Accounting, Financial Planner, Investment Planning and Retirement Planning

Weekend Reading For Financial Planners (November 4-5)

Nerd's Eye View

NOVEMBER 3, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations.

Financial Planner

Financial Planner Retirement Planning Retirement Insurance

Weekend Reading For Financial Planners (Jan 14-15)

Nerd's Eye View

JANUARY 13, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry.

Financial Planner

Financial Planner Retirement Planning Compliance Retirement

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. This alignment is crucial for achieving long-term financial security and weathering market volatility with resilience.

Retirement Planning

Retirement Planning Retirement Planning Estate Planning

Webinars

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

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The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor

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

WiserAdvisor

NOVEMBER 21, 2022

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. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

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How Much Should I Have Saved in My 40s?

Carson Wealth

JANUARY 17, 2023

Discretionary expenses include money spent traveling, eating out, contributing to savings and retirement plans or occasional purchases and upgrades. Maximize Your Retirement Plan Savings  . Employers often match a portion of this contribution to a retirement plan as an employer benefit.

Retirement Planning

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How Much Should I Be Saving in My 20s?

Carson Wealth

DECEMBER 1, 2022

Take Advantage of Retirement Plans and Matching Contributions. Most employer retirement plans allow you to save on a tax-deferred basis, meaning that contributions into these types of accounts are not considered in calculating your taxable income. . Compounding interest can be power for Lisa.

Retirement Planning

Retirement Planning Risk Tolerance Retirement Budgeting

4 Financial Strategies to Leverage if your Portfolio is Worth Millions

Park Place Financial

MARCH 10, 2022

Increasing tax-deferred savings, such as an employer-sponsored retirement plan, to lower your taxable income . Suspending compensation from certain investments to have better control of taxation . Consult an Advisor on Retirement Accounts. 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual.

Portfolio

Portfolio Certified Financial Planner Financial Planner Healthcare

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. Need a financial advisor? They help prepare a retirement plan based on a client’s financial needs and goals.

Financial Advisor

Financial Advisor Financial Planner Wealth Management Portfolio Management

5 Tell Tale Signs You Might Need a Financial Advisor

Gen Y Planning

APRIL 3, 2023

Your advisor can help you create a comprehensive retirement savings plan tailored to your needs and includes a combination of tools, including 401(k)s or 403(b)s, IRAs, Roth IRAs, HSAs, brokerage accounts, and more. Thus, investing is a financial plan’s bread and butter.

Financial Advisor

Financial Advisor Tax Planning Retirement Taxes

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

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

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

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

How to Invest $1 Million Dollars in Today’s Market (Without Blowing It)

Good Financial Cents

AUGUST 11, 2022

If you have a million dollars to invest or anywhere close to that, the steps below can help you grow your money so it lasts a lifetime. Ad Robo-Advisors move with the market to ensure your investments. That plan that accounts for all your hopes, dreams, and wishes should then dictate the investments you choose.

Investing

Investing Investments Marketing Marketing

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

According to the Consumer Federation of America , When they are marketing their services to the investing public and enticing clients into handing over their hard-earned savings, these sales-based financial professionals present themselves as “trusted advisors” whose only concern is their clients’ best interest. Lee holds a Ph.D.

Financial Advisor

Financial Advisor Fiduciary Duty Insurance Financial Advice

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

What does my savings account look like? And do I have any money invested? Make a budget Budgeting is a key part of how to create a financial plan that works. Track your spending A master plan for your money should be an accurate representation of your finances, which means accounting for exactly where your money is going.

Financial Planning

Financial Planning Planning Budgeting Insurance

Low cost financial advisors who WON’T cost you a bloody fortune!

Sara Grillo

MAY 16, 2022

From the company’s ADV Part 2 brochure, as of May 16th, 2022: Fees are set as a fixed annual fee, paid quarterly, and based approximately on the total time required to service an account yearly. ” They base their fee on the estimated amount of time they’ll need to service your account. .” One Day in July.

Financial Advisor

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Financial Advisor Source

Weekend Reading For Financial Planners (November 4-5)

Weekend Reading For Financial Planners (Jan 14-15)

Webinars

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The 5 Pillars of Retirement Planning You Should Be Aware of

Webinars

The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed

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

How Much Should I Have Saved in My 40s?

How Much Should I Be Saving in My 20s?

4 Financial Strategies to Leverage if your Portfolio is Worth Millions

What are the Different Types of Financial Advisors?

5 Tell Tale Signs You Might Need a Financial Advisor

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

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

How to Invest $1 Million Dollars in Today’s Market (Without Blowing It)

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

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

12 Steps To Creating A Solid Financial Plan For Yourself

Low cost financial advisors who WON’T cost you a bloody fortune!

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