Debt Management in Estate Planning
Wealth Management
NOVEMBER 10, 2023
What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?
Debt Management Related Topics 
China’s Bad Debt Managers See Profits Tank on Property Losses
Wealth Management
AUGUST 29, 2022
China’s distressed-debt managers have been in turmoil as aggressive lending to embattled developers and unchecked expansion into other areas during the sector’s boom years has beset the $730 billion funds with heavy credit losses.
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The Importance of Debt Management
Advisor Perspectives
SEPTEMBER 13, 2023
Incorporating debt planning into your services helps your clients achieve a more comprehensive and sustainable financial future.
Why Liability Management Matters
Wealth Management
MARCH 4, 2024
How technology is helping advisors navigate the debt management landscape.
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When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status
Nerd's Eye View
DECEMBER 6, 2023
Notably, while many financial coaches satisfy the majority of these requirements – they are in the business of offering advice to clients and are compensated as such – they often steer clear of making specific securities recommendations, focusing instead on areas like budgeting, debt management, savings, and retirement planning.
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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy
Nerd's Eye View
AUGUST 15, 2022
Most advisors are already familiar with many of the issues these individuals face, from setting goals to debt management, although the specifics might be slightly different given the typically lower incomes and wealth of pro bono clients. law) with established pro bono programs.
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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy
Nerd's Eye View
AUGUST 15, 2022
Most advisors are already familiar with many of the issues these individuals face, from setting goals to debt management, although the specifics might be slightly different given the typically lower incomes and wealth of pro bono clients. law) with established pro bono programs.
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What Is Budget Counseling And How Does It Work?
Clever Girl Finance
JANUARY 22, 2024
However, in some cases, you may need to sign up for a Debt Management Program (DMP), which will usually have a cost. You can get basic budget counseling at their various agencies as well as debt management plans. They can help connect you to a member agency that will offer debt relief solutions.
Budgeting 65
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Financial Literacy: Why It Matters and How to Improve It
International College of Financial Planning
MAY 30, 2023
Debt management Debt management involves understanding the different types of debt,evaluating their costs, and creating a strategy to pay off debts efficiently.Financially literate individuals can make informed decisions about borrowing money, negotiate better interest rates, and avoid falling into debt traps.
6 Financial Planning Mistakes Physicians Make
WiserAdvisor
JULY 3, 2023
Not prioritizing debt management Debt management is another reason why financial planning for physicians is necessary. In most cases, healthcare professionals have a lot of unpaid debt. Medical schools can be costly. and to know which of these strategies can help you and your unique financial considerations.
Navigating Record-High Credit Card Debt With a Solid Financial Plan
Fortune Financial
SEPTEMBER 5, 2023
A lack of comprehensive understanding of credit cards, interest rates and debt management can set the stage for a cycle of uninformed choices, ultimately contributing to the substantial rise in credit card balances. Work with a Fortune Financial advisor to learn how to manage your current debt.
Navigating Record-High Credit Card Debt With a Solid Financial Plan
Fortune Financial
SEPTEMBER 5, 2023
A lack of comprehensive understanding of credit cards, interest rates and debt management can set the stage for a cycle of uninformed choices, ultimately contributing to the substantial rise in credit card balances. Work with a Fortune Financial advisor to learn how to manage your current debt.
7 Best Personal Finance Courses in 2024 For Beginners
Trade Brains
DECEMBER 7, 2023
At the end of the course, you will gain knowledge on personal finance, budgeting, debt management plans and retirement planning. Also, it helps you understand how to implement strategies to meet your financial goals. You can enroll in the course here.
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The Role of Emotional Factors in Your Decision to Hire An Advisor
WiserAdvisor
JULY 25, 2023
Hiring a financial advisor can provide several benefits that are essential for managing your financial well-being. They can create a comprehensive financial plan tailored to your specific needs and goals. In addition to their financial expertise, a financial advisor can also address your emotional needs.
