Carson Wealth

JANUARY 4, 2024

Now is when you should be more focused on managing debt and planning for – not just looking toward – the future. Debt management: In your 30s it’s important you manage debt obligations carefully. The post How Will My Financial Plan Change Over the Course of My Life?

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Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. Work with a Fortune Financial advisor to learn how to manage your current debt.

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Nationwide Financial

MARCH 13, 2023

According to New York Fed’s quarterly Household Debt and Credit Survey (HHDC), the total consumer debt reached $16.5 1 Debt can feel like an overwhelming obstacle for many people, and it can be difficult to manage alone.

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Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. Work with a Fortune Financial advisor to learn how to manage your current debt.

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MainStreet Financial Planning

SEPTEMBER 12, 2024

In this article, we’ll explore three key areas: savings, debt management, and investment strategies, and provide actionable advice to help you stay ahead of the curve. Debt Management While lower interest rates are good news for borrowers, high-interest debt will still weigh heavily on your finances.

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WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Need a financial advisor?

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International College of Financial Planning

JUNE 23, 2025

Today, we will discuss two tried-and-tested debt repayment strategies — the Snowball Method and the Avalanche Method , these two strategies can help you take control of your debt smartly. Let’s explore both, compare them, and help you decide which one fits your situation best.

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Carson Wealth

AUGUST 25, 2022

“ Working with a qualified financial advisor to develop a holistic retirement plan can help prepare you for the road ahead. 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.

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Fortune Financial

SEPTEMBER 25, 2023

Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes. Conduct Thorough Research The financial industry is highly regulated, and individuals and firms that provide wealth management services must meet specific qualifications and standards.

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Trade Brains

DECEMBER 7, 2023

The Financial Education Certification Series XVIII course offered by NISM is a text-based self-study course that contains 12 modules. The topics covered in this course are key concepts in personal finance, financial planning & budgeting, savings, investment in securities, insurance, pension, retirement, and borrowing.

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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?

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Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

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International College of Financial Planning

MAY 30, 2023

Some of the key components of financial literacy include: Budgeting and saving Creating a budget is the foundation of sound financial planning. It involves tracking income and expenses, setting financial goals, and allocating resources to meet these goals.

Retirement Planning 40

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Fortune Financial

SEPTEMBER 25, 2023

Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes. Conduct Thorough Research The financial industry is highly regulated, and individuals and firms that provide wealth management services must meet specific qualifications and standards.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Darrow Wealth Management

MARCH 17, 2025

5 ways to use extra savings Invest excess cash using a brokerage account Increase contributions to a 401(k), 403(b), or IRA Consider using the funds to pay the tax on a Roth IRA conversion Refinance your mortgage Pay off student loans or bad debt Read more about ways to use extra savings.

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Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide? Are Robo-Advisors a Good Alternative?

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WiserAdvisor

JULY 25, 2023

A financial advisor possesses a deep understanding of complex financial concepts and can help you navigate the intricacies of investing, retirement planning, debt management, estate planning, succession planning, tax optimization, and more. For instance, you may discuss estate planning.

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WiserAdvisor

AUGUST 3, 2023

A financial advisor’s service is equally significant when assessing their value proposition. 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.

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Clever Girl Finance

SEPTEMBER 19, 2023

Create a financial plan; be patient and consistent Get a financial plan in place to set goals, reduce credit card debt, save, invest, and create a good life for your future self. While a budget is also necessary, it’s not the same as a financial planning process.

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WiserAdvisor

APRIL 16, 2025

Financial planning and advice from a professional go hand in hand. If you have ever felt stuck while trying to make sound financial decisions, hiring an advisor can be helpful. Financial planning can be cumbersome and take a lot of your time. For many investors, fear can drive their choices.

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Financial Advisor Asset Allocation Financial Planning Retirement Planning 40

International College of Financial Planning

AUGUST 2, 2021

Financial advisors work with different kinds of organizations, and these include –. Wealth Management Firms. Accounting & Tax Planning Firms. Debt Management Firms. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges.

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Clever Girl Finance

APRIL 29, 2024

How to stop delaying financial decisions: To stop delaying important financial decisions, start by breaking down the actions you need to take into smaller, manageable steps. If you need to, seek support from financial professionals or mentors who can provide guidance and accountability.

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WiserAdvisor

APRIL 4, 2025

Instead of having to deal with emails and other forms of correspondence, which can be time-consuming to manage manually, financial advisors can rely on AI tools. AI offers automation, and this automated financial planning helps firms eliminate manual tasks like drafting emails and organizing client meet-ups.

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WiserAdvisor

JANUARY 27, 2023

Financial advisors for high-net-worth individuals have the right experience to navigate this complexity and create a comprehensive financial plan. Specialized advisors also have access to a broader range of resources and expertise that can help these clients achieve their financial goals.

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Clever Girl Finance

OCTOBER 16, 2023

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. Earning involves simple money management, such as budgeting and debt management.

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WiserAdvisor

JANUARY 23, 2024

Your financial advisor should be capable of customizing your investment portfolio’s risk level to align with your overall financial plan and objectives. This means balancing risk and reward in a way that reflects your financial goals, time horizon, and liquidity needs.

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WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. Generally, a financial planner charges fees at an hourly fee, by the project, or as a percentage of assets under management.

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Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Fortune Financial

JANUARY 11, 2024

Fortune Financial experts customizes financial workshops around your firm’s requirements to provide employees the information needed to make the best financial decisions. One-on-One Financial Counseling: Offer access to financial advisors for personalized financial planning and advice.

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WiserAdvisor

DECEMBER 11, 2022

The contribution limit for SIMPLE (Savings Incentive Match Plan for Employees) retirement accounts is increased to $15,500, while the catch-up contribution limit for those aged 50 and over is increased to $3,500, up from $3,000. These limits are applicable to both Roth and traditional accounts and play a critical role in financial planning.

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Yardley Wealth Management

SEPTEMBER 17, 2024

Charles Barrett from FZ Works & FZ Creative appeared first on Yardley Wealth Management, LLC. Charles Barrett from FZ Works & FZ Creative Introduction: In this episode of Not Just Numbers , Madison Demora and Mike Garry explore whether Dave Ramsey’s famous financial advice still holds up.

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Carson Wealth

APRIL 25, 2024

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.

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WiserAdvisor

NOVEMBER 21, 2022

What’s tricky about financial planning is that not every strategy is designed for every person. As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. What is a Certified Financial Planner?

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Gen Y Planning

JULY 1, 2023

Review Insurance Coverage One of the most effective ways to financially prepare for the unexpected is to incorporate the right insurance coverage into your financial plan. It can be overwhelming to review all your options alone, so we can help you work through this, especially as it relates to the rest of your financial plan.

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Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

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Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Clever Girl Finance

MAY 13, 2023

Accountants help both individuals and businesses with financial records, bookkeeping, and tax filings. Credit and debt management counselors Unfortunately, many people turn to credit cards and amass more debt during financial hardship. So you see why accountants have the best recession proof careers!

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Carson Wealth

DECEMBER 7, 2022

Your financial planning needs get more complex than in your 20s. Managing Debt  . Like many people in their 30s, you may have accumulated a variety of debt. Track income, expenses and build in budgeted items for future financial goals. Establishing Appropriate Insurance Coverage  .

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