MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

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MainStreet Financial Planning

MARCH 7, 2025

If youre searching for a fiduciary financial planner, flat-fee financial planning, or the best alternative to AUM-based advisors, this article will help you decide which model is right for you. A flat-fee financial planner includes these services in a transparent pricing model.

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Your Richest Life

MAY 20, 2025

From shifting policies and trade tensions, to rising prices and inflation, many people are finding it difficult to manage their finances and plan for the future. Just like you book regular check-ups for your body, scheduling check-ins for your mental health should be another part of your wellness plan.

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eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional.

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Midstream Marketing

OCTOBER 29, 2024

Key Financial Challenges and Opportunities Facing Millennials Millennials have several tough money problems. Because of this, many are delaying plans to buy homes and become financially independent, unlike older generations who may have had different financial paths. Show your knowledge about financial services.

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FMG

MARCH 6, 2025

Here’s how financial advisor websites can stay ahead in this shifting digital landscape. AIs Impact on Search Behavior The way people search for financial guidance is evolving. By aligning with AI search behaviors, financial advisors increase their chances of being cited in AI-generated responses.

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Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. A financial advisor provides personalized guidance to help manage and grow your wealth.

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Indigo Marketing Agency

JUNE 12, 2025

Those A+ clients who value your expertise and are eager to achieve their financial goals make your work truly rewarding. A good marketing plan does it every time. Let’s explore 5 proven marketing strategies to help financial advisors identify and target the right audience, effectively reach them, and build lasting relationships.

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Integrity Financial Planning

MARCH 28, 2023

Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. If you are looking for financial guidance in these uncertain times, reach out to us for a complimentary review of your finances. [1-4]

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Advisor Perspectives

JANUARY 23, 2025

State and federal agencies are providing immediate assistance and financial aid for essentials for wildfire victims in California. Our Bill Cass shares some financial strategies to secure emergency funds and plan finances.

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Indigo Marketing Agency

MARCH 5, 2025

Lead Generation & Thought Leadership Financial seminar promotion is one of the best lead-generation strategies for financial advisors. Pre-Event Marketing Strategies A successful financial advisor event marketing plan begins long before the event date.

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Integrity Financial Planning

MAY 12, 2023

If you predict that you may need in-home care or you think that someone you care about might need in-home care, we can provide financial guidance to help you consider your options. Click HERE to sign up with us at Integrity Financial Planning to talk with one of our experts about finances for aging individuals. [1-5]

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Indigo Marketing Agency

MAY 15, 2025

Create a Content Plan Once youve got a masterlist of strategic keywords that have been selected by the criteria mentioned above, its time to create a content plan. This content plan must also incorporate a main keyword for every topic that you outlinealong with the top 2-4 secondary keywords you will use in the content piece as well.

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Integrity Financial Planning

APRIL 24, 2023

If you are looking for financial guidance, reach out to us for a complimentary review of your financial situation. [1-4] 1-4] [link] [5-6] [link] The post Tax Tips for Married Couples appeared first on Integrity Financial Planning, Inc.

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Nationwide Financial

DECEMBER 6, 2022

It’s smart for investors to think ahead and plan appropriately, but the best step investors can do right now is work with a financial professional. While anxiety appears to be rampant, it can also underscore the importance of thoughtful and sound guidance from a financial professional. Room for improvement.

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Integrity Financial Planning

DECEMBER 11, 2023

Over the past 10 years, a 60/40 portfolio was the go-to for many folks putting together their portfolios, and there are many sources out there that still recommend this plan. Contact one of our financial professionals today for a complimentary review of your finances.

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Advisor Perspectives

OCTOBER 18, 2023

The engagement of CPAs in providing personal financial guidance has deep professional roots. The AICPA PFP section approaches its 40th anniversary.

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Nationwide Financial

SEPTEMBER 27, 2022

However, when it comes to larger purchases or longer-term financial plans, many Hispanic adults are doing things differently. However, there is one factor that does seem to make a difference – working with a financial professional (FP). Obstacles to retirement planning. Seeking professional financial guidance.

