Nerd's Eye View

AUGUST 22, 2022

Though many of these accounts exist primarily to serve retail customers of broker-dealers and robo-advisors (which might make advisors hesitant to recommend them for fear of introducing customers to a potential competitor), there are also multiple options for cash management accounts developed solely for clients of financial advisors.

Clients 246

Clients Management Accounting Banking 246

The Big Picture

JULY 20, 2023

At least, if you are a smart investor who does the right things: Set up a financial plan, manage your own behavior, engage in long-term thinking, and avoid reacting to the endless daily noise that markets + media generate. My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets.

Financial Planning 186

Financial Planning Math Assets Management 186

Abnormal Returns

FEBRUARY 20, 2023

(onyxadvisornetwork.com) Brendan Frazier talks with Dave Yeske about the day that financial planning changed. standarddeviationspod.com) Frazier Rice talks health care planning with John Samuels, founder of Better Health Advisors. nytimes.com) Why direct indexing won't become a retail product. wsj.com)

Startup 130

Startup Financial Planning Retail Insurance 130

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. Embrace Smart Shopping Strategies Sales can be enticing, but they can also lead to hasty decisions.

Financial Planning 59

Financial Planning Planning Financial Advisor Budgeting 59

Your Richest Life

NOVEMBER 12, 2024

Here are a few ways to keep your finances healthy during the holidays: Create a budget for a financially healthy holiday season Have you ever gone to the grocery store without a list, only to come home with an excess of snacks and treats you never planned to buy in the first place? It’s not just about gifts, either.

Budgeting 52

Budgeting Fee Only Planning CFP 52

Integrity Financial Planning

DECEMBER 29, 2022

If you go to your local retailers, you may find great deals, as they quite literally may want to clear their shelves by offering great discounts. Plan Ahead! When it comes to your retirement, planning ahead is the name of the game. Shop In-Store to Compare Prices.

Financial Planning 98

Financial Planning Retirement Planning Planning Retirement 98

eMoney Advisor

APRIL 13, 2023

In its Retail Banking: 2025 and Beyond report, PwC analysts explore five possible versions of the sector’s future. Planning Tech’s Role in the Future of Banking Overall, analysts emphasize the seamless, personalized, all-in-one experience consumers are wanting from banks. .” Most scenarios lean heavily on technology.

Banking 74

Banking Clients Planning Financial Planning 74

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. Embrace Smart Shopping Strategies Sales can be enticing, but they can also lead to hasty decisions.

Financial Planning 52

Financial Planning Planning Financial Advisor Budgeting 52

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Harness Wealth

MARCH 7, 2025

Learn about his insights into effective communication and transparent expectations for remote teams, shared recently at the AICPA Personal Financial Planning Summit 2025. Many firms and advisors also regularly participate in pro bono planning that aids people of any means with volunteer services.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Nationwide Financial

DECEMBER 1, 2022

But not staying invested in the stock market during periods of high inflation could end up adversely impacting their financial plans. Institutional investors and hedge funds have moved to the sidelines, with cash levels at the highest since 9/11 and equity allocations at the lowest level since the financial crisis.

Management 97

Management Clients Retirement Financial Planning 97

Integrity Financial Planning

JANUARY 6, 2023

The expo brings together professionals such as roasters, retailers, tasters, and you, the audience, to interact and exchange value and coffee-full conversions. To ensure you are financially set to take on all this fun, talk to us today to receive a complimentary review of your finances. [1] 1] [link]. [2] 2] [link]. [3] 3] [link]. [4]

Retirement 91

Retirement Food Financial Planning Retail 91

International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Financial planning has emerged as one of the most rewarding career paths in the modern financial sector.

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

Truemind Capital

FEBRUARY 23, 2024

A few days ago, I had a very unusual request from the HR of a multi-billion dollar company with whom I was in discussion regarding sessions on financial well-being for their employees. Since we have expertise in long-term investment strategies and financial planning, I told her that we could not help her with this requirement.

Asset Allocation 98

Asset Allocation Marketing Marketing Assets 98

Random Roger's Retirement Planning

MARCH 15, 2025

The example assumes no sort of serious medical or family calamity that altered your financial plan, life happens that way sometimes. If you're 81 and can no longer meet your income need from your portfolio, that is what matters. Looked at over the course of almost eight years, who wouldn't want that result?

Portfolio 59

Portfolio Medical Marketing Marketing 59

Ballast Advisors

OCTOBER 10, 2023

At Ballast Advisors, we’re all about creating a comprehensive financial planning strategy that considers every season of the year, especially the high-spending final months. Travel: Planning to escape to a winter wonderland or visit family? That’s why it’s crucial to keep a small financial buffer.

Planning 52

Planning Budgeting Taxes Financial Planner 52

Walkner Condon Financial Advisors

MARCH 4, 2025

Polly Price, Financial Advisor at Walkner Condon, explores how social media is reshaping investing, from retail investor empowerment to market volatility. Learn how online platforms impact financial decisions and trends.

Media 96

Media Financial Advisor Retail Investing 96

Your Richest Life

FEBRUARY 27, 2023

(You can use your modified AGI from the year you purchase the vehicle or the year before, whichever is less;) You must purchase the vehicle new; The vehicle must be made by a qualified manufacturer; The vehicle’s suggested retail price (MSRP) cannot exceed $80,000 for vans, sport utility vehicles and pickup trucks, or $55,000 for other vehicles.

Taxes 105

Taxes Fee Only CFP Financial Planning 105

Discipline Funds

SEPTEMBER 19, 2023

This is especially helpful for financial planning because it allows us to quantify someone’s liabilities and then match the right assets to those liabilities. 1 But the Defined Duration approach brings this to retail investors in a low cost and accessible manner.

