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 202

Financial Advisor Financial Planner Insurance Clients 202

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?

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

WiserAdvisor

MARCH 13, 2024

This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. It is instrumental in diversifying your portfolio , capitalizing on market opportunities, and safeguarding your financial future against the erosive effects of inflation.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

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. That being said, any solid financial plan should include a tax plan.

Financial Advisor 52

Financial Advisor Tax Planning Retirement Taxes 52

Park Place Financial

MARCH 10, 2022

At Park Place Financial, our wealth management advisors can review your financial profile in detail to find tax-saving opportunities that can benefit your future. Diversify your Investment Portfolio. Consult an Advisor on Retirement Accounts. What is a Financial Planner That Acts In a Fiduciary Capacity?

Portfolio 52

Portfolio Certified Financial Planner Financial Planner Healthcare 52

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? Their main area of focus is wealth preservation.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

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 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52