How Consumer Credit Counseling Works
Clever Girl Finance
JANUARY 26, 2024
A step-by-step guide on how to use consumer credit counseling Expert tip: A credit counselor can help with more than debt management Where to find a reputable credit service How credit counseling can help you How do you select a credit counseling service? Table of contents What is consumer credit counseling and who might need it?
How much do I need to retire? Planning for Your Unique Retirement Needs
Carson Wealth
AUGUST 25, 2022
Your financial advisor can help you plan for challenges you may face in retirement, such as spending, efficient savings, taxes, inflation, debt management, Social Security and Medicare. “ Working with a qualified financial advisor to develop a holistic retirement plan can help prepare you for the road ahead.
How Much To Save For Retirement By Age
WiserAdvisor
DECEMBER 18, 2023
Debt management Consider minimizing your existing debts, particularly high-interest loans. Risk tolerance Assessing your risk tolerance as a couple is the first step to determining your investment strategy. If you are risk-averse, you may prefer conservative investments with lower potential returns but greater stability.
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How to help clients manage their debt
Nationwide Financial
MARCH 13, 2023
By taking a holistic approach to financial planning, you can help your clients manage their debt effectively and work toward building financial security. Here are three things financial professionals can do to help their clients deal with debt management: 1.
19 Best Recession-Proof Jobs For All Skill Levels
Clever Girl Finance
OCTOBER 7, 2022
Credit and debt management counselors. Unfortunately, many people turn to credit cards and amass more debt during financial hardship. As people add to their credit card balances, more are going to need help managing their debt. So you see why accountants have the best recession proof careers!
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How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
It may encompass budgeting, debt management and developing strategies for saving and investing. Investment Management Investment management is a critical aspect of wealth management.
How to Financially Prepare For the Unexpected
Gen Y Planning
JULY 1, 2023
Create a Debt Management Plan The less debt on your plate, the fewer recurring financial obligations you have to tend to each month. Make debt repayment a priority for your budget to free up your future cash flow.
How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
It may encompass budgeting, debt management and developing strategies for saving and investing. Investment Management Investment management is a critical aspect of wealth management.
What are the Different Types of Financial Advisors?
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.
How Much Should I Have Saved in My 30s?
Carson Wealth
DECEMBER 7, 2022
If you’re under significant debt pressure, consider talking with a Certified Financial Planner Professional or an Accredited Financial Counselor who specializes in consumer credit and debt management. . Establishing Appropriate Insurance Coverage . You may feel invincible at thirty, healthy and ready to tackle the next 5k.
Is It Worth Paying a Financial Advisor 1%?
WiserAdvisor
AUGUST 3, 2023
A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management. A financial advisor’s service is equally significant when assessing their value proposition.
Late Start on Retirement Savings? How to Try and Catch Up in Your 50s
WiserAdvisor
MARCH 28, 2024
You can also consolidate high-interest debt into a lower-interest loan or use balance transfers to streamline your repayment efforts and reduce overall interest costs. Additionally, you can consider consulting with a financial advisor or credit counselor to explore debt management strategies tailored to your unique situation.
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Employee Benefits Optimization for a Positive Workplace Culture
Fortune Financial
JANUARY 11, 2024
Debt Management and Savings Programs: Include programs that assist employees in managing debt and building wealth. Fortune Financial experts customizes financial workshops around your firm’s requirements to provide employees the information needed to make the best financial decisions.
Average Fees for Financial Advisors in 2023
Harness Wealth
MAY 25, 2023
The per-hour fee structure is often used by financial advisors offering advice on estate planning; debt management; tax strategies; and Social Security claiming strategies. Many financial planners will do a portfolio review and provide investment advice for an hourly fee as well.
Are Insurance Companies Safe?
Tucker Advisors
SEPTEMBER 27, 2021
They have been called the debt managers of the world. Are Insurance Companies Safe? By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. Follow Follow Follow Follow Follow Follow. But just how solvent and safe are insurance companies?
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How to Become a Financial Advisor in India?
International College of Financial Planning
AUGUST 2, 2021
Wealth Management Firms. Debt Management Firms. Financial advisors work with different kinds of organizations, and these include –. Banks & NBFCs. Brokerage Firms. Insurance Companies. Accounting & Tax Planning Firms.
