Wealth Management

MARCH 13, 2024

However the market remains under-served when it comes to education and thought leadership. Closed-end funds can help advisors achieve alpha for their clients, said FLX's CEO.

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Wealth Management

AUGUST 18, 2023

Addressing these concerns requires collaborative educational efforts the industry. Planners and clients face challenges and concerns regarding liquidity, fund structures, tax implications, and fees associated with alternative investments.

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Education Financial Planner Taxes Clients 98

Calculated Risk

MAY 12, 2024

The first graph shows the unemployment rate by four levels of education (all groups are 25 years and older) through April 2024. Clearly education matters with regards to the unemployment rate, with the lowest rate for college graduates at 2.2% labor force by educational attainment since 1992. Here is some data on the U.S.

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Education 62

Wealth Management

JUNE 14, 2023

billion AUM firm has launched programs providing education and support to recently retired individuals, next-gen investors and student athletes. Since mid-May, the $2.4

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Education Retirement 98

Nerd's Eye View

SEPTEMBER 6, 2023

Ultimately, the key point is that financial advisors can play an important role in helping their clients protect their assets, both in terms of educating clients on the protections they currently have and the options available to protect other assets, as well as in helping them avoid pitfalls that could put their asset protection plan at risk.

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Calculated Risk

FEBRUARY 10, 2023

The first graph shows the unemployment rate by four levels of education (all groups are 25 years and older) through January 2023. Clearly education matters with regards to the unemployment rate, with the lowest rate for college graduates at 2.0% labor force by educational attainment since 1992. in January.

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Education 98

XY Planning Network

NOVEMBER 14, 2022

Knowledge is Power, Power provides Information; Information leads to Education, Education breeds Wisdom; Wisdom is Liberation. For some financial advisors, it may have been decades—because until recently, financial advisors who did not hold a professional designation were not required to complete any continuing education.

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Education Financial Advisor Clients Fee Only 95

Calculated Risk

FEBRUARY 12, 2024

The first graph shows the unemployment rate by four levels of education (all groups are 25 years and older) through January 2024. Clearly education matters with regards to the unemployment rate, with the lowest rate for college graduates at 2.1% labor force by educational attainment since 1992. in January.

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Education 57

Tobias Financial

MAY 2, 2024

The finance industry is a realm of constant evolution, and our collaboration with NSU is a cornerstone of our dedication to education, innovation, and development of future leaders. Our Tax Associate, Maria Hernandez , is actively advancing her education by pursuing a master’s degree in tax accounting at NSU.

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Education Wealth Advisor CFP Taxes 52

Advisor Perspectives

MAY 1, 2023

Educating children on basic financial concepts from an early age can set a practice apart while empowering your clients’ children. The benefits of doing so are many, including earning goodwill and trust from parents and providing an opportunity to connect with the “next-gen” investor in early and constructive ways.

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eMoney Advisor

APRIL 4, 2023

Financial advisor client education can play a crucial role in providing the knowledge and life skills they’ll need to oversee and sustain their inherited wealth. By providing financial advisor client education, you’re not only improving the financial literacy of the next generation but also of your client. Sources: 1.

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Education Financial Advisor Clients Planning 97

Calculated Risk

APRIL 11, 2023

Unemployment by Education This graph shows the unemployment rate by four levels of education (all groups are 25 years and older). Clearly education matters with regards to the unemployment rate, with the lowest rate for college graduates at 2.0% In general, all categories are close to normal levels. in March.

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eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. Launching a Client Education Series Now that we’ve been doing this for a few years, our process has become a well-oiled machine. When the pandemic hit, we continued to offer these events, but they became quarterly webinars.

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Education Financial Planning Clients Planning 103

MainStreet Financial Planning

AUGUST 6, 2024

The post Early Financial Education: Teaching Kids Money Skills from Ages 5-8 appeared first on MainStreet Financial Planning. With the right guidance and tools, like the strategies from Godfrey’s book, we can ensure our children grow up to be financially savvy adults!

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Education Banking Management Budgeting 88

Trade Brains

JULY 12, 2022

Education Stocks in India: “An Investment in knowledge pays the best interest.” Education is one aspect that Indians have always been obsessed with. In this article, we take a look at the top education stocks in India. Education Sector in India. This further aids in the delivery of education. 4,631 crores.

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Advisor Perspectives

FEBRUARY 12, 2024

Without education on how to implement an allocation to private markets investments, many advisors are waiting on the sidelines despite the clear benefits of allocating.

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Education Investing Investments Marketing 59

MainStreet Financial Planning

JANUARY 25, 2024

The National Financial Educators Council developed an Advanced Financial Education test to evaluate financial literacy including questions on loan payments, inflation, risk-based pricing, FICO scoring, loan qualification, and investments. We all know that financial education isn’t always taught in high school. Interest Rate C.

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Education Insurance Assets Budgeting 52

Don Connelly & Associates

JUNE 3, 2024

The post The Paradox of Financial Education: How Too Much Knowledge Can Cost You Clients appeared first on Don Connelly & Associates. This phenomenon can be better understood by examining the psychology of financial decision-making and the delicate advisor-client relationship.

