Abnormal Returns

APRIL 1, 2024

theverge.com) Generative AI search engine Perplexity is planning to start selling ads. nytimes.com) When living in France is a better option in retirement. (morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS). adweek.com) Who is liable when AI goes wrong?

Assets 261

Assets Financial Advising Wealth Management Engineering 261

The Big Picture

SEPTEMBER 26, 2022

Pensions Brace for Private-Equity Losses : Retirement officials predict grim results from investments in private equity and other illiquid assets ( Wall Street Journal ). • The Era of Monster-Truck Sneakers Treats Soles as Engineering Marvel : Tread anything but lightly when you’re wearing these sneakers. Institutional Investor ).

Engineering 306

Engineering Economy Manufacturing Retirement 306

FMG

MARCH 6, 2025

AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors. AI-powered search engines, including Googles AI Overviews and tools like ChatGPT, now generate responses by pulling information from multiple sources.

Financial Advisor 52

Financial Advisor Engineering Media Retirement Planning 52

Random Roger's Retirement Planning

FEBRUARY 25, 2023

Bloomberg conducted a survey about how much money people need to retire and the respondents said $3-$5 million. Using the 4% rule for safe withdrawal percentages, if you're 10 years away from when you want to retire, how do the numbers look? Well, then. What about 5 years away? Can you create that situation for yourself?

Retirement 98

Retirement Numbers Portfolio Portfolio Management 98

The Big Picture

SEPTEMBER 17, 2022

Most genetically engineered foods were developed to aid farmers. Roger Federer is retiring from tennis — but his mark on the sport is indelible : To understand Roger Federer is to capture sports harmony. AIGA Eye On Design ). • A GMO Purple Tomato Is Coming to Grocery Aisles. Will the US Bite?

Engineering 298

Engineering Food Management Government 298

Nerd's Eye View

FEBRUARY 2, 2024

Which suggests that building trusting relationships with their clients and giving them added confidence in their financial decision-making (rather than focusing on ways to juice investment returns) could be the keys to improving client retention!

Financial Planner 246

Financial Planner Compliance CFP Clients 246

Steve Sanduski

APRIL 8, 2025

In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. But “engineering” is also a nod to the unique niche that Keen Wealth has carved out among local engineering, architecture, and construction companies, leading to consistent organic growth.

Engineering 52

Engineering Communication Financial Planning Clients 52

Random Roger's Retirement Planning

AUGUST 18, 2022

At 50 though, you do need to have some context for how viable your idea of retirement is. My reasoning is as it has always been, my income is levered to the ups and downs of the stock market, I don't ever want to retire, we have been living below our means for ages and now all the more so having just paid off our mortgage.

Retirement Planning 92

Retirement Planning Retirement Planning Asset Allocation 92

Random Roger's Retirement Planning

DECEMBER 15, 2023

Unusual Whales (very worth following) Tweeted that "51% of Gen-Xers and 40% of Boomers have said they are 'significantly behind' their retirement, per CNBC." We Aren't Saving Nearly Enough For Retirement. 600,000-$800,000 are workable numbers for long term retirement planning. Barron's pegs Gen-X' perceived need at $1.1

Retirement 97

Retirement Retirement Planning Numbers Engineering 97

Random Roger's Retirement Planning

NOVEMBER 20, 2024

The 4% rule is generally the accepted standard for a safe withdrawal rate in retirement to ensure the assets last for 30 years. Bengen retired as a financial advisor in 2013 but he also considers himself a researcher. He basically ran the numbers for someone retiring in 1926 and then each each up into the 1970's.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

Random Roger's Retirement Planning

APRIL 30, 2023

FIRE of course stands for Financial Independence/Retire Early. Of course many FIRE advocates, those living FIRE are not retired at all. It's just not retirement. Then they "retire" and pretty much giveaway that optionality they created for themselves. The too clever by half adaptation became retiring at 35 or 40.

Retirement 74

Retirement Engineering Banking Planning 74

Abnormal Returns

FEBRUARY 19, 2023

(awealthofcommonsense.com) Cory Doctorow, "In its nearly 25-year history, Google has made one and a half successful products: a once-great search engine and a pretty good Hotmail clone. marknewfield.substack.com) On the unspoken risks of NOT retiring early. Everything else it built in-house has crashed and burned."

