Zoe Financial

DECEMBER 12, 2022

The biggest event of the week is on Wednesday when the Federal Reserve will announce how much they are raising interest rates. About Zoe Financial. Zoe is a wealth platform that connects you to the right trustworthy, credentialed, and experienced wealth advisor for your needs. January 4, 2023. Explore More.

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Marketing Marketing Financial Advisor Retail 52

Zoe Financial

OCTOBER 9, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. We believe financial advice should come from unbiased and certified professionals. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Financial Advisor Economics 52

Zoe Financial

NOVEMBER 13, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. We believe financial advice should come from unbiased and certified professionals. Economies and markets fluctuate.

Wealth Management 40

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Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? Does conflict of interest matter?

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Darrow Wealth Management

NOVEMBER 5, 2024

It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. Unfortunately, the Commonwealth also passed a ‘millionaire tax’, which adds a 4% surtax to taxable income over $1M , even for one-time sudden wealth events. Form 8949 and Schedule D).

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Taxes Wealth Management Tax Planning Assets 71

Zoe Financial

NOVEMBER 9, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. We believe financial advice should come from unbiased and certified professionals. Economies and markets fluctuate.

Wealth Management 52

Wealth Management Management Financial Advisor Insurance 52

Zoe Financial

NOVEMBER 21, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. We believe financial advice should come from unbiased and certified professionals. Economies and markets fluctuate.

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Sara Grillo

SEPTEMBER 26, 2022

JR: literally hundreds of CFS who are still practicing who have many, many disclosure events. We definitely could, and I agree, when you look at a practicing CFP who has 15, 20 major disclosure events on their record and is not just little sub, just lots of inappropriate recommendations, but all kinds of bad stuff.

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CFP Financial Advisor Financial Planner Ethics 59