Integrity Financial Planning

FEBRUARY 20, 2023

The concept of retirement planning is simple. Despite changes in the economy or in life itself, the concept of planning your retirement has remained unchanged. We work, save, retire, and repeat for generations over. 2] This, however, does not mean that the retirement of your dreams is out of reach.

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Integrity Financial Planning

SEPTEMBER 26, 2022

There is no simple fix for getting ready for a rocky economy – what is right for you may vary based on your unique financial situation, goals, and retirement timelines. We might see sustained inflation, more market volatility, and an overall tighter economy. The tricky part is preparing in a way that makes sense for you.

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Nationwide Financial

JANUARY 25, 2023

Last year’s considerable losses and market fluctuations underscore the need for clients to assess their retirement plans to ensure it aligns with their objectives, financial situations, timelines, and attitudes toward market volatility. You can help them start the year right by conducting a retirement checkup.

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Integrity Financial Planning

MARCH 28, 2023

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. 4] What This Means for You The economy is in an uncertain place right now.

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Your Richest Life

JANUARY 20, 2023

which brings several changes to the retirement system, is now law. Whether you’re decades from retirement or quickly approaching it, some of these changes will likely impact you and your financial plan. Before this change, matches on employer plans were pre-tax. The Secure Act 2.0, Secure Act 2.0: Secure Act 2.0:

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Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. Trust is the foundation of a successful financial planning practice.

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Integrity Financial Planning

MAY 4, 2022

With inflation soaring, the Fed is planning to make aggressive moves to slow the economy with rate hikes. If the Fed is being aggressive, how aggressive should the retirement saver be with their plan? Honest Takes : [0:12] – How aggressive should a retirement saver be about their plan? [4:31]

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Nationwide Financial

SEPTEMBER 27, 2022

economy among Hispanic adults; 56% of those surveyed said the economy is getting worse, which is mostly in line with the overall U.S. However, when it comes to larger purchases or longer-term financial plans, many Hispanic adults are doing things differently. Obstacles to retirement planning. population.

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Good Financial Cents

SEPTEMBER 29, 2022

A downturn in the economy could lead to a decline in commercial real estate rents and property values. 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.

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Integrity Financial Planning

JULY 24, 2023

One strategy that can be important for retirement is to plan around inflation. If you are looking for someone to guide you through the process of retirement planning, consider reaching out to one of our financial advisors today for a complimentary review of your finances.

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Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Although a tumultuous economy understandably causes concern for many people, it may also pose several valuable opportunities. Trusts can be highly beneficial for those engaged in estate planning. Create a Trust .

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Tobias Financial

MARCH 12, 2025

You may be wondering how all of this impacts your financial future and the plans youve worked hard to build. These competing factors are pulling the economy in different directions, making price trends more unpredictable. Economic uncertainty, shifting policies, and global events can make it difficult to know what comes next.

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Integrity Financial Planning

JANUARY 9, 2023

Between 1991 and 2021, annual inflation averaged 2.5%, close to the Federal Reserve’s desired 2% target, which many believe to indicate a healthy economy. [1] 2] With higher prices in consumer goods, retirees may have had to reevaluate their withdrawals and spending on retirement accounts as their income became strained. 1] [link]. [2]

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Indigo Marketing Agency

FEBRUARY 19, 2025

So, if its about trust, then we should study 5 of the most proven digital marketing strategies for financial advisors that are being used right now to win in the trust-economy. Plus, just months ago, A YouGov survey found that 60% of Americans prioritize trustworthiness as the most important factor when selecting a financial advisor.

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Brown Advisory

JUNE 16, 2016

Midyear Planning Tools for 2016. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Thu, 06/16/2016 - 15:22. Presidential election. Economic growth in the U.S.

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Nationwide Financial

AUGUST 24, 2022

Retirement and education savings goals are among the top financial goals for U.S. That’s a good basis for many families to make any necessary changes to their financial plans. For younger families, saving for retirement and paying off debt isn’t as high of a financial priority as buying a home and building credit.

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Investing Caffeine

MAY 3, 2023

How will elections affect the economy? Many Americans spend more time planning a vacation than they do preparing for retirement or planning their finances. If you are close to retirement, and you have too much exposure to equities, a retrenchment in the stock market could delay your retirement plans by years.

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The Irrelevant Investor

MARCH 29, 2020

This is an economy that’s gone into cardiac arrest. Articles Globally, companies have lost $26.1

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Nationwide Financial

DECEMBER 6, 2022

It’s smart for investors to think ahead and plan appropriately, but the best step investors can do right now is work with a financial professional. The results of our Advisor Authority survey do show many investors already have plans in place to address specific financial concerns. Room for improvement. economic downturn in 2023.

