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?
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
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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
In this guest post, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, explores the specific conditions under which a financial coach must register as an investment adviser. Nevertheless, the 'securities' component of the definition has several nuanced exceptions.
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How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?
How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?
Is Wealth Management Worth It? The ROI of Working With a Financial Advisor
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. Wealth managers and financial advisors offer a wide range of wealth management services designed to help clients achieve their financial goals.
What Is Budget Counseling And How Does It Work?
Clever Girl Finance
JANUARY 22, 2024
When you’re drowning in large amounts of debt or chronic struggles with money management, working with a trained counselor is likely worth a small investment. Help with managing your money Money management is one of the key ways you could benefit from budget counseling. The FCAA is a non-profit organization.
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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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4 Pitfalls of Not Having a Financial Plan
Carson Wealth
APRIL 25, 2024
Once you have your goals set, you can build your plan with any combination of the following elements: Budgeting and expense management: Create a detailed budget outlining income, expenses, and savings targets. Debt management: Develop a strategy to pay off existing debts efficiently, minimizing interest costs.
7 Best Personal Finance Courses in 2024 For Beginners
Trade Brains
DECEMBER 7, 2023
From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. By enrolling in this course you will learn to manage your finances more effectively by mastering budgeting and portfolio creating for a healthy retirement corpus. You can enroll in the course here.
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Financial Literacy: Why It Matters and How to Improve It
International College of Financial Planning
MAY 30, 2023
Financial literacy, the skill of effectively managing one’s financial resources, plays a vital role in every aspect of our lives. Risk management and insurance Risk management involves identifying, assessing, and mitigating financial risks.
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.
Employee Benefits Optimization for a Positive Workplace Culture
Fortune Financial
JANUARY 11, 2024
For human resource (HR) managers, curating a benefits package that resonates with the workforce boosts talent attraction, enhances employee retention and fosters a thriving organizational culture. The strategic management of employee benefits is vital in creating an outstanding workplace.
6 Financial Planning Mistakes Physicians Make
WiserAdvisor
JULY 3, 2023
Managing and optimizing this income can be complex. 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. Need a financial advisor?
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.
How to help clients manage their debt
Nationwide Financial
MARCH 13, 2023
Key Takeaways: Managing debt can be a common, yet daunting problem for many Americans. 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.
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. Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility.
Average Fees for Financial Advisors in 2023
Harness Wealth
MAY 25, 2023
The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Fee Type Fee Description Typical Cost* Examples Assets Under Management (AUM) A fee based on the percentage of your total managed assets. Investing in financial guidance is an investment in your future. Between 0.5%
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. A skilled financial advisor must tailor your portfolio to meet your financial aspirations within the desired timeframe.
How Much To Save For Retirement By Age
WiserAdvisor
DECEMBER 18, 2023
60s: Final preparations for retirement As you near retirement in your 60s, the focus naturally shifts from accumulation to preservation and strategic management of your assets. Debt management Consider minimizing your existing debts, particularly high-interest loans.
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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. Today’s young adults are faced with managing their money through societal challenges. We’re in the age of student loan debt and a nationwide housing crisis. So Get A Financial Life gives concrete, actionable tips.
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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. A wealth management team can build your investment and insurance strategy, helping to eliminate any health care and spending gaps before you retire.
Is It Worth Paying a Financial Advisor 1%?
WiserAdvisor
AUGUST 3, 2023
Working with a financial advisor entails a financial commitment, typically represented by an annual fee of 1% of the assets entrusted to their management. Additionally, robo advisors can offer a cost-effective solution for basic investment management needs. For some, this expense may seem substantial at first glance.
19 Best Recession-Proof Jobs For All Skill Levels
Clever Girl Finance
OCTOBER 7, 2022
Utility worker jobs are among the list of recession-proof jobs because the need for support personnel in waste management, electricity, and other utilities is needed regardless of what the economy is doing. Credit and debt management counselors. So the tech industry also offers many jobs that are recession proof.
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How Much Should I Have Saved in My 30s?
Carson Wealth
DECEMBER 7, 2022
LLM, CFP ® , ChFC ® , CLU ® , RICP ® , Managing Partner, Wealth Solutions . Managing Debt . Like many people in their 30s, you may have accumulated a variety of debt. This could include a mortgage, car loans and credit card debt. You may also have some of your student loan debt left to pay. .
29 Yearly Goals Everyone Should Have!
Clever Girl Finance
APRIL 29, 2024
Stay diligent with debt management, paying it down, and avoiding future debts. Nothing will block the path toward your goals like persistent bad habits such as credit card debt or overspending. Of course, any kind of movement is amazing for our health , including managing anxiety and improving mood.
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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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Top 35 Influencers for Financial Advisors in 2024
Indigo Marketing Agency
JANUARY 24, 2024
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. To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry.
Top 35 Influencers for Financial Advisors in 2024
Indigo Marketing Agency
JANUARY 24, 2024
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. To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry.
How to Become a Financial Advisor in India?
International College of Financial Planning
AUGUST 2, 2021
The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Wealth Management Firms. Debt Management Firms.
The Importance of a Certified Financial Planner (CFP) for Your Financial Planning
WiserAdvisor
NOVEMBER 21, 2022
Here are some of the ways a CFP can help you grow and manage your finances: 1. Opening Individual Retirement Accounts (IRAs) and managing your 401(k). Insurance planning and debt management. You need to manage large-scale finances. Money management is a CFP’s key forte.
Should You Pay Off Your Mortgage Before Retirement?
Darrow Wealth Management
OCTOBER 1, 2022
appeared first on Darrow Wealth Management. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. The post Should You Pay Off Your Mortgage Before Retirement?
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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. Continue contributing to your retirement savings accounts, like an IRA and 401(k).
Are Insurance Companies Safe?
Tucker Advisors
SEPTEMBER 27, 2021
They have been called the debt managers of the world. Safeguarding against a potential failure is the Insurance Guarantee Fund, which every insurance company is legally required to pay into, and which is also managed by state-sanctioned insurance guaranty associations. Are Insurance Companies Safe?
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The 15 Worst Financial Decisions And How To Recover From Them
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. Educate yourself about the decisions you need to make, whether it’s investing, budgeting, or debt management, so you feel more confident and empowered.
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19 Best Recession-Proof Jobs For All Skill Levels
Clever Girl Finance
MAY 13, 2023
Utility workers Utility worker jobs are among the list of recession-proof jobs because the need for support personnel in waste management, electricity, and other utilities is needed regardless of what the economy is doing. As people add to their credit card balances, more are going to need help managing their debt.
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Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research
Brown Advisory
FEBRUARY 14, 2023
Focus on Risks and Opportunities: Our research approach seeks to assess management of risks related to sustainability characteristics and identify opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact. Our approach is consistent and systematic across our platform.
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Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research
Brown Advisory
FEBRUARY 14, 2023
Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact. Our approach is consistent and systematic across our platform.
Government 52
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Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research
Brown Advisory
FEBRUARY 14, 2023
Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact. Our approach is consistent and systematic across our platform.
Government 52
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Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research
Brown Advisory
OCTOBER 22, 2021
Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact. Our approach is consistent and systematic across our platform.
Government 52
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