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Unlock Success with a Financial Marketing Consultant

Midstream Marketing

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

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2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets

Your Richest Life

Here are some of the main financial headlines so far, and what they might mean for you: Federal Reserve Holds 2025 Rates Steady At the Feds end of January meeting, they opted to keep the federal rates where they are instead of implementing another cut. Currently, the federal funds rate is at 4.25 percent to 4.50

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9 Year-End Planning Tips from a Wealth Planner

Carson Wealth

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

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5 Simple Tips for a Retirement Income Plan

Nationwide Financial

But sometimes clients can use simplified tips to help them think through their plans. Knowing their monthly expenses, social security plans, long term tax implications, and more can be important steps in helping clients prepare for retirement. For me, the key to being ready is having a solid retirement income plan.

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Financial Market Round-Up – Apr’24

Truemind Capital

Not getting too greedy or too fearful while sticking to a carefully designed asset allocation plan will help you stay in the game for the long term resulting in wealth from compounding. CONNECT WITH TRUEMIND ADVISOR The post Financial Market Round-Up – Apr’24 appeared first on Investment Blog.

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Monday links: old finance articles

Abnormal Returns

wsj.com) Poland is planning to build nuclear power plants. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) Global Europe's energy crisis is far from over.

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Communicate (The Necessity Of) Fee Increases With A Client-Centric, Value-Based Approach

Nerd's Eye View

When communicating fee increases to clients, then, it’s important to be concrete and confident about how the advisor will bring extra value to the relationship (which, of course, means having a plan to deliver that value in the first place). Read More.