Carson Wealth
AUGUST 25, 2022
Focus on Your Retirement Plan Rather Than a Magic Number. A better question than “What’s my magic number?” 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.
WiserAdvisor
DECEMBER 18, 2023
Retirement planning is not just about reaching a target savings number. Debt management Consider minimizing your existing debts, particularly high-interest loans. It’s about crafting a financial safety net that will carry you comfortably through your later years.
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Brown Advisory
MAY 4, 2020
We brought in a colleague who provides specialized municipal finance advice to a number of our clients, to help us drill down on the college’s debt structure. 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.
Brown Advisory
SEPTEMBER 4, 2019
challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . We brought in a colleague who provides specialized municipal finance advice to a number of our clients, to help us drill down on the college’s debt structure. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND. client: COUNTY-FOCUSED COMMUNITY FOUNDATION. BACKGROUND.
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. . These numbers quickly scale, compound and backflip into overwhelming costs.
Fortune Financial
JANUARY 11, 2024
There are a number of planning strategies to consider within a 401(k) plan, like taking advantage of the company match, understanding your risk profile, contributing during market downturns and auto-increasing your contributions annually. Consider offering traditional and Roth options to provide flexibility in future tax treatment.
International College of Financial Planning
AUGUST 2, 2021
Wealth Management Firms. Debt Management Firms. Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. Financial advisors work with different kinds of organizations, and these include –. Banks & NBFCs. Brokerage Firms. Insurance Companies.
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