Assets, Debt Management, Retirement and Tax Planning

4 Pitfalls of Not Having a Financial Plan

Carson Wealth

APRIL 25, 2024

Debt management: Develop a strategy to pay off existing debts efficiently, minimizing interest costs. Investment strategy: Determine asset allocation and investment vehicles aligned with risk tolerance and financial goals. Retirement planning: Calculate retirement needs and contribute regularly to retirement accounts.

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Financial Planning Planning Retirement Insurance Coverage

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. But with many options available, how do you choose the right one?

Wealth Management

Wealth Management Management Risk Tolerance Retirement Planning

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. But with many options available, how do you choose the right one?

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Is It Worth Paying a Financial Advisor 1%?

WiserAdvisor

AUGUST 3, 2023

Planning for retirement and growing your wealth are critical to achieving your financial aspirations. Working with a financial advisor entails a financial commitment, typically represented by an annual fee of 1% of the assets entrusted to their management. For some, this expense may seem substantial at first glance.

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6 Financial Planning Mistakes Physicians Make

WiserAdvisor

JULY 3, 2023

You can plan for various goals like buying a house, retirement, and saving for a child’s higher education. This way, you can invest in different assets, build wealth over time, and work towards ensuring your financial independence for life. The higher debt you carry, the lower can be your credit score.

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Is Wealth Management Worth It? The ROI of Working With a Financial Advisor

Harness Wealth

JUNE 1, 2023

Financial advisors can handle asset allocation and portfolio management, monitoring your investments for adherence to your agreed-upon investment strategy. Financial Planning: This involves creating a comprehensive financial plan, considering all aspects of your financial situation.

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Wealth Management Financial Advisor Management Risk Tolerance

What are the Different Types of Financial Advisors?

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. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets.

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Here are some of the ways a CFP can help you grow and manage your finances: 1. Retirement planning, estate planning, tax planning.

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Average Fees for Financial Advisors in 2023

Harness Wealth

MAY 25, 2023

The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Fee Type Fee Description Typical Cost* Examples Assets Under Management (AUM) A fee based on the percentage of your total managed assets. Between 0.5% What is a Fiduciary?

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7 Wealth Strategies For High-Net-Worth Individuals In 2023

WiserAdvisor

JANUARY 27, 2023

High-Net-Worth Individuals (HNWIs) have a net worth of $1 million or more in liquid assets. In general terms, a high-net-worth individual is someone with substantial wealth and a mix of liquid assets, such as cash, stocks, and bonds, as well as non-liquid assets, such as real estate and privately-held businesses.

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Wealth Management Taxes Financial Planner Assets

12 Steps To Creating A Solid Financial Plan For Yourself

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

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How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

JANUARY 23, 2024

If your financial advisor is not keeping a close eye on your taxes, they might be missing out on various opportunities that could impact your financial well-being. An effective financial advisor should be proactive in reviewing your tax plan before the year-end. Transparent communication is paramount in risk management.

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Financial Advisor Risk Tolerance Communication Taxes

Is Financial Planning Different for Dual-Income Families?

WiserAdvisor

NOVEMBER 4, 2022

Your expenses get divided, your debts are lessened, and your assets are increased. In addition to this, you can save more and plan for more significant purchases with greater ease. Retirement planning is a must, so start with maximizing your 401k and Individual Retirement Accounts (IRAs). To conclude.

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4 Pitfalls of Not Having a Financial Plan

How to Choose the Right Wealth Management Firm in Kansas City

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How to Choose the Right Wealth Management Firm in Kansas City

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Is It Worth Paying a Financial Advisor 1%?

6 Financial Planning Mistakes Physicians Make

Is Wealth Management Worth It? The ROI of Working With a Financial Advisor

What are the Different Types of Financial Advisors?

The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

Average Fees for Financial Advisors in 2023

7 Wealth Strategies For High-Net-Worth Individuals In 2023

12 Steps To Creating A Solid Financial Plan For Yourself

How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

Is Financial Planning Different for Dual-Income Families?

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