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.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Yardley Wealth Management

JANUARY 21, 2025

The post Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. Is Talking to a Financial Planner Worth It? Exploring the Benefits of Professional Financial Advice Introduction “Is talking to a financial planner worth it?”

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Financial Planner Financial Planning Planning Retirement Planning 52

Carson Wealth

JUNE 27, 2025

What Is Financial Planning and Why Does It Matter in a Crisis? Financial planning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

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Financial Planner CFP Certification Retirement Planning 188

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

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Wealth Management

JULY 3, 2025

Related: Allworth’s Latest Deal Signals a Shift in M&A Strategy Carson Group Acquires $300M Affiliate Carson Group, the $42 billion registered investment advisor, has acquired another location out of its Carson Wealth partner network. based advisor Brandon Dixon-James has moved his book of business from Osaic to LPL Financial.

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Wealth Management Recruitment Estate Planning Financial Advisor 152

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Review Investment Allocations Markets evolve, and so should your portfolio.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Yardley Wealth Management

DECEMBER 17, 2024

Interest rates remain a significant factor in financial planning, affecting everything from mortgage rates to investment returns. The past few years have taught us valuable lessons about the importance of building resilient financial strategies that can weather various economic conditions.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

Zoe Financial

JUNE 20, 2025

The platform itself does not offer financial advice Scenario-Based Guide: Hypothetical Investor Examples – Scenario 1: Linda, 68 — Planning for RMDs and Legacy Background : Linda holds a significant Traditional IRA and is approaching required minimum distributions (RMDs). Self-Assessment Checklist: Are You on Track?

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Carson Wealth

MAY 29, 2025

Having a retirement planning checklist can help make this final commute the time of reflection and joy it should be. While you simply cant plan for everything, having the essentials in place can give you the confidence and clarity you need to enjoy the freedom retirement can provide.

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Retirement Planning Retirement Planning Taxes 52

Nerd's Eye View

JUNE 25, 2025

Determining when an individual has 'reached' Coast FIRE relies on a formula that calculates the current savings required to support income needs in retirement over the period that investments are expected to compound. changes to the client's spending, real rate of return, or retirement date) and psychological risks (e.g.,

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Retirement Clients Financial Advisor Accounting 179

Tobias Financial

JUNE 16, 2025

In contrast, your financial life often lacks such clear signals. Yet just like your vehicle, your financial plan benefits from regular maintenance and timely adjustments. At Tobias Financial Advisors, we view financial planning as an ongoing process designed to evolve with your life.

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Planning Engineering Financial Planning Financial Advisor 52

Darrow Wealth Management

MARCH 3, 2025

Bonds, however, are more stable investments that provide income, but have much less upside. while bonds are broken down by duration and sectors (for example government bonds such as municipal or Treasury bonds or corporate bonds, including investment grade or high yield bonds), etc. Taxes, fees, expenses, trading costs, etc.

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Risk Tolerance Asset Allocation Assets Portfolio 72

International College of Financial Planning

JULY 2, 2025

In today’s fast-changing financial world, one thing is certain—people need guidance. Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. It is awarded globally by the Financial Planning Standards Board (FPSB).

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Financial Planner CFP Certified Financial Planner Certification 40

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.

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Retirement Asset Allocation Taxes Portfolio 79

Darrow Wealth Management

FEBRUARY 13, 2025

Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. Independent firm.

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Fee Only Financial Advisor Certified Financial Planner Financial Planner 54

MainStreet Financial Planning

MARCH 7, 2025

In contrast, a fee-only, flat-fee financial planner provides transparent pricing, unbiased advice, and comprehensive financial planningwithout taking a percentage of your investments. Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments.

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Fee Only Financial Planner Financial Planning Estate Planning 52

Yardley Wealth Management

SEPTEMBER 10, 2024

The post Investing for Retirement: Strategies for Long-Term Success appeared first on Yardley Wealth Management, LLC. Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline.

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Retirement Risk Tolerance Investing Investments 40

WiserAdvisor

JULY 2, 2025

Tax-free growth on interest and investment returns within the account. When strategically managed, HSAs can serve as a secondary retirement account, specifically earmarked for medical expenses in later life. Investment selection : Beyond simple cash savings, many HSAs offer investment options.

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Healthcare Financial Advisor Management Medical 59

Midstream Marketing

OCTOBER 29, 2024

Because of this, many are delaying plans to buy homes and become financially independent, unlike older generations who may have had different financial paths. Still, these challenges also create new chances for financial advisors. Millennials need help with budgeting, investing, and managing debt.

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Financial Advisor Financial Advice Marketing Marketing 52

Your Richest Life

NOVEMBER 26, 2024

There are also more people than ever going back to college, getting degrees, and investing in their career well into (and beyond) middle age. Catch-up contributions and additional retirement savings vehicles, like IRAs, can help you increase your retirement savings. for more information.

