Financial Counseling Financial Planning Planning Retirement 
Abnormal Returns
APRIL 3, 2023
Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. advisorperspectives.com) Retirement How longevity risk makes decumulation decisions more difficult.
Nationwide Financial
NOVEMBER 10, 2022
Department of Veterans Affairs aimed at making education, healthcare, life insurance, mortgages, and retirement more accessible for those who have served. When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Financial veteran benefits.
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Fortune Financial
JANUARY 11, 2024
Our team at Fortune Financial conducts interactive educational workshops for organizations and their employees. From 401(k) plans and health savings accounts (HSA) to general financial information, our experts explain how different financial tools help your business and employees secure a stable financial future.
Clever Girl Finance
AUGUST 15, 2022
You'll figure out the best approach to saving, investing , and creating a solid financial plan. Do you dream of homeownership or plan to rent long-term? If you do, you will want to start planning for that mortgage today! Look through your credit scores, determine your savings, and come up with a homeownership plan.
The Big Picture
JUNE 6, 2023
I said, yes, I plan to. RITHOLTZ: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems. RITHOLTZ: What are your thoughts on the early retirement fire movement? I say fantastic, but most people with separate accounts never had that conversation and that is the plan.
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