Education Financial Consultant Retirement Planning 
Envision Wealth Planning
MARCH 24, 2022
Retirement planning for women can be trickier than most people may think. Most women I talk to are more concerned about paying less in taxes today than when they retire. Many people like the idea of paying less in taxes, But how does that relate to retirement planning for women and a financially free retirement?
Carson Wealth
JULY 12, 2022
We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance.
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NAIFA Advisor Today
FEBRUARY 15, 2023
Ike is highly skilled in analyzing long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirement planning. As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses.
Envision Wealth Planning
MARCH 31, 2022
Feelings of fear, anxiety, and insecurity are common for women around the topic of retirement planning. According to TIAA’s just-released Financial Wellness Survey, the research points out that only about a third of women (31%) are saving for retirement, compared to 44% of men. Not knowing who you can trust.
Envision Wealth Planning
APRIL 10, 2022
Real estate won’t be our financial savior. The financial marketplace is increasingly complex. No formal education on money. Let’s examine debt, savings, and education further. Find relief by saving in your retirement plan. There is no formal education in the schools about money. Yeah right!
International College of Financial Planning
OCTOBER 26, 2023
They offer tailored recommendations, from shortlisting financial goals to handpicking the finest investments. Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. The world of financial advising is diverse, with various specializations.
International College of Financial Planning
SEPTEMBER 23, 2024
This unique route allows qualified individuals to bypass certain educational requirements that are part of the standard CFP® certification process. Whether you’re looking to work in wealth management, become a personal financial advisor, or even start your own financial consultancy, the CFP® certification can be your key to success.
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