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. wsj.com) Somebody just paid a really big estate tax bill. riaintel.com) Who is the ideal candidate for direct indexing?

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

eMoney Advisor

DECEMBER 5, 2022

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners. Sources: 1 Asebedo, Ph.D.,

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Nationwide Financial

NOVEMBER 10, 2022

When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Department of Veterans Affairs (VA).

Financial Planning 52

Financial Planning Planning Education Clients 52

Clever Girl Finance

JANUARY 26, 2024

Consumer credit counseling services offer financial education and assistance with debt management as it relates to using credit. Trained and certified coaches meet with anyone who wants help to develop a financial plan to pay off debt. Lastly, if student loans are a factor, look into student loan counseling.

Debt Management 52

Debt Management Financial Counseling Budgeting Nonprofit 52

Fortune Financial

JANUARY 11, 2024

Additionally, this strategy offers tangible benefits to the company, including enhanced productivity, a stronger employer brand and potential financial incentives like tax benefits. Consider offering traditional and Roth options to provide flexibility in future tax treatment.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

The Big Picture

JUNE 6, 2023

SETHI: When I show people for example that if you take a mortgage, you might as well just add on 50 percent to that mortgage to account for taxes, interest, maintenance, opportunity costs they are shocked they can’t believe it. RITHOLTZ: Right. SETHI: I just love a good hospitality story. RITHOLTZ: Last two questions.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130