Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. by Investopedia for 2023. Michael has also been named the #1 Independent Advisor in the U.S.

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Good Financial Cents

JANUARY 20, 2023

If you feel like it’s getting more and more difficult to get ahead, it may be time to earn more money. If you’re ready to earn some extra money that you can use to get ahead or keep up with bills, read on to learn about the best side hustle ideas for 2023 and beyond: Table of Contents 1. Online Surveys 2.

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Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients.

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eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. It turns out that helping people manage their money might literally be a lifeline. The organization is also hosting a series of free webinars on divorce topics in 2023. Savvy Ladies.

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Zoe Financial

APRIL 26, 2023

Counter-Attack: Protecting Your Investments Published April 26th, 2023 Reading Time: 5 minutes Written by: Scott W. O’Brien, CFP®, EA Zoe Vetted Advisor Counter-Attack: Protecting Your Investments Published April 26th, 2023 Reading Time: 5 minutes Written by: Scott W. Short-term bonds may be a hedge in turbulent times. Why is this?

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WiserAdvisor

AUGUST 31, 2023

They can help you diversify your money across various asset classes and reduce your portfolio’s risk while aiming for consistent returns. A financial advisor can assess your risk tolerance, investment horizon, and income needs to tailor a portfolio that aligns with your unique situation.

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Truemind Capital

JANUARY 16, 2024

Stories of someone in your circle making a lot more money than you have a great potential to disturb the peace of mind and create an urge to go against the carefully laid out strategies & plans. Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones.

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Good Financial Cents

APRIL 25, 2023

Let’s start out by discussing some strategies for achieving important short-term goals and then move onto some short-term financial goals that are worth your time and effort. Short-term goals can be easily put off for a plethora of reasons. Research suggests this as 91% of people fail on their New Years’ resolutions.

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Validea

JULY 26, 2023

Stock Price Appreciation When you invest in stocks, you can make money through share appreciation or dividends (more on that below), and while many stocks don’t end up appreciating if you hold a diversified basket of securities you are likely to have some significant winners that should overcome the losses and give you a return.

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Validea

JULY 26, 2023

Stock Price Appreciation When you invest in stocks, you can make money through share appreciation or dividends (more on that below), and while many stocks don’t end up appreciating if you hold a diversified basket of securities you are likely to have some significant winners that should overcome the losses and give you a return.

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WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

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Getting Your Financial Ducks In A Row

MAY 22, 2023

Photo credit: dido We’ve covered a lot of ground on how you can access your IRA funds in this blog. Before Tax Due – Withdraw annual contributions before the due date of your tax return – an example would be to withdraw your 2023 contributions (and any associated growth) before April 15, 2024.

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Ballast Advisors

AUGUST 23, 2023

2023 survey revealed a notable shift in public opinion over the past decade about the value of a college degree: 56% of Americans think a four-year college degree isn’t worth the cost due to students graduating with significant debt and a lack of specific job skills vs. 42% who believe college is worth it. in 2019-2020. in 2019-2020.

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Steve Sanduski

JANUARY 5, 2023

But a key to unlocking high performance and more effective decision making is to feel your feelings, discern, define, and process them, and then move forward based on the meaningful information those emotions are signaling to you. Trying to make better “sense” of my emotions is one reason why “sense” is one of my 3 words for 2023.

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Sara Grillo

APRIL 10, 2023

For those of you who are new to my blog/podcast, my name is Sara. The technology is being built to move to crypto rails. Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” and you can bet that this is going to be a live one! So please subscribe! That’s false.

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WiserAdvisor

SEPTEMBER 27, 2023

As of 2023, you need to start taking your RMDs from the age of 73. If you are wondering about the answer to the question, “Should I put money in a 401(k) or Roth IRA?” In 2023, you can contribute up to $22,500 to a 401(k) or $30,000 if you are 50 or older. Is having over $2 million in your retirement account enough?

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WiserAdvisor

FEBRUARY 29, 2024

Similarly, recent studies by Russell Investments discovered that financial advisors contribute an estimated value of 4.81%, while Vanguard’s research indicates potential net returns boosted by 3% through advisor involvement. While these numbers may seem abstract at first glance, they highlight a critical point.

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Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. If you see the IUL grifters on TikTok claiming an IUL policy is better than a 401k, or that is has upside potential with downside protection, a “can’t lost money asset”, or “privatized banking” you’ll know why the outrage is well deserved.

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Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. Slide 3: 2022 in Review: A Global View 0:36 It’s probably no surprise to clients that last year was not a positive one for financial markets. Thanks for joining me.

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Zoe Financial

MAY 18, 2023

5 Reasons Why You Should Hire a Financial Advisor Published May 18th, 2023 Reading Time: 3 minutes Written by: The Zoe Team Hiring a financial advisor is a big decision that can be crucial in helping you grow your wealth and achieve your goals. In today’s complex financial landscape, managing your money can be challenging.

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Good Financial Cents

APRIL 14, 2023

It’s why I’ve shifted a lot of my work to helping people make extra money as a side hustle and eventually creating multiple passive income sources. The best part is there are hundreds, if not, thousands of different ways to make extra money. Ads by Money. Freelance Writing 3. Blogging 4. Selling E-books 2.

