NAIFA Advisor Today

SEPTEMBER 21, 2023

Richard (Rick) Demko is a licensed life insurance agent who speaks nationally to associations, consumers, and producer groups regarding proper life insurance planning strategies.

Financial Consultant 97

Financial Consultant License CFP Insurance 97

Nerd's Eye View

JULY 18, 2022

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

CFP 246

CFP Recruitment Certification Sales 246

Random Roger's Retirement Planning

NOVEMBER 9, 2022

This has been an incredible few days.

License 74

License Portfolio Marketing Marketing 74

Carson Wealth

JULY 12, 2022

She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. Retirement.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Tucker Advisors

SEPTEMBER 8, 2021

Indexed Annuities: The New Retirement Pensions? In other words, the large majority of us can no longer rely on our employers to fund our retirement plans. For one, it can be a better instrument for growing retirement savings. But, without pensions, employees also can’t predict an exact monthly income for their retirement.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

Carson Wealth

APRIL 4, 2024

Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) 1 Wells Fargo & Company, “Survey: Financial Planning & Preparedness of Americans with Parents Entering Retirement,” 2022.

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Management Healthcare Medical Estate Planning 137

Yardley Wealth Management

SEPTEMBER 14, 2020

Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. Retirement Planning, Income Taxes. We only do Estate Planning work and I am licensed in Pennsylvania and New Jersey.

Retirement 52

Retirement Retirement Planning Wealth Management Estate Planning 52

Cordant Wealth Partners

SEPTEMBER 8, 2022

As you would expect from an outstanding organization like Microsoft, it offers a very robust 401(k) to help employees save for retirement. Tax-Deferred Investment Growth : Dividends, Interest and Capital Gains are not taxed within your 401(k) until retirement allowing your investment returns to compound faster.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Yardley Wealth Management

MAY 29, 2020

The post Should Pre-Retirees Take a New Look at #Retirement Income? Should Pre-Retirees Take a New Look at #Retirement Income? I recently was interviewed for an article in a national publication on retirement income, given the current market and job losses. appeared first on Yardley Wealth Management, LLC.

Retirement 40

Retirement Wealth Management Estate Planning Risk Tolerance 40

Random Roger's Retirement Planning

MARCH 3, 2024

My standard preamble when talking about annuities is that I am not licensed to sell annuities. I had my insurance license ages ago for one job but never sold an insurance product. I immediately thought of Lou Glutz (the Eugene Levy character) when I stumbled into two articles about annuities.

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License Insurance Assets Taxes 94

Yardley Wealth Management

OCTOBER 7, 2020

The post Is COVID-19 affecting your Retirement Planning? Is COVID-19 affecting your Retirement Planning? Retirement Planning Financial Planning Risk. Over their lifetimes, most people have heard warnings and advice from retirement advisors about various aspects of their plans. Here’s what you should do.

Retirement Planning 40

Retirement Planning Retirement Planning Wealth Management 40

NAIFA Advisor Today

AUGUST 27, 2023

Laurie Adams is a Certified Financial Planner (CFP), helping people create financial plans to achieve financial security through investment management, retirement, trust, and planning services.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP License 52

Clever Girl Finance

NOVEMBER 16, 2022

From debit cards to your bank accounts and bank account numbers, and driver's license numbers, a lot of your personal information can be compromised. You'll find out your driver’s license can also be affected by this, so it's essential to understand what to do if someone steals your identity related to your license.

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License Accounting Insurance Medical 94

Sara Grillo

MAY 10, 2024

.” I’ve heard iterations of this: I’m a CPA and financial advisor, and my best tax return client just hired someone else to do their retirement planning. My client just referred their out-of-state best friend to an advisor in Alabama, even though I am also licensed in Alabama.

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Clients License Retirement Planning Financial Advisor 52

Sara Grillo

AUGUST 25, 2023

Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. Transform Retirement www.transformretirement.com Avg account size: Approx. Clients are given full access to our entire offering (investments, retirement, college, insurance, tax, estate, etc.) Single parents.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent. The retirement crisis in America is real.

Insurance 59

Insurance Retirement Financial Advisor License 59

Random Roger's Retirement Planning

JULY 31, 2023

First up is another article stating that Gen-X is doomed for retirement. Another article I saw today (sorry no link) said that something like 1/3 of Gen-Xers have less than $10,000 saved for retirement. Social Security was only intended to cover about 40% of retirement needs." Your Social Security amount is what it is.

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Retirement Insurance Accounting License 73

Sara Grillo

AUGUST 26, 2024

Along his journey he has been quoted in the following publications: The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Retirement Report, TheStreet.com, Cheddar.TV, Crain’s Detroit Business and MarketWatch.com; among others. At Firstmetric, Scott continues his mission of delivering low cost, unbiased advice to clients.

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License Certified Financial Planner Financial Advisor CFP 52

MazumaBusinessAccounting

JUNE 30, 2021

Retirement Contributions. Business owners have more flexibility that allows them to strategize around their retirement contributions. At the end of the year, you can determine how much you want to contribute to your retirement to help lower your taxable income. Do you have to maintain a license for your job?

