Zoe Financial

JANUARY 4, 2023

Zoe Wins NerdWallet’s 2023 Best-Of Awards For Best Online Financial Advisor. Reading Time: 3 minutes. Zoe won NerdWalletʼs 2023 Best-Of Awards for the category of Best Online Financial Advisor for the second year in a row. Our client-centricity makes Zoe the best online financial advisor. Published January 4th, 2023 .

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WiserAdvisor

AUGUST 25, 2023

Tax considerations play a crucial role in retirement planning, as they can significantly impact your income and savings. A financial advisor can help you understand the best way to convert your 401k to a Roth IRA while minimizing the tax bite. 3 types of Roth IRA conversions you can consider: 1.

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Park Place Financial

NOVEMBER 29, 2022

Discover some of the benefits of structured products and their value for investment. How Do Structured Products Work? The zero-coupon bond ensures you receive back the same amount of the structured product’s. original value after it undergoes a three-year maturity period. Structured. Structured. derivative. products: ?

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Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.

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WiserAdvisor

AUGUST 8, 2022

Ultra and very high-net-worth individuals may also have assets valued at more than $5 million and $30 million. Moreover, these high-net-worth values are not calculated on physical assets but on liquid ones, which may be relatively more volatile to manage. High-net-worth individuals have a net worth of $1 million or above.

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Gen Y Planning

NOVEMBER 1, 2022

When you think about having enough money, what comes to mind? Finally adjusting your lifestyle where work doesn’t have to be your first priority? . Those all sound like pretty dreamy scenarios, but how can you take these hypotheticals and turn them into a realized reality? Yes, Your “Enough” Exists.

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Midstream Marketing

SEPTEMBER 24, 2019

The Top 15 Financial Advisor Website Calculators You Need to Be Aware Of. As someone who has devoted a lot of time to generating predictable leads for independent financial firms over the last decade, I see a lot of people fall into the same basic trap again and again. Everything you do needs to be purpose-driven.

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Indigo Marketing Agency

SEPTEMBER 9, 2020

Could you be making the following blogging mistakes? Are you interested in creating your own content? I come across financial advisors every day who are eager to write their own websites, articles, newsletters, and more. My goal is to share those mistakes with you today, along with some tips on how to avoid them.

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Zoe Financial

JANUARY 27, 2023

A Brief Guide to Equity Compensation Published January 27th, 2023 Reading Time: 8 minutes Written by: Paul Horn, CFP® , CPWA® Zoe Network Advisor A Brief Guide to Equity Compensation Types Published January 27th, 2023 Reading Time: 8 minutes Written by: Paul Horn, CFP® , CPWA® Zoe Network Advisor We live in a world that admires hard workers.

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International College of Financial Planning

JULY 31, 2023

Retirement is a time to embrace your dreams and live a contended retirement life, but it requires meticulous financial planning and preparation. This blog is dedicated to empowering self-employed individuals to take control of their financial future and unlock their retirement goals.

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Gen Y Planning

JANUARY 5, 2022

We’re used to seeing several common new year ambitions like adopting a healthy lifestyle, spending more time with family and friends, and learning a new skill. But don’t worry; this isn’t a blog about creating a financial New Year’s resolution (we don’t want to set you up to fail). Pay off high-interest debt.

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Truemind Capital

MAY 19, 2020

Everyone thinks that due to the recent events caused by Coronavirus we are in uncertain times. I believe we are always in uncertain times. Did you know many of the world’s best investors were already prepared for the crash? Don’t fight the forces, use them. – Buckminster Fuller. Be Cautiously Optimistic.

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Sara Grillo

JUNE 12, 2023

When you pull back the curtain you see that insurance costs are often excessive – but the illustration will never tell you that! Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration.

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Sara Grillo

MAY 23, 2022

For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” What’s up with these “advice-only financial planners?”

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The Big Picture

JUNE 6, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. He started a blog, which eventually became a podcast and a book, and is now a Netflix series. I found this conversation to be delightful, and I think you will also.

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Good Financial Cents

AUGUST 5, 2023

After all, if at least 22 million people can do it, so can you. All you need are the right strategies and a generous helping of patience, and you can do it too. To help you in that pursuit, below, I’ve laid out ten ways to make one million dollars. Use Your Employer Sponsored Retirement Plan for All it’s Worth 5.

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WiserAdvisor

DECEMBER 29, 2023

A financial advisor can help you understand how to leave an inheritance while paying minimal to no tax. This article will explore the complex process of wealth transfer and help you understand how billionaires avoid estate taxes during market declines so you can create a suitable estate plan for yourself.

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WiserAdvisor

JUNE 22, 2023

Hiring a financial advisor can be an excellent step towards building your financial future. They can help guide you in managing your finances and in avoiding costly financial mistakes in the long run. You can do this by asking pertinent questions during your discussions with your advisors.A

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WiserAdvisor

JANUARY 5, 2024

Among the multitude of distinctions, one of the most crucial ones lies in how they perceive the world of investments. Unveiling these differences can provide you with a direct glimpse into their opposite attitudes and actions and guide your investment choices. Private equity and hedge funds can also yield impressive profits.

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Sara Grillo

OCTOBER 16, 2023

In this podcast, Patrick Waters of Peak Pro Financial discusses some of the complexities of these products, how the purchasing process can be made more transparent for buyers by mapping out the IRR , what it may teach us about a policy, what it won’t teach us, and most interestingly, the impact of AG 49 on IUL as a product.

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Sara Grillo

MAY 16, 2022

I’m pleased to present you with a list of low cost financial advisors! For those of you new to my blog, my name is Sara G. I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Tides are changing! 89 per month.

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Good Financial Cents

APRIL 14, 2023

Personally, I don’t think it matters which statistical bucket you fall in to claim the following: making an extra $1,000 per month would dramatically improve your life. I know this because I’ve personally witnessed how making an extra $100, $500, or $1,000 per month has positively impacted hundreds of families. Blogging 4.

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Zoe Financial

FEBRUARY 14, 2023

Zoe’s Tell-All: 2023 Tax Season Published February 14th, 2023 Reading Time: 5 minutes Written by: The Zoe Team If you’re a golfer, you know a lot goes into the brilliant game. However, once you get into the best practices, you can plan ahead and maximize your tools in preparation for every tax season.

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WiserAdvisor

FEBRUARY 12, 2024

Consider consulting with a professional financial advisor who can help create a personalized asset allocation strategy based on your unique needs and goals. In this article, we will discuss asset allocation strategies and understand how to allocate assets in a way that maximizes returns. The primary asset classes include: a.

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Good Financial Cents

APRIL 10, 2023

Isn’t it funny how childhood experiences shape our views of rich vs. wealthy, as well as who has money compared to who doesn’t? There are several memories from my own childhood that made me think I knew how to tell if someone was rich, yet one in particular still sticks in my mind. Ads by Money.

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WiserAdvisor

JANUARY 16, 2024

Preparing for retirement is a significant life transition that demands a clear understanding of your financial situation. Examining the spending patterns of the typical 65-year-old can help you make informed decisions about your own financial future. How much does the average retiree spend per month at the age of 65?

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Good Financial Cents

APRIL 19, 2023

“Making money while you sleep” has a nice ring to it, doesn’t it? After all, one of the goals of financial independence is to build wealth that doesn’t eat up your time, so you can enjoy life and do the things you choose to do. It requires time, money, skills, or all three.

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