Good Financial Cents

AUGUST 11, 2022

Financial advisors I have spoken to on the topic agree, and here’s what a few had to say about the importance of investing with a plan or a goal in mind: “It’s best to have at least a basic financial plan before you start investing outside a 401k/403b. They didn’t have a plan.

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Workable Wealth

JUNE 24, 2020

In your quest for financial wellness, you have probably heard countless times the importance of investing as part of a well-rounded financial plan. While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. .

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WiserAdvisor

MARCH 30, 2023

A goal-based investing approach is one such strategy. It stands out as it focuses directly on your goals, determining the amount of money you need to achieve your financial goals, and then developing an investment plan designed to achieve those goals within a specific timeframe. 5 steps involved in goal-based investing 1.

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Sara Grillo

OCTOBER 31, 2022

Are they just providing financial planning? Don’t assume all financial advisor business models are the same. If the custodian is referring you to an advisor outside the firm, look at this section and understand how much the advisor is paying to get you referred to them. If so, what does that entail?

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Sara Grillo

MAY 23, 2022

I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. ” Well, now it is.

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WiserAdvisor

APRIL 25, 2023

Rebalancing a 401(k) refers to adjusting the asset allocation of your investment portfolio back to its original target percentages. Your investment strategy determines the target percentages for each asset, often based on your risk tolerance, investment goals, and time horizon. Click to compare vetted advisors now.

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WiserAdvisor

JULY 25, 2023

A financial advisor possesses a deep understanding of complex financial concepts and can help you navigate the intricacies of investing, retirement planning, debt management, estate planning, succession planning, tax optimization, and more. For instance, you may discuss estate planning.

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Workable Wealth

SEPTEMBER 30, 2020

A security refers to something with financial value that can be bought or sold. This is a broad category that encompasses many aspects of the financial market including stocks, bonds, ETFs, and mutual funds. This is not an offer to sell any type of security, and there is no investment currently available through Abacus.

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Good Financial Cents

NOVEMBER 14, 2022

Interestingly, even though the S&P 500 gives a better representation of the “stock market” performance, my financial planning clients always used the Dow Jones as their reference. Set up a recurring investment plan to regularly invest in your fund. I was often asked, “How’s the Dow doing today?”.

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Workable Wealth

SEPTEMBER 16, 2020

There are many different investing strategies out there, and you need to find one that supports your unique goals. Each person’s investment needs may change, so it’s important to know the different ways you can invest. Remember, you can always alter your investment plan as your needs evolve. .

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WiserAdvisor

SEPTEMBER 6, 2023

Maintaining a balanced approach is critical in financial planning. This can be a crucial time to check your balance, understand your investments, and make changes in your new account based on how your investments have fared so far. Retirement planning is meant to provide peace of mind, not amplify stress.

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Clever Girl Finance

MAY 13, 2023

With an investment portfolio, you can hopefully generate enough passive income for your retirement nest egg. If you want to invest, create an investment plan that matches your financial goals with your risk tolerance. Some of the things you can invest in include stocks, bonds, and mutual funds.

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WiserAdvisor

DECEMBER 11, 2022

The contribution limit for SIMPLE (Savings Incentive Match Plan for Employees) retirement accounts is increased to $15,500, while the catch-up contribution limit for those aged 50 and over is increased to $3,500, up from $3,000. These limits are applicable to both Roth and traditional accounts and play a critical role in financial planning.

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Zajac Group

AUGUST 11, 2022

Does it make sense for your total investment portfolio? However, if your gut, and/or your investment plans don’t call for buying additional employee stock shares, maybe you shouldn’t. Clearly, personalized financial planning is a must before you proceed one way or another.

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WiserAdvisor

NOVEMBER 21, 2022

What’s tricky about financial planning is that not every strategy is designed for every person. As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. What is a Certified Financial Planner?

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Carson Wealth

FEBRUARY 11, 2025

Understanding Tax Liability in Investment Planning To optimize your portfolios performance, it’s crucial to consider tax liability alongside investment gains. In my opinion, income taxes, capital gains taxes, and estate taxes are the most important categories for investment planning. What Is Tax Liability?

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Good Financial Cents

APRIL 10, 2023

This can mean things like: Hiring a mentor Joining a mastermind group Investing in personal coaching Learning with the help of books and courses Building relationships by investing in others I like to refer to these investments as “income accelerators” because they can help you boost your income in ways other investments cannot.

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Clever Girl Finance

SEPTEMBER 7, 2023

There are several ways to get started in real estate without buying a property on your own, including real estate investment trusts or REITs. Direct real estate vs. REITs Buying a house, apartment complex, or commercial building to rent for income is often referred to as direct real estate investing or investing in real property.

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Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution.

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Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

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