Debt Management in Estate Planning
Wealth Management
NOVEMBER 10, 2023
What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?
China’s Bad Debt Managers See Profits Tank on Property Losses
Wealth Management
AUGUST 29, 2022
China’s distressed-debt managers have been in turmoil as aggressive lending to embattled developers and unchecked expansion into other areas during the sector’s boom years has beset the $730 billion funds with heavy credit losses.
Debt Management 
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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
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Why Liability Management Matters
Wealth Management
MARCH 4, 2024
How technology is helping advisors navigate the debt management landscape.
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The Importance of Debt Management
Advisor Perspectives
SEPTEMBER 13, 2023
Incorporating debt planning into your services helps your clients achieve a more comprehensive and sustainable financial future.
When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status
Nerd's Eye View
DECEMBER 6, 2023
In this guest post, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, explores the specific conditions under which a financial coach must register as an investment adviser. Nevertheless, the 'securities' component of the definition has several nuanced exceptions.
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How to help clients manage their debt
Nationwide Financial
MARCH 13, 2023
Key Takeaways: Managing debt can be a common, yet daunting problem for many Americans. As a financial professional, one of the most important things you can do for your clients is to help them manage their debt effectively and work toward building financial security.
Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy
Nerd's Eye View
AUGUST 15, 2022
Most advisors are already familiar with many of the issues these individuals face, from setting goals to debt management, although the specifics might be slightly different given the typically lower incomes and wealth of pro bono clients. law) with established pro bono programs.
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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy
Nerd's Eye View
AUGUST 15, 2022
Most advisors are already familiar with many of the issues these individuals face, from setting goals to debt management, although the specifics might be slightly different given the typically lower incomes and wealth of pro bono clients. law) with established pro bono programs.
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A Rare Stock That Meets the Tests of Buffett, Greenblatt and Lynch
Validea
DECEMBER 3, 2024
Debt Management: With earnings of $1.47 million in debt, NVR could pay off its entire debt in less than two years. per share and effective capital management, as evidenced by their share reduction from 3.63 over the past decade, demonstrating a robust 22.8% long-term growth rate. billion against $911.6
Ten Top Warren Buffett Stocks
Validea
MARCH 1, 2025
Management effectiveness is evaluated by their ability to produce at least a 12% return on retained earnings, demonstrating wise use of shareholders’ capital. The model emphasizes prudent debt management, restricting long-term debt to no more than five times annual earnings to ensure financial flexibility.
Ten Top Benjamin Graham Stocks
Validea
MARCH 20, 2025
Validea’s Graham-Based Investment Model Validea has created a quantitative model based on Graham’s principles, incorporating specific criteria across four key areas: Operational Fundamentals Size Requirement : Annual revenue must exceed $340 million, ensuring sufficient business scale and stability Earnings Consistency : Companies must (..)
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How to Prepare for Lower Interest Rates
MainStreet Financial Planning
SEPTEMBER 12, 2024
Interest rates are expected to drop soon, and this shift presents both opportunities and challenges for savers, investors, and anyone managing debt. In this article, we’ll explore three key areas: savings, debt management, and investment strategies, and provide actionable advice to help you stay ahead of the curve.
Ten Stocks Warren Buffett Might Buy (If He Could)
Validea
FEBRUARY 2, 2025
At its core, the strategy seeks companies that demonstrate sustained excellence through strong earnings, prudent financial management, and exceptional returns for shareholders. Debt management is crucial – the strategy limits long-term debt to no more than five times annual earnings, ensuring companies maintain financial flexibility.
Five Stocks Both Warren Buffett and Peter Lynch Might Like
Validea
JANUARY 18, 2025
The company maintains high returns on equity around 16%, has minimal debt, and shows consistent earnings growth. Free cash flow remains positive, and management has proven skilled at reinvesting earnings with a 18.9% and the company carries minimal debt. Management has generated a 22.7% Management has delivered a 20.2%
Ten High Shareholder Yield Stocks Wall Street Legends Might Like
Validea
FEBRUARY 6, 2025
When a company maintains strong shareholder yield through a balanced mix of dividends, buybacks, and debt management, it often indicates skilled leadership making effective decisions about how to deploy capital.
How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?
How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?
What Is Budget Counseling And How Does It Work?
