FAQ Answers – Part 2
Pragmatic Capitalism
JANUARY 31, 2023
Here’s the second batch of answers from the Ask Me Anything. If you missed part 1 you can catch it here. Topics include Bitcoin, ESG investing, the debt ceiling, the death [ … ]
faq 
FAQ Answers – Part 1
Pragmatic Capitalism
JANUARY 20, 2023
Here’s the first batch of answers from the Ask Me Anything. We covered a lot of ground in here including my view on factor investing, the FIRE movement, asset allocation [ … ]
Asset Allocation 
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Trending Sources
Medicare Questions – Answering Clients’ Most FAQ
Nationwide Financial
AUGUST 15, 2022
The post Medicare Questions – Answering Clients’ Most FAQ appeared first on Nationwide Financial. Medicare Questions to Ask Before Enrolling. Costs Associated with Medicare Coverage. Think ahead when choosing your Medicare plan.
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FAQ: The Biden Administration’s Student Loan Debt Relief Plan
Your Richest Life
SEPTEMBER 2, 2022
The post FAQ: The Biden Administration’s Student Loan Debt Relief Plan appeared first on Your Richest Life. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.
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TD Ameritrade / Charles Schwab Transition FAQ
Tobias Financial
JULY 19, 2023
Below is a list of FAQs that you can use as a reference to help clarify the process and ensure that you have access to your account information after the transition. The post TD Ameritrade / Charles Schwab Transition FAQ appeared first on www.tobiasfinancial.com. On that date, Schwab will become the custodian of your account.
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Q&A format for articles: Good or bad?
Investment Writing
JANUARY 14, 2024
An FAQ section covering frequently asked questions belongs on many websites. FAQs work, so why not Q&A articles? Unlike articles, FAQs are meant to be searched or skimmed for one question, not read word-for-word. ” An FAQ may include many questions, but the reader is interested in one—or only a few—Q&A pairs.
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Attorneys Urge Advisors to Comply With DOL Rollover Guidance, Despite Court Decision
Wealth Management
FEBRUARY 16, 2023
In a decision this week, a district court judge overturned FAQs indicating that rollover recommendations for a 401(k) fall under ERISA, though attorneys believe the DOL will likely appeal.
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Optimizing Your Advisory Firm Website’s Process Page For Prospect Conversion
Nerd's Eye View
NOVEMBER 20, 2023
Process pages can also include a simple FAQ section to address questions about fees, working style, or the frequency of meetings that ongoing clients can expect. calendar and scheduling software tools built directly into the Process page). Once advisors have created their Process page, they have a few ways to start optimizing it.
On-Site SEO for Financial Advisors (What Pages and Keywords to Use)
FMG
DECEMBER 14, 2022
Three of them that immediately come to mind are an FAQ page, the pricing page, and of course, the blog. FAQ (Frequently Asked Questions) Page. First, let’s discuss the advantages of an FAQ page. FAQ pages are the jack of all trades when it comes to being useful to site visitors. Pricing/Fee Page.
Talk Your Book: Investing in Fallen Angels
A Wealth of Common Sense
JANUARY 16, 2023
On today’s show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck See here for more information and FAQs on the Fallen Angel ETF On today’s show, we discuss: How the fallen angel idea came about How the risk of default calculations work What happens to a bond when it transitions from investment grade to (..)
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Talk Your Book: Investing in Fallen Angels
The Irrelevant Investor
JANUARY 15, 2023
On today’s show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck See here for more information and FAQs on the Fallen Angel ETF On today’s show, we discuss: How the fallen angel idea came about How the risk of default calculations work What happens to a bond when it transitions from investment grade to (..)
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#FA Success Ep 308: Accelerating Growth From Referrals By Building Checklists For Every Meeting Detail, With Matthew Blocki
Nerd's Eye View
NOVEMBER 22, 2022
In this episode, we talk in-depth about why and how Matthew and his firm decided to develop and then implement their pre-, during-, and post-meeting checklists as a way to better position themselves as their clients’ personal CFOs offering a more concierge experience, how Matthew leverages one-to-many recorded videos and online FAQs to increase (..)
The Independent Contractor Question
Inside Information
APRIL 1, 2024
You can find an FAQ explanation here: [link] and decide for yourself whether IARs are employees or independent contractors under the new DOL rules. The FAQ asks whether the function that the worker performs is integral to the business; is it critical, necessary or central to the putative employer’s principal business.
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7 Examples of Financial Copywriting From Real Advisor Websites
FMG
MARCH 15, 2023
Blattel & Associates’ FAQ Page Everyone has questions, whether they’re in the market for a new kitchen appliance, car or financial advisor. That’s where the FAQ page comes into play, providing site visitors with 24/7 access to their most commonly asked questions. This is where copywriting comes into play.
5 Facts You Should Know About Social Security Retirement Benefits
MainStreet Financial Planning
JUNE 29, 2023
FAQs – SSA.gov Retirement Age calculator When to take Social Security can vary from person to person depending on an individual’s needs, goals, financial situation, and life expectancy.
