WiserAdvisor

MARCH 28, 2024

As you enter your 50s, the urgency of retirement savings becomes palpable. For those who find themselves behind on their retirement savings, the path ahead may seem daunting. However, despite the challenges, there are strategies to catch up on your retirement savings.

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Gen Y Planning

AUGUST 1, 2023

Let’s put it in perspective: spending $5 on a latte five days a week would equate to about $1,300 a year. If you’re determined to purchase a new home or reach another significant financial milestone, it will take more considerable lifestyle changes than skipping coffee to meet your goals. Every day, you’re inundated with information.

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Clever Girl Finance

APRIL 29, 2024

For your finances Since this blog is all about finances, it makes sense to start with some yearly financial goal ideas! The best new goals for the year will depend on where you are in your financial journey, of course. You might already have some of these money goals checked off the list!

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Carson Wealth

DECEMBER 27, 2023

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. While this is by no means an exhaustive or comprehensive list of financial planning tools, these three broad areas will get you headed in the right direction.

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Clever Girl Finance

OCTOBER 14, 2022

Although money cannot buy you happiness, it can bring a sense of security if you know how to manage your money correctly. Without a handle on money management, you may always feel like your life is one step away from a financial cliff. Let’s dive into how to manage your money the right way.

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WiserAdvisor

DECEMBER 13, 2023

But let’s face it: the importance of saving for retirement hasn’t waned; if anything, it’s become more crucial. 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.

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Gen Y Planning

DECEMBER 4, 2023

At Gen Y Planning, one of our core values is: Simple first, Sexy later. Too often, people get stuck in analysis paralysis when it comes to their money. This season, you may feel overwhelmed with articles and content online about how to level up your finances in the new year – they’re everywhere! Sound familiar? Let’s break that cycle!

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Clever Girl Finance

DECEMBER 7, 2022

However, the thing to remember is that being wealthy isn’t just about the amount of money you accumulate but also includes your net worth. Get your money mindset right. The mind is a powerful thing, especially when it comes to your money mindset. This helps you to see your financial goals daily and can keep you motivated.

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Good Financial Cents

JANUARY 6, 2023

Where investing your small nest egg and adding to it regularly can lead to significant returns over time, stuffing $2,000 to $3,000 in cash under your mattress can mean losing money to inflation over time. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money. High-Yield Savings Account.

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Good Financial Cents

DECEMBER 22, 2022

Open a 529 College Savings Plan. High-Yield Savings Accounts . Open a Health Savings Account (HSA) . Open a Health Savings Account (HSA) . Open a 529 College Savings Plan. High-Yield Savings Accounts. Open a Health Savings Account (HSA). Index Funds . Invest in ETFs. Open a Roth IRA.

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Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Steve Sanduski. Ron Carson.

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FMG

FEBRUARY 27, 2023

We get the pleasure of building website for a variety of financial advisors, including these amazing female-led firms. Guelich Capital Management’s team focuses on designing customized strategies to organize all facets of the financial lives of their clients. Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R.

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WiserAdvisor

SEPTEMBER 20, 2023

In retirement planning, the concept of vesting is more than a contractual formality; it serves as a retention tool that incentivizes employees to remain with their employer for a certain period. You may consult with a financial advisor to understand vested balances in detail and how you can maximize them to boost your retirement savings.

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Integrity Financial Planning

SEPTEMBER 12, 2022

Saving for retirement is a long-term endeavor. These five key components will help simplify the bucket strategy so you can understand it and apply it to your retirement strategy. These five key components will help simplify the bucket strategy so you can understand it and apply it to your retirement strategy.

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Zoe Financial

JUNE 6, 2023

Regardless of the timeline, it’s vital to develop a well-thought-out plan to finance education. However, the cost of pursuing higher education has skyrocketed in recent years, making the financial component of this dream overwhelming. Mathematically, if you want the market to help you grow your money, you must earn at least 5.1%.

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Gen Y Planning

APRIL 3, 2023

When you think of people who use financial advisors, you may not consider yourself the right demographic. There are plenty of reasons for younger people to engage with a financial advisor well before retirement age. The same is true for your financial life! Believe it or not, that’s something a financial advisor can help you do.

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Clever Girl Finance

NOVEMBER 8, 2022

Think you don’t have enough money to start investing? Investing money for beginners doesn't have to be hard either! When you decide to invest your money, you are choosing to put it into a vehicle with the goal of receiving a return down the line. At some point, you hope that the money you put into an investment will grow.

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eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. One way to assess this is to look at the value of financial advice as it stacks up to basic human needs. The Hierarchy of Financial Needs.

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Nationwide Financial

AUGUST 14, 2022

Financial Awareness Day. National Financial Awareness Day is a great time for clients to reflect on their financial practices and plan for a more secure future. Financial literacy can seem overwhelming or out of reach—but it doesn’t have to be that way. Why Financial Literacy Matters. Savings Goals.