Retirement 52

Retirement Planning Fee Only Financial Planning 52

International College of Financial Planning

JUNE 17, 2025

This unique designation allows it to function as an International Financial Services Centre (IFSC), facilitating cross-border transactions without the typical regulatory frictions found in India’s domestic markets. This ensures regulatory clarity on capital flow classification, taxation, and foreign investment thresholds.

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Compliance Education Economics Investing 40

Darrow Wealth Management

FEBRUARY 26, 2025

During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Safety is relative and investors should always understand that any investment involves risk. Indices not available for direct investment. For illustrative purposes only.

Marketing 54

Marketing Marketing Retirement Portfolio 54

Financial Symmetry

MAY 22, 2025

Each year you delay your claim beyond full retirement age (up to age 70), your benefit increases by about 8% due to delayed retirement credits. This is a reliable, risk-free increase, hard to match with other investment vehicles. 04:16] Consider life expectancy in financial planning, especially for married couples. [08:56]

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Retirement Retirement Planning Taxes Financial Planning 62

Midstream Marketing

NOVEMBER 8, 2024

Get advice from experts about good tools and methods for lead generation in financial services. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

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Financial Advisor Media Clients Financial Services 52

Workable Wealth

NOVEMBER 25, 2020

When you actively contribute to your workplace retirement account, invest in a separate portfolio , and funnel money into your savings account, it can be difficult to open – let alone manage – another account. IRAs are a great addition to your retirement savings journey. Traditional IRAs operate similarly to your workplace plan.

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Taxes Retirement Education Accounting 52

Indigo Marketing Agency

JUNE 18, 2025

A timely video explaining how recent Federal Reserve decisions might impact retirement planning can position you as the go-to advisor for your niche. Measuring Success and Optimizing Performance The most successful financial advisors treat content marketing as a measurable business investment rather than a creative exercise.

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Financial Advisor Clients Education Healthcare 64

Clever Girl Finance

APRIL 22, 2025

Financial planning services 12. If you’re good with math, then turning to financial planning or accounting or opening up a similar company could be one of the best recession proof businesses to start! Thats why financial planning services are among the top recession-proof businesses to consider.

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Economy Food Healthcare Economics 68

Midstream Marketing

OCTOBER 29, 2024

Specialization: Do you focus on a certain area, like retirement planning, estate management, or investment advice for tech entrepreneurs? You could offer custom financial plans or have frequent meetings that go beyond what clients expect. Are you trying to get quality leads for your financial services?

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Advertising Financial Advisor Financial Services Media 52

Indigo Marketing Agency

FEBRUARY 8, 2025

We developed a trust-building digital marketing strategy for his financial planning firm that focused on delivering real and relevant content that cut through the noise, established authority, built trust, and moved prospects to booking a call with him. She ended up investing over $1 million with me.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Tobias Financial

JUNE 15, 2025

Retirement planning is deeply personal, and for single individuals, it comes with both unique opportunities and important considerations. Whether by choice or circumstance, retiring solo means you’re in full control of your financial decisions, but you also face distinct planning challenges that require thoughtful strategy.

Retirement 52

Retirement Financial Advisor Retirement Planning Taxes 52

Harness Wealth

MARCH 7, 2025

Learn about his insights into effective communication and transparent expectations for remote teams, shared recently at the AICPA Personal Financial Planning Summit 2025. Financial advisors often focus on high net worth clients whose wealth stretches far beyond that eligibility. Senate committee during the pandemic.

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Taxes Retirement Financial Advisor Retirement Planning 52

Random Roger's Retirement Planning

APRIL 22, 2025

There's also the assumption that this person can view the inherited IRA as found money that they don't need for their financial plan to work. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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Taxes Retirement Accounting Assets 40

Yardley Wealth Management

FEBRUARY 4, 2025

Key Takeaways: Maximize available deductions through strategic planning Consider timing of income recognition and deductions Leverage investment and charitable giving strategies Stay informed about AMT implications Regularly review and update your tax strategy FAQ Q: What are the best tax deductions for high-income earners?

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Taxes Wealth Management Healthcare Retirement 52

Midstream Marketing

NOVEMBER 5, 2024

It is helpful for financial advisors. This platform helps you find potential clients who need financial planning services. Share useful articles, tips, and advice about personal finance, investing, and planning for retirement. Are they interested in retirement plans?

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Media Financial Advisor Marketing Marketing 52

Zoe Financial

MARCH 21, 2025

A financial advisor can help navigate the complexities of wealth management, from tax considerations to estate planning and retirement strategies. In this blog, well break down the role of financial advisors, when you might consider working with one, and how they can support your financial goals.

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Financial Advisor Estate Planning Strategic Planning Retirement 40

Indigo Marketing Agency

JULY 2, 2025

Good CTA Examples (And a Few to Avoid) Great CTAs: “Download Our Retirement Planning Guide” “Join Our Webinar on Investment Strategies” “Get Your Personalized Financial Plan” “Subscribe to Our Weekly Financial Tips” Each of these is clear, benefit-driven, and actionable.

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Financial Advisor Retirement Planning Planning Media 52