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. Your financial goals and risk tolerance are the roadmap for your entire wealth management strategy, shaping your decisions and the services you require.

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Clever Girl Finance

APRIL 29, 2024

What to do if you have credit card debt: I like to describe debt as a stumbling block on the path to building wealth. And to get past it, you need to have a plan to roll (or blast) that block out of your way! It can be very difficult to save money when you are paying back debt at high interest.

Budgeting 104

Budgeting Planning Accounting Investing 104

WiserAdvisor

JANUARY 16, 2024

This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age. This article also explores the average monthly spending habits of individuals aged 65 and older and offers practical insights to help structure your retirement plan.

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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. Financial Planning: This involves creating a comprehensive financial plan, considering all aspects of your financial situation.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

WiserAdvisor

NOVEMBER 21, 2022

What’s tricky about financial planning is that not every strategy is designed for every person. As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. What is a Certified Financial Planner?

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WiserAdvisor

JULY 25, 2023

A financial advisor possesses a deep understanding of complex financial concepts and can help you navigate the intricacies of investing, retirement planning, debt management, estate planning, succession planning, tax optimization, and more. For instance, you may discuss estate planning.

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WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. An effective financial advisor should be proactive in reviewing your tax plan before the year-end. Developing a plan to navigate the complexities of Social Security taxes is essential.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

WiserAdvisor

MARCH 28, 2024

While mortgages may constitute a significant portion of debt for individuals in their 50s, it helps more to address other types of debt that can derail your retirement savings plans. High-interest credit card debt, in particular, poses a significant threat to financial stability. Need a financial advisor?

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Retirement Financial Advisor Medical Healthcare 45

The Big Picture

JANUARY 27, 2025

Was finance always the career plan. There was a group called IDM, which was Institutional Debt Management that was purchased out of First Union Bank. It was really a CLO and loan manager. What is that sort of risk embracing, like how, how does that settle out? What are your plans? Really interesting.

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