best understand their prospects' and clients' unique needs and communicate their value and fees clearly could be best positioned to win and retain clients Why a dearth of advisor talent could spur additional M&A activity and 'poaching', and what firms can do to attract (..)
Nerd's Eye View
JANUARY 6, 2023
How planning specializations can help firms and their advisors stand out from the pack. From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement.
Nerd's Eye View
AUGUST 5, 2022
We also have a number of articles on retirement planning: How the variability in annuity payouts across annuity providers has exploded in 2022, creating an opportunity for advisors to add value to clients by comparison shopping across insurance companies.
Nerd's Eye View
DECEMBER 6, 2023
While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular. Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services.
246 
Good Financial Cents
JANUARY 26, 2023
Early retirement has become a popular financial goal. Even if you never retire early, just knowing that you can is liberating! Can You Really Retire at 50? Can You Really Retire at 50? Table of Contents Can You Really Retire at 50? FAQs on Retiring Early at 50 It’s a big bold claim – retire at 50?
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Nerd's Eye View
OCTOBER 17, 2023
What's unique about Brad, though, is how he built a multi-billion-dollar advisory firm not by moving 'upmarket' to gather multi-millionaire clients, but instead leveraged his 401(k) retirement plan advisory firm to begin offering comprehensive financial planning to the employees of large companies as an added employee benefit, and in the process scaled (..)
WiserAdvisor
SEPTEMBER 13, 2022
The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.
WiserAdvisor
SEPTEMBER 14, 2022
The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.
Cordant Wealth Partners
SEPTEMBER 8, 2022
As you would expect from an outstanding organization like Microsoft, it offers a very robust 401(k) to help employees save for retirement. This article will discuss the key features of the Microsoft 401(k) plan, and after reading it, you should leave with a clear game plan of how to: Maximize the match (free money! )
MainStreet Financial Planning
MARCH 7, 2025
Fee-Only, Flat-Fee Financial Planners: Transparent, Unbiased, and Cost-Effective A fee-only financial planner charges a fixed fee for financial planning services, regardless of the size of your portfolio. Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments.
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Good Financial Cents
FEBRUARY 15, 2023
“Robo-advisors allow new investors to put their investments on autopilot and take the emotion out of investing,” Donny Gamble , Founder, and CEO at Retirement Investments.com. Schwab Minimum initial investment: $0 Commissions & fees: $0 for stocks, options, and ETFs; over 4,000 commission-free mutual funds.
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NAIFA Advisor Today
APRIL 29, 2024
Department of Labor‘s final fiduciary-only rule will force the vast majority of financial professionals offering retirement planning services and products into a fee-for-service model, unless Congress or the courts intervene.
Darrow Wealth Management
FEBRUARY 13, 2025
Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). Do you have a unique situation?
53 
Good Financial Cents
SEPTEMBER 29, 2022
ETFs also can be traded with no commissions, and for as little as the cost of one ETF share. Traditional IRA: Best for Dedicated Retirement Planning. IRA plans are subject to Required Minimum Distributions (RMDs) beginning at age 72. Roth IRA: Best for Retirement Planning + Immediate Funds Access.
109 
Good Financial Cents
APRIL 1, 2023
It’s one of the best strategies to supercharge your retirement savings, especially for early retirement. That means wages, salary, commissions, self-employment income, or contract income. There's no time like the present to begin preparing for your retirement. of providing tax-free income in retirement.
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Yardley Wealth Management
MAY 30, 2023
Furthermore, fee-only advisors don’t receive any third-party payments, unlike advisors who earn commissions from financial products they sell. Retirement Planning: A fiduciary and fee-only advisor can help you create a retirement plan that takes into account your retirement objectives and current financial situation.
52 
Good Financial Cents
JUNE 11, 2023
They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. They are salespeople paid to push products, earning commissions and kickbacks when they do. In stark contrast, Personal Capital is an investment advisor.
80 
Fortune Financial
SEPTEMBER 25, 2023
Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.
Fortune Financial
SEPTEMBER 25, 2023
Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.