Clever Girl Finance
JANUARY 22, 2024
When you’re drowning in large amounts of debt or chronic struggles with money management, working with a trained counselor is likely worth a small investment. Help with managing your money Money management is one of the key ways you could benefit from budget counseling. The FCAA is a non-profit organization.
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Is Wealth Management Worth It? The ROI of Working With a Financial Advisor
Harness Wealth
JUNE 1, 2023
When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Wealth managers and financial advisors offer a wide range of wealth management services designed to help clients achieve their financial goals.
4 Pitfalls of Not Having a Financial Plan
Carson Wealth
APRIL 25, 2024
Once you have your goals set, you can build your plan with any combination of the following elements: Budgeting and expense management: Create a detailed budget outlining income, expenses, and savings targets. Debt management: Develop a strategy to pay off existing debts efficiently, minimizing interest costs.
Three Dividend Aristocrats That Warren Buffett Might Like
Validea
SEPTEMBER 5, 2024
Conservative Management : Both dividend consistency and Buffett’s model favor companies that manage capital efficiently. Debt Management : GWW could pay off its debt with less than two years of earnings, demonstrating conservative financing. Efficient Capital Allocation : Management has delivered a 21.6%
How Consumer Credit Counseling Works
Clever Girl Finance
JANUARY 26, 2024
A step-by-step guide on how to use consumer credit counseling Expert tip: A credit counselor can help with more than debt management Where to find a reputable credit service How credit counseling can help you How do you select a credit counseling service? Table of contents What is consumer credit counseling and who might need it?
Are You Holding Too Much Cash?
Darrow Wealth Management
MARCH 17, 2025
5 ways to use extra savings Invest excess cash using a brokerage account Increase contributions to a 401(k), 403(b), or IRA Consider using the funds to pay the tax on a Roth IRA conversion Refinance your mortgage Pay off student loans or bad debt Read more about ways to use extra savings. appeared first on Darrow Wealth Management.
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How Will My Financial Plan Change Over the Course of My Life?
Carson Wealth
JANUARY 4, 2024
Which decade should you focus on managing debt? Now is when you should be more focused on managing debt and planning for – not just looking toward – the future. Debt management: In your 30s it’s important you manage debt obligations carefully. Which decade can you afford to take more risk?
How much do I need to retire? Planning for Your Unique Retirement Needs
Carson Wealth
AUGUST 25, 2022
Your financial advisor can help you plan for challenges you may face in retirement, such as spending, efficient savings, taxes, inflation, debt management, Social Security and Medicare. A wealth management team can build your investment and insurance strategy, helping to eliminate any health care and spending gaps before you retire.
7 Best Personal Finance Courses in 2024 For Beginners
Trade Brains
DECEMBER 7, 2023
From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. By enrolling in this course you will learn to manage your finances more effectively by mastering budgeting and portfolio creating for a healthy retirement corpus. You can enroll in the course here.
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The 23 Best Financial Literacy Books
Clever Girl Finance
OCTOBER 16, 2023
Earning involves simple money management, such as budgeting and debt management. Today’s young adults are faced with managing their money through societal challenges. We’re in the age of student loan debt and a nationwide housing crisis. So Get A Financial Life gives concrete, actionable tips.
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Navigating Record-High Credit Card Debt With a Solid Financial Plan
Fortune Financial
SEPTEMBER 5, 2023
A lack of comprehensive understanding of credit cards, interest rates and debt management can set the stage for a cycle of uninformed choices, ultimately contributing to the substantial rise in credit card balances. Work with a Fortune Financial advisor to learn how to manage your current debt.
19 Best Recession-Proof Jobs For All Skill Levels
Clever Girl Finance
OCTOBER 7, 2022
Utility worker jobs are among the list of recession-proof jobs because the need for support personnel in waste management, electricity, and other utilities is needed regardless of what the economy is doing. Credit and debt management counselors. So the tech industry also offers many jobs that are recession proof.
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Financial Literacy: Why It Matters and How to Improve It
International College of Financial Planning
MAY 30, 2023
Financial literacy, the skill of effectively managing one’s financial resources, plays a vital role in every aspect of our lives. Risk management and insurance Risk management involves identifying, assessing, and mitigating financial risks.