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Financial Advisor Showcase: FSC Wealth Advisors
FMG
MAY 22, 2023
If we were to focus on an area, it would likely be our different service pages and FAQ page, as we want our visitors to feel like they’ve found the firm that fits them and their needs, and these pages are huge contributors to that experience. As for specific pages, I think having FAQs in both blogs and website copy was key.
FAQ – Bank Failures and Is This 2008 All Over Again?
Walkner Condon Financial Advisors
MARCH 16, 2023
The post FAQ – Bank Failures and Is This 2008 All Over Again? Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. appeared first on Walkner Condon Financial Advisors.
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Mazuma Updates Dash to Streamline Tax Season
MazumaBusinessAccounting
MARCH 27, 2023
FAQs Why can’t I see an estimated delivery date for my taxes? Log in now to view these changes. Mazuma commits to finishing your taxes within two weeks of receiving your tax information, which includes 1) your business bookkeeping, 2) your tax checklist, and 3) your tax documents.
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7 Ways to Generate Leads
FMG
FEBRUARY 2, 2023
Including an FAQ page can provide a few things such as: Serving as a built-in customer service by answering questions quickly. When you are creating a strong FAQ page, you should “make it your own” and answer it in your own words while keeping keywords in mind when providing your answers in order to optimize for SEO.
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Abbreviation: U.S. or US for United States?
Investment Writing
JUNE 15, 2023
The Chicago Manual of Style also favors US, as it says in an online FAQ. The MLA prefers to spell out the name United States in the main text of a work, in both adjective and noun forms. It uses the adjective form sparingly. Until the 17th edition, Chicago style was to spell out the noun in running text, but abbreviate the adjective as US.
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Why Is Mazuma USA Changing to Vyde?
MazumaBusinessAccounting
OCTOBER 6, 2023
” FAQs Will the rebrand affect my tax return? It’s about small business owners working to turn their dreams into reality. They are the ones making the numbers. They are the ones making the difference. We’re here to help open the way into a better future.” Our services will continue moving forward as usual.
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Why You Need a Fees Page on Your Advisor Website (With 4 Examples of Effective Pages)
FMG
DECEMBER 9, 2022
FAQs are a popular way to find out information about financial advisors. The second you boot up the FAQ page, a giant bar spells out, “How Do You Charge?” They even go as far as challenging other advisors’ fees to show that they’re doing their best to ensure their fees are reasonable with outstanding service.
3 Ways Financial Professionals Can Use ChatGPT to Enhance Your Marketing Efforts
eMoney Advisor
MARCH 8, 2023
For example, you can ask ChatGPT to write an article or an FAQ that answers some of your audience’s biggest challenges. It can also help you create more personalized content for your audience or generate responses to common questions or concerns. Here’s a snippet. What is ChatGPT not for?
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7 Things You Need to Know About a Simple IRA for 2023
Good Financial Cents
JANUARY 17, 2023
FAQs on Simple IRA Rules. FAQs on Simple IRA Rules. IRS.gov IRA FAQs – Distributions (Withdrawals) [link]. Benefits of the Simple IRA. 7 Things You Should Know About the SIMPLE IRA. Setting Up a SIMPLE IRA and Maintaining Filing Requirements. Pros and Cons of a Simple IRA. Where Can I Open a SIMPLE IRA?
Life Insurance for Business and Estate Planning
Carson Wealth
SEPTEMBER 27, 2023
Estate & Gift Tax FAQs.” Consider consulting with a professional financial advisor for more advice on how to use life insurance to meet your specific financial goals. [1] Estate Taxes.” ” [2] IRS. ” [3] Tax Foundation. Does Your State Have an Estate or Inheritance Tax? “ [4] IRS.
Is Robinhood Safe?
Good Financial Cents
JANUARY 10, 2023
FAQs on Robinhood App Safety and Security. FAQs on Robinhood App Safety and Security. Table of Contents What is Robinhood? Is Robinhood regulated? Is Robinhood Safe to Use? How Does Robinhood Make Money? Has Robinhood Been in Trouble? The Bottom Line – Robinhood App is Safe? Is Robinhood a safe platform to use for trading?
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Yieldstreet Review: Should You Invest In Alternative Assets?
Good Financial Cents
JANUARY 16, 2023
Yieldstreet FAQs. Yieldstreet FAQs. Table of Contents What Is Yieldstreet? Key Features of Yieldstreet. Yieldstreet Features. Yieldstreet Fees. Yieldstreet Pros & Cons. Yieldstreet Alternatives. The Bottom Line on Yieldstreet. What Is Yieldstreet? You certainly won’t find the unique offerings here that are present on Yieldstreet.
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THE DEBT CEILING AND THE IMPORTANCE OF HAVING A FINANCIAL PLAN
MainStreet Financial Planning
FEBRUARY 17, 2023
For more information about the debt ceiling check out the Department of Treasury website and for a comprehensive FAQ check out NARFE (federal Benefits) website The post THE DEBT CEILING AND THE IMPORTANCE OF HAVING A FINANCIAL PLAN appeared first on MainStreet Financial Planning.
SEO Keywords for Financial Advisors
FMG
DECEMBER 7, 2022
For example, FAQ and fee pages can help you rank for common terms like “What does a financial advisor do?” The best advice is to add what makes sense and reads well. Make sure your content flows well, and words and phrases aren’t forced. Some pages can also be created to help target specific keywords.