Investing 63

Investing Investments Financial Planning Assets 63

Gen Y Planning

NOVEMBER 5, 2021

Here are nine financial elements you won’t want to forget! De-clutter Your Budget (Aka Spending Plan). Instead, start thinking of your budget as a spending plan. Your spending plan is a guide to help you use your money in ways that mean the most to you. Max Out Your Retirement Plans. to the curb. Assess Your Debt.

Taxes 75

Taxes Estate Planning Planning Budgeting 75

Random Roger's Retirement Planning

APRIL 17, 2024

The Permanent Portfolio Mutual Fund (PRPFX) was an early, retail accessible fund in the All-Weather space going back to the early 90's. The decision to go full All-Weather needs to be a financial planning decision not a reactionary decision to a bear market.

Portfolio 102

Portfolio Asset Allocation Advertising Numbers 102

Trade Brains

APRIL 11, 2023

The company’s promoters hold a 74.90% stake in it, followed by retail investors with 19.97%, FIIs with 2.31%, and DIIs with 2.82%. The company’s promoters hold a 65.40% stake in it, followed by retail investors with 30.62%, FIIs with 3.33%, and DIIs with 0.65%.

Retail 94

Retail Government Distribution Financial Services 94

MainStreet Financial Planning

SEPTEMBER 24, 2024

Spaving might not seem like a big deal at first, but it has a way of adding up and can ultimately throw off your financial progress. Here’s why it’s harmful: You Spend More Than Planned : Have you ever checked your bank statement and wondered how you managed to spend so much?

Budgeting 70

Budgeting Sales Clients Planning 70

Your Richest Life

AUGUST 10, 2024

If you plan on traveling, set alerts now to get the best deal on flights and hotel costs. Just make sure you read the fine print before booking; some third party sites don’t allow you to change or cancel your plans once you’ve booked.) The post Fall Checklist for Financial Wellness appeared first on Your Richest Life.

Taxes 52

Taxes Budgeting Fee Only Planning 52

Carson Wealth

JANUARY 14, 2023

Fiduciary vs. Non-Fiduciary Not every financial professional is required to hold a fiduciary standard of care. Financial advisors who charge asset management fees, direct financial planning fees, hourly fees or retainer fees to a client are structurally investment advisor representatives.

Financial Advisor 52

Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

Discipline Funds

AUGUST 4, 2023

Retail sales have slowed to 0.5%. And having a good time based financial plan can help you compartmentalize your assets in a manner that helps you avoid the sort of binary thinking that often leads to catastrophic investing mistakes. The environment is so strange that there’s a narrative for pretty much everyone.

Financial Planner 98

Financial Planner Banking Taxes Economics 98

Your Richest Life

JUNE 30, 2023

The good news is, there’s still time to plan out how to lower your tax bill for next year – or at least feel more aware of what you will owe or receive. If you were surprised at tax time this year, then you’re not alone. Taking the time now to make some strategic moves can lead to some significant savings on your taxes for the year.

Taxes 78

Taxes Retirement Accounting Financial Planner 78

NAIFA Advisor Today

JULY 12, 2022

Since 2018, brokerage firms have been required by FINRA Rule 4512 to ask their retail customers to provide the name and contact information of a trusted contact person. Although the rule applies only to broker-dealers, it’s still a best practice for all wealth management and financial advisory firms to gather this information from clients.

Clients 52

Clients Wealth Management Financial Planning Retail 52

Gen Y Planning

DECEMBER 5, 2022

Here are nine financial elements you won’t want to forget! De-clutter Your Budget (Aka Spending Plan). Instead, start thinking of your budget as a spending plan. Your spending plan is a guide to help you use your money in ways that mean the most to you. Max Out Your Retirement Plans. to the curb. Assess Your Debt.

Taxes 59

Taxes Estate Planning Planning Budgeting 59

Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% Retail sales matter because consumption is 69% of GDP. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Analysts are predicting earnings growth of 0.1 centrally flat. month-over-month.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Random Roger's Retirement Planning

MARCH 26, 2024

Either the Cockroach can't be easily recreated with retail accessible funds (seems more likely) or it is too conservative to grow (seems less likely). A percent or two into something that goes to zero is not going to blow up a financial plan even if it would be very disappointing.

Portfolio 93

Portfolio Management Banking Financial Planning 93

Zoe Financial

DECEMBER 16, 2022

Retail sales declined 0.6% The fact that retail sales are down is an indication that the most important driver of growth is not looking so hot going into next year. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. .

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

SEPTEMBER 11, 2023

August retail sales. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Negative yield curves signal that we could see a bear market for stocks. August PPI.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Clever Girl Finance

OCTOBER 29, 2022

Plan your meals at home , pack up your Tupperware and grab a blanket or even a flat sheet and you're all set! That said, you need to create a clear plan to achieve them—and that starts with getting clear about what you want to accomplish. Create a financial plan. Debt pay-off plan. Go on a hike. Create a budget.

Budgeting 64

Budgeting Financial Planning Planning Accounting 64

Zoe Financial

SEPTEMBER 18, 2023

Retail sales numbers for August went up 0.6% Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Biggest headline there: oil prices affecting gasoline prices – increased 10.6% month-over-month. Core CPI went down from 4.7%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. There is a pullback, the question is: will we have a bear market? Small caps are underperforming the broader market.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Clever Girl Finance

MARCH 28, 2023

But before we dive into our guide on the basics of financial literacy, let's talk about why this matters. The importance of understanding financial literacy basics Financial literacy covers several topics , including budgeting, banking, investing, handling debt, and planning for the future.

Budgeting 111

Budgeting Accounting Banking Planning 111