NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

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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. Women and money as it applies to the household.

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FMG

DECEMBER 7, 2022

Financial Advisor Top SEO Keywords. financial advisor. best financial advisors. financial advisor near me. what does a financial advisor do. personal financial advisors. how to find a financial advisor. financial advisor cost. independent financial advisors. financial planner.

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Indigo Marketing Agency

AUGUST 17, 2024

Examples of Good and Bad CTAs Great CTA Examples “Schedule Your Free Financial Consultation Today”: This CTA is clear, offers immediate value (a free consultation), and creates urgency by using the word “today.” What are some examples of effective CTAs for financial advisors?

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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.

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Envision Wealth Planning

APRIL 10, 2022

Find relief by saving in your retirement plan. If you are like 50% of Americans with workplace retirement plans, you aren’t saving into it. There is little formal financial education in the school system. Kathleen Connors, Women’s Financial Advisor. , the interest rate doubled or even tripled overnight. Yeah right!

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WiserAdvisor

AUGUST 8, 2022

Additionally, high-net-worth individuals may also worry about continuing their lavish lifestyles throughout life, including retirement. If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financial advisor who can advise you on the same.

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WiserAdvisor

DECEMBER 1, 2023

It can enable physicians to set realistic and achievable financial goals, such as purchasing a home, preparing for retirement, or saving for a child’s higher education. Moreover, these loans can accrue substantial interest, further adding to their financial liabilities.

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FMG

JULY 13, 2023

Financial Consultants of America has included a unique financial advisor landing page, in that they are using a referral program with two calls-to-action, saying “Send Us Their Info” and “Get Our Contact Information.” Include the Benefits/Value of the Offer Why should your visitors want to take action?

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WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Generally, a financial planner charges fees at an hourly fee, by the project, or as a percentage of assets under management.

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International College of Financial Planning

SEPTEMBER 23, 2024

d) Comprehensive Knowledge Though the CFP® challenge pathway allows you to bypass some foundational courses, the program still covers all critical areas of financial planning.

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FMG

FEBRUARY 2, 2023

Now – I spend every single day of my life serving as a fiduciary financial consultant to families and businesses that I am so fortunate to help. As an advisor that specializes in retirement strategies, what would you say is your biggest challenge? The second piece of advice, be true to yourself and your values.

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Sara Grillo

DECEMBER 12, 2022

Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College. Charles King is a financial advisor licensed in 55 states and territories. Annuities typically revolve around the retirement and decumulation stage of life. -Doug Twiddy. Charles King.

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International College of Financial Planning

JUNE 25, 2024

This course prepares students for the CFP certification exam and covers comprehensive topics such as estate planning, investment planning, and retirement planning. Graduates can pursue careers as certified financial planners, investment advisors, and financial consultants.

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International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. This certification is Financial Planning Standards Board (FPSB).

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Sara Grillo

APRIL 10, 2023

Along his journey he has been quoted in the following publications: The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Retirement Report, TheStreet.com, Cheddar.TV, Crain’s Detroit Business and MarketWatch.com; among others. At Firstmetric, Scott continues his mission of delivering low cost, unbiased advice to clients.

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Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. But understanding the costs associated with these services can be complex.

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WiserAdvisor

JULY 24, 2022

For instance, financial planners may recommend turning your traditional retirement accounts into Roth accounts to lower your tax burden. Roth accounts are not taxed in retirement, and therefore help reduce your future taxability. Life can drastically change after retirement for a number of reasons.

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Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

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Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

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The Big Picture

JANUARY 27, 2025

Whats more, current beneficiaries and people close to retirement are highly unlikely to see any reduction in benefits, says Charles Czajka, founder of financial consultancy Macro Money Concepts. Despite the urge to pocket your money before things get worse, Social Security isnt going away.

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