Nerd's Eye View

MARCH 24, 2023

Also in industry news this week: Top Democratic Senators are urging the Treasury Department to crack down on a range of estate planning strategies for high-net-worth individuals, including GRATs and IDGTs Amid fallout from recent bank failures, both Republicans and Democrats are considering whether current FDIC insurance limits should be increased (..)

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Financial Planner CFP Certification Retirement Planning 245

Nerd's Eye View

SEPTEMBER 9, 2022

Also in industry news this week: As broker-dealers increasingly offer fee-based planning services, RIAs are responding by enhancing their own service offerings, and offering alternative fee structures to differentiate themselves from the competition.

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Financial Planner Retirement Planning Financial Advisor Education 246

Nerd's Eye View

AUGUST 5, 2022

We also have a number of articles on retirement planning: How the variability in annuity payouts across annuity providers has exploded in 2022, creating an opportunity for advisors to add value to clients by comparison shopping across insurance companies. What advisors need to know about the new IAR continuing education requirements.

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Financial Planner Compliance Insurance Financial Advisor 246

Nerd's Eye View

DECEMBER 16, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

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Financial Planner CFP Financial Advisor Retirement Planning 246

The Chicago Financial Planner

FEBRUARY 6, 2022

You may be able to do everything online, otherwise contact the plan administrator at your company. There are a number of retirement plan options to consider. If you don’t have a retirement plan in place for yourself, do this today. You work way too hard not to be putting something away for retirement.

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Retirement Planning Retirement Financial Planner Planning 189

Tobias Financial

APRIL 1, 2025

He tailors his approach to support long-term goals, whether it’s retirement planning, saving for education, or managing major life transitions. Chad earned his degree in economics from San Diego State University before relocating to Florida to be closer to family and enjoy the outdoor lifestyle.

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CFP Fee Only Retirement Planning Wealth Advisor 52

The Chicago Financial Planner

DECEMBER 5, 2021

The Solo 401(k) can be a great self-employed retirement plan. If you are self-employed you need to start saving for your retirement. You work too hard to put this off any longer and if you don’t save for your own retirement nobody else will do it for you. NEW SERVICE – Financial Coaching. FINANCIAL WRITING.

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Retirement Planning Retirement Financial Planner Accounting 155

Validea

MARCH 14, 2023

In this episode of the Education of a Financial Planner, we discuss the key considerations investors should keep in mind when planning for retirement early in their careers.

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Retirement Planning Retirement Planning Financial Planner 52

Validea

APRIL 24, 2023

In this episode of the Education of a Financial Planner, we take a detailed look at Monte Carlo simulation and how it is used in retirement planning. The look at the inputs that are used, how the simulation works and how to interpret the results.

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Retirement Planning Retirement Financial Planner Planning 52

Zoe Financial

JANUARY 27, 2025

The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. Its about striking a balance between enjoying your retirement and ensuring long-term security.

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Retirement Planning Retirement Planning Taxes 52

Nerd's Eye View

SEPTEMBER 3, 2024

Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets.

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Financial Planning Planning Retirement Planning Financial Advisor 130

Million Dollar Round Table (MDRT)

JANUARY 29, 2023

By Kennedy Sumarlie, CFP Most of the time, retirement plans and children’s education fund-related products require long-term discipline and consistent financial commitment. When I encounter a client who may be hesitant about long-term planning, I often use simple explanations.

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Clients Financial Planning Planning Retirement Planning 98

Nationwide Financial

JANUARY 10, 2023

Key Takeaways: Female participants are delaying their retirement at a greater rate than male counterparts due to concerns about inflation and market volatility. Plan sponsors can help with education and new solutions. Only 4% of women respondents are moderately or extremely familiar with retirement planning for decumulation.

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Retirement Planning Retirement Planning Consulting 52

Truemind Capital

MAY 3, 2024

The FIRE (Financial Independence Retire Early) concept has become more critical now. Here is what we need to do: – Put your retirement corpus as a top priority, over your children’s education/marriage or buying a fancy house/car. Ignorance is no bliss in this case. appeared first on Investment Blog.

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Retirement Planning Retirement Planning Education 52

WiserAdvisor

SEPTEMBER 13, 2022

The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.

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Retirement Planning Retirement Planning Budgeting 52

FMG

MARCH 3, 2025

For example, if you post about how you helped a client save for their childs college education, ask followers to share their own financial wins or challenges. Instead of listing ten tips for retirement planning, share your top three and ask, What would you add to this list? Lets break it into manageable steps together.

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Financial Advisor Media Retirement Planning Retirement 52

NAIFA Advisor Today

JANUARY 28, 2025

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

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Financial Planner Recruitment Financial Services Retirement Planning 52

WiserAdvisor

SEPTEMBER 14, 2022

The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.

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Retirement Planning Retirement Planning Budgeting 52

Validea

MARCH 27, 2023

We discuss the Roth vs. traditional IRA debate, the importance of avoiding lifestyle creep, how to think about how much you need for retirement, the benefits of Monte Carlo simulation and a lot more.