Random Roger's Retirement Planning
JUNE 7, 2024
For all the worry about retirement readiness, Barrons found a survey where retirees say they are doing just fine. If there is a problem, it is with people still working who are collectively very undersaved for their retirement. How much easier would retirement be if that was the case?
94 
Clever Girl Finance
SEPTEMBER 11, 2023
The Fidelity Learning Center features insights on investing, retirement planning, and other financial topics. Retirement planning tools Fidelity provides retirement planning tools , including calculators, educational content, and retirement income planning help.
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Sara Grillo
MAY 10, 2024
One of my best clients who runs a business just hired another advisor to manage their 401k plan.” ” I’ve heard iterations of this: I’m a CPA and financial advisor, and my best tax return client just hired someone else to do their retirement planning. I’m a Social Security expert.
52 
Carson Wealth
AUGUST 28, 2022
They are paid a commission by their underlying broker/dealer or insurance company when a customer purchases a product, such as a mutual fund, annuity or life insurance policy. . The commission is not paid directly by the consumer. AUM Fee Model vs. Commission Model . Instead, it is built into the price of the product.
Good Financial Cents
MARCH 20, 2023
Invest in the Stock Market Suggested Allocation: 40% to 50% Risk Level: Varies Investing Goal: Long-term growth The stock market is where most of us save for retirement already, mostly through the use of tax-advantaged retirement plans, like a 401(k), SEP IRA, or Solo 401(k). The best part?
98 
Darrow Wealth Management
OCTOBER 29, 2024
As you approach retirement, managing risk is even more important. If you have a target-date retirement fund in your 401(k), it will automatically rebalance. But depending on the investment options in the retirement plan, as the balance grows, it may be advantageous to customize your asset allocation.
Ron A. Rhodes
JANUARY 6, 2024
The insurance lobby is against the imposition of the fiduciary standard by the DOL, as it will lower the excessive commissions often paid on the sale of Fixed Index Annuities…
67 
WiserAdvisor
AUGUST 3, 2023
Planning for retirement and growing your wealth are critical to achieving your financial aspirations. A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management.
WiserAdvisor
AUGUST 18, 2023
Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products. Instead, they charge fees directly to their clients for the services they provide.
Park Place Financial
NOVEMBER 29, 2022
Retirement Structured Product Benefits Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Securities and Exchange Commission. 5 Ways to Catch Up on Retirement Planning Later in Life. How to Calculate How Much You Need to Retire. Part of this change stems from developments like structured products.
Good Financial Cents
AUGUST 11, 2022
Track your retirement. Did you know you might be able to actually retire with $1 million? While it’s better if you have some time to invest the money instead of using it for retirement, retiring with this much is a reality for many people. You may be wondering if you can actually retire with $2 million dollars!
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Random Roger's Retirement Planning
APRIL 21, 2024
I'm pretty sure that in every post about spending part of retirement in a foreign country I say to keep your house in the US and rent it out in case you need to come back. The commissions on annuities are usually enormous. Leaving money in a 401k after you've retired is a terrible idea.
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International College of Financial Planning
SEPTEMBER 3, 2021
They may charge for their services either on a commission basis or hourly rates. However, our advice is to trust financial planners who either take a flat annual fee or charge per hour for managing your portfolio instead of charging a commission on every stock they buy or sell. Planning is the key to achieving your financial goals.
Park Place Financial
SEPTEMBER 8, 2022
Whether planning for retirement or evaluating different investment options, people seek the assistance of a personal financial advisor for many reasons. They register with the United States Securities and Exchange Commission ( SEC ) to gain the designation. . Chartered Financial Analyst (CFA) . March 14, 2022. |. 0 Comments.
WiserAdvisor
JUNE 2, 2023
These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets. Need a financial advisor?
Midstream Marketing
DECEMBER 10, 2024
Do you specialize in retirement planning for small business owners? You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. Financial advisors can use videos in different parts of financial planning. This is not just a choice.
Clever Girl Finance
FEBRUARY 18, 2023
Specific examples of active income include your paycheck, commissions, bonuses, and tips. Which results in building wealth and is a key part of retirement planning as well. This is because you are trading your time and your services for the money you earn.
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