Nerd's Eye View

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.

Planning 234

Planning Distribution Assets Retirement Planning 234

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Nationwide Financial

AUGUST 14, 2022

1 In addition to basic savings accounts for emergency funds, this could also be a good time to also discuss 401(k) investments, HSA accounts, and other long-term investment options. Our paycheck impact tool can be utilized to help clients calculate how their income could impact their 401(k) and retirement savings plans.

Clients 59

Clients Retirement Planning Retirement Budgeting 59

WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. These advisors charge a fee for security analysis and investment recommendations.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

Nationwide Financial

MARCH 13, 2023

As a financial professional, one of the most important things you can do for your clients is to help them manage their debt effectively and work toward building financial security. By taking a holistic approach to financial planning, you can help your clients manage their debt effectively and work toward building financial security.

Client Management 69

Client Management Clients Management Debt Management 69

Nationwide Financial

OCTOBER 10, 2022

Financial professionals should talk to clients about implications for their portfolio.”. Mark Hackett, Chief of Investment Research. Investors with plans for their investments were more likely to say it helps them feel more in control (86% of investors in our 2022 survey). Economic woes weigh on Americans.

Financial Planning 90

Financial Planning Retirement Clients Planning 90