Employee Benefits Optimization for a Positive Workplace Culture
Fortune Financial
JANUARY 11, 2024
For human resource (HR) managers, curating a benefits package that resonates with the workforce boosts talent attraction, enhances employee retention and fosters a thriving organizational culture. The strategic management of employee benefits is vital in creating an outstanding workplace.
Should You Pay Off Your Mortgage Before Retirement?
Darrow Wealth Management
OCTOBER 1, 2022
appeared first on Darrow Wealth Management. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. The post Should You Pay Off Your Mortgage Before Retirement?
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Is Financial Planning Different for Dual-Income Families?
WiserAdvisor
NOVEMBER 4, 2022
Use the right financial tools for dual-income families: Having two sources of income can be confusing to manage. Take help from a financial advisor: A financial advisor can offer expert financial planning tips for dual-income families that can help you use your income adequately, manage taxes, plan for the future, and optimize your expenses.
7 Tips For How To Negotiate Credit Card Debt
Clever Girl Finance
AUGUST 30, 2023
If you’re considering a debt settlement company, be wary of any company that guarantees they can make your debt go away and charges you before they settle your debt. Consult a credit counseling company Credit counselors advise you on your money and debt , helping you figure out a healthy debt management plan.
Navigating Record-High Credit Card Debt With a Solid Financial Plan
Fortune Financial
SEPTEMBER 5, 2023
A lack of comprehensive understanding of credit cards, interest rates and debt management can set the stage for a cycle of uninformed choices, ultimately contributing to the substantial rise in credit card balances. Work with a Fortune Financial advisor to learn how to manage your current debt.
How Much To Save For Retirement By Age
WiserAdvisor
DECEMBER 18, 2023
60s: Final preparations for retirement As you near retirement in your 60s, the focus naturally shifts from accumulation to preservation and strategic management of your assets. Debt management Consider minimizing your existing debts, particularly high-interest loans.
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6 Financial Planning Mistakes Physicians Make
WiserAdvisor
JULY 3, 2023
Managing and optimizing this income can be complex. Not prioritizing debt management Debt management is another reason why financial planning for physicians is necessary. In most cases, healthcare professionals have a lot of unpaid debt. Medical schools can be costly. Need a financial advisor?
7 Wealth Strategies For High-Net-Worth Individuals In 2023
WiserAdvisor
JANUARY 27, 2023
Due to the complex and diverse range of their financial assets, these individuals also require specialized high-net-worth financial planners and personalized investment management tailored to meet their specific needs. HNW wealth management – Tips for 2023 1. under the Securing a Strong Retirement Act of 2022 (SECURE 2.0).
To Better Understand Your Client’s Goals, Listen Carefully to How They Express Them
Don Connelly & Associates
NOVEMBER 4, 2024
A critical aspect of advising clients is to ascertain their financial goals correctly. If you or your clients don't genuinely understand the goal, your advice could be dangerously off base, and you could lose your client's confidence.
19 Best Recession-Proof Jobs For All Skill Levels
Clever Girl Finance
MAY 13, 2023
Utility workers Utility worker jobs are among the list of recession-proof jobs because the need for support personnel in waste management, electricity, and other utilities is needed regardless of what the economy is doing. As people add to their credit card balances, more are going to need help managing their debt.
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What are the Different Types of Financial Advisors?
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. Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility.
Average Fees for Financial Advisors in 2023
Harness Wealth
MAY 25, 2023
The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Fee Type Fee Description Typical Cost* Examples Assets Under Management (AUM) A fee based on the percentage of your total managed assets. Investing in financial guidance is an investment in your future. Between 0.5%
Discount brokers in trouble? SEBIs crackdown explained
Trade Brains
JULY 13, 2024
The stock market emerged as a vital medium for expansion and debt management, allowing widespread ownership of businesses. The complexities of derivative products such as futures and options require a deep understanding of market dynamics, risk management, and derivatives pricing models.
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ECOS India Mobility & Hospitality IPO – GMP, Financials And More
Trade Brains
AUGUST 26, 2024
ETS manages employee home-office-home transportation. They use technology to integrate with customer systems, improving efficiency and convenience for corporate travel management. This approach helps maintain high asset utilisation and healthy debt management. It uses an asset-light model, owning only 5.81% of its fleet.
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