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.

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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.

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CFP Recruitment Certification Sales 246

Random Roger's Retirement Planning

NOVEMBER 9, 2022

This has been an incredible few days.

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License Portfolio Marketing Marketing 74

Carson Wealth

APRIL 9, 2025

Zach enjoyed reconnecting with Carter and discussing the importance of financial literacy and the pathway for more Iowan’s to obtain their CPA License. Whether you’re looking to fine-tune your investment strategy, plan for retirement, or discuss financial goals, our team is here to help.

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Taxes License Wealth Advisor Clients 52

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.

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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.

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Retirement Pension Retirement Financial Advisor Planning 52

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

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

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.

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Retirement Planning Retirement Planning Taxes 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 104

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.

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Retirement Wealth Management Estate Planning Risk Tolerance 40

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.

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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.

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Certified Financial Planner Financial Planner CFP License 52

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

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

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?

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Taxes Insurance Education Retirement 98

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.

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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.

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Investing Investments 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?

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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

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.

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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.

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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.

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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. .

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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.

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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?

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Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Yardley Wealth Management

AUGUST 24, 2020

For millennials saving for retirement, time is on their side when it comes to making money with long-term investments in the stock market. Born in the early 80s through the mid-90s, this generation can weather market volatility better than investors closer to retirement. There’s an old saying that time is money.

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Investing Investments Wealth Management Estate Planning 40

Trade Brains

JANUARY 20, 2023

PwC was found guilty and its license was temporarily revoked for 2 years. SEBI appointed retired SC justice Barucha to oversee the transaction in order to instil trust. The CBI also found 13,000 fake employee records created in Satyam and claimed that the scam amounted to over Rs. 7000 crores. Several companies bid on April 13, 2009.

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Banking Accounting Ethics Sales 131

Clever Girl Finance

OCTOBER 8, 2024

If you are unsure about making investment decisions or have specific concerns, I definitely recommending educating yourself by reading investing books or speaking with a licensed financial advisor for specific investment advice. Are you saving for retirement, a home, or another goal?

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Investing Investments Risk Tolerance Portfolio 98

MazumaBusinessAccounting

JANUARY 27, 2022

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 52

Taxes Insurance Transportation Education 52

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. License Your Music 13. One solution would be to license your music. Passive Income is all about protecting your time. What Passive Income is not. This is active income. Side hustles.

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Accounting Investing Investments Media 105

Clever Girl Finance

JANUARY 16, 2024

Open a retirement account Retirement might feel ages away (and it is), but that doesn’t mean you can’t start saving for it as a teen. Understanding retirement savings and opening up an account is a great long-term goal for teenagers and will make your life easier as an adult.

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Sara Grillo

JUNE 24, 2024

There is no securities license required to sell it. Request an additional report paying only until age 70, since in retirement you are on a fixed budget and do not want outgoing payments. Variable universal life (VUL=mutual funds) were/are illustrated using an 8%-12% CD-like ROR eternally. That is a mathematical impossibility.

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Insurance Math Financial Advice Compliance 59