Darrow Wealth Management

FEBRUARY 26, 2025

During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Again, every recession or economic downturn is different. Swings in the financial markets also highlight the benefitsand limitationsof diversification. But history offers a helpful lens.

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Marketing Marketing Retirement Portfolio 54

International College of Financial Planning

JUNE 17, 2025

Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country.

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Compliance Education Economics Investments 40

Indigo Marketing Agency

JUNE 18, 2025

Consider topics like: “The Top 5 Retirement Mistakes I See Wealthy Professionals Make” “How Market Volatility Actually Affects Your Long-Term Goals” These videos position you as the expert while providing genuine value to viewers. Current events commentary also performs exceptionally well.

Financial Advisor 64

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Harness Wealth

MARCH 7, 2025

Additionally, we have news that FinCEN has announced an extension of the BOI reporting deadline and a temporary halt in enforcement, an analysis on the implications of wealth taxes in Europe, and a refresher on how the new ‘Savers Match’ program aimed at enhancing the retirement savings of millennials and Gen Z functions.

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Taxes Retirement Financial Advisor Retirement Planning 52

Carson Wealth

JUNE 27, 2025

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Financial planning should ideally involve every area of your financial life because they are all interrelated. Plan for retirement. Maximize your use of tax-advantaged accounts.

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Financial Planning Planning Management Estate Planning 52

MainStreet Financial Planning

MARCH 7, 2025

Comprehensive Financial Planning is Included Many AUM advisors charge extra for estate planning, tax strategies, and retirement planning. Ongoing Portfolio Monitoring AUM advisors continuously review your investments and adjust strategies based on market conditions and economic trends.

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Clever Girl Finance

APRIL 22, 2025

Recession-proof businesses are more than just smart, they’re essential when economic uncertainty hits. Content related to challenging financial times Final thoughts: Start building a recession-proof business today Recession-proof businesses can thrive despite an economic downturn. Should I start a business during a recession?

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Economy Food Healthcare Economics 68

Midstream Marketing

NOVEMBER 5, 2024

Or do you want to attract families who are planning for retirement? Share useful articles, tips, and advice about personal finance, investing, and planning for retirement. Are they interested in retirement plans? Create several posts that explain how to plan for a safe retirement.

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Media Financial Advisor Marketing Marketing 52

Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Financial Goals: These include saving for retirement, managing money, and paying for education. Share economic signs and how they might affect your investment strategies.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Random Roger's Retirement Planning

MAY 19, 2025

They talked about "four pillars" as being "economic growth (equities), income defensiveness (bonds), absolute return (alpha) and trend following (tail risk)." Research Affiliates (RA) threw its hat in this ring with a long writeup about managed futures. Portfolio 1 is an attempt to be true to the RA paper using AGG for bonds.

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Risk Tolerance Portfolio Management Taxes 52

Tobias Financial

APRIL 1, 2025

He tailors his approach to support long-term goals, whether it’s retirement planning, saving for education, or managing major life transitions. Chad earned his degree in economics from San Diego State University before relocating to Florida to be closer to family and enjoy the outdoor lifestyle.

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CFP Fee Only Retirement Planning Wealth Advisor 52

Dear Mr. Market

DECEMBER 3, 2024

As someone deeply entrenched in financial planning and chronologically standing on the threshold of pre-retirement, the book was more than just a leisure read—it was a revelation. My reading list is usually dominated by stock market noise, economic reports, and client-related materials.

Financial Planner 59

Financial Planner Retirement Planning Retirement Financial Planning 59

Random Roger's Retirement Planning

JULY 6, 2025

The Wall Street Journal looked at an issue near and dear to us by profiling four people who in middle age, had their hand forced into early or retirement or otherwise unexpectedly forced to find a new job. The first profile was a guy who was head of retirement research at Bank of America. I remembered to use the gift link.

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Retirement Banking Numbers Financial Advising 45

Random Roger's Retirement Planning

APRIL 3, 2025

Nate Geraci Tweeted out that "a ny sort of market, economic, or political turmoil offers a window into your financial advisor, portfolio manager, etc" Tough but fair. The S&P 500 was at 6000. If you can buy it at 4500, that is buying low, regardless of whether it goes to 4000 before going back up.

Portfolio Management 45

Portfolio Management Financial Advisor Clients Management 45

Random Roger's Retirement Planning

NOVEMBER 21, 2024

From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. Offering diversified exposure to U.S. Treasuries, real estate, gold, and agricultural commodities."

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Random Roger's Retirement Planning

FEBRUARY 7, 2025

In addition to all the economic commentary, Jim manages the WisdomTree Bianco Total Return Fund (WTBN). It would be tough for me to put that much into Japan and 32% into MBXIX is fine for blogging purposes but I wouldn't even go 1/3 of that amount into any single macro strategy fund.

Portfolio 52

Portfolio Management Taxes Numbers 52

Random Roger's Retirement Planning

APRIL 27, 2025

I excluded it for being a shock caused from outside the world of capital markets and economics. MERIX is a client and personal holding. My long time thesis of course has been that bonds no longer function as reliable diversifiers, they've instead become a source of unreliable volatility.

Taxes 52

Taxes Economics Portfolio Assets 52

Tobias Financial

MARCH 12, 2025

Economic uncertainty, shifting policies, and global events can make it difficult to know what comes next. You may be wondering how all of this impacts your financial future and the plans youve worked hard to build. With everything happening in the world right now, its natural to feel a bit unsettled.