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Validea

MARCH 9, 2023

have any access to employer-provided retirement plans. According to the Vanguard Group’s data, the 5 million plans they had access to study contained an average balance of $112,572 and a median balance of $27,376, the article details. And this year, foreign assets—especially in Asia—are expected to outperform U.S.

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Nationwide Financial

OCTOBER 27, 2022

The political divide in America is growing, and your clients’ fears about the economy during an election may affect how they view election results. According to the Pew Research Center, there has been an increasingly stark disagreement between Democrats and Republicans many topics, including on the economy. [1].

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Validea

NOVEMBER 16, 2022

With 30% of Americans over the age of 55 in the current era of record-high inflation, only 23% of Americans have access to a pension plan. Though many retirement-plan participants are currently avoiding their portfolios, Duckett encourages them to do so and create a plan of diversification that can help protect against inflation.

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WiserAdvisor

MARCH 22, 2024

Embarking on the journey toward retirement often begins with the echoing question: How much money is enough to retire comfortably? This inquiry paves the way for financial planning and unravels the complexity of individual aspirations, lifestyle choices, and the inevitable uncertainty of future needs.

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Discipline Funds

NOVEMBER 17, 2023

Not only do we know that shelter is making inflation look irrationally high, but we also know that the most important retailers in the US economy are saying exactly what the CPI ex-shelter says. And they’re the things that can blow up a retirement plan if you don’t make conservative estimates that properly account for them.

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Validea

NOVEMBER 18, 2022

In an interview with Barron’s , TIAA president and CEO Thasunda Brown Duckett discussed the looming retirement crisis in America, pointing to a $4 trillion retirement income gap that suggests roughly 40% of Americans are at risk of running out of income during retirement.

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Carson Wealth

MARCH 2, 2023

Having a plan in place before you retire can be key to a successful experience. Make a Realistic Budget Many people assume their spending will decrease in retirement without work-related expenses, but that’s not always the case. The economy could face another unforeseen downturn. Contact us today.

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The Irrelevant Investor

JUNE 7, 2022

On today’s show we discuss: Targets margins are getting squeezed The state of the economy survey Wages are still going up The dark side of the hot labor market Job growth remains strong The tech crash could lead to a talent bonanza for big tech Retail investors are buying U.S.

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Fortune Financial

JANUARY 30, 2023

Most people will have several different jobs throughout their careers, and switching jobs is even more common in a volatile economy. When you have changed jobs during your career, it’s possible that you left behind a 401(k) plan when shifting between employers. million 401(k) plans with approximately $1.35

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Nationwide Financial

JUNE 21, 2023

According to a recent Advisor Authority survey powered by the Nationwide Retirement Institute, many investors close to retirement age are adjusting their retirement plans – not to retire sooner or later. Our survey found that one-quarter of pre-retirees (age 55-65) plan to retire later.

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Nationwide Financial

DECEMBER 7, 2022

Retirement planning is a long-term process with many risks and challenges for investors. Developing a well-designed investment plan should allow investors to handle market volatility without derailing the golden years. The post Market volatility shouldn’t derail retirement goals appeared first on Nationwide Financial.

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Integrity Financial Planning

JUNE 7, 2023

Diversification means spreading your investments across different asset classes and industries, such as stocks, bonds, and real estate in different sectors of the economy. Sources: [1-3] [link] [4-5] [link] The post An Investment Guide for IRAs appeared first on Integrity Financial Planning, Inc.

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Park Place Financial

APRIL 26, 2022

There are four parts to Medicare plans: Part A: Hospital insurance. And there’s an Open Enrollment Period from October 15 to December 7 each year, when individuals can join Medicare, drop a plan, or change their coverage. Avoid Retirement Mistakes with Help from Park Place Financial. The Four Phases of Retirement.

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Clever Girl Finance

OCTOBER 9, 2023

Entrepreneurs and people who work in the gig economy may also face irregular income challenges. Budgeting when you have an irregular income A budget is a plan for your money. When your income varies, making a plan for your money can be more work, but it can be done. Then you can make a plan for your savings.

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International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

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Validea

NOVEMBER 1, 2022

As investors sell off the growth stocks they snapped up during the boom, the tech sector has been severely damaged, and the economy is in a period of correction from the years of fiscal stimulus that pushed the stock market to record highs. In short, “the fun times are over,” contends an article in Forbes.

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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). Are you hoping to turn a quick profit instead?

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Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. Together with Rianka R. Peter Lazaroff. Colin Williams.

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