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. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., will cater specifically to the students of the dental school.

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Wealth Advisor Financial Planning CFP Planning 52

Darrow Wealth Management

OCTOBER 29, 2024

Your asset allocation is the percentage of your portfolio that you distribute between different asset classes, like stocks and bonds. To rebalance your portfolio, you’ll buy and sell certain investments to realign to your accounts with your desired asset allocation.

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Asset Allocation Accounting Risk Tolerance Portfolio 75

Random Roger's Retirement Planning

MAY 10, 2023

When you get close to retirement, you know what will matter? What will matter is whether you have enough to retire to the lifestyle you want plus maybe having some sort of margin for error in your accumulated savings. That's the difference between a great season/successful retirement outcome and a poor result.

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Marketing Marketing Wealth Advisor Retirement 75

Good Financial Cents

JUNE 11, 2023

They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. So, while these advisors can certainly be excellent, they’re mostly unreachable unless you have millions of dollars to invest.

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Management Investing Investments Accounting 80

International College of Financial Planning

DECEMBER 29, 2024

The CFP Program Structure Comprehensive Curriculum Design The CFP program offers a unique 4-in-1 certification structure that covers all essential areas of financial planning: Investment Planning: Understanding market dynamics, portfolio management, and asset allocation strategies Retirement and Tax Planning: Mastering retirement solutions and tax-efficient (..)

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CFP Financial Planning Planning Certification 52

WiserAdvisor

SEPTEMBER 8, 2022

However, if you are nearing retirement, your risk appetite would ideally drop. However, liquidating your 401k retirement account can be cumbersome. However, your asset allocation can fluctuate over time, depending on how your investments fare. Long-term goals like retirement require a long-term approach.

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Risk Management Portfolio Management Asset Allocation 52

WiserAdvisor

SEPTEMBER 22, 2022

A long-term goal, such as retirement, would require more time, relatively high-risk and return options, and a buy and hold strategy. It decreases as you age or near retirement. Ideally, financial experts recommend following the rule of 100, where you can subtract your age from 100 to determine your asset allocation.

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Investing Investments Insurance Retirement 52