Engineering 124

Engineering Retirement Marketing Marketing 124

Nerd's Eye View

AUGUST 29, 2023

What's unique about Jeff, though, is how he built his own financial planning spreadsheets in Excel, and has developed coding and integrations that automatically populate into a PowerPoint presentation, that he then shows clients to help build a story for their financial plans and give them the motivation they need to achieve their financial goals… (..)

Planning 245

Planning Clients Financial Planning Financial Advisor 245

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. Graduating from the US Military Academy at West Point in 2000, Kathleen served for eight years as an active duty officer in the Army Corp of Engineers.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

Abnormal Returns

MAY 22, 2023

barrons.com) Dan Haylett talks with Brian Portnoy about contentment in retirement. riaintel.com) CI Wealth The stock market did not react well to CI Financial's financial engineering. (standarddeviationspod.com) Greg Bartalos talks with Barry Ritholtz about how to create content worth the effort.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Midstream Marketing

DECEMBER 6, 2024

Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. SEO Strategies for RIA Visibility Search engine optimization, or SEO, makes your website appear more in search engine results, known as SERPs. This can bring in more organic traffic.

Marketing 52

Marketing Marketing Media Engineering 52

The Big Picture

FEBRUARY 21, 2023

If you think about what Vanguard is all about, we sit there each and every day, figuring out how do we help people retire better, put their kids through college, afford that dream home? So we sat down and said, okay, like, could we build another engine of value? Engine 1 being in funds, and Engine 2 being advice.

Clients 279

Clients Investments Investing Retirement 279

NAIFA Advisor Today

MARCH 31, 2023

After serving for eight years as an active duty officer in the Army Corps of Engineers, she retired — but continued to commit herself to selfless service. Kathleen’s book, Put Your Money to Work: A Woman's Guide to Financial Confidence , helps women take control of their finances.

Engineering 84

Engineering Financial Services Financial Advisor Insurance 84

The Big Picture

FEBRUARY 25, 2025

However, if you’re an electrical engineer, it’s not a pejorative. And because indexing was created by a group of electrical engineers and mechanical engineers, they just used what they thought was the sensible terminology. Andrew Davin is my audio engineer. That’s not gonna be because he’s passive.

Investing 162

Investing Investments Management Engineering 162

Nerd's Eye View

AUGUST 13, 2024

And be certain to listen to the end, where Eric discusses the key differences between CPA firms and RIAs, particularly the contrast between the goal of CPAs to maximize the efficiency of their billable hours and the more long-term client relationship-building done by financial advisors, how Eric approaches acquisitions, targeting younger or mid-career (..)

Financial Advisor 130

Financial Advisor Financial Planning Accounting Planning 130

Random Roger's Retirement Planning

FEBRUARY 8, 2025

And on a personal note, we got the graphics done for the new Engine 86 which is our primary structure fire engine. It is very similar to the new wildland engine we got a couple of years ago. And we haven't even gotten into how they price the assets on their books, google the term volatility laundering for more.

Assets 52

Assets Engineering Food Communication 52

Midstream Marketing

NOVEMBER 8, 2024

Articles: Discuss topics such as investing, retirement planning, and related subjects. Implementing Search Engine Optimization (SEO) for Higher Web Visibility By using search engine optimization (SEO) strategies, financial advisors can become more visible online as the best financial advisor.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Tucker Advisors

SEPTEMBER 8, 2021

Indexed Annuities: The New Retirement Pensions? In other words, the large majority of us can no longer rely on our employers to fund our retirement plans. For one, it can be a better instrument for growing retirement savings. But, without pensions, employees also can’t predict an exact monthly income for their retirement.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

Midstream Marketing

OCTOBER 29, 2024

Are many of them business owners, retired individuals, or younger workers aiming to build their wealth? Specialization: Do you focus on a certain area, like retirement planning, estate management, or investment advice for tech entrepreneurs? You should also use search engine optimization. These people are your ideal clients.

Advertising 52

Advertising Financial Advisor Financial Services Clients 52

Random Roger's Retirement Planning

OCTOBER 15, 2022

What was more complicated was getting the first engine to the house and then how to stage the other engines and water tenders (water tender is a water truck). I got out and went down on foot and called the engine I was in down to me, there was just enough room to turn around. The 4% rule was based on this too.

