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. wsj.com) Somebody just paid a really big estate tax bill.

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

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. What we found surprising is that this is the first year that saving for retirement is not the primary financial stress factor for employees.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

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. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Financial veteran benefits.

Financial Planning 52

Financial Planning Planning Education Clients 52

The Big Picture

JUNE 6, 2023

RITHOLTZ: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems. And truthfully a coffee a day is not going to change your financial life in any material way but there are certain five or ten big things that make a huge difference so what I encourage you … RITHOLTZ: Let’s go through those.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130