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Retirement Planning Retirement Planning Financial Planner 52

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. College is a big expense to plan for so the sooner you get started the better. Revisit your plan and adjust it annually.

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Education CFP Retirement Planning 52

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?

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Retirement Planning Retirement Taxes Planning 52

NAIFA Advisor Today

OCTOBER 12, 2022

His work concentrates on estate conservation, retirement planning, employee benefits, and business insurance strategies. Brian specializes in business continuity, transition, succession planning, executive benefits, and estate and legacy planning.

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Education Retirement Planning Insurance Retirement 52

The Chicago Financial Planner

NOVEMBER 8, 2021

Financial coaching focuses on providing education and mentoring on the financial transition to retirement. Check out my Financial Review/Second Opinion for Individuals service for detailed advice about your situation. NEW SERVICE – Financial Coaching. Check out this new service to see if it’s right for you. FINANCIAL WRITING.

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Retirement Marketing Marketing Financial Planner 130

The Chicago Financial Planner

JUNE 13, 2022

Financial coaching focuses on providing education and mentoring on the financial transition to retirement. Check out my Financial Review/Second Opinion for Individuals service for detailed guidance and advice about your situation. NEW SERVICE – Financial Coaching. Check out this new service to see if it’s right for you.

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Risk Tolerance Marketing Marketing Financial Planner 188

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. Conferred Degrees.

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Financial Advising Financial Planning Ethics Financial Services 98

James Hendries

SEPTEMBER 27, 2022

You want to retire comfortably when the time comes. The truth is, saving for your retirement and your child’s education at the same time can be a challenge. Answering the following questions can help you get started: For retirement: How many years until you retire? So how do you juggle the two?

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Education Retirement Retirement Planning Financial Planner 52

The Chicago Financial Planner

FEBRUARY 5, 2022

Financial coaching focuses on providing education and mentoring on the financial transition to retirement. Related Posts: Five Things to do During a Stock Market Correction Is a $100,000 Per Year Retirement Doable? NEW SERVICE – Financial Coaching. Check out this new service to see if it’s right for you.

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Investments Investing Financial Planner Risk Tolerance 184

The Chicago Financial Planner

AUGUST 24, 2021

Financial coaching focuses on providing education and mentoring on the financial transition to retirement. Check out my Financial Review/Second Opinion for Individuals service for more detailed advice about your situation. NEW SERVICE – Financial Coaching. Check out this new service to see if its right for you. FINANCIAL WRITING.

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Financial Advisor Financial Planner Accounting Retirement 191

FMG

SEPTEMBER 16, 2022

Meeting with your clients outside of the office and getting them engaged with your community planning is crucial for establishing strong relationships. Educational, social, and networking events are critical to client retention and each does a different job when it comes to growing your brand. Educational Events.

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Clients Food Education Retirement Planning 108

Clever Girl Finance

SEPTEMBER 11, 2023

From educational resources to trading simulators to robo-assistants, the best investing websites have a ton of useful features to discover. Most of the websites below have educational resources and options to turn your new knowledge into reality by opening your own accounts. Topics can be as basic as “What Are Stocks?”

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Investments Investing Education Accounting 98

Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

Two primary goals of the IRA were to provide a tax-advantaged retirement plan to employees of businesses that were unable to provide a pension plan; in addition, to provide a vehicle for preserving tax-deferred status of qualified plan assets at employment termination (rollovers).

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Retirement Distribution Taxes Retirement Planning 90

Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Help her find her independence through education, motivation and collaboration. Discuss more advanced estate planning, charitable planning and special family issues.

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Charitable Planning Estate Planning Retirement Planning Tax Planning 97

The Chicago Financial Planner

FEBRUARY 8, 2023

Financial coaching focuses on providing education and mentoring in two areas: the financial transition to retirement or small business financial coaching. Check out my freelance financial writing services including my ghostwriting services for financial advisors. NEW SERVICE – Financial Coaching.

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Taxes Retirement Financial Planner Financial Advisor 291

Indigo Marketing Agency

MARCH 5, 2025

Events are one of the most effective ways for financial advisors to: Establish credibility Educate prospects Generate high-quality leads After all, youre inviting people to your event to sell them on your services and what makes you the best option. This campaign can help you attract attendees actively looking for financial guidance.

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Financial Advisor Marketing Marketing Clients 52

Don Connelly & Associates

APRIL 15, 2024

Many retirees are shocked by the amount of taxes they owe on their retirement income. The post How to Educate Clients About the Importance of Investing Beyond Their 401(k) appeared first on Don Connelly & Associates.

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Education Clients Investments Investing 52

Getting Your Financial Ducks In A Row

MARCH 6, 2023

On the flip side, there are certain things that you can’t do in a 401(k) (or other Qualified Retirement Plan) that you can ONLY do with an IRA while you’re under age 59½.

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Distribution Retirement Planning Planning Financial Advisor 92

WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

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Retirement Planning Financial Advisor Retirement Planning 40