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Weekend Reading For Financial Planners (November 4-5)

Nerd's Eye View

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.

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Weekend Reading For Financial Planners (Jan 14-15)

Nerd's Eye View

Also in industry news this week: A study suggests that simplification is the top reason consumers combine their investment accounts, signaling that the onboarding process for new advisory client assets is a value-add in itself. How stocks and bonds tend to perform following their biggest down years.

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Weekend Reading For Financial Planners (August 31–September 1)

Nerd's Eye View

Nonetheless, given that adding services requires an investment on the part of the firm (often in the form of increased staffing to offer high-touch services and add needed expertise), firms appear to be analyzing the costs and benefits of offering these services in-house versus adding value to clients by referring them to trusted professionals in these (..)

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Investing for Retirement: Strategies for Long-Term Success

Yardley Wealth Management

The post Investing for Retirement: Strategies for Long-Term Success appeared first on Yardley Wealth Management, LLC. Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline.

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42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!

Dear Mr. Market

Three to six months worth of expenses tucked away in a high-yield savings account. Maximize Retirement Contributions Contribute as much as possible to your 401(k), IRA, or Roth IRA. Whether youre fine-tuning your budget or planning your retirement roadmap, dont go it alone. Happy Planning and best to you in 2025!

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Tips to Save for Retirement

Talon Wealth

Retirement planning can be intimidating, especially if you need help figuring out where to start. Determine When to Start Saving When it comes to saving for retirement, earlier is almost always better. Create a Budget Creating a budget allows you to track your expenses and ensure you’re saving enough for retirement.

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Avoid Making These Mistakes to Safeguard Your Wealth

WiserAdvisor

Keeping it safe, growing it wisely, and using it to support your future takes careful planning. It plays a crucial role in helping people achieve financial stability, prepare for retirement, and leave a lasting legacy for their families. Yet even the best financial plans can stumble. It’s easier to start than you might think.