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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Good Financial Cents

DECEMBER 26, 2022

Recently a reader sent in this question about it: “I’ve been investing in a Roth IRA for several years thanks to your blog! Thanks for your questions Debbie! Before we answer your question, let’s do a quick refresher on the Roth IRA rules. ” -Debbie. What is a Roth IRA? Market Fluctuations.

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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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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. A fund manager oversees the pool of funds from multiple investors and allocates the funds to different assets.

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WiserAdvisor

JULY 27, 2023

This blog explores the strengths and limitations of employing ChatGPT vs. a financial advisor when planning for retirement. Can AI play a role in your retirement planning? However, it’s essential to consult with a qualified financial advisor who can tailor a plan to your specific financial situation and goals.

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WiserAdvisor

SEPTEMBER 27, 2023

This tax-advantaged savings vehicle allows you to accumulate wealth steadily over a lifetime of diligent saving and investing. It offers employer matches to boost your savings. Consult with a financial advisor to understand the benefits of having a 401(k) and managing a sum as large as over $2 million in the account.

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WiserAdvisor

AUGUST 14, 2023

The investment landscape has undergone unprecedented and rapid changes in the past two decades. Amidst all this transformation, one critical aspect that remains constant is the consideration of risk. In the quest for a robust and balanced investment approach, the 60/40 portfolio emerges as one of the oldest and time-tested methods.

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Good Financial Cents

DECEMBER 13, 2022

If you don’t, inflation can quickly eat away at your nest egg. But where should you invest your $15,000? In the meantime, you’ll want to consider how much risk you’re willing to take to get a reasonable return. Table of Contents 16 Ways to Invest $15,000 in 2023. Auto-Pilot Investing.

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Sara Grillo

APRIL 21, 2022

I’m tired of these nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. 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. How I composed this blog.

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Sara Grillo

APRIL 10, 2023

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?” For those of you who are new to my blog/podcast, my name is Sara. Is crypto a good investment, or does it suck? and you can bet that this is going to be a live one! So please subscribe!

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Envision Wealth Planning

MAY 23, 2022

I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. So here’s a blog post about all of that. This is how I understand these advisors, to the best of my knowledge and capabilities, but the research is not ongoing. Ethics matter in financial advice! Ethics matter.

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Good Financial Cents

DECEMBER 10, 2022

You can skim the table below, which lists all 25 with earning potential, skills needed, and difficulty level. It’s not – the evidence is the tens of thousands of people who are making money online from home right now. To help you make this dream a reality, we’re providing this guide of the 25 best ways to make money online from home.

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Clever Girl Finance

FEBRUARY 20, 2024

You could spend it on a luxurious vacation or a new car, or you could invest it wisely to set yourself up for financial stability in the future. So, let’s find out the best way to invest $20k! Is $20,000 a good amount to invest? What is the best thing to invest $20,000 in long term? Think outside the box!

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Clever Girl Finance

MARCH 30, 2023

You could spend it on a luxurious vacation or a new car or perhaps invest it wisely to set yourself up for financial stability in the future. let's find out the best way to invest $20k! Soon you will better understand the various investment options available to you. So, without further ado, let's explore what to do with $20k!

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Good Financial Cents

SEPTEMBER 2, 2022

Investing in real estate can be lucrative and a great way to diversify your portfolio. With inflation soaring, many investors are turning to different real estate investments to increase their income. When it comes to real estate investing, there are several directions that you can go. How much risk can you manage?

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Sara Grillo

MAY 23, 2022

The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. For those of you who are new to my blog/podcast, my name is Sara. This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing.

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WiserAdvisor

FEBRUARY 12, 2024

Asset allocation is the primary building block of any investment strategy. It is the process of spreading investments across various asset classes to optimize the balance between risk and potential returns. It aims to mitigate risk while capturing growth opportunities​​​​. The primary asset classes include: a.

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WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. While some advisors bring qualifications, expertise, and a commitment to your financial well-being, others may fall short of expectations. The decision to hire a financial advisor is a prudent move.

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WiserAdvisor

SEPTEMBER 13, 2023

While grappling with various aspects of retirement planning, it is imperative to acknowledge a critical factor that often does not receive its due attention – longevity risk. Longevity risk refers to the risk that people are living longer lifespans than previous generations.

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Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. percentage points annually.

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Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. percentage points annually.

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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. Examining the spending patterns of the typical 65-year-old can help you make informed decisions about your own financial future. How much does the average retiree spend per month at the age of 65?

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Sara Grillo

JUNE 12, 2023

Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration. For those of you who are new to my blog/podcast, my name is Sara. I’ve got some guests here who are ripping the veneer off the facade.

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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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