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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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. But while the concept may be the same, the puzzle has begun to evolve.

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Retirement Planning Retirement Planning Financial Planning 95

Tobias Financial

OCTOBER 12, 2023

economy, with projections indicating a remarkable growth in purchasing power over the next few years. Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. The Latino community is making significant strides in the U.S.

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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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Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Your Richest Life

JANUARY 20, 2023

Emergency Savings Beginning in 2024, some retirement plans could add an emergency savings component. Exemptions include businesses that are less than 3 years old, governmental plans, SIMPLE plans, church plans, and employers with 10 or less employees. Some contributions could be eligible for an employer match.

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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. This is a forum that allows you to share your whole story and make a compelling presentation.

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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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Investing Investments Retirement Planning Risk Tolerance 109

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. Hispanic adults who are working with FPs were less likely to have postponed retirement than those who are not. Obstacles to retirement planning. population.

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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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Tobias Financial

MARCH 12, 2025

These competing factors are pulling the economy in different directions, making price trends more unpredictable. On the other hand, AI is driving efficiency and lowering costs, particularly in service industries, though it also brings changes to jobs and wages. At the same time, many companies are cutting costs to remain competitive.

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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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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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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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Integrity Financial Planning

JULY 24, 2023

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. Because inflation can erode the value of your cash assets over time, it can be prudent to consider how you will combat that erosion.

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Retirement Planning Financial Planning Retirement Planning 90

Investing Caffeine

MAY 3, 2023

How will elections affect the economy? 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. This concept highlights the importance of rebalancing your portfolio as you get closer to retirement. default on its debt?

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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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Retirement Planning Retail Portfolio Government 52

Validea

NOVEMBER 16, 2022

One bill that’s been introduced into Congress, the Lifetime Income for Employees Act, would address some of these issues and give more incentive to employers to offer benefits to plan participants, Duckett told Barron’s.

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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.

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Accounting Retirement Economics Financial Planning 97

WiserAdvisor

MARCH 22, 2024

This inquiry paves the way for financial planning and unravels the complexity of individual aspirations, lifestyle choices, and the inevitable uncertainty of future needs. Enter the “10X rule” for retirement savings, a popular benchmark that simplifies the daunting task of retirement planning into a more tangible goal.

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Validea

NOVEMBER 18, 2022

One bill that’s been introduced into Congress, the Lifetime Income for Employees Act, would address some of these issues and give more incentive to employers to offer benefits to plan participants, Duckett told Barron’s.

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Retirement Retirement Planning Education Planning 52

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? Are you set up well to face all of the inflation we’ve been experiencing? What’s to come?

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Carson Wealth

MARCH 2, 2023

The economy could face another unforeseen downturn. And some may confidently decide they are equipped to retire early, which is delightful. Are you ready to talk to a financial advisor about your retirement planning needs? Your adult children might require more assistance than you had expected. Contact us today.

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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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Marketing Marketing Retirement Planning Economy 52

Nationwide Financial

JUNE 21, 2023

Volatility, in turn, often contributes to higher fear and anxiety for retirement investors. 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.

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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.

Retirement 52

Retirement Asset Allocation Marketing Marketing 52

Park Place Financial

APRIL 26, 2022

Depending on your financial situation, it may still be important to keep a diversified portfolio to help protect against the inevitable ups and downs in the economy. And if you don’t retain any stocks, this could significantly deplete your nest egg during the early retirement years. 6 Steps to Effectively Prepare for Pre-Retirement.

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Nationwide Financial

JULY 27, 2022

The crux of the argument is this: if the Federal Reserve raises interest rates too high seeking to reduce inflation, they may slow the economy too much and increase the risk of recession. economy is already in a recession. Federal Reserve Chair Jerome Powell, in his testimony before the U.S.

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Economy Banking Economics Marketing 59

Nationwide Financial

AUGUST 16, 2022

A tug-of-war is playing out in the economy. On one side, there’s record-high inflation and the Federal Reserve’s commitment to contain it. On the other is the fear of a recession. What’s pulling at markets is an uncertain outlook after GDP fell for a second straight quarter this year.

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Economy Marketing Marketing Retirement Planning 59

Nationwide Financial

JUNE 9, 2023

The ripple effect of these rate hikes can be felt throughout the economy in the form of higher mortgage and consumer loan interest rates, potentially making things more expensive for people looking to buy a home or car. It wasn’t that long ago that inflation was almost non-existent in the economy.

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Nationwide Financial

JUNE 29, 2023

As layoffs are a topic of conversation due to the current economy and fears of a recession, today is a great time to help prep your clients for a layoff or future gaps in employment. Saving for retirement doesn’t always mean tying up money that can’t be touched for decades. In 2022 alone, there were 15.4

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Clients Budgeting Retirement Planning Insurance 52

SEI

AUGUST 22, 2022

Investments and economy. Retirement plan sponsors. Fundfire: OCIOs Project Confidence Despite Tough First Half. Mon, 08/22/2022 - 10:04. Evaluation and due diligence. OCIO/Investment outsourcing. Nonprofits and healthcare organizations. Institutional (US). Media mention.

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Nationwide Financial

AUGUST 24, 2022

Things continue to change rapidly in the markets and the economy. In addition to helping your clients prepare for the future, you can also share relevant and simplified insights on changes in the economy and markets to help them feel more confident about their financial decisions.

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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. Frequently Asked Questions What if my employer went out of business?

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Assets Retirement Accounting Retirement Planning 52

Mauldin Economics

MAY 13, 2019

There is, however, a far more stable government-backed system that can boost your retirement plans. And it happens no matter what… Defense Spending Is Recession Proof When the economy slows— as I expect it to in the next 18 months or so —people spend less and businesses scale back.

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Government Budgeting Retirement Planning Economy 52

Nationwide Financial

JANUARY 3, 2023

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. Looking ahead, Nationwide Economics foresees a confluence of factors pushing the economy into a moderate recession starting mid-2023. These factors have set the stage for ongoing inflation pressures.

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Economics Marketing Marketing Economy 59

SEI

AUGUST 2, 2022

Investments and economy. Retirement plan sponsors. Market volatility: Reminder to prepare for downturns. Tue, 08/02/2022 - 14:05. OCIO/Investment outsourcing. Nonprofits and healthcare organizations. Institutional (US).

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Nonprofit Marketing Marketing Risk Management 52

Nationwide Financial

JULY 14, 2022

The fear is that raising rates too fast could force the economy into a recession. Heading into their July meeting, another 75 basis point hike is expected after a similar increase in June. But raising rates could come at a cost. No doubt, economic uncertainty remains high amid surging inflation, but the hope is that the worst is behind us.

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Economy Economics Retirement Planning Retirement 52