Accounting, Estate Planning, Investment Planning and Retirement Planning

The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

MARCH 13, 2024

Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. These pillars provide a comprehensive framework for building a resilient and sustainable plan. Diversification lies at the heart of investment planning. It also minimizes errors and oversights.

Retirement Planning

Retirement Planning Retirement Planning Estate Planning

Key Differences Between a Roth IRA and Pre-Tax Retirement Account

WiserAdvisor

APRIL 12, 2023

When planning for retirement, one of the most important decisions you will likely make is which type of retirement account to use. The Roth Individual Retirement Account (IRA) and the pre-tax retirement account are two common options. What is a pre-tax retirement account?

Accounting

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What are the Different Types of Financial Advisors?

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.

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Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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DIY Money Management vs. Hiring a Professional For Your Financial Needs

WiserAdvisor

AUGUST 26, 2022

Are you good with numbers, accounting, and financial planning? If yes, then DIY financial planning might be a good option for you. On the other hand, if you tend to struggle with budgeting or find financial planning overwhelming, then professional money management could be a better solution.

Management

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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

eMoney Advisor

FEBRUARY 9, 2023

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

Financial Planning

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. This makes the latter more trustworthy and accountable. Opening Individual Retirement Accounts (IRAs) and managing your 401(k).

Certified Financial Planner

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Retirement Planning Tips: How Much an Average Person 65 and Older Spends Every Month

WiserAdvisor

JANUARY 16, 2024

This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age. Some retirement experts recommend the 80% rule as a practical guideline to estimate your retirement needs. of overall expenses.

Retirement Planning

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Do I Need A Financial Advisor? Here’s How To Decide

Clever Girl Finance

JULY 16, 2023

You can learn about the stock market, bonds, budgeting, retirement planning, and saving. These can include complex family matters, multiple financial accounts, or managing cash flow from multiple sources of income. Many people in this bucket have set up a simple investment plan. The list is endless.

Financial Advisor

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Do I Need A Financial Advisor? Here’s How To Decide

Clever Girl Finance

JULY 16, 2023

You can learn about the stock market, bonds, budgeting, retirement planning, and saving. These can include complex family matters, multiple financial accounts, or managing cash flow from multiple sources of income. Many people in this bucket have set up a simple investment plan. The list is endless.

Financial Advisor

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

List of Financial Advisors for small accounts

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. Transform Retirement www.transformretirement.com Avg account size: Approx. 56 Capital Partners www.56capitalpartners.com

Financial Advisor

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

APRIL 10, 2023

If you have the wrong political views, access to your bank account could be at risk. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. That’s crazy.

Investing

Investing Investments CFP Financial Advisor

12 Steps To Creating A Solid Financial Plan For Yourself

Clever Girl Finance

MARCH 19, 2024

It details your current money situation and financial system, including investing, saving, retirement, and estate planning. So, what is a financial plan, in simple terms? What does my savings account look like? And do I have any money invested? Well, that’s what your savings accounts are for.

Financial Planning

Financial Planning Planning Budgeting Insurance

Letter of Final Wishes (LFW)

Dear Mr. Market

APRIL 6, 2022

Aside from the legalities of estate planning, this exercise is perhaps the single most loving and considerate document you can create for your family that they will forever be grateful for. A LFW goes beyond your Last Will and Testament and is almost a check list of who, what, where, and how everything should go once you pass.

Estate Planning

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Financial Advisor Source

The 5 Pillars of Retirement Planning You Should Be Aware of

Key Differences Between a Roth IRA and Pre-Tax Retirement Account

Webinars

Trending Sources

What are the Different Types of Financial Advisors?

Webinars

DIY Money Management vs. Hiring a Professional For Your Financial Needs

Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

Retirement Planning Tips: How Much an Average Person 65 and Older Spends Every Month

Do I Need A Financial Advisor? Here’s How To Decide

Do I Need A Financial Advisor? Here’s How To Decide

List of Financial Advisors for small accounts

Crypto – just a rock, or a good investment? (debate got wild)

12 Steps To Creating A Solid Financial Plan For Yourself

Letter of Final Wishes (LFW)

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