Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

Financial Planner 235

Financial Planner Communication Electronics Retirement 235

Nerd's Eye View

MAY 5, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)

Financial Planner 213

Financial Planner Financial Services Electronics Compliance 213

WiserAdvisor

DECEMBER 1, 2023

This often leads to the acquisition of luxury items, expensive electronics, big homes, high-end vehicles, extravagant vacations, and various other indulgences. This can create a potential conflict between an individual’s present lifestyle and long-term financial goals.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. Look into actively managed portfolios. In that case, I definitely would have a larger percentage of municipal bonds, the tax-free kind, in my portfolio.

Investing 109

Investing Investments Marketing Marketing 109

Clever Girl Finance

MARCH 19, 2024

A financial planner or an estate planning attorney can help you set things up correctly. This is an important part of my financial plan because I intend to transition generational wealth to my children. Also, plan to review your overall investment portfolio to rebalance and diversify as needed, or try automatic rebalancing.

Financial Planning 69

Financial Planning Planning Budgeting Insurance 69

Good Financial Cents

APRIL 14, 2023

In my case, it was my experience as a financial planner. Earning potential: Depending on how quickly you’re able to find new clients and develop a working portfolio, your potential earnings could easily top the $1,000 mark designated on this post. Ad Invest as little or as much as you want with a Robinhood portfolio.

Communication 90

Communication Investing Investments Accounting 90