International College of Financial Planning

SEPTEMBER 3, 2021

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Tucker Advisors

SEPTEMBER 8, 2021

The 401(k) often offers a traditional pre-taxed account and a post-taxed Roth account, with both sourced in a blend of stock and bond options the employee must choose and maintain with the appropriate risk tolerance until retirement. Insurance-only agents are not licensed to offer investment advice. Sources: 1. Success!

Retirement Pension 52

Retirement Pension Retirement Planning Financial Advisor 52

The Big Picture

MAY 30, 2023

Different risk tolerance and different business plan. And so I remember Quincy told me, if you think you’re in the music business, and you don’t own music rights, publishing rights, licensing rights. I have a professional, I’m sorry, a competitive auto racing license. Those things are different.

Banking 147

Banking Economics Economy Business Planning 147

The Big Picture

AUGUST 22, 2023

And then people will feel licensed to say what they had shut up about. So the granddaddy of this in my field is when you are setting up a portfolio for an investor, “Hey, tell us about your risk tolerance. My audio engineer is Justin Milner. So you conservative, are you moderate? Are you aggressive?

Economics 245

Economics Media Numbers Government 245