Integrity Financial Planning

MARCH 13, 2023

4] Conclusion As you can tell, taxes are a major part of retirement planning, and often making the right choice for your retirement involves being savvy about which tax-advantaged retirement savings vehicles to use.

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Retirement Planning Retirement Planning Taxes 84

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. SIMPLE 401(ks) and IRAs

Retirement Planning 52

Retirement Planning Retirement Certified Financial Planner Planning 52

Steve Sanduski

APRIL 8, 2023

As I think about the nature of retirement planning, it is highly left-hemisphere focused. What’s missing from retirement planning, and financial planning in general, is the value, nuance, and context that right-hemisphere thinking brings to the table. What does all this have to do with retirement planning?

Retirement Planning 52

Retirement Planning Retirement Planning Certified Financial Planner 52

Trade Brains

AUGUST 19, 2022

Best Indian Stock Market Blogs to Follow to Learn Investing : If you are looking for a few best Indian stock market blogs to follow, then you have reached the right place. 8 Best Indian stock market Blogs to Follow. Get money rich (GMR) blog is run by Mani (founded in 2008). Trade Brains. Get Money Rich (GMR).

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Marketing Marketing Education Investing 59

WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

Retirement Planning 52

Retirement Planning Financial Advisor Retirement Planning 52

Robert B. Ritter Jr.

NOVEMBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) (There are no InsMark presentations used in this blog. It is a an informational blog only) Note from Bob Ritter: I have been buried lately on a project involving a new product we will release in 2022 called the InsMark Annuity Proposal System.

Financial Services 52

Financial Services Retirement Planning Insurance Financial Planning 52

Random Roger's Retirement Planning

OCTOBER 29, 2023

I probably wrote about this one a couple of times back in the first iteration of this blog. Talk about a difficult hold, Barron’s checked in on the Fairholme Fund (FAIRX) which has long been run by Bruce Berkowitz. FAIRX is 82% invested in Florida real estate developer St.

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Insurance Clients Math Portfolio 78

Indigo Marketing Agency

NOVEMBER 17, 2021

And financial advisor blog posts are an integral part of marketing strategically. Each blog post we create for our advisors is published on their website, sent through email, and shared across social media. Each blog post we create for our advisors is published on their website, sent through email, and shared across social media.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Retirement 52

Ballast Advisors

APRIL 13, 2023

Understand the prospects and limitations of your business including when and how you’ll add to your retirement savings. Despite the best business plan, it is too easy to assume that your business is your retirement plan—and that could be a very costly mistake.

Retirement Planning 40

Retirement Planning Retirement Planning Taxes 40

Robert B. Ritter Jr.

OCTOBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) This is a re-release of Blog #214 due to several needed edits. The post Blog #214: Roth Conversion Magic first appeared on Bob Ritter's Blog, ideas for financial service professionals. So what is it? Case Study […].

Financial Services 40

Financial Services Taxes Certified Financial Planner Financial Planner 40

Robert B. Ritter Jr.

FEBRUARY 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Other than the principal owners, who are the key executives of any business? What are the benefit plans […]. What are the benefit plans […]. Anyone else?

Financial Services 40

Financial Services Planning Certified Financial Planner Wealth Management 40

Validea

AUGUST 28, 2023

But many also don’t understand the behind-the-scenes details that play a significant role in the outcomes they generate with these retirement plans. We look at the history of retirement plans and how they have evolved, why choice can be a double-edged sword, how guardrails can improve outcomes and a lot more.

Retirement Planning 52

Retirement Planning Planning Retirement Financial Planner 52

Validea

JANUARY 29, 2024

We discuss whether stocks and bonds are sufficient in a portfolio, retirement planning, factor investing, whether an AI driven bubble could be coming. why there wasn’t a #1 rap song in 2023 and a lot more.

Retirement Planning 52

Retirement Planning Investing Investments Retirement 52

Robert B. Ritter Jr.

SEPTEMBER 8, 2021

The post Blog #213: Missed our May 2021 Virtual Symposium? first appeared on Bob Ritter's Blog, ideas for financial service professionals. (You don’t need to be licensed for any InsMark products to view our Symposium site.) If you are interested, don’t delay — registration is available only […].

License 40

License Financial Services Certified Financial Planner Wealth Management 40

Robert B. Ritter Jr.

AUGUST 30, 2021

The post Blog #212: InsMark’s Introduction to the Ultimate Professional Coach first appeared on Bob Ritter's Blog, ideas for financial service professionals. Watch a video regarding InsMark from mega-producer Simon “Stuffy” Singer, Founder of the Center. With the link […].

Financial Services 40

Financial Services Taxes Wealth Management Estate Planning 40

Validea

JUNE 22, 2023

We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu Pellerin. The post Factor Investing for Retirement with DFA’s Mathieu Pellerin appeared first on Validea's Guru Investor Blog.

Retirement 52

Retirement Investing Investments Retirement Planning 52

Validea

JUNE 22, 2023

We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu Pellerin. The post Factor Investing for Retirement with DFA’s Mathieu Pellerin appeared first on Validea's Guru Investor Blog.

Retirement 52

Retirement Investing Investments Retirement Planning 52

Robert B. Ritter Jr.

DECEMBER 29, 2021

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Reasons to Act Now You should acquire your life insurance as soon as you determine its usefulness.

Financial Services 40

Financial Services Insurance Certified Financial Planner Wealth Management 40

WiserAdvisor

DECEMBER 18, 2023

The answer to “how much you need to retire” is shaped by various factors, including the kind of retirement life you dream of, your age, and the expenses you anticipate during your retirement years. Retirement planning is not just about reaching a target savings number.

