Nerd's Eye View

MAY 17, 2024

Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How firms can best leverage their internal data to improve the number of client referrals they receive.

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Financial Planner CFP Financial Advisor Retirement Planning 246

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Nerd's Eye View

DECEMBER 2, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services.

Financial Planner 241

Financial Planner Retirement Planning Retirement Financial Planning 241

Nerd's Eye View

APRIL 14, 2023

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

Financial Planner 243

Financial Planner Retirement Planning CFP Financial Planning 243

Nerd's Eye View

JANUARY 4, 2023

Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. This strategy is valuable because it generally allows for higher initial withdrawal rates than more static approaches that don’t accommodate clients willing to adjust their spending in retirement.

Retirement 246

Retirement Distribution Retirement Planning Asset Allocation 246

Carson Wealth

AUGUST 25, 2022

often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. A better question than “What’s my magic number?” would be “How do I plan for retirement?“ Most Americans are covered by Social Security.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

Integrity Financial Planning

MARCH 13, 2023

There are various factors that determine the amount that the employee will receive, but it is generally determined by your final average salary and the number of years you worked at the company or institution. [4]

Retirement Planning 84

Retirement Planning Retirement Planning Taxes 84

Nerd's Eye View

MARCH 20, 2024

Monte Carlo simulations have become a central method of conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs. However, the results of these simulations generally don't account for potential adjustments that could be made along the way (e.g.,

Communication 246

Communication Clients Financial Planning Risk Tolerance 246

The Chicago Financial Planner

FEBRUARY 6, 2022

You may be able to do everything online, otherwise contact the plan administrator at your company. There are a number of retirement plan options to consider. If you don’t have a retirement plan in place for yourself, do this today. You work way too hard not to be putting something away for retirement.

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Retirement Planning Retirement Financial Planner Planning 189

Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement.

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

WiserAdvisor

NOVEMBER 4, 2022

For these reasons and several others, it is essential to follow specific financial planning tips for dual-income families. If you wish to learn about financial strategies that can help dual-income families plan their finances better, consider seeking the services of a professional financial advisor for the same.

Financial Planning 93

Financial Planning Planning Taxes Financial Advisor 93

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. What is a full financial plan?

Financial Planning 98

Financial Planning Planning Budgeting Retirement 98

Your Richest Life

JUNE 14, 2024

A very general rule of thumb is to put at least 15-20 percent of your income toward retirement. But again, that number can vary based on when you started saving for retirement, and how much you’re able to save. You can also get to that number by asking yourself some fundamental questions: What age do you plan to retire?

Retirement Planning 52

Retirement Planning Retirement Planning Fee Only 52

Integrity Financial Planning

OCTOBER 3, 2022

With market volatility and inflation affecting people’s finances, talk about investment strategies and portfolio longevity seems to dominate retirement planning conversations. But one of the most important aspects of retirement is often overlooked in these conversations: healthcare costs. 1] [link]. [2] 2] [link]. [3]

Healthcare 98

Healthcare Retirement Planning Retirement Insurance 98

Your Richest Life

APRIL 15, 2024

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. You can use multiple accounts to help boost your savings.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Integrity Financial Planning

JULY 6, 2022

Quarterly statements will be required to include numbers on lifetime income. Having an income plan is key for your retirement planning. Is an annuity something you should consider as a part of your retirement plan and a way to protect what you have? The Host: Brian Bowen – Contact.

Retirement 95

Retirement Retirement Planning Math Financial Planning 95

Integrity Financial Planning

APRIL 5, 2023

If your ISO number is high, it will brighten up your image. So smaller numbers (1/25, for example) mean that your picture will have less time to get light, and it will be darker. Larger numbers (1/10 or 1) will let in a greater amount of light and make the image brighter. [2] Lower f-stop numbers mean a larger aperture.

Financial Planning 95

Financial Planning Retirement Planning Numbers Retirement 95

The Chicago Financial Planner

FEBRUARY 8, 2023

Is my Social Security subject to taxes once I reach my full retirement age? Your full retirement age (FRA) is a key number for many aspects of Social Security. This is part of the bigger picture of taxes in retirement. For those born from 1943 to 1954 your FRA is 66. Your situation may differ.

Taxes 291

Taxes Retirement Financial Planner Financial Advisor 291

WiserAdvisor

JULY 1, 2022

The number of entrepreneurs in America has exponentially increased over the past few years. That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. Why is financial planning important for entrepreneurs? What is meant by business financial planning?

Financial Planning 52

Financial Planning Planning Financial Planner Retirement 52

Park Place Financial

NOVEMBER 29, 2022

Retirement Planning 5 Ways to Catch Up on Retirement Planning Later in Life Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement is a significant investment, which is why so many financial experts recommend establishing goals and starting when still a younger adult.