Boost Your Business With Google Business Profile: Top SEO Tips
Indigo Marketing Agency
OCTOBER 18, 2023
It enhances your online visibility, credibility, and customer engagement, ultimately boosting your SEO efforts. We at Indigo Marketing Agency are experts at making you shine in the digital space, so don’t hesitate to schedule a free strategy call today ! What if I already have a GBP page?
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The 8 Best Guaranteed Interest Investment Accounts for Your Money
Good Financial Cents
FEBRUARY 1, 2023
The Bottom Line on Investments that Offer Guaranteed Interest FAQs on Guaranteed Interest Accounts What Does Guaranteed Return Mean? FAQs on Guaranteed Interest Accounts How do guaranteed interest accounts work? How Does A Guaranteed Interest Account Work? What Are The Best Investments With Guaranteed Returns?
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How To Spend Your PPP Loan Funds
MazumaBusinessAccounting
JUNE 3, 2020
PPP Loan FAQ’s. We are here to help with any of your questions about the PPP loan, accounting, bookkeeping or taxes. We help you stay compliant, stay organized and save on taxes. Click here for a free consultation. Can I pay myself with the PPP funds? No, owner of the business cannot use the funds to pay themselves.
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Social Media Tips For Your Small Business
MazumaBusinessAccounting
OCTOBER 6, 2020
This is perfect for storing information clients refer to often such as pricing, FAQs, or some of your top content. Stories disappear after 24 hours, but that doesn’t meant they’re gone forever. You can save stories into highlight sections that remain on the top of your profile page.
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How to Save Money When Living Paycheck-to-Paycheck
Good Financial Cents
FEBRUARY 3, 2023
Start Saving Now… and Don’t Let Anyone Stand in Your Way Final Thoughts on Saving Money While Living Paycheck to Paycheck Paycheck-to-Paycheck FAQs What Is the Meaning of Paycheck-to-Paycheck? Paycheck-to-Paycheck FAQs How can I save money while living paycheck to paycheck? Negotiate your auto insurance rates, and save big!
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How to find Complete List of Stocks Listed in the Indian Stock Market?
Trade Brains
APRIL 22, 2023
Frequently Asked Questions (FAQs) 1. That’s all for this post on listed companies in India. We hope this post is useful to the readers. If you have any questions, feel free to comment below. Have a great day and Happy Investing. How many stocks are listed in the Indian stock market? Lakh Cr.
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Canceling Your Life Insurance Policy: A Comprehensive Guide
Good Financial Cents
JULY 7, 2023
FAQs – Cancelling Life Insurance Policy Can I cancel my life insurance policy? It’s crucial to weigh the potential risks and benefits, evaluate your current and future financial situation, and explore all available alternatives. Remember, the right choice will depend on your unique circumstances and the needs of your dependents.
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Year-End Planning Considerations for Business Owners
James Hendries
DECEMBER 11, 2022
Footnotes: [i] Tax Cuts and Jobs Act, Provision 11011 Section 199A – Qualified Business Income Deduction FAQs | Internal Revenue Service (irs.gov). [ii] This article was prepared by LPL Marketing Solutions. Tracking # 1-05341284. ii] How Can I Borrow Money From My Life Insurance Policy? investopedia.com).
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Average Fees for Tax Advisors in 2024
Harness Wealth
MARCH 5, 2024
Tax Advisor FAQs 1. The three primary fee structures are: Hourly fees: An hourly rate for the tax advisor’s various services. Tax attorneys can be affiliated with bar associations at the state and national levels, such as the American Bar Association (ABA). Many states require continuing legal education to remain current on tax law.
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What Happens When Your Bank is Seized by the FDIC?
Good Financial Cents
MARCH 22, 2023
FAQs – Bank Fails and FDIC Protection What does it mean when a bank is seized by the FDIC? You can prepare for such an eventuality by checking up on the health of your bank , and having a back up plan, just in case you have limited access to your money for a time.
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Treat Yourself to These 5 Retirement Savings Tricks
James Hendries
OCTOBER 5, 2022
3 Retirement Plans FAQs Regarding IRAs, Internal Revenue Service, [link]. LPL Tracking #1-05313109. Footnotes. 1 8 Essential Tips for Retirement Saving, Investopedia, [link]. 2 How to Win at Retirement Savings, The New York Times, [link].
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Average Fees for Financial Advisors in 2023
Harness Wealth
MAY 25, 2023
Financial Advisor FAQs 1. Experience: Substantial practical experience in investment management. Ethics: Adherence to a high standard of ethical conduct. For more details, visit the Investment Adviser Association website. What Is the Difference Between a Fee-Only and a Fee-Based Advisor?
Weekly Market Insights – December 18, 2023
Cornerstone Financial Advisory
DECEMBER 18, 2023
” – Charles Schulz Tax Benefit And Credits: FAQs For Retirees Lots of questions can come up about income taxes after one has retired. Companies may reschedule when they report earnings without notice. “I never try to please a certain audience. I think that’s disastrous.”
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