WiserAdvisor

MARCH 19, 2024

These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns. Such growth can translate into substantial returns on investment, making these markets attractive for wealth accumulation. This can be a tax-efficient vehicle for retirement planning and wealth transfer.

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Investing Investments Financial Advisor Taxes 59

WiserAdvisor

AUGUST 25, 2023

Tax considerations play a crucial role in retirement planning, as they can significantly impact your income and savings. One practical approach is to convert traditional retirement accounts, like a 401(k) or a traditional IRA, into a Roth IRA. Retirees must carefully strategize to minimize taxes during their non-working years.

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Taxes Retirement Financial Advisor Accounting 52

Envision Wealth Planning

MAY 23, 2022

So here’s a blog post about all of that. Note: Envision Wealth Planning and James Brewer are featured in #7!*. People at this stage of wealth accumulation are particularly vulnerable, and unfortunately, it is these types of folks who are preyed upon by product-pushing salespeople. Ethics matter.

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Ethics Financial Advisor Financial Planning Clients 52

Clever Girl Finance

OCTOBER 19, 2023

Make an exit plan and start saving Are you tired of saying, “I don’t want to work”? If the answer is yes and you’ve discovered the reason for leaving a job , be it burnout, a toxic work culture, or wanting to try something new, then it’s time to make an exit plan. First, update your resume or gather your portfolio.

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Planning Clients License Wealth Accumulation 60

Zoe Financial

MAY 18, 2023

From retirement planning to market volatility, equity compensation, family expenses, and major life transitions, it’s easy to feel overwhelmed with financial responsibilities. Those are the years when all your hard work pays off, and the last thing you want to do is worry about how you’ll afford your dream retirement lifestyle.

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Financial Advisor Retirement Budgeting Wealth Accumulation 75

International College of Financial Planning

AUGUST 31, 2023

They’ve earned a globally acclaimed badge in financial planning,” To get this certification, individuals need to ace tests covering a spectrum from investment management and taxation to retirement planning and holistic financial strategies. Financial advisors work alongside clients to create a retirement roadmap.

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WiserAdvisor

JUNE 22, 2023

Questions to ask a financial advisor about your portfolio Here are eight questions to ask a financial advisor about investing, portfolio strategies, risk, taxes, and other critical aspects of financial planning: 1. For instance, the 401(k) and IRA are two tax-advantaged accounts popularly used for retirement savings.

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Financial Advisor Portfolio Investing Investments 52