Abnormal Returns
JUNE 17, 2024
(epsilontheory.com) Michael Kitces talks with Mark Berg, Founder of Timothy Financial Counsel, about using an hourly fee model. kitces.com) Amy Arnott and Christine Benz talk with Andrew Blake who is associate director of wealth management for Cerulli Associates about the upcoming wave of adviser retirements. rethinking65.com)
Abnormal Returns
JULY 19, 2023
(peterlazaroff.com) Tim Ranzetta talks with Jonathan Clements, editor of the new book "My Money Journey, How 30 People Found Financial Freedom And You Can Too." ngpf.org) Retirement FAT Fire. How to retire at any age with confidence. ofdollarsanddata.com) Take retirement surveys with a big grain of salt.
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Abnormal Returns
APRIL 3, 2023
Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. advisorperspectives.com) Retirement How longevity risk makes decumulation decisions more difficult.
Clever Girl Finance
JANUARY 22, 2024
The good news is there are several reputable sites where you can find a budget counseling service that can help you get back on track with your finances! Financial Counseling Association of America The Financial Counseling Association of America (FCAA) is an organization with financial counselors available to help you.
Clever Girl Finance
AUGUST 15, 2022
Retirement. Retiring is one of the top long-term goals for many, and early is becoming very popular. However, in order to make your retirement plans work, you will need to decide your objectives with your partner. Be open to financial counseling. However, it is not cheap! Figure out debt.
Fortune Financial
JANUARY 11, 2024
Based on the 2022 Workplace Wellness Survey , published in the Employee Benefit Research Institute (EBRI) journal, younger employees prioritize professional development opportunities, while older employees value retirement planning more. Retirement benefits are a key component of a benefits package that attracts and retains top talent.
Nationwide Financial
NOVEMBER 10, 2022
Department of Veterans Affairs aimed at making education, healthcare, life insurance, mortgages, and retirement more accessible for those who have served. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Financial veteran benefits.
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