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.

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WiserAdvisor

AUGUST 3, 2023

Planning for retirement and growing your wealth are critical to achieving your financial aspirations. Making informed decisions about your money requires careful analysis, expertise, and a comprehensive understanding of the financial landscape. For some, this expense may seem substantial at first glance.

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WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? This blog explores the strengths and limitations of employing ChatGPT vs. a financial advisor when planning for retirement.

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WiserAdvisor

MAY 26, 2023

Risk refers to the potential for loss or negative returns when you invest your money in a market-linked security. While no investment is entirely devoid of risk, and there is always some degree of threat to your money when you put it in the market, you can manage risk and protect your investments with some strategies.

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Integrity Financial Planning

JULY 24, 2023

You may have noticed changes in inflation yourself if you went to buy something and it was much more expensive than you expected. Because inflation can erode the value of your cash assets over time, it can be prudent to consider how you will combat that erosion. Eggs are a great example of this. [1]

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Good Financial Cents

DECEMBER 22, 2022

Do you have $30,000 burning a hole in your pocket? But where should you invest your $30,000? But where should you invest your $30,000? There are many options, but your top priority should be choosing an investment that aligns well with your goals and risk tolerance. Hire a Robo-Advisor . Hire a Robo-Advisor.

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Zoe Financial

JUNE 6, 2023

However, the cost of pursuing higher education has skyrocketed in recent years, making the financial component of this dream overwhelming. No matter how far out or close in the timeline this is for you , working on a well-crafted plan that will shape the path to financing higher education is crucial. Did You Know?

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Harness Wealth

DECEMBER 19, 2022

As you wrap up 2022 and look ahead to the new year, consider how to get an early start on understanding your finances and how to manage your tax liability, especially if you experienced any changes in equity compensation or made or sold an investment. Find the right strategy for your equity holdings.

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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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International College of Financial Planning

MARCH 13, 2023

Mutual funds have become a popular investment for individuals looking to grow their wealth and achieve their financial goals. There is no guarantee of profit or loss. Mutual funds charge various fees and expenses that can reduce the returns earned.

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Good Financial Cents

NOVEMBER 16, 2022

The key to making your $500 grow is to put in an investment that suits your risk tolerance and goals and add more regularly. The key to making your $500 grow is to put in an investment that suits your risk tolerance and goals and add more regularly. Hire a Robo-Advisor. Invest in the Stock Market .

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Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. 9: Renting Your Car. #10: 10: Renting Out Your Own Home. #11: 14: Owning Your Own Business. #15: 8: Digital Products . #9:

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WiserAdvisor

JANUARY 9, 2024

As we usher in 2024, it’s time to turn over a new leaf, not just personally but financially as well. The tradition of making New Year’s resolutions often centers around self-improvement, and what better way to enhance your life than by fortifying your financial health?

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Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. What’s up with these “advice-only financial planners?” What’s up with these “advice-only financial planners?”

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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.

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WiserAdvisor

JUNE 22, 2023

Hiring a financial advisor can be an excellent step towards building your financial future. They can help guide you in managing your finances and in avoiding costly financial mistakes in the long run. You can do this by asking pertinent questions during your discussions with your advisors.A

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WiserAdvisor

NOVEMBER 6, 2023

It represents years of disciplined saving and prudent financial management. However, it is imperative to recognize that you have only taken the first step toward achieving financial security. It is also important to ensure that your savings continue to grow. Without clear goals, your financial decisions can lack direction.

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WiserAdvisor

JANUARY 23, 2024

The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. For this, you must know how to evaluate a financial advisor’s performance.

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Good Financial Cents

OCTOBER 5, 2022

But you don’t have to be a victim, because there are several ways how to make money fast. In this guide, we will show you multiple ways you can either earn additional cash fast or cut your expenses. Either strategy can improve your cash flow instantly. Either strategy can improve your cash flow instantly.

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WiserAdvisor

JULY 18, 2023

The Roth IRA can be a reliable and tax-efficient way to save for your future. You can open it on your own, irrespective of where you work. You may consult a financial advisor to understand more on how an IRA can benefit you. Your withdrawals are then subject to ordinary income tax. What is a Roth IRA?

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Good Financial Cents

APRIL 14, 2023

Personally, I don’t think it matters which statistical bucket you fall in to claim the following: making an extra $1,000 per month would dramatically improve your life. I know this because I’ve personally witnessed how making an extra $100, $500, or $1,000 per month has positively impacted hundreds of families. Blogging 4.

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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? There are several memories from my own childhood that made me think I knew how to tell if someone was rich, yet one in particular still sticks in my mind. Ads by Money.

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Steve Sanduski

AUGUST 8, 2023

.” — Entrepreneur Jason Lemkin on a podcast with Harry Stebbings In a recent coaching call with one of my financial advisor clients, she mentioned a conversation she had with one of her clients. As an advisor, it’s a bit of a catch-22. As an advisor, it’s a bit of a catch-22. And guess what?

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WiserAdvisor

JULY 29, 2022

If you wish to learn about the various tax benefits, taxability, and contribution rules of 401(k)s and Roth IRA accounts, consult with a professional financial advisor who can advise you on the same. Let us explore how you can hold both 401(k) and Roth IRA accounts and enjoy their benefits at the same time: What is a 401(k) account?

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Good Financial Cents

APRIL 19, 2023

After all, one of the goals of financial independence is to build wealth that doesn’t eat up your time, so you can enjoy life and do the things you choose to do. This is your nest egg. If you’re willing to commit your resources to the steps and ideas below, you could earn residual income effortlessly for years to come.

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The Big Picture

NOVEMBER 15, 2022

?. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago.

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