Retirement Planning 52

Retirement Planning Retirement Certified Financial Planner Planning 52

Envision Wealth Planning

MARCH 24, 2022

Retirement planning for women can be trickier than most people may think. Most women I talk to are more concerned about paying less in taxes today than when they retire. Many people like the idea of paying less in taxes, But how does that relate to retirement planning for women and a financially free retirement?

Retirement Planning 52

Retirement Planning Retirement Taxes Planning 52

WiserAdvisor

AUGUST 26, 2022

First, do you have the necessary financial acumen and knowledge to make financial decisions? Are you good with numbers, accounting, and financial planning? If yes, then DIY financial planning might be a good option for you. What is DIY financial planning? Chalk out a financial plan.

Management 101

Management Financial Advisor Financial Planning Retirement Planning 101

Your Richest Life

NOVEMBER 26, 2024

They are the people who do retire, but end up returning to the workforce. According to data from Rand, 39 percent of workers 65 and older went back to work after retiring. These numbers show that retirement is becoming a more fluid concept, with many people opting for a “second act” career, side gig or part time work.

Retirement 52

Retirement Planning Fee Only Financial Planning 52

WiserAdvisor

SEPTEMBER 13, 2022

The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

Integrity Financial Planning

NOVEMBER 17, 2023

The game, requiring players to create sets or runs of numbers, requires a blend of strategy and luck. Everyone’s retirement plan is different. Source: [1] [link] The post 3 Old Board Games to Revisit appeared first on Integrity Financial Planning, Inc.

Financial Planning 97

Financial Planning Retirement Planning Retirement Planning 97

Carson Wealth

OCTOBER 24, 2024

Retiring abroad can be a dream come true for many Americans, offering the opportunity to explore new cultures, enjoy different climates, and potentially stretch retirement savings. But moving to a new country involves significant financial planning.

Retirement 142

Retirement Healthcare Taxes Medical 142

WiserAdvisor

JUNE 19, 2022

While the figure is stressful, financial planning for a baby can help you transition into parenthood smoothly. More importantly, if you are a single parent, you may have to consider the financial preparedness aspect more seriously. Here are some tips that can help you in planning for a baby financially: 1.

Financial Planning 52

Financial Planning Planning Education Budgeting 52

WiserAdvisor

SEPTEMBER 14, 2022

The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

Million Dollar Round Table (MDRT)

MAY 7, 2023

Obviously, there is a limited number of hours in the day, and you can only replicate yourself so much. But we are passionate about our business, and we think that everybody needs good financial planning. So we have partnered with a financial planner. Hey, you need to be saving into your qualified retirement plan.” “You

CFP 98

CFP Financial Planner Retirement Planning Retirement 98

Integrity Financial Planning

MARCH 5, 2023

If your costs outweigh your income, you may need to think about exploring other investment options, adjusting your lifestyle, or rethinking your retirement timeline. [3] 3] How Many Years of Retirement Should I Have Saved For? On average, men who retire at 60 years old can live another 22 years.

Retirement 93

Retirement Retirement Planning Planning Budgeting 93

BlueMind

MAY 10, 2022

To succeed as a financial advisor your focus should be more than just finance, investing, and a retirement plan. With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. Your main focus should be your client and not just numbers and targets.

Financial Planning 52

Financial Planning Clients Planning Financial Advisor 52

Financial Symmetry

APRIL 9, 2025

These rates aren’t just static numbers; they should be assessed within the context of your financial future. They arent just personal milestones but important life events and moments that should prompt you to update your financial plans. Analyze whether your tax rate will rise or fall in the coming years.

Taxes 52

Taxes Tax Planning Retirement Planning 52

Nationwide Financial

FEBRUARY 7, 2023

In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being. 4 Further, the U.S.

Retirement 102

Retirement Clients Education Financial Services 102

Integrity Financial Planning

JANUARY 23, 2023

Next, try to hold off on filing for Social Security benefits until you reach full retirement age. While you can begin to enroll in benefits at age 62, it is encouraged that individuals wait until age 66 or 67 to be eligible to receive the highest number of benefits. [4]

Retirement 89

Retirement Math Retirement Planning Planning 89

Indigo Marketing Agency

MARCH 5, 2025

Lead Generation & Thought Leadership Financial seminar promotion is one of the best lead-generation strategies for financial advisors. LinkedIn outreach: Direct messaging and LinkedIn posts help engage professionals interested in financial planning.

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Financial Advisor Marketing Marketing Clients 52