NAIFA Advisor Today
AUGUST 9, 2022
The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce its participation in The American College of Financial Services' sixteenth annual Conference of African American Financial Professionals. The event is being held at the Omni Shoreham Hotel in Washington, D.C.
NAIFA Advisor Today
MARCH 30, 2023
The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan. Rachel Pearson, founder of Engage , was the guest speaker at the dinner held in the Barbara Mikulski room of the U.S.
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WiserAdvisor
NOVEMBER 14, 2023
Therefore, meticulous retirement planning is not just a financial necessity; it’s a cornerstone for maintaining independence, securing peace of mind, and enjoying the fruits of a lifetime of labor. This article discusses the core factors, benefits, and challenges of retirement planning for senior citizens.
WiserAdvisor
AUGUST 25, 2023
A financial advisor can help you understand the best way to convert your 401k to a Roth IRA while minimizing the tax bite. Work with a financial advisor A qualified financial advisor can provide customized guidance tailored to your unique circumstances.
Zoe Financial
APRIL 17, 2023
Implementing these strategies can help reduce tax bills, save more, and achieve financial goals sooner. Strategically plan to bunch your donations into one year, possibly by making what you consider last year’s and this year’s donations simultaneously to push you over the standard deduction threshold. Ready to Grow Your Wealth?
Good Financial Cents
DECEMBER 14, 2022
After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Personal Financial Advisor.
WiserAdvisor
FEBRUARY 19, 2024
Overcoming these challenges can prove difficult if not addressed in retirement planning well in advance. A financial advisor can help you identify common retirement planning blind spots. This article will also uncover some of the key blind spots you need to be aware of in your retirement planning journey.
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