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NAIFA Advisor Today

OCTOBER 16, 2024

With 16 years of experience, he transitioned from college football to a career where he tailors holistic plans encompassing estate planning and asset management. Recognizing the impact of financial guidance, he thrives on creating positive changes for his clients and aspires to leave a lasting legacy through his work.

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Validea

SEPTEMBER 13, 2023

Define your financial goals and objectives, whether it’s retirement planning, buying a home, or funding your child’s education. Connect – Seek Financial Guidance and Build a Support Network In Blue Zones, forming genuine connections with the community is a key factor in longevity.

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Nationwide Financial

FEBRUARY 7, 2023

In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being.

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Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4.

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eMoney Advisor

DECEMBER 13, 2022

Yet many still have complex needs requiring more sophisticated and personalized investment, estate, and tax planning services. million households in three key groups who want customized, actionable advice on budgeting, saving, investing, insurance, and planning to help provide peace of mind regarding their finances.

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Validea

MARCH 27, 2023

legislation, all new retirement savings plans will automatically enroll workers beginning in 2025, unless they opt out, and gradually increasing their savings rates as the years roll on. After all, investments are customized to the individual, and retirement plans should be personalized as well, Benartzi posits. The Secure Act 2.0

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Yardley Wealth Management

MAY 30, 2023

A Guide for Financial Planning When it comes to managing your finances, it’s crucial to work with a professional who puts your interests first. If you’re looking for financial guidance, this guide will help you understand what a fiduciary and fee-only advisor is and why you may want to work with one.

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Covisum

JUNE 7, 2023

As a financial advisor, delivering value to clients goes beyond providing financial guidance—it's about building trust and confidence in the face of complex decision-making situations.

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WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

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Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. A financial advisor provides personalized guidance to help manage and grow your wealth.

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Integrity Financial Planning

FEBRUARY 16, 2023

If you also wish to seek financial guidance in 2023, we are here to lend a helping hand. Click HERE to sign up for a complimentary review with us at Integrity Financial Planning! [1][2]: 1][2]: [link] The post Healthy Habits You Should Never Forget in Retirement appeared first on Integrity Financial Planning, Inc.

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Indigo Marketing Agency

FEBRUARY 12, 2024

In today’s dynamic financial landscape, the role of financial advisors extends beyond traditional financial planning to include effective digital marketing strategies. In this blog post, we answer the question “How do financial advisors market themselves?”

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WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

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Good Financial Cents

AUGUST 5, 2023

Use Your Employer Sponsored Retirement Plan for All it’s Worth 5. Use Your Employer Sponsored Retirement Plan for All it’s Worth If you’re not taking full advantage of your employer’s sponsored retirement plan, you’re missing a major opportunity to reach the million-dollar mark. Needless to say, your plan will grow 50% faster.

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Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact!

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Yardley Wealth Management

SEPTEMBER 17, 2024

Joined by special guest Charles Barrett from FZ Works & FZ Creative, the hosts dive deep into Ramsey’s principles and how financial advice may need to evolve. Mike Garry, CFP®: Financial advisor, founder and CEO of Yardley Wealth Management, and estate planning lawyer at Yardley Estate Planning.

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Park Place Financial

SEPTEMBER 8, 2022

ESTATES How to Choose a Personal Financial Advisor Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Whether planning for retirement or evaluating different investment options, people seek the assistance of a personal financial advisor for many reasons. What is their approach to financial planning? .

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Integrity Financial Planning

DECEMBER 11, 2023

Over the past 10 years, a 60/40 portfolio was the go-to for many folks putting together their portfolios, and there are many sources out there that still recommend this plan. Contact one of our financial professionals today for a complimentary review of your finances.

Portfolio 52

Portfolio Economy Financial Guidance Financial Planning 52

Indigo Marketing Agency

DECEMBER 13, 2024

According to Kitces.com , advisors with a niche focus spend 28% more time on client-facing activities and generate 20% higher standalone planning fees, demonstrating the benefits of targeted marketing efforts. By implementing these strategies now, you position your firm to be top-of-mind when prospects seek financial guidance.

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