WiserAdvisor

MARCH 22, 2024

This inquiry paves the way for financial planning and unravels the complexity of individual aspirations, lifestyle choices, and the inevitable uncertainty of future needs. Enter the “10X rule” for retirement savings, a popular benchmark that simplifies the daunting task of retirement planning into a more tangible goal.

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WiserAdvisor

JUNE 6, 2023

High-net-worth individuals who possess a significant number and value of assets and complex financial portfolios may find it hard to manage their finances. However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally.

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Zoe Financial

JUNE 6, 2023

However, the increasing costs of pursuing higher education have made financing a concern for many parents. Regardless of the timeline, it’s vital to develop a well-thought-out plan to finance education. This blog will guide you through systematic savings strategies that transform your big goal into manageable steps.

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Validea

JULY 26, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — What do you think the main driver of long-term wealth creation is? Of course, all these things matter and play an important role, but for most of us who invest I would argue it’s the power of compounding over long periods of time that is the most powerful force in building wealth.

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Validea

JULY 26, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — What do you think the main driver of long-term wealth creation is? Of course, all these things matter and play an important role, but for most of us who invest I would argue it’s the power of compounding over long periods of time that is the most powerful force in building wealth.

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Taxes Investing Investments Assets 52

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. I could say “Tammy, a CLU and ChFC ® , reviewed a DIA against a SPIA with a COLA to maximize his client’s Monte Carlo success rate.” Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Conferred Degrees.

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Indigo Marketing Agency

JANUARY 17, 2022

Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of my personal heroes and mentors. A self-dubbed shrink, he’s the go-to person if you want to learn more about behavioral finance and investor psychology.

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Validea

DECEMBER 7, 2022

There is a tendency to avoid looking at your finances and investments when things are bad, so I am guessing there isn’t going to be mad rush to open year-end brokerage statements this year. Here are six year-end moves to consider to help as you look to grow and optimize your wealth, financial and personal health going forward.

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WiserAdvisor

JANUARY 5, 2024

A financial advisor can help you make sense of high-income earners’ investment strategies and methods of wealth management for the middle class. The rich understand the principle that higher risk can be synonymous with higher rewards, and they strategically leverage this understanding to amplify their wealth.

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Zoe Financial

MAY 18, 2023

5 Reasons Why You Should Hire a Financial Advisor Published May 18th, 2023 Reading Time: 3 minutes Written by: The Zoe Team Hiring a financial advisor is a big decision that can be crucial in helping you grow your wealth and achieve your goals. A financial advisor can be crucial support in helping you grow your wealth and achieve your goals.

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Clever Girl Finance

FEBRUARY 20, 2024

I personally keep some of my short term savings in this account type. It uses complex algorithms to create and manage a personalized investment portfolio based on your short and long term financial goals , risk tolerance, and investment timeline. It can help you spread your investment risk and maximize returns.

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Investing Investments Risk Tolerance Education 52

Clever Girl Finance

MARCH 30, 2023

It uses complex algorithms to create and manage a personalized investment portfolio for you. When investing in index funds, you can access a wide range of investment options, which can help spread your investment risk and maximize returns. However, the investment earnings grow tax-free, and withdrawals in retirement are also tax-free.

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Investing Investments Risk Tolerance Retirement 59

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. Consult with a financial advisor who can help you understand the various risk factors that may affect your retirement planning.

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Retirement Planning Retirement Planning Risk Tolerance 52

Good Financial Cents

MARCH 20, 2023

After all, having this amount to invest means you’re on the fast path to building long-term wealth. That way, you can diversify your $200,000 investment and increase exposure within different areas of finance that have the potential to grow. You’ll just need to account for capital gains taxes when you do. The best part?

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Good Financial Cents

DECEMBER 7, 2022

In-Person or Online Tutoring. Income Tax Filing. Managing finances can be hard, and sometimes you don’t realize that you’re overpaying in the form of credit card annual fees or bank fees. Most of us have a few old phones or laptops, so it makes sense to earn some cash if you don’t plan to use them anymore.

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Pacifica Wealth

FEBRUARY 9, 2022

A power of attorney (POA) is a legal document that allows one person to act on behalf of another. The person setting up the POA is called the principal and the person given the power to act is called the attorney-in-fact. Giving one person the legally authority to act on your behalf on all matters is not always prudent.

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