WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. This article discusses the different types of financial advisors you can choose from based on your specific financial needs and goals.

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WiserAdvisor

SEPTEMBER 6, 2023

Maintaining a balanced approach is critical in financial planning. Consult with a professional financial advisor who can help create a balanced strategy toward retirement planning and portfolio reviewing, ensuring both financial stability and peace of mind on your journey toward retirement.

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Envision Wealth Planning

MAY 23, 2022

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. So here’s a blog post about all of that. Note: Envision Wealth Planning and James Brewer are featured in #7!*. Ethics matter.

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Sara Grillo

APRIL 21, 2022

So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.

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WiserAdvisor

OCTOBER 31, 2023

Creating a financial plan is the first step toward achieving financial freedom. Financial plans are essential for setting your financial goals in motion. Not every financial plan stands the test of time, and multiple options can often lead you astray.

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Clever Girl Finance

OCTOBER 4, 2022

However, you can prepare for a recession financially by switching your career path into a recession-proof job or business. Which in turn means more financial stability for you! If you worry about financial security or want to start a business , then consider looking at recession proof industries.

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Gen Y Planning

JANUARY 5, 2022

It’s a new year, and with it comes many hopeful resolutions. . We’re used to seeing several common new year ambitions like adopting a healthy lifestyle, spending more time with family and friends, and learning a new skill. Increased financial wellness is also at the top of many people’s lofty beginning-of-the-year plans. .

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Sara Grillo

APRIL 11, 2022

The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. What is an hourly financial advisor?

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Gen Y Planning

OCTOBER 3, 2022

Because a recent Brookings Institution study found that in today’s dollars, a two-parent household will spend about $300,000 (or $18,000 a year) to raise one (yes, only one) child in the United States. how can you invest for your children without forgoing your own financial needs and dreams? Invest for Your Children In A 529 Plan.

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Gen Y Planning

NOVEMBER 5, 2021

Year-end is a special time filled with traditions, old and new, and hopefully space to relax, decompress, and prepare for a wonderful new year. . Here are nine financial elements you won’t want to forget! Here are nine financial elements you won’t want to forget! De-clutter Your Budget (Aka Spending Plan).

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WiserAdvisor

FEBRUARY 19, 2024

Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. Overcoming these challenges can prove difficult if not addressed in retirement planning well in advance. Overcoming these challenges can prove difficult if not addressed in retirement planning well in advance.

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Good Financial Cents

APRIL 10, 2023

He also drove a brand new Dodge Stealth when he was just 16-years-old, which is pretty over-the-top when you think about it. 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? I could only imagine how rich his family was. Ads by Money.

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Good Financial Cents

JULY 3, 2023

Are you curious about how much $30 an hour could earn you in a year? Well, wonder no more because we’re diving into the nitty-gritty of annual and monthly salaries for those who make this hourly wage. Money may not grow on trees, but with the right salary, it might as well. But wait, there’s more. 30 an Hour Is How Much a Year?

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Mr. Money Mustache

JANUARY 27, 2022

And since 2022 is becoming a year of interesting financial changes, it’s time to spark things up again, go back to our roots, and start covering some of the many subjects that are cropping up in this latest incarnation of our economic world. What would you do in the following situation? That’s where we came in. So far, so good.

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Clever Girl Finance

NOVEMBER 29, 2022

But, since this is Clever Girl Finance, we're all about empowering women by providing accurate financial guidance and helping them to make lots of money. Money talk can get intense sometimes. Today, we're here to lighten things up a little bit with some of our favorite funny money quotes. What are some famous quotes about money?

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Nationwide Financial

DECEMBER 30, 2022

My friend and coworker and his now husband have been together over a decade, started a business, and own a home together; but I did not think they ever planned on getting married. His response: “A meeting with our accountant and financial professional.”. As we reconnected, I casually asked what he did over the past weekend.

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