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WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others. This can lead to financial instability in the long run.

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WiserAdvisor

FEBRUARY 29, 2024

With numerous investment options, fluctuating markets, and evolving financial goals, it is easy to feel overwhelmed. Working with a financial advisor can significantly enhance your chances of retiring with more wealth. Hiring the best financial advisors for retirement can lead to better savings and investment outcomes.

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Gen Y Planning

FEBRUARY 1, 2024

After all, plenty of people are making a living sharing financial advice online (we refer to them as “influencers”). Let’s put it in perspective: spending $5 on a latte five days a week would equate to about $1,300 a year. Client Story We had a client saving up for a down payment on a home. Well, no… not necessarily.

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Clever Girl Finance

MAY 12, 2023

Imagine you make enough money through investments and savings that you can retire early. To make that goal into a reality, you need to learn how to FI or achieve financial independence. Table of contents What is FI (financial independence)? Is it possible to reach financial independence quickly? What is FIRE?

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Clever Girl Finance

MARCH 28, 2023

There’s never been a better time to learn financial literacy basics. Unfortunately, though, financial literacy is lacking in the US. For example, only 57% of adult Americans are financially literate and able to manage their money. Ability to reach financial goals We all have financial goals we wish to achieve.

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WiserAdvisor

DECEMBER 15, 2023

Financial security is a fundamental element that can shape the quality of your post-employment years. The assistance of a financial advisor can play a pivotal role in helping you accumulate and safeguard your earnings. This article explores different ways in which financial advisors can help you with wealth accumulation for retirement.

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Indigo Marketing Agency

NOVEMBER 1, 2022

Hands down, Claire points out that the most reliable way to help financial advisors share their true value with prospects is to embrace a specialty. It’s interesting that independent financial advisors often say that growth is their biggest hurdle. Let’s break down some of the main takeaways from this engaging interview.

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Clever Girl Finance

FEBRUARY 21, 2023

While saving money is always a smart idea, sometimes it can be difficult to motivate yourself to set aside a chunk of cash every paycheck. So if you struggle with saving every month, you might want to try out a savings challenge, like the 100-day envelope challenge. Let's get into it! Yes, you absolutely can!

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Clever Girl Finance

JANUARY 26, 2023

When it comes to financial matters, there is a wide range of situations to be in. Your finances could range from enjoying financial freedom to living paycheck to paycheck. But somewhere in between, you’ll find your footing as a financially sound household. For many, this is a worthwhile money goal.

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WiserAdvisor

OCTOBER 26, 2023

Every day, fresh studies emerge, attempting to pin down the ideal sum you need to save for your golden years. However, before you start worrying about not having enough savings, it is crucial to understand that this figure is not carved in stone. This strategy has historically yielded an average annual return of 9.82%.

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WiserAdvisor

JANUARY 3, 2024

Starting your journey of saving for retirement is a pivotal financial goal. There is a vast pool of financial advice about how you can reach this goal. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty.

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James Hendries

OCTOBER 5, 2022

Your retirement is the reward after years of hard work and saving. For an enjoyable retirement, saving is critical. When a company provides a matching contribution for your retirement savings, it is like getting free money to invest. This strategy may help your portfolio grow larger.

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BlueMind

OCTOBER 25, 2022

The coronavirus outbreak has wreaked havoc on people’s daily lives and the financial world. However, amid these fears, it has become difficult for financial advisors to explain to clients that taking appropriate risks is deemed necessary in order to ensure your portfolio has the growth potential to reach your financial goals.

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WiserAdvisor

JULY 3, 2023

In addition, they may earn varying amounts of money at different stages of their careers, starting from an intern to a resident and finally as a certified specialist. It can require a deep understanding of personal finance, investment strategies, tax implications, and more. Managing and optimizing this income can be complex.

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Good Financial Cents

APRIL 25, 2023

When it comes down to getting short-term goals done, including short-term financial goals, one must implement some strategies to stay on task and on schedule. For example, a short-term goal may take months or even years to achieve, whereas a long-term goal may take 5-10 years or more to reach. Oh, really? Think again.

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Envision Wealth Planning

AUGUST 8, 2022

Your investment returns aren’t performing as well as you planned. So your Morningstar investment rating shows 5 stars, but your actual investment returns only show 1 star? This investment strategy focuses on the past. I hear from 401(k) investors that they hope to make as much as possible or simply to “make money”.

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Clever Girl Finance

APRIL 24, 2023

Money is a big stress factor for many people. So, if you’ve found yourself feeling stressed recently and wondering how to stop worrying about money, there’s a strong chance that your finances are to blame. Why do I worry about money? It may not even be obvious that someone has money worries.

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Clever Girl Finance

APRIL 19, 2023

Being educated on money, investing, saving, and spending can help you develop a healthy financial lifestyle. And there are always new things to learn about money. While that might feel overwhelming, you can start your financial literacy journey by learning some of the most important money truths.

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