Accounting, Estate Planning, Risk Tolerance and Tax Planning

Do You Still Need A Financial Advisor After You Retire?

WiserAdvisor

AUGUST 31, 2023

They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks.

Financial Advisor

Financial Advisor Retirement Risk Tolerance Estate Planning

The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

MARCH 13, 2024

At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives. Investment planning also plays a crucial role in tax optimization, enabling you to minimize tax liabilities and maximize after-tax returns.

Retirement Planning

Retirement Planning Retirement Planning Estate Planning

4 Pitfalls of Not Having a Financial Plan

Carson Wealth

APRIL 25, 2024

Investment strategy: Determine asset allocation and investment vehicles aligned with risk tolerance and financial goals. Retirement planning: Calculate retirement needs and contribute regularly to retirement accounts. What Could Happen if You Don’t Have a Financial Plan?

Financial Planning

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

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

Your financial goals and risk tolerance are the roadmap for your entire wealth management strategy, shaping your decisions and the services you require. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Wealth Management

Wealth Management Management Risk Tolerance Retirement Planning

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

Your financial goals and risk tolerance are the roadmap for your entire wealth management strategy, shaping your decisions and the services you require. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Wealth Management

Wealth Management Management Risk Tolerance Retirement Planning

What Should You Do with a Cash Windfall?

Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. In addition to asking the right questions during planning sessions, getting support from a financial advisor specializing in windfalls is key.

Wealth Management

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The Battle of Advice: ChatGPT vs. a Financial Advisor on Retirement Planning

WiserAdvisor

JULY 27, 2023

Furthermore, ChatGPT may have limitations in reflecting recent policy changes or potential mathematical fallacies that can impact retirement and tax planning strategies. This blog explores the strengths and limitations of employing ChatGPT vs. a financial advisor when planning for retirement.

Retirement Planning

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Net Unrealized Appreciation (NUA):Maximizing Retirement Savings

Fortune Financial

FEBRUARY 4, 2024

Distribution of Employer Stock: The next step is distributing your employer stock from your 401(k) plan as a lump-sum in-kind transfer directly to a taxable brokerage account, not as a cash distribution. This move sets the stage for the NUA tax benefits to come into effect.

Retirement

Retirement Retirement Planning Distribution Taxes

What is a Financial Plan, and How Do I Make One?

Harness Wealth

JUNE 9, 2023

While it may seem like a luxury that is only available to the wealthy, anyone is capable of building an effective financial plan and putting it into action. Without effective personal financial management, you risk losing money to poor budgeting, poor tax planning, or even just to inflation. Bureau of Labor Statistics.

Financial Planning

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How Wealthy People Invest Their Money for High Returns

WiserAdvisor

MARCH 19, 2024

The wealthy make strategic investments that help them grow their wealth, mitigate risks and minimize taxes. Rich individuals do not simply hoard their money in bank accounts. Opening a gold or silver Individual Retirement Account (IRA) is another way wealthy individuals invest in gold.

Investing

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

WiserAdvisor

NOVEMBER 21, 2022

What’s tricky about financial planning is that not every strategy is designed for every person. As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. What is a Certified Financial Planner?

Certified Financial Planner

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

Clever Girl Finance

JULY 16, 2023

These can include complex family matters, multiple financial accounts, or managing cash flow from multiple sources of income. A Certified Public Accountant (CPA) is best equipped to support all your tax needs. So if you need to make a tax plan, these professionals will be more helpful.

Financial Advisor

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

Clever Girl Finance

JULY 16, 2023

These can include complex family matters, multiple financial accounts, or managing cash flow from multiple sources of income. A Certified Public Accountant (CPA) is best equipped to support all your tax needs. So if you need to make a tax plan, these professionals will be more helpful.

Financial Advisor

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

10 Common Retirement Blind Spots You’ll Want to Avoid for a Secure Future

WiserAdvisor

FEBRUARY 19, 2024

Together, both types of insurance plans provide a safety net for unexpected medical expenses and serve as an alternative strategy to shield your retirement nest egg from potential financial shocks. With improved healthcare accessibility and a vibrant lifestyle, the urgency to plan for the future may seem less pressing.

Retirement

Retirement Retirement Planning Healthcare Estate Planning

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? Make a budget Budgeting is a key part of how to create a financial plan that works.

Financial Planning

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Financial Advisor Source

Do You Still Need A Financial Advisor After You Retire?

The 5 Pillars of Retirement Planning You Should Be Aware of

Webinars

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4 Pitfalls of Not Having a Financial Plan

Webinars

How to Choose the Right Wealth Management Firm in Kansas City

How to Choose the Right Wealth Management Firm in Kansas City

What Should You Do with a Cash Windfall?

The Battle of Advice: ChatGPT vs. a Financial Advisor on Retirement Planning

Net Unrealized Appreciation (NUA):Maximizing Retirement Savings

What is a Financial Plan, and How Do I Make One?

How Wealthy People Invest Their Money for High Returns

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

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

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

10 Common Retirement Blind Spots You’ll Want to Avoid for a Secure Future

12 Steps To Creating A Solid Financial Plan For Yourself

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