Clever Girl Finance

JANUARY 22, 2024

Articles related to being wise with money Manage your large sum of money smartly! Would you save it, invest it, or treat yourself to a handful of nice things? In this article, we’ll be looking at ten windfall finance tips to help you make the most of that extra cash. Check out our article on what to do with 50k for ideas!)

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Management Certified Financial Planner Financial Planner Taxes 98

Dear Mr. Market

APRIL 6, 2022

Aside from the legalities of estate planning, this exercise is perhaps the single most loving and considerate document you can create for your family that they will forever be grateful for. Lastly, share this article now with anyone you care about and encourage them to take care of this critical piece in their financial puzzle.

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Clever Girl Finance

MARCH 19, 2024

Create a list of things to plan for How to make a financial plan Expert tip: Consider your needs for each life stage Determine the type of financial plan you need Tips on how to frequently review your financial plan What is a financial plan using an example? Is a financial plan the same as a budget?

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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. Robo-advisors Robo-advisors are digital advisors that offer automated investment services based on algorithms.

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Clever Girl Finance

SEPTEMBER 26, 2023

That said, in this article, you’ll learn how to create a financial plan to set yourself up for financial success and resist living above your means. Creating a strong financial plan will help you attain your short term and long-term goals for your finances. Unsurprisingly, the average credit card debt in a U.S.

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Clever Girl Finance

JULY 16, 2023

Article related to financial advice Do you need a financial advisor? Either way, this article will take a deep dive into what it takes to work with financial advisors. Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner CFP 52

Clever Girl Finance

JULY 16, 2023

Article related to financial advice Do you need a financial advisor? Either way, this article will take a deep dive into what it takes to work with financial advisors. Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner CFP 52

WiserAdvisor

JULY 25, 2023

A financial advisor possesses a deep understanding of complex financial concepts and can help you navigate the intricacies of investing, retirement planning, debt management, estate planning, succession planning, tax optimization, and more. For instance, you may discuss estate planning.

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Financial Advisor Communication Portfolio Financial Planning 52

WiserAdvisor

MARCH 2, 2023

You can consider consulting with a professional financial advisor who can guide you on which investment vehicles to invest a million dollars in to secure your financial future. This article also explores some strategies for investing a million dollars in the current market, with a focus on balancing risk and reward to maximize returns.

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Investing Investments Risk Tolerance Marketing 40

WiserAdvisor

APRIL 12, 2023

This article will explore the critical difference between pre-tax and Roth accounts to help you choose the best fit for your retirement goals and financial situation. A pre-tax retirement account can be individually owned, such as the Traditional IRA, or company-sponsored, like the 401(k), 403(b), and 457 plans. What is a Roth IRA?

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Accounting Retirement Taxes Financial Advisor 40

WiserAdvisor

JANUARY 3, 2024

Consider consulting with a financial advisor who can help create a suitable investment portfolio for attaining your retirement goals. This article aims to offer insights into retirement investment planning that can empower you to build a nest egg that can pave the way to a financially secure and fulfilling retirement.

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Retirement Portfolio Investing Investments 52

Nerd's Eye View

OCTOBER 25, 2024

Also in industry news this week: The SEC this week released its list of priorities for 2025 examinations, which include advisers' use of Artificial Intelligence tools, adviser recommendations of complex investment products, and broker-dealers' compliance with Regulation Best Interest CFP Board has introduced a refreshed ad campaign encouraging students (..)

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WiserAdvisor

JANUARY 16, 2024

This article also explores the average monthly spending habits of individuals aged 65 and older and offers practical insights to help structure your retirement plan. Beyond retirement, 401(k) plans can play a crucial role in estate planning, too. Adopt a long-term perspective when it comes to your investments.

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WiserAdvisor

MARCH 13, 2024

A financial advisor can help you understand the five pillars of retirement planning to ensure you stay a step ahead when planning for the later years of your life. This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan.

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WiserAdvisor

NOVEMBER 21, 2022

If you need help with creating a customized financial plan as per your needs and goals, consider seeking the services of a certified financial planner who can guide you on the same. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. Retirement planning, estate planning, tax planning.

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Brown Advisory

FEBRUARY 13, 2017

Our next priority was to ensure Sharon’s estate plan was in place and up to date. We have found that an incremental approach, with an emphasis on comfortable starting points, is an excellent way for families to begin building a sustainable investment plan that addresses their full range of goals.

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Clients Portfolio Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

Our next priority was to ensure Sharon’s estate plan was in place and up to date. Many investors have deeply held beliefs and values that shape their life choices, yet three out of four investors are still hesitant about discussing sustainable investing with their advisors, according to a 2013 study by Calvert Investments.

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Clients Portfolio Planning Education 52