Taxes 98

Taxes Insurance Education Retirement 98

Clever Girl Finance

NOVEMBER 16, 2022

Usually needed for jobs, enrolling in school, obtaining a driver’s license, benefits, insurance additions, etc. Remember this is different than a marriage license, which you don't keep. Retirement plan contributions. Also read up on investing , your retirement plan , and effective budgeting. Death Certificates.

Certification 105

Certification Taxes Insurance Banking 105

International College of Financial Planning

JULY 30, 2022

Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. For e.g. saving for a home, retirement, or Higher education. In addition, they must complete continuing education requirements every two years to maintain their license.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

Random Roger's Retirement Planning

APRIL 21, 2024

I'm pretty sure that in every post about spending part of retirement in a foreign country I say to keep your house in the US and rent it out in case you need to come back. I am not licensed to sell annuities and I've never sold one to anyone. Leaving money in a 401k after you've retired is a terrible idea.

Investments 69

Investments Investing Retirement Insurance 69

Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Financial Goals: These include saving for retirement, managing money, and paying for education. Retirement Planning: Give tips on how to save for retirement. Who do you want to reach?

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

The Irrelevant Investor

MAY 31, 2016

15- We think things will be better when I get my license. 55- We think things will be better when I retire. 15- We think things will be better when I get my license. 55- We think things will be better when I retire. To kick the can of happiness down the road is what keeps us going.

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License Retirement 52

BlueMind

SEPTEMBER 11, 2022

Investments with a short-term time horizon are best suited for those who would require a large amount of cash in the near future or will be approaching retirement soon. The most common investment with a long-term horizon is saving for retirement. So how is the time horizon related to risk capacity?

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Risk Tolerance Clients Portfolio Investments 98

Carson Wealth

DECEMBER 20, 2022

A financial advisor is trained and licensed to provide investment and security advice to their clients. Saving monthly for retirement can create meaningful assets to help boost any shortfalls. Gather information about your employee benefits including retirement plans, group insurance policies and other employee benefits.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Retirement Planning 52

Darrow Wealth Management

OCTOBER 1, 2024

A retirement account won’t go through probate unless you didn’t name any (living) beneficiaries. Estate and tax law varies by state, so you’ll need an attorney licensed in your state. Because the probate process is long, costly, and public, many investors choose to avoid probate whenever possible.

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Assets Estate Planning Distribution Taxes 98

Getting Your Financial Ducks In A Row

JUNE 5, 2023

Photo credit: jb There are three methods you can use to apply for Social Security retirement benefits. From what I hear, visiting the local office can be a hit or miss experience, similar to visiting the DMV to get your driver’s license renewed. You can find the closest office by clicking this link and entering your ZIP code.

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Numbers Electronics License Accounting 79

FMG

DECEMBER 7, 2022

licensed financial advisor. retirement advisor. Financial Advisor Top SEO Keywords. financial advisor. best financial advisors. financial advisor near me. what does a financial advisor do. personal financial advisors. how to find a financial advisor. financial advisor cost. independent financial advisors. financial planner.

Financial Advisor 83

Financial Advisor Engineering Financial Planner Financial Consultant 83

Yardley Wealth Management

OCTOBER 26, 2020

Social Security Retirement Planning . You really do get the extra 8% per year after you’ve reached your full retirement age. For most people, Social Security benefits make up a sizable percentage of their retirement income. We only do Estate Planning work and I am licensed in Pennsylvania and New Jersey.

Wealth Management 52

Wealth Management Estate Planning Financial Planning Retirement Planning 52

International College of Financial Planning

APRIL 20, 2022

They advise on investments, taxes, retirement, and estate planning. You’ll need to complete the necessary education and certifications, and you may need to obtain a license. You should also know about investments, taxes, retirement, estate planning, and insurance. You may also need to obtain certifications and a license.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

Tucker Advisors

NOVEMBER 3, 2021

While the market remains strong, how does this news affect the savings of retirees or those about to retire? . So, how do people who are retired or about to retire combat this inflation? But for someone retired or nearing retirement, this strategy could be fatal to their portfolio. .

Retirement 52

Retirement Portfolio Retirement Planning Financial Advisor 52

International College of Financial Planning

SEPTEMBER 3, 2021

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Yardley Wealth Management

JULY 10, 2020

He called during the second week of March because he thought his plan would need to be updated, based on the facts that his account values were down and that he had gotten laid off from his job, likely leading him to retire a little earlier than he had hoped. We only do Estate Planning work and I am licensed in Pennsylvania and New Jersey.

Financial Planning 40

Financial Planning Planning Wealth Management Estate Planning 40

Robert B. Ritter Jr.

SEPTEMBER 8, 2021

You don’t need to be licensed for any InsMark products to view our Symposium site.) Did you miss our May 2021 Virtual Symposium? Don’t worry. Register now for FREE to access the meeting recordings, PowerPoints, and the many resources from our Exhibit Hall Booths. The post Blog #213: Missed our May 2021 Virtual Symposium?

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License Financial Services Certified Financial Planner Wealth Management 40

WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. They help prepare a retirement plan based on a client’s financial needs and goals. Need a financial advisor?

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Clever Girl Finance

NOVEMBER 20, 2023

Generally, these assets include bank accounts, investment accounts, and retirement plans. However, you can get started with this checklist when someone dies to help you close accounts: Contact DMV to cancel their driver’s license, if applicable. Can a 401k be transferred after death?

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Certification Accounting Insurance Banking 107