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Weekend Reading For Financial Planners (April 19–20)

Nerd's Eye View

Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).

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Waterfall Wealth Management: A Strategic Approach

Yardley Wealth Management

In this article, we’ll break down the concept of waterfall wealth distribution, its benefits, and how it compares to traditional investment strategies. We’ll also explore the role of income tiers, provide real-world case studies, and highlight key considerations when implementing this strategy in your financial plan.

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Avoid Making These Mistakes to Safeguard Your Wealth

WiserAdvisor

Yet even the best financial plans can stumble. In this article, we’ll walk through some of the most common investment mistakes retirees make. By understanding these risks now, you can make smarter choices, protect what you’ve built, and feel more confident about your financial future. Yet, many people put it off.

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6 Ways to Manage Concentrated Stock Positions

Darrow Wealth Management

Work with a wealth advisor to discuss your financial goals and individual risk tolerances. A complete discussion of the pros and cons and workings of swap funds is outside the scope of this article, but there are many things to consider before investing. Finally, options are complex instruments.

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Do You Still Need A Financial Advisor After You Retire?

WiserAdvisor

They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks.

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Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

That is exactly what this article explores. But have you checked how those funds align with your financial goals, your risk tolerance, your time horizon, and your taxes? Have you planned for things like inflation? They credit their financial stability and success to their guidance. That is a great start!

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Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

MainStreet Financial Planning

Accessible Financial Guidance for All: This is my favorite quality of being a Garrett Planning Network advisor – with fees structured as flat or on an hourly basis, MainStreet provides accessible options for individuals at every stage of their financial journey.