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Bell Investment Advisors

JUNE 29, 2023

We’ll certainly touch upon interest rates and Fed policies since that’s been a popular topic over the last 18 months. 01:14 We’ll then move into what’s going on with U.S. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. 0:17 Ryan Kelley: Thanks. Happy to be here.

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Good Financial Cents

APRIL 10, 2023

Isn’t it funny how childhood experiences shape our views of rich vs. wealthy, as well as who has money compared to who doesn’t? They might earn a lot of money, but that’s not the same as being wealthy. In fact, earning a lot of money can easily put people on the path to going broke. Ads by Money.

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Zoe Financial

NOVEMBER 9, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 9, 2023 Watch Time: 3 minutes Transcript : All right, so let’s start with the first one here: President Biden’s junk fee crackdown. So that’s where they seem to be focused. versus what’s out in the market at 5%.

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Gen Y Planning

DECEMBER 5, 2022

Your spending plan is a guide to help you use your money in ways that mean the most to you. When used correctly, it marries your money with your goals and values, which may mean higher spending months every now and then for travel, hosting, gifts, etc. Take a close look at where , what, how, and why you’re spending money. .

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Zoe Financial

APRIL 17, 2023

Of course, we all roll our eyes at tax filing, but who doesn’t find getting money back exciting? Implementing these strategies can help reduce tax bills, save more, and achieve financial goals sooner. The deadline for tax filing is around the corner. Taking steps now can set you up for financial success and security.

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WiserAdvisor

JULY 18, 2023

This article will go over the fundamentals of the Roth IRA retirement account, how not paying taxes on a Roth IRA can help you save money in retirement, and ways to use the account to unlock its tax benefits. You do not pay taxes until you withdraw the money in retirement. For 2023, the age is 73 years. What is a Roth IRA?

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Clever Girl Finance

SEPTEMBER 25, 2023

Sometimes, making a certain amount of money per hour can be deceiving. 6 Tips to stretch your income A monthly budget for a $15 an hour income Ways to make more money to supplement earning $15 an hour How much is $15 an hour for 40 hours? So if you’ve wondered, “$15 an hour is how much a year?”,

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Clever Girl Finance

FEBRUARY 2, 2023

Fortunately, there are many strategies you can implement to help you move from low income to financial stability. Consider alternatives like lending circles You can also turn to non-traditional sources to access money. These groups of people lend each other money at no or low cost. In the U.S. One such place is a lending circle.

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Random Roger's Retirement Planning

OCTOBER 25, 2023

It also has a 3% weighting in the S&P 500. 3) Understand the strategy This is a big one we talk about all the time. At the 2023 highs for the index, JEPI was trailing by 13 percentage points. At the 2023 highs for the index, JEPI was trailing by 13 percentage points. Understanding is more than just knowing.

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WiserAdvisor

FEBRUARY 19, 2024

As a couple aged 65 in 2023, you may need approximately $315,000 saved (after tax) to cover your healthcare expenses. From seemingly harmless low-interest debt to underestimating the emotional impact of transitioning out of the workforce, various factors can disrupt your peace of mind during your retirement years.

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Gen Y Planning

OCTOBER 3, 2022

But before you funnel money into an account, consider your goals: Do you want to help your child pay for college? If you use the money for an unqualified purpose, like travel, insurance, cell phone plans, gym memberships, etc., If your child doesn’t attend college, you may not get all your money back. College: The “Big” One.

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WiserAdvisor

JANUARY 16, 2024

Preparing for retirement is a significant life transition that demands a clear understanding of your financial situation. While everyone’s financial circumstances are unique, having a ballpark figure for expected expenses can serve as a useful guide. How much does the average retiree spend per month at the age of 65? household was $121,700.

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FMG

MARCH 7, 2023

50+ of the most important social media marketing statistics for 2023 via SproutSocial Looking to boost your social media strategy? In this episode, Matt Halloran talks to Christine Luken, a Financial Dignity® Coach, author, and host of the “Money is Emotional Podcast.” What Makes Your Advisory Business Marketable?

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The Big Picture

SEPTEMBER 5, 2023

MILLER: Well, actually I moved to New York in the mid-80s, because my parents had moved here and my sister had moved here, and they’re saying this is incredible. Within three weeks, we sold our cars and moved and slept in my parents’ apartment, one bedroom apartment floor within three weeks of our visit here.

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Validea

NOVEMBER 15, 2023

Technological Innovations Buying Partial/Fractional Shares : The ability to purchase fractional shares allows investors to invest in high-priced stocks with smaller amounts of money, offering greater portfolio diversification and accessibility. Let’s look at some quick facts to see why that might be.

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Sara Grillo

FEBRUARY 13, 2023

For those of you who are new to my blog/podcast, my name is Sara. Your money goes to a different shareholder. Investor’s Business Daily, February 3, 2022 Ehem. Don’t let your clients get taken! Listen to this show. In this podcast we are going to expose the truth about ESG investing. So please subscribe!

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