The Chicago Financial Planner

NOVEMBER 8, 2021

Financial Planning is vital. If you don’t have a financial plan in place, or if the last one you’ve done is old and outdated, this is a great time to review your situation and to get an up-to-date plan in place. Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you.

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The Chicago Financial Planner

FEBRUARY 5, 2022

Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. Take stock of where you are. Take stock of where you are. Costs matter. Photo credit: Flickr.

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Nationwide Financial

JANUARY 25, 2023

Last year’s considerable losses and market fluctuations underscore the need for clients to assess their retirement plans to ensure it aligns with their objectives, financial situations, timelines, and attitudes toward market volatility. You can help them start the year right by conducting a retirement checkup.

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Tobias Financial

APRIL 11, 2024

We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. Contact us today, and let’s discuss how we can assist with your specific financial situation. appeared first on www.tobiasfinancial.com.

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Zoe Financial

MARCH 21, 2025

What Does a Financial Advisor Do? A financial advisor provides personalized guidance to help manage and grow your wealth. Their role extends beyond investment managementthey can help with: Retirement Planning : Structuring your assets to support your desired lifestyle. Optimizing tax-efficient retirement income.

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Discipline Funds

OCTOBER 18, 2024

The simple answer is that the short-term movements of the stock market should be irrelevant to your financial plan assuming you have a well constructed temporally diversified portfolio. Insurance is largely optional and plan dependent, but I think of the other 4 time horizons as essential. 2) Stock market gambling.

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Yardley Wealth Management

SEPTEMBER 10, 2024

Take advantage of tax-advantaged retirement accounts such as 401(k)s, IRAs, and Roth IRAs to maximize your contributions and benefit from tax-deferred or tax-free growth. Learn more about retirement plan options here. Aim to contribute as much as you can afford to these accounts each year to accelerate your retirement savings.

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Carson Wealth

DECEMBER 1, 2022

Track income, expenses and build in budgeted items for future financial goals. Meeting with a qualified financial planning professional can help you begin building positive and lasting behaviors.?? . Take Advantage of Retirement Plans and Matching Contributions. Consider the following example below:?? .

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International College of Financial Planning

JULY 30, 2022

Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. The Certified Financial Planner course is the perfect course to achieve all topics related to finance. For e.g. saving for a home, retirement, or Higher education.

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Darrow Wealth Management

FEBRUARY 18, 2025

Don’t stress out about every headline, stress test your retirement plan instead.Markets move every day and the news cycle is 24-7. Unfortunately, headlines often leave investors wondering what the news means for their portfolio and financial outlook. A downturn before or just after retirement is especially damaging.

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Random Roger's Retirement Planning

AUGUST 27, 2022

A point we've been making here for ages is that with an adequate savings rate, appropriate asset allocation and the ability to avoid succumbing to panic, an investor should be able to have retirement plan success as defined above. If you're 60, think you want to retire at 65 and need $1.4 I'd argue not much.

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International College of Financial Planning

AUGUST 31, 2023

Understanding the importance of asset allocation is like building a strong financial foundation. It’s all about spreading your investments across different asset classes, like stocks, bonds, and real estate, to manage risk and maximize returns. This helps manage risk and maintain your desired balance of returns.

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Random Roger's Retirement Planning

MAY 10, 2024

An investor needing something close to equity market returns for their financial plan to work needs something of a "normal" allocation to equities. Not that 20% is universally wrong, not everyone needs close to equity market returns for their financial plan to work. Maybe that's 50% or maybe 60% but it's not 20%.

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Good Financial Cents

JUNE 11, 2023

You can also get information on your performance and asset allocation. This will help you to create an asset allocation that will get you where you need to go with your investments. It can be used to help you with your asset allocation, at least based on the investment options that your plan includes.

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Fortune Financial

SEPTEMBER 25, 2023

Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Your risk tolerance will influence your investment strategy and asset allocation.

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Yardley Wealth Management

JULY 20, 2022

James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning & Investments: A Simple and Straightforward Approach to Understanding Your Personal Finances By Michael J. Their retirement plan is strong, their kids are independent, and they are debt-free.

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WiserAdvisor

APRIL 16, 2025

Financial planning and advice from a professional go hand in hand. If you have ever felt stuck while trying to make sound financial decisions, hiring an advisor can be helpful. Financial planning can be cumbersome and take a lot of your time. Asset allocation requires constant monitoring.

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WiserAdvisor

DECEMBER 15, 2023

These professionals meticulously assess your financial situation, income level, and retirement goals to tailor personalized strategies. For instance, they can guide you on leveraging employer-sponsored retirement plans, such as a 401(k) with employer matches, to optimize your contributions and harness the full benefits of the accounts.

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WiserAdvisor

APRIL 25, 2023

Rebalancing a 401(k) refers to adjusting the asset allocation of your investment portfolio back to its original target percentages. Your investment strategy determines the target percentages for each asset, often based on your risk tolerance, investment goals, and time horizon. Click to compare vetted advisors now.

