International College of Financial Planning

SEPTEMBER 3, 2021

After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Many times, it happens that the idea of choosing a financial advisor fills you with fear and dread. How to Compensate Financial Advisors?

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Sara Grillo

APRIL 21, 2022

So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

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WiserAdvisor

DECEMBER 18, 2023

Retirement planning is not just about reaching a target savings number. It’s about crafting a financial safety net that will carry you comfortably through your later years. Consider consulting with a professional financial advisor who can help devise a customized plan based on your financial needs and goals.

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Retirement Retirement Planning Risk Tolerance Healthcare 105

Envision Wealth Planning

MAY 23, 2022

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. It’s ludicrous.

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Good Financial Cents

FEBRUARY 1, 2023

Investing in a guaranteed interest account is a great way to secure your money, as there is very little risk. Guaranteed interest accounts provide reliable, consistent returns and can be used for short-term savings or to supplement other investments in your portfolio. What Are The Best Investments With Guaranteed Returns?

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Darrow Wealth Management

MAY 3, 2024

Deciding what to do with a cash windfall always comes down to your personal goals and financial situation. And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. Do you want to retire? Can you afford to?

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Fortune Financial

APRIL 11, 2024

This scenario poses a stark challenge, particularly for those nearing retirement, potentially diminishing the financial resources available for their golden years. As these resources lay idle, they may miss out on potential growth through investment returns, compounding the challenge of securing a comfortable retirement.

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WiserAdvisor

AUGUST 26, 2022

First, do you have the necessary financial acumen and knowledge to make financial decisions? Are you good with numbers, accounting, and financial planning? If yes, then DIY financial planning might be a good option for you. So, should you look to hire a financial advisor to manage your money?

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Good Financial Cents

AUGUST 11, 2022

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Ad Robo-Advisors move with the market to ensure your investments.

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Good Financial Cents

MAY 1, 2023

The custodians are responsible for maintaining the accounts, processing contributions and withdrawals, and providing investment options. Investment Options: Contributory IRA offers a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).

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Good Financial Cents

DECEMBER 26, 2022

Recently a reader sent in this question about it: “I’ve been investing in a Roth IRA for several years thanks to your blog! Roth IRAs have a number of benefits, including: Tax-free growth: The money in your Roth IRA grows tax-free, which can result in a larger balance over time. What are The Benefits of a Roth IRA?

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Retirement Taxes Risk Tolerance Accounting 85

Good Financial Cents

JANUARY 6, 2023

Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money.

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Investing Caffeine

MAY 3, 2023

Hope is Not a Strategy We have lived through an endless number of scary headlines in some shape or fashion throughout our lifetimes. A passive investment strategy with low-cost index funds and ETFs (Exchange Traded Funds)? Or an active investment strategy with individual stocks, bonds, and mutual funds? default on its debt?

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Retirement Retirement Planning Financial Advisor Planning 59

Carson Wealth

AUGUST 25, 2022

By Craig Lemoine, Director of Consumer Investment Research. Your financial needs in retirement can depend on dozens of factors – some known and some unknown. often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number.

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Sara Grillo

APRIL 10, 2023

Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

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WiserAdvisor

JANUARY 31, 2023

Long-term investment strategies are essential because they provide a less stressful way for individuals to achieve their financial goals. These strategies involve investing money in assets for a minimum of five years and more. Compound interest is the interest earned on both the initial investment and any accumulated interest.

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Good Financial Cents

DECEMBER 13, 2022

But where should you invest your $15,000? In the meantime, you’ll want to consider how much risk you’re willing to take to get a reasonable return. Table of Contents 16 Ways to Invest $15,000 in 2023. Auto-Pilot Investing. Invest in Fractional Shares. Hire a Robo-Advisor . Invest in Crypto .

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WiserAdvisor

FEBRUARY 2, 2023

If you need guidance on how to prepare for a recession and secure your finances, consider consulting with a professional financial advisor who can advise you on the same. Here are some things that can help you understand how to protect yourself in a recession with minimal harm to your long-term financial goals.

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Workable Wealth

SEPTEMBER 30, 2020

Welcome back to the third part of our investment lexicon series. In part one, we introduced the concept of financial markets and discussed their broad reach. stock market and its many intricacies, including what it is, ways of tracking it, and strategies to approach investing in it. Your investments need a place to live.

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Clever Girl Finance

FEBRUARY 2, 2024

Starting early with investing for retirement is so important to secure your future self. This means that saving for retirement should be a component of your overall financial portfolio and wealth-building strategy. Some 401(k)s can be expensive, have hidden fees , and be very limited in terms of where you can invest. Roth IRA 4.

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Retirement Taxes Risk Tolerance Accounting 81

Carson Wealth

SEPTEMBER 20, 2022

However, bonds do have downsides to consider, such as credit risk, inflation risk, and other risks. Read on to learn how bonds work, compare the pros and cons of investing in bonds, and find out how they compare to stocks. . By the end of the term, you will have your original invested amount repaid, plus interest.

