MainStreet Financial Planning

MARCH 7, 2025

Fee-Only, Flat-Fee Financial Planners: Transparent, Unbiased, and Cost-Effective A fee-only financial planner charges a fixed fee for financial planning services, regardless of the size of your portfolio. Instead, they provide objective, conflict-free financial advice at a predictable cost.

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

Zoe Financial

MARCH 21, 2025

What Does a Financial Advisor Do? A financial advisor provides personalized guidance to help manage and grow your wealth. Their role extends beyond investment managementthey can help with: Retirement Planning : Structuring your assets to support your desired lifestyle. Optimizing tax-efficient retirement income.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Validea

SEPTEMBER 13, 2023

Define your financial goals and objectives, whether it’s retirement planning, buying a home, or funding your child’s education. Just like a healthy diet, successful investors understand the importance diversification in their investment portfolio.

Investments 98

Investments Investing Financial Guidance Retirement Planning 98

WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

Retirement Planning 40

Retirement Planning Financial Advisor Retirement Planning 40

Good Financial Cents

AUGUST 5, 2023

Use Your Employer Sponsored Retirement Plan for All it’s Worth 5. In a blended portfolio of stocks and bonds, earning an average annual rate of return of 7%, you’ll have just about $1 million by the time you’re 65. That means your portfolio at 65 will be much higher. The idea is to emphasize growth in your portfolio.

Retirement Planning 90

Retirement Planning Retirement Planning Investing 90

Nationwide Financial

DECEMBER 6, 2022

It’s good for investors to know what’s going on in their retirement accounts, but there’s a point where excessive checking or looking at portfolio balances becomes a compulsion or a bad habit. However, the impact of inflation may put a dent in these plans. This habit is also more common among women than men (53% vs. 34%).

Clients 98

Clients Retirement Economics Planning 98

WiserAdvisor

AUGUST 3, 2023

The 1 percent fee structure refers to the annual advisory fee charged by a financial advisor, typically calculated as a percentage of the Assets Under Advisory (AUA). This fee structure is common in the financial advisory industry and varies based on the size of the client’s portfolio.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52