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Beyond Salary: Understanding Your Total Compensation

Yardley Wealth Management

Key features: Provide the right (but not the obligation) to buy company shares at a fixed “strike price” Only have value if the stock price exceeds the strike price Typically vest over several years (e.g., Moving to a new city can be stressful enough, so your new company should be willing to pay accordingly to ease the transition.

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Weekend Reading For Financial Planners (December 7–8)

Nerd's Eye View

Atkins' previous time on the commission and more recent statements suggest that he will take a more circumspect approach to financial regulation compared to Gensler and could look to limit disclosure requirements (including those related to advisor compensation for the sale of certain financial products) as well as the number and size of penalties (..)

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8 Financial Planning Tips for Small Business Owners

Carson Wealth

Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Get Help with Tax Planning Tax planning is a critical component of financial management.

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What High-Net-Worth Prospects (Really) Want From A Financial Advisor

Nerd's Eye View

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

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The SVB Situation and Your Financial Picture

Integrity Financial Planning

After considering their options, they issued a sale of their treasury bonds. But because their value was so largely diminished, given that the same long-term treasuries could be bought with much higher interest rates elsewhere, the sale of those treasuries turned into a major loss.

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Year-End Financial Checklist

Walkner Condon Financial Advisors

Tax loss harvesting requires careful consideration and awareness of certain restrictions (such as the wash sale rule), but if done correctly, it can be a powerful way to defer taxable gains. Insurance Amounts . Another overlooked area of a sound financial plan is insurance coverage and their respective coverage amounts.

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How to Become a Financial Advisor or Financial Planner in India?

International College of Financial Planning

This is because you have been failing to plan your funds because of less time, following the old ways, peer pressure, less understanding of the financial markets, and so on. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.