Retirement 105

Retirement Retirement Planning Risk Tolerance Healthcare 105

Robert B. Ritter Jr.

APRIL 30, 2022

The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.

Financial Services 40

Financial Services Taxes Planning Clients 40

Truemind Capital

JANUARY 25, 2024

However, one must also be aware of the fact that if it is coming at the cost of their own retirement planning, they will have to be dependent on their children and others after retirement. I am sure, many parents of today would like to remain financially independent throughout their life post-retirement.

Retirement Planning 52

Retirement Planning Education Retirement Financial Planning 52

Robert B. Ritter Jr.

MAY 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”

Taxes 40

Taxes Financial Services Planning Certified Financial Planner 40

Nationwide Financial

SEPTEMBER 9, 2022

Key Takeaways: National 401(k) Day is celebrated on September 9 to help Americans better understand their retirement plan by bringing awareness to the importance of saving for retirement. 1 Knowing this, National 401(k) Day is a great time to engage clients and discuss their retirement plans.

Retirement Planning 59

Retirement Planning Retirement Planning Clients 59

Fortune Financial

JANUARY 11, 2024

Based on the 2022 Workplace Wellness Survey , published in the Employee Benefit Research Institute (EBRI) journal, younger employees prioritize professional development opportunities, while older employees value retirement planning more. Retirement benefits are a key component of a benefits package that attracts and retains top talent.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Integrity Financial Planning

OCTOBER 19, 2023

You can use this online tool to help you find plans. [2] 2] You can also call 1-800-MEDICARE to find out which plans are in your area. [2] 2] But before choosing a plan, make sure that it aligns with your financial situation and is the best fit for you personally.

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Medical Retirement Planning Retirement Planning 96

International College of Financial Planning

JULY 31, 2023

Retirement is a time to embrace your dreams and live a contended retirement life, but it requires meticulous financial planning and preparation. Retirement planning is even more critical for self-employed individuals as they lack the safety net of traditional benefits like PPF or LTA.

Financial Planning 52

Financial Planning Retirement Planning Retirement Planning 52

Carson Wealth

DECEMBER 27, 2023

Taxes & Retirement Plans Tax law seems to get more complicated every year. This can be paired very nicely with charitable giving. · Contribute to your employer sponsored retirement plans and other retirement plans – This would include any catch-up contributions for of-age individuals.

Planning 89

Planning Retirement Planning Insurance Taxes 89

Validea

JUNE 9, 2023

And at larger fund companies, routes through advisory and retirement-plan pathways are usually left open, like the Fidelity Growth Company which has officially been closed since 2006 but allows new investors through those channels. The post How To Sneak Into A Closed Fund appeared first on Validea's Guru Investor Blog.

Retirement Planning 52

Retirement Planning Retirement Management Planning 52

Robert B. Ritter Jr.

MARCH 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the InsMark Loan-Based Split Dollar System) Editor’s Note: This blog presents a sizzling loan-based split-dollar plan. Still, such a strategy can look terrific if you know […].

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Recruitment Taxes Financial Services Planning 40

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.

Retirement 52

Retirement Retirement Planning Financial Advisor Planning 52

Integrity Financial Planning

AUGUST 21, 2023

While setting up and maintaining a 401(k) plan can be more intricate, it allows for greater contribution limits and provides employers with increased autonomy in determining if and how they wish to contribute to employee accounts. [8] As you can see, retirement planning for a small business is a complicated issue.

Retirement 95

Retirement Retirement Planning Taxes Accounting 95

Integrity Financial Planning

FEBRUARY 20, 2023

The concept of retirement planning is simple. Despite changes in the economy or in life itself, the concept of planning your retirement has remained unchanged. We work, save, retire, and repeat for generations over. However, it goes without saying that your retirement plan and spending habits need to be flexible.

Retirement Planning 95

Retirement Planning Retirement Planning Financial Planning 95

Integrity Financial Planning

OCTOBER 17, 2022

Know these 3 ages that can help you get the most out of your retirement accounts. At age 50, workers with certain qualified retirement plans can make annual “catch-up” contributions in addition to their normal contributions. 3 Now, many retirees have more time to let their retirement savings grow tax-free. 3] IRS.gov.

Retirement 95

Retirement Accounting Retirement Planning Distribution 95

Integrity Financial Planning

JULY 31, 2023

These types of plans commonly come in the form of pension plans. [1] 1] A pension plan guarantees a certain level of retirement benefit based on your salary and how many years you worked for the company. [2] 5] This is one reason why many employers have moved away from this kind of retirement plan.

Planning 98

Planning Retirement Planning Retirement Accounting 98

Park Place Financial

JANUARY 9, 2023

Retirement Planning 5 Reasons Why Houston Is a Great Place to Retire Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. For many people, retirement offers the time and opportunity to travel and explore new endeavors they never had the time for during their working years. Is Houston a good place to retire?

Retirement 52

Retirement Retirement Planning Certified Financial Planner Medical 52

Nationwide Financial

AUGUST 14, 2022

Retirement Planning. National Financial Awareness Day can also be an opportunity to discuss retirement planning with your clients. For many, having a solid plan is the key to feeling ready for retirement. The post Looking for a conversation starter with your clients?

Clients 59

Clients Retirement Planning Retirement Budgeting 59

Integrity Financial Planning

MARCH 5, 2023

Are you unsure of how much money you will need in retirement? This is a very common concern for Americans as they approach retirement age. This blog will give you some tips on how to begin estimating your needs in the future, as well as some tips on how to increase the longevity of your savings. How Much Should I Spend?

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Retirement Retirement Planning Planning Budgeting 93