WiserAdvisor

MARCH 22, 2024

Embarking on the journey toward retirement often begins with the echoing question: How much money is enough to retire comfortably? This inquiry paves the way for financial planning and unravels the complexity of individual aspirations, lifestyle choices, and the inevitable uncertainty of future needs.

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eMoney Advisor

FEBRUARY 16, 2023

There’s nothing quite like the flurry of excitement and activity around onboarding a new client and getting started on their financial plan. But what often happens after that initial influx of activity is a lull that can make you feel like you should be doing more. What does that long-term relationship look like?

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WiserAdvisor

DECEMBER 15, 2023

According to a survey, a significant majority of Americans, approximately 80%, share the common notion that the point of working hard in your adult life is so you can enjoy a nice retirement. Financial security is a fundamental element that can shape the quality of your post-employment years.

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Gen Y Planning

JULY 1, 2023

You owe it to your financial wellness to prepare for the “what ifs” in life. Below are our top five strategies for being financially prepared for a sudden (and costly) unexpected expense. Below are our top five strategies for being financially prepared for a sudden (and costly) unexpected expense.

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Nationwide Financial

AUGUST 15, 2022

2 Often, this is the first time that many Baby Boomers realize that decisions around Medicare aren’t just medical decisions; Medicare decisions also have significant financial implications. The SEP generally lasts 8 months, beginning from the month after their employment or group health coverage ends, whichever occurs first.

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eMoney Advisor

FEBRUARY 1, 2023

A sense of ambiguity about the future and financial stress is taking a toll on our clients’ mental, physical, and relational well-being. And because you care about your clients, you are probably feeling the strain as you work to help them cope. And how can financial planners help?

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Clever Girl Finance

APRIL 10, 2024

Knowing about their differences and how to use them in your life will help you succeed with money and create a more stable financial situation. The differences between active and passive income streams Expert tip: Diversify your income sources How to use both types of income in your life Is rental income active or passive?

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Integrity Financial Planning

NOVEMBER 21, 2022

Working towards retirement, you may have a detailed plan on how to manage your finances so that you have enough saved by the time you leave the workforce. Financial literacy in retirement is therefore crucial to achieving the retirement you dream of and can be understood through the following basics.

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BlueMind

SEPTEMBER 11, 2022

Determining the risk profile is essential so that you may construct a feasible financial strategy for your client’s goals. However, it should be well understood that a client’s financial profile includes their risk tolerance and their risk capacity. Related: How to Determine Your Client’s Risk Tolerance!

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Park Place Financial

SEPTEMBER 30, 2022

Retirement Planning How to Calculate How Much You Need to Retire Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. While many financial experts discuss specific percentages people should aim for to have a fulfilling retirement, the ultimate retirement income formula does not exist.

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Park Place Financial

MARCH 10, 2022

FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person.

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Clever Girl Finance

AUGUST 22, 2022

If you’ve seen the lavish spending sprees and apartment tours on various TV shows, you’ve probably had a twinge of jealousy over how wealthy some people are - I know I have! But how do you create wealth? The wealth accumulation definition is simply building up your net worth and wealth over time. Not at all! Create a budget.

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Gen Y Planning

SEPTEMBER 1, 2023

Maybe you chose your company benefits a few years ago and haven’t looked at them since. That means the more you can pay using pre-tax dollars, the lower your tax bracket and the more money you’ll save. For example, selecting the health coverage with the lowest premium might seem like getting a good deal, but that might not be true.

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Clever Girl Finance

NOVEMBER 8, 2022

You can learn how to start investing even if you start your investing journey with just $100. Although the amount you invest might start out small, it can be a turning point in your finances. Once you have a better understanding of investing, you will feel more comfortable as an investor growing your investments over time.

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Park Place Financial

NOVEMBER 29, 2022

Retirement Planning 5 Ways to Catch Up on Retirement Planning Later in Life Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement is a significant investment, which is why so many financial experts recommend establishing goals and starting when still a younger adult. Namely, if you withdraw 4.5%

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WiserAdvisor

SEPTEMBER 8, 2023

These are the golden years when you can finally reap the rewards of decades of hard work and have the freedom to travel, socialize, and pursue your passions. Hasty decisions made before retirement can lead to unexpected financial troubles and compromises. Below are 7 actions to hold off on until your retirement is finalized: 1.

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Clever Girl Finance

NOVEMBER 4, 2022

This person is likely financially stable. What does being financially stable mean? It can look a little different to everyone, but someone who’s financially stable usually doesn’t have to worry about making ends meet each month. The great news is you can learn how to become financially stable with a little bit of work.