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Government Risk Tolerance Taxes Financial Advisor 52

Fortune Financial

JANUARY 30, 2023

Leaving behind a 401(k) account can cost an individual, in some cases, hundreds of thousands of dollars in foregone retirement savings over a lifetime due to potentially keeping a higher-fee plan and having poorly allocated investments. It can be difficult to create a cohesive investment strategy when funds are held at multiple locations.

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Workable Wealth

JUNE 24, 2020

In your quest for financial wellness, you have probably heard countless times the importance of investing as part of a well-rounded financial plan. While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. .

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WiserAdvisor

JANUARY 8, 2023

The record inflation and the global financial turmoil caused by the Ukraine-Russia war are other striking concerns. However, as you look ahead to 2023, there are a number of key trends and concerns that you may want to keep an eye on. The country saw extreme inflationary periods, impacting salaries, purchasing powers, and investments.

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Harness Wealth

APRIL 17, 2023

Pros and Cons of Tender Offers for Startup Employees Personal Financial Planning Considerations Frequently Asked Questions What is a Tender Offer? A tender offer is a liquidity event in which a company, investor, or group of investors propose to buy a fixed number of shares from existing shareholders at a set price.

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Cordant Wealth Partners

DECEMBER 11, 2022

he purpose of the minimum pension plan is to provide employees a minimum level of income in retirement, even if the RC plan falls short of doing so (usually due to investment returns). Investment Returns. Lastly, your estimated investment returns on the lump sum should be considered. There is no global rule. Lump Sum Balance.

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WiserAdvisor

SEPTEMBER 6, 2023

Consult with a professional financial advisor who can help create a balanced strategy toward retirement planning and portfolio reviewing, ensuring both financial stability and peace of mind on your journey toward retirement. This can help you establish a strong foundation and craft your investment strategy.

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WiserAdvisor

FEBRUARY 2, 2023

If you need guidance on how to prepare for a recession and secure your finances, consider consulting with a professional financial advisor who can advise you on the same. Here are some things that can help you understand how to protect yourself in a recession with minimal harm to your long-term financial goals.

Financial Advisor 52

Financial Advisor Economics Planning Risk Tolerance 52

Sara Grillo

MARCH 8, 2024

Is that the advisor’s role, or should their role be talking to clients about what’s going on in their lives so that they could get a heads up on what the planning changes should be, changes to risk tolerance, et cetera. Like, number one, Google search? Or not even that. You understand? Yeah, I get it.

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Park Place Financial

APRIL 26, 2022

Learn more about how to steer clear of common retirement mistakes from Park Place Financial. Healthcare can make up a large portion of the expenses incurred throughout a lifetime, and it can become an even bigger investment during your golden years. Avoid Retirement Mistakes with Help from Park Place Financial.

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Retirement Retirement Planning Healthcare Risk Tolerance 52

BlueMind

MAY 10, 2022

To succeed as a financial advisor your focus should be more than just finance, investing, and a retirement plan. With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. Your main focus should be your client and not just numbers and targets.

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Sara Grillo

JUNE 2, 2022

There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. I’m keeping a running tally of these BS advisor ranking lists and please let me know if there are any I am missing, I’ll put them on my hit list. I am a CFA® charterholder and financial advisor marketing consultant.

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Financial Advisor Clients Ethics Numbers 69

WiserAdvisor

JULY 1, 2022

The number of entrepreneurs in America has exponentially increased over the past few years. That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. Meticulous financial planning also helps in essential cost-cutting exercises to mitigate risk. Invest in yourself.

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Clever Girl Finance

JUNE 5, 2023

Building wealth involves making smaller investments and seeing them grow over time. Sometimes known as flipping money, investing your money in various projects, assets, and skills could help you make extra money. If you want to flip money, you’re essentially investing it. What are the potential risks of the flip?

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Workable Wealth

JANUARY 6, 2021

Every new adventure brings different financial needs, so take time to adjust your finances to your real life. This advice pertains to your budget, spending, saving, investing, goal-setting, and more. Knowing what goes out and what comes in will help you trim your budget, freeing up more for saving and investing. .

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Harness Wealth

JUNE 9, 2023

A financial plan is a comprehensive blueprint designed to help you meet your financial goals, whether that’s achieving a comfortable retirement, sending your kids to college, or planning for unforeseen events. It’s more than just investing—it’s a holistic approach that covers all aspects of your financial life.

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Zoe Financial

JUNE 6, 2023

Eye-opening and jaw-dropping reactions are expected when we look at the numbers related to high education over the last two decades. You can find out if your state has such a program by talking to a financial advisor or even conducting a quick Google search. Did You Know?

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