Is Wealth Management Worth It? The ROI of Working With a Financial Advisor
Harness Wealth
JUNE 1, 2023
This plan may cover estate and retirement planning, college savings, debt management, and more. Tax Planning: Financial advisors can help manage your tax liability, advising on strategies to minimize capital gains taxes, maximizing tax-efficient investments in retirement accounts, and charitable giving.
19 Best Recession-Proof Jobs For All Skill Levels
Clever Girl Finance
MAY 13, 2023
Credit and debt management counselors Unfortunately, many people turn to credit cards and amass more debt during financial hardship. As people add to their credit card balances, more are going to need help managing their debt. So you see why accountants have the best recession proof careers!
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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning
WiserAdvisor
NOVEMBER 21, 2022
Insurance planning and debt management. How to make the most of veteran and other public benefits. Developing a diversified investment portfolio. Asset allocation and goal-oriented savings.
Should You Pay Off Your Mortgage Before Retirement?
Darrow Wealth Management
OCTOBER 1, 2022
Is retiring with a mortgage a good idea? Most individuals will jump through hoops to live mortgage-free, regardless of whether it makes the most sense financially. Sure, all else equal, it’s always better to reduce your expenses.
Retirement 81
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The 23 Best Financial Literacy Books
Clever Girl Finance
OCTOBER 16, 2023
Earning involves simple money management, such as budgeting and debt management. The more you know about money, the more you’ll feel confident and stable in your financial situation. The three basics to practice for financial literacy are earning, saving, and growing.
Budgeting 80
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Beyond Investing: Strategic Advice for Nonprofits
Brown Advisory
MAY 4, 2020
As is often the case, its strategic and investment choices are intertwined, because the college needs to allocate its precious capital across several competing options.
Nonprofit 52
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7 Tips For How To Negotiate Credit Card Debt
Clever Girl Finance
AUGUST 30, 2023
If you’re considering a debt settlement company, be wary of any company that guarantees they can make your debt go away and charges you before they settle your debt. Consult a credit counseling company Credit counselors advise you on your money and debt , helping you figure out a healthy debt management plan.
Beyond Investing: Strategic Advice for Nonprofits
Brown Advisory
SEPTEMBER 4, 2019
challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . Our primary job is to deliver robust investment performance to clients, but our relationships with them go far beyond investing. // CASE STUDY #1. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.
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Top 35 Influencers for Financial Advisors in 2024
Indigo Marketing Agency
JANUARY 24, 2024
Aaron Klein Reason to Follow: Innovator in financial risk management software and industry technology trends Aaron Klein is the co-founder and CEO of Nitrogen—the company that invented Risk Number®, a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country.
Top 35 Influencers for Financial Advisors in 2024
Indigo Marketing Agency
JANUARY 24, 2024
Dave Ramsey Reason to Follow: Proven strategies for personal finance and debt management Dave Ramsey is known for helping thousands of families get out of debt and achieve financial freedom. He has shared insights at numerous conferences and events and maintains an active role on the firm’s Board of Directors.
Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research
Brown Advisory
FEBRUARY 14, 2023
We continue to explore opportunities to engage with debt management offices, other government officials and nongovernmental organizations either directly or through broader investor initiatives, such as the Emerging Markets Investor Alliance (EMIA).
Government 52
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Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research
Brown Advisory
FEBRUARY 14, 2023
We continue to explore opportunities to engage with debt management offices, other government officials and nongovernmental organizations either directly or through broader investor initiatives, such as the Emerging Markets Investor Alliance (EMIA).
Government 52
52 
Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research
Brown Advisory
FEBRUARY 14, 2023
We continue to explore opportunities to engage with debt management offices, other government officials and nongovernmental organizations either directly or through broader investor initiatives, such as the Emerging Markets Investor Alliance (EMIA).
Government 52
52 
Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research
Brown Advisory
OCTOBER 22, 2021
We continue to explore opportunities to engage with debt management offices, other government officials and non-governmental organizations either directly or through broader investor initiatives.
Government 52
52 
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