Nerd's Eye View

JUNE 21, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5 million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey.

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Financial Planner Financial Advisor Taxes Math 246

Nerd's Eye View

FEBRUARY 21, 2023

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

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Financial Advisor CFP Financial Planner Education 130

Your Richest Life

NOVEMBER 9, 2023

You should also do the math to make sure you have a clear idea of what you can afford. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future. Remember that car loan rates are still high right now.

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Marketing Marketing Budgeting Financial Planner 52

Sara Grillo

MAY 16, 2022

This “advice only” financial advisor approach is an economical option for people who can do the implementation work on their own. Measure Twice Financial. Cody Garrett, CFP, is an advice-only financial planner. Hourly financial planners. It seems so small.

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Financial Advisor Financial Advice Financial Planner Assets 52

Bell Investment Advisors

NOVEMBER 27, 2023

Engaging with an investment advisor or financial planner can help streamline this phase and provide guidance. Like any financial review, you will want to begin with updating your goals. This is just a sampling of the many moving parts you might encounter when sizing up your newfound assets. But so do opportunities.

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Accounting Distribution Investment Advisor Taxes 52

Zajac Group

AUGUST 11, 2022

If the math suggests buying additional shares is the best bet, it may seem like a no-brainer to do so. That’s between you and your financial planner. However, in the grander scheme, does it really make sense to buy additional shares of company stock, particularly if you are already holding a concentrated position?

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Taxes Sales Numbers Investing 52

Good Financial Cents

APRIL 14, 2023

In my case, it was my experience as a financial planner. While academic subjects, like math, science, history, and test preparation, are always in demand, you can also offer tutoring in professional skills, like computer science, engineering, professional disciplines, and, if you have the skill, a foreign language.

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Accounting Communication Investing Investments 91