Engineering 98

Engineering Portfolio Retirement Marketing 98

Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Financial Goals: These include saving for retirement, managing money, and paying for education. They show you what your competitors are doing and let you check how your website ranks on search engines.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Midstream Marketing

NOVEMBER 12, 2024

Improving your website with key words can boost your search engine optimization (SEO). For example, you could help young families save for college, assist people close to retirement with their income, or guide business owners in planning for the future. It is very important to have a professional website.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

FMG

DECEMBER 7, 2022

Of course, SEO or Search Engine Optimization is the optimization of a site’s content and link popularity to boost findability. retirement advisor. This is the process in which one searches a keyword or keyphrase on a search engine and examines the results. That’s where our friend SEO comes into play.

Financial Advisor 83

Financial Advisor Engineering Financial Planner Financial Consultant 83

Trade Brains

SEPTEMBER 19, 2023

Just a few days back, at the annual conference of the Society of Indian Automobile Manufacturers (SIAM), Union Minister for Road Transport and Highways Nitin Gadkari made a comment urging the finance minister to impose a pollution tax on every engine that runs on diesel. But things took a wild twist!

Engineering 64

Engineering Transportation Government Manufacturing 64

Random Roger's Retirement Planning

JANUARY 30, 2025

I mentioned that we recently upgraded our engine for structure fires which left us with an old one to try to sell. When we finally got the the firehouse, it took him about 20 minutes to get situated but that's ok, I'm off the hook, I got the old engine to the firehouse unscathed. Another quick fire department story.

Engineering 52

Engineering Portfolio Management Taxes 52

Indigo Marketing Agency

MAY 16, 2023

Financial advisors aren’t typically familiar with search engine optimization (SEO) strategies. Case Study: One Advisor Goes from #100 to #1 in Search Results In this example, we worked with one financial advisor through our SEO Package who specializes in retirement planning. After our SEO Package , the results were impressive!

Financial Advisor 52

Financial Advisor Retirement Planning Engineering Retirement 52

Good Financial Cents

MAY 8, 2023

So whether you need to pay off debt , build an emergency fund , save for your kids’ college education , or invest for retirement , here are some ways you can make it hap’n, cap’n. Your car engine might explode. Start Investing for Retirement Now it’s time to start investing for your latter years.

Education 102

Education Retirement Business Planning Investing 102

Mr. Money Mustache

OCTOBER 23, 2020

I was “The Man Who Retired at 30”, and it was so unusual that it would show up in news headlines all over the place. My story was a nine-year working career, and retirement at 30. This was achieved by earning an engineer’s salary, not spending all of it, and investing the surplus in very standard index funds and fixing up my own house.

Retirement 52

Retirement Taxes Investments Investing 52

Indigo Marketing Agency

JULY 23, 2024

Engaging Queries for Common Concerns The site poses common questions such as “Will I be okay when I retire?” to engage visitors, especially those nearing retirement and seeking a financial plan. Each subpage addresses pain points and specialized approaches, with questions along the left side to pique interest.

Financial Advisor 98

Financial Advisor Certified Financial Planner Retirement Clients 98

Indigo Marketing Agency

APRIL 28, 2023

How to Grow Your Email List To add fuel to your marketing engine, you should always be growing your email list. Here are my tips for growing your email list, as well as two videos to show how to add people to your email list in both Constant Contact and MailChimp! Who should you add? Want to Upload More People to Your Email List?

Engineering 98

Engineering Retirement Numbers Marketing 98

Indigo Marketing Agency

APRIL 28, 2023

An Effective LinkedIn Headline The trick to writing a good headline is to balance the use of keywords for search engines and also write a headline that resonates with humans looking to learn more about how you can help them.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Trade Brains

APRIL 17, 2023

She always stood by his side in instances where he disagreed with his father like when he wanted to study in the US instead of the UK and when he decided to become an architect against his fathers’ wishes of him becoming an engineer. One of the first reforms he put in place was setting a retirement age. 7.53% Artson Engineering Ltd.

Retirement 98

Retirement Engineering Manufacturing Ethics 98