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Trade Brains

DECEMBER 7, 2023

The Financial Education Certification Series XVIII course offered by NISM is a text-based self-study course that contains 12 modules. The topics covered in this course are key concepts in personal finance, financial planning & budgeting, savings, investment in securities, insurance, pension, retirement, and borrowing.

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Fortune Financial

SEPTEMBER 25, 2023

Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Your risk tolerance will influence your investment strategy and asset allocation.

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Random Roger's Retirement Planning

APRIL 17, 2024

The decision to go full All-Weather needs to be a financial planning decision not a reactionary decision to a bear market. Reacting in the middle of 2022 after learning too much was allocated to risk assets? Reacting in the middle of 2022 after learning too much was allocated to risk assets?

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Park Place Financial

MARCH 14, 2022

FINANCIAL PLANNING What is Portfolio Rebalancing? Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. For example, you can shift money between asset classes to reflect market changes and work with your financial adviser to create a diversified strategy. appeared first on Park Place Financial.

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Zoe Financial

MARCH 21, 2025

What Does a Financial Advisor Do? A financial advisor provides personalized guidance to help manage and grow your wealth. Their role extends beyond investment managementthey can help with: Retirement Planning : Structuring your assets to support your desired lifestyle. Optimizing tax-efficient retirement income.

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Sara Grillo

AUGUST 25, 2023

The following advisors are pure fiduciary financial advisors who serve small investors. Transform Retirement www.transformretirement.com Avg account size: Approx. TradeWinds, LLC www.tradewinds.global Avg account size: $270k Services: We offer digital assets for people who are interested and may already hold on their own.

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Darrow Wealth Management

MARCH 28, 2022

While modeling can’t fully insulate an investor from the impact of short-term events (nothing can), a detailed analysis can help investors understand the probability of outcomes by stress testing a financial plan to better assess the likelihood of success over the long-term. Plans that don’t bend, break. Asset allocation.

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Fortune Financial

OCTOBER 31, 2022

Here is a 10-step financial checklist to spruce up your financial plan: Consolidate summer debt : First, if you are having trouble paying off credit card debt, refrain from using the card until you regain control. Then, develop a strategic repayment plan. Important Note.

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WiserAdvisor

SEPTEMBER 6, 2023

Maintaining a balanced approach is critical in financial planning. Overindulgence in information can lead to poor decisions, and excessive monitoring of your retirement account balance can result in stress. Checking your retirement account balance too often can have a psychological impact on you.

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Investing Caffeine

MAY 3, 2023

If you are over-tilted on one side of your financial boat, it could tip over. Risk Tolerance: What is your asset allocation? If you are close to retirement, and you have too much exposure to equities, a retrenchment in the stock market could delay your retirement plans by years.

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WiserAdvisor

DECEMBER 13, 2023

The reality is that securing your financial stability for the golden years is a key objective that these challenges shouldn’t overshadow. The answer lies in smart and strategic retirement planning. Gone are the days when retiring at 60 was a one-size-fits-all goal. So, how do we tackle this?

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Zoe Financial

MAY 18, 2023

Here are 5 signs it might be time to hire a financial advisor. In today’s complex financial landscape, managing your money can be challenging. From retirement planning to market volatility, equity compensation, family expenses, and major life transitions, it’s easy to feel overwhelmed with financial responsibilities.

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WiserAdvisor

FEBRUARY 29, 2024

Below are five benefits of working with a financial advisor and how they can help you retire with more wealth: 1. Deciding what types of investments to allocate your funds into and in what proportion can significantly impact the growth and security of your portfolio.

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Random Roger's Retirement Planning

JULY 7, 2022

According to the interwebs, this is the All Weather asset allocation and the funds that capture the portfolio; Equities 30% VTI Long Term Treasuries 40% VGLT Intermediate Treasuries 15% VGIT Commodities 7.5% PDBC Gold 7.5%

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Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide? Are Robo-Advisors a Good Alternative?

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WiserAdvisor

APRIL 24, 2025

While the future can be unpredictable, the five to ten years before retirement are a great time to get a realistic picture of your lifestyle costs. At that point, you likely have a clearer understanding of what it takes to maintain your current standard of living, and that can be the starting point for your retirement planning.

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WiserAdvisor

JANUARY 27, 2023

Due to the complex and diverse range of their financial assets, these individuals also require specialized high-net-worth financial planners and personalized investment management tailored to meet their specific needs. 2023 may see several changes with respect to retirement plans, Social Security, etc.,

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WiserAdvisor

MARCH 19, 2024

Opening a gold or silver Individual Retirement Account (IRA) is another way wealthy individuals invest in gold. This can be a tax-efficient vehicle for retirement planning and wealth transfer. These strategies primarily involve asset allocation , tax planning, estate planning, and retirement planning, among other things.

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