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How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+

MainStreet Financial Planning

If youre searching for a fiduciary financial planner, flat-fee financial planning, or the best alternative to AUM-based advisors, this article will help you decide which model is right for you. You prefer a fiduciary financial planner who isnt incentivized to keep assets under management.

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Current Market Risks and Your Retirement

Integrity Financial Planning

Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Changes in the Global Economy For many years the world has been growing economically.

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The Generic 60/40 Portfolio May Need an Examination

Integrity Financial Planning

Over the past 10 years, a 60/40 portfolio was the go-to for many folks putting together their portfolios, and there are many sources out there that still recommend this plan. And while this strategy does have its merits, it can have some flaws in certain economic situations. [1]

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Be a source of strength for clients in times of uncertainty

Nationwide Financial

So it’s no wonder that many investors who are not yet retired are recalibrating their expectations for retirement and their financial future. The rise in market turbulence and economic uncertainty has sparked a jump in investor anxiety. Economic uncertainty is also impacting the mood and perspective of non-retired investors’.

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How financial professionals can make strong connections with Black consumers

Nationwide Financial

In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being. Census Bureau, the U.S. populations segments.

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The Generic 60/40 Portfolio May Need an Examination

Integrity Financial Planning

Over the past 10 years, a 60/40 portfolio was the go-to for many folks putting together their portfolios, and there are many sources out there that still recommend this plan. And while this strategy does have its merits, it can have some flaws in certain economic situations. [1]

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Which Trends Are Advisors Seeing In Their Business For 2020?

Indigo Marketing Agency

Well, the financial services industry has experienced a lot of change these past six months. The real question is, what trends have emerged from these economic and social changes? Trend #1: Financial Planning Is Going Digital . The first trend is an obvious one: financial planning is going digital.