Marketing 52

Marketing Marketing Financial Planning Planning 52

Abnormal Returns

MAY 15, 2025

spyglass.org) Alternatives Private equity keeps popping up in retirement plans. rogersplanning.blogspot.com) Retirement plan provider Empower will start including private markets investments in its defined contribution plans. (cnbc.com) The path to a successful IPO is longer than you think.

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Retirement Planning Retirement Manufacturing Media 162

Random Roger's Retirement Planning

JUNE 9, 2025

Last month we looked at Research Affiliates' take on quadrant style investing with allocations to equities for economic growth, bonds for income and defensiveness, absolute return for alpha and trend following for tail risk. In that last post we equal weighted a possible portfolio to express their idea.

Portfolio 59

Portfolio Distribution Management Taxes 59

Tobias Financial

JUNE 23, 2025

In today’s economic environment, many individuals preparing for retirement are thinking more carefully about when to begin claiming Social Security benefits. While this trend highlights the need for thoughtful planning, the decision to take Social Security early is highly personal and depends on a variety of factors.

Economics 52

Economics Financial Advisor Retirement Retirement Planning 52

Trade Brains

JULY 2, 2025

It reaffirms that life insurance should be the starting point of any secure financial plan—providing a strong foundation for long-term goals like children’s education, homeownership, and retirement. Addressing this challenge on a war footing is crucial to maintaining our society’s socio-economic resilience and security.

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Insurance Financial Planning Planning Retirement Planning 59

Nerd's Eye View

APRIL 12, 2023

When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure.

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Retirement Retirement Planning Math Advertising 246

Carson Wealth

AUGUST 25, 2022

How much do I need for retirement?” Your financial needs in retirement can depend on dozens of factors – some known and some unknown. One or two million dollars may seem like a lot of money to have set aside for retirement. A Retirement Reality Check. The concept of retirement continues to evolve with the world around us.

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Retirement Planning Retirement Planning Certified Financial Planner 98

Nerd's Eye View

MAY 10, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0)

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Financial Planner Retirement Planning Retirement Valuation 246

Nationwide Financial

JUNE 20, 2023

After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans in response to rising inflation, high interest rates, and an uncertain economic environment. The biggest threat to a secure retirement?

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Retirement Economics Planning Retirement Planning 97

Nationwide Financial

JANUARY 25, 2023

In recent months, Americans are rethinking what life in retirement looks like because of economic uncertainty, opting to adjust their personal priorities with financial stability in mind. Working after retirement on the rise. Similarly, 41% want to continue working because it gives them a sense of purpose.

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Nerd's Eye View

JANUARY 1, 2024

This month's edition kicks off with the news that held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – although an ongoing investigation by Washington state regulators over whether advisors' use of Pontera violates (..)

Retirement Planning 246

Retirement Planning Startup Clients Compliance 246

Integrity Financial Planning

JANUARY 9, 2023

The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest rates. Interest Rate Hikes Hit Retirement Accounts. 1] [link]. [2]

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Accounting Retirement Economics Financial Planning 97

Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

In 1974, Congress passed the Employee Retirement Income Security Act (ERISA) that, among many other provisions, provided for the implementation of the Individual Retirement Arrangement. Amounts rolled over from employer retirement plans are entirely exempt. billion in the first year (1975). billion by 1981.

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Retirement Distribution Taxes Retirement Planning 111

Zoe Financial

JANUARY 27, 2025

The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. The Transition Phase Approaching retirement brings the need for a shift in priorities. Ready to Grow Your Wealth?

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

WiserAdvisor

NOVEMBER 14, 2023

Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. The concept of retirement has undergone a significant transformation in recent times. Traditional retirement plans often rely heavily on pension schemes.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Integrity Financial Planning

MARCH 28, 2023

Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Changes in the Global Economy For many years the world has been growing economically.

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Retirement Marketing Marketing Retirement Planning 88

Integrity Financial Planning

NOVEMBER 18, 2022

This phenomenon generally affects retirement funds as well – this is called the gender retirement gap. [1] 2] The gender pay gap has lasted throughout history, affecting global economic potential, and has cost the US an annual $1.6 trillion [3] in potential economic activity. Lower Retirement Income. Lower Savings.

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Retirement Financial Planning Economics Planning 98

Nationwide Financial

APRIL 19, 2023

As multiple recessionary signs flash red including bank failures, persistent inflation, and ongoing volatility, investors of all ages are increasingly nervous about the state of the markets and economy and what it means for their retirement plans and their ability to save for retirement.

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Retirement Planning Retirement Clients Planning 96

James Hendries

AUGUST 24, 2022

Planning for retirement can seem premature when you have only been in the workforce for a decade or so. But as the oldest Millennials begin to hit middle age, retirement suddenly does not seem so far away. Here are five things Millennials should consider when planning for retirement. Free Money May Be Available.

Retirement Planning 52

Retirement Planning Retirement Planning Asset Allocation 52

Nationwide Financial

OCTOBER 6, 2022

Key Takeaways: According to a new Nationwide Retirement Institute® survey, the overall outlook on retirement for Americans has changed significantly since 2021, as roughly one in four employees feel they are on the wrong track for retirement and fewer than six in 10 have a positive outlook on their retirement plan and financial investments.

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