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Gen Y Planning

DECEMBER 5, 2022

But how can you strike that balance in an economy obsessed with hustling harder? What solutions can make a lasting impact on your life, not just surface-level fixes? The Financial (And Personal) Problems With Hustle Culture . The Financial (And Personal) Problems With Hustle Culture . Let’s get into it!

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Gen Y Planning

NOVEMBER 30, 2022

But how can you strike that balance in an economy obsessed with hustling harder? What solutions can make a lasting impact on your life, not just surface-level fixes? The Financial (And Personal) Problems With Hustle Culture . The Financial (And Personal) Problems With Hustle Culture . Let’s get into it!

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Gen Y Planning

NOVEMBER 30, 2022

But how can you strike that balance in an economy obsessed with hustling harder? What solutions can make a lasting impact on your life, not just surface-level fixes? The Financial (And Personal) Problems With Hustle Culture . The Financial (And Personal) Problems With Hustle Culture . Let’s get into it!

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Steve Feinberg

MARCH 15, 2023

Without proper financial oversight and budgeting, enough of these bad jobs can put a cabinetry company out of business—and that’s where bookkeeping comes in. Bookkeeping is the cornerstone of accounting, and it simply means recording your company’s financial transactions into organized accounts for better reference and record keeping.

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Zoe Financial

APRIL 3, 2023

Kyle Attarian, MBA, CFA, CFP®, AIF® guides you through one of the most unique experiences he’s had as a financial advisor. The greatest lesson was observing first-hand, the impact of creating long-term financial plans for families across generations. I walked into our first meeting room, expecting a few individuals.

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Clever Girl Finance

MARCH 26, 2023

And most importantly, how can you generate either or both? This article will answer these questions, giving you a comprehensive guide on using passive and active income to reach your financial goals. It's your job, your career, and your business. How is active income taxed? What is active income?

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Cordant Wealth Partners

DECEMBER 11, 2020

We will update this blog post as more information is available.**. Today we are going to tell you everything you need to know about the upcoming 2021 changes to the Intel Minimum Pension Plan (MPP). This means that your estimated Minimum Pension Plan benefit amount is significantly reduced or erased altogether in many cases.

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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. What is a financial plan?

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AdvisorPR

MAY 13, 2020

So how is a financial advisor supposed to “advise” amidst a lingering pandemic? Gone are the face-to-face in-person interactions where you can create a comforting environment, share a cup of coffee and be personable with your approach. Your prospective clients have dramatically shifted their behavior in record time.

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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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Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution. Health Savings Accounts .

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Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. But if you do have a question, please submit those via your questions bar and we will follow up individually with you after the presentation. I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. The overall U.S.

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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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Clever Girl Finance

JANUARY 28, 2023

Whether it’s the beginning of a new year or another milestone point in your life, life planning is a crucial part of reaching your goals. Think of it as planning to succeed. It’s pretty tough to achieve your goals without thinking through what those goals are first. What is a life plan?

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Gen Y Planning

DECEMBER 5, 2022

As the final days of the year rapidly approach, it’s important to carve out intentional time to ready your finances for next year. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget! De-clutter Your Budget (Aka Spending Plan). Where is your money going?

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eMoney Advisor

MAY 9, 2023

In a business built on relationships, the client experience fuels everything from financial advisor lead generation to client retention. Many financial planning firms say the client experience is their secret sauce. Finally, from a sales process perspective, think of how you might measure your effectiveness.

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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? So, let’s see what your yearly take-home pay could look like with such a handsome hourly rate. We’ll also explore what type of jobs typically pay $30 an hour and how you can make sure that you get the most out of your salary.

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James Hendries

FEBRUARY 23, 2023

As an entrepreneur, you devote half your time or more to the daily hustle, making things happen and accomplishing goals. The nights of self–reflection during the early startup phase always give rise to a lot of our own demons and make us realize how little we know. So how can you make your mark as an entrepreneur?

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Gen Y Planning

NOVEMBER 5, 2021

As the final days of 2021 rapidly approach, it’s important to carve out intentional time to ready your finances for 2022. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget! De-clutter Your Budget (Aka Spending Plan). Where is your money going?

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Taxes Estate Planning Planning Budgeting 75

Clever Girl Finance

APRIL 19, 2023

From practical budgeting strategies to mindset shifts , we'll explore how you can make the most of your income and thrive on a single salary. 7 Key planning steps when living on one income If you're living off one income, you know how challenging it can be to make ends meet. It may not be easy, but it is worth it.

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