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Education Clients Financial Advisor Accounting 52

Wealth Management

NOVEMBER 27, 2022

Because they trade at higher cap rates and are viewed as recession-resistant, net lease investors are picking up more early childhood education properties.

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Education Marketing Marketing 105

Calculated Risk

OCTOBER 10, 2023

Unemployment by Education This graph shows the unemployment rate by four levels of education (all groups are 25 years and older). Clearly education matters with regards to the unemployment rate, with the lowest rate for college graduates at 2.1% In general, all categories are at normal levels. in September.

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Education Manufacturing Numbers 67

NAIFA Advisor Today

JANUARY 4, 2024

Registration includes high-impact educational sessions and opportunities to earn CE credit. The Society of Financial Service Professionals' annual Institute is January 28-31 in Jacksonville, FL. This is one of the premier professional development events in the financial service industry and NAIFA members are invited to attend.

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Education Financial Services 52

Wealth Management

JUNE 11, 2024

Explaining the fallacy of a free dividend can overcome both investor ignorance and their biases.

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oXYGen Financial

APRIL 28, 2024

![CDATA[ Are you prepared to supercharge your child's education savings? Mark your calendars for May 29th! It's Van Pappas' birthday but also National 529 Day and it's just around the corner.

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Education Planning 52

Don Connelly & Associates

APRIL 15, 2024

The post How to Educate Clients About the Importance of Investing Beyond Their 401(k) appeared first on Don Connelly & Associates. While deferred taxation in a 401k is great for capital accumulation, they will owe ordinary income taxes on their withdrawals, impacting their cash flow in a critical life stage.

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MainStreet Financial Planning

JANUARY 18, 2023

Just thinking about becoming a parent, sets off worries about how to save for a college education. In 2022, the average American paid between about $100,000 – $200,000 for a four-year college education. Over time you will get more clarity on your children’s education needs so adjust your plan as needed.

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Education CFP Retirement Retirement Planning 52

Advisor Perspectives

OCTOBER 6, 2023

When the revolution in higher education finally arrives, how will we know? I have a simple metric: When universities change how they measure faculty work time.

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Advisor Perspectives

SEPTEMBER 13, 2023

What is the value of education for household income? The Census Bureau's annual survey data for 2022 published in earlier this month gives us some interesting insights into this question. The median income for all households with a householder age 25 and older was $75,980.

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Education 64

Advisor Perspectives

MAY 1, 2023

Speaker Kevin McCarthy’s plan to link spending cuts to an increase in the US debt limit would result in fewer teachers and more expensive college educations, the Biden administration warned.

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oXYGen Financial

MARCH 19, 2023

![CDATA[ You probably think of education when you hear the term 529 plan; however, because of the SECURE Act 2.0 , you now can roll a portion of 529 plan funds into a Roth IRA for your child. Let's walk through each of these, how the process. ]]

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Education Planning Retirement Taxes 52

Advisor Perspectives

SEPTEMBER 27, 2023

So, here’s an idea: Dedicate the revenue collected from the estate tax into a trust fund that finances early childhood education, spanning childcare to preschool.

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Education Taxes 52

Mr. Money Mustache

APRIL 18, 2021

Little MM and me self-educating with some Orson Scott Card, way back in 2017. Sure, the education itself was slow and crappy – I was always craving more advanced material and more creative learning formats which just weren’t there in my small town high school. We’ve come so far together since then!

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Zoe Financial

JUNE 6, 2023

However, the increasing costs of pursuing higher education have made financing a concern for many parents. Regardless of the timeline, it’s vital to develop a well-thought-out plan to finance education. As we raise our children, we dream about their admission to the nation’s top schools, where they’ll receive the best education.

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Education Taxes Financial Advisor Planning 52

Wealth Management

OCTOBER 18, 2023

Landon Warmund, who is only in his fifth year in the finance industry, is already giving serious thought to succession planning.

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Education Planning 119

Ballast Advisors

AUGUST 23, 2023

A hot job market and higher earnings for less-educated workers has made it easier for high school graduates to justify skipping college and head straight into the workforce. Department of Education’s College Scorecard found wide disparity in lifetime earnings among college graduates.

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Education Engineering Communication Taxes 40

Nationwide Financial

JANUARY 6, 2023

Choosing to invest in a Coverdell Education savings account, or Coverdell ESA, is one way your clients with children can help ease their worries about college education expenses and save for college. Key Takeaways. Contributions are limited to $2,000 each year for Coverdell ESAs. What can the Money in my Coverdell ESA be Used for?

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Education Accounting Clients Taxes 52

MarketWatch

MARCH 21, 2023

METX stock rose 12% in premarket trades Tuesday after it said it will include the widely watched ChaptGPT application in its Web 3 education platform that it’s building. It plans to weave in blockchain education and other areas of study in the platform.

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James Hendries

SEPTEMBER 27, 2022

The truth is, saving for your retirement and your child’s education at the same time can be a challenge. If the numbers say that you can’t afford to educate your child or retire with the lifestyle you expected, you’ll probably have to make some sacrifices. You want to retire comfortably when the time comes.

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