Wealth Management

OCTOBER 5, 2023

Protecting the average retiree in a confusing landscape of investment planning vs. financial planning.

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Your Richest Life

APRIL 15, 2024

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. Some 457 plans can allow for Roth contributions and in-plan rollovers.

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WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. Here are 5 benefits of hiring a financial advisor after you retire: 1.

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WiserAdvisor

DECEMBER 15, 2023

According to a survey, a significant majority of Americans, approximately 80%, share the common notion that the point of working hard in your adult life is so you can enjoy a nice retirement. After years of dedicated labor and hard work, the prospect of a peaceful retirement appeals to everyone.

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International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

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WiserAdvisor

SEPTEMBER 6, 2023

Maintaining a balanced approach is critical in financial planning. Overindulgence in information can lead to poor decisions, and excessive monitoring of your retirement account balance can result in stress. Checking your retirement account balance too often can have a psychological impact on you.

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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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WiserAdvisor

SEPTEMBER 8, 2023

Most people feel a sense of anticipation and excitement before retirement. Yet, amidst the joy and delight, it is vital to remember that the journey to retirement is not one to be rushed. Hasty decisions made before retirement can lead to unexpected financial troubles and compromises.

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The Irrelevant Investor

MAY 23, 2019

I have never had a financial plan built for me, which is somewhat embarrassing, even hypocritical. I have said numerous times that investing has to be tied to your goals, so I suppose it's fair to say I was paying lip service to this idea. Then we drilled down into retirement saving. Am I maxing out my 401(k)?

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International College of Financial Planning

JANUARY 15, 2024

Henceforth, the need for financial advisors becomes even more evident. Let’s discuss financial planning courses online and get an insight into its ability and success. An intriguing aspect is its diverse educational offerings, including financial courses through the International College of Financial Planning.

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International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” The CFP Certification provides several benefits to a Certified Financial Planner.

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WiserAdvisor

AUGUST 26, 2022

First, do you have the necessary financial acumen and knowledge to make financial decisions? Are you good with numbers, accounting, and financial planning? If yes, then DIY financial planning might be a good option for you. What is DIY financial planning? Chalk out a financial plan.

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Management Financial Advisor Financial Planning Retirement Planning 101

Gen Y Planning

APRIL 3, 2023

When you think of people who use financial advisors, you may not consider yourself the right demographic. But it may surprise you that plenty of advisors cater to people who aren’t retired millionaires. There are plenty of reasons for younger people to engage with a financial advisor well before retirement age.

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Yardley Wealth Management

OCTOBER 7, 2020

The post Is COVID-19 affecting your Retirement Planning? Is COVID-19 affecting your Retirement Planning? Retirement Planning Financial Planning Risk. Over their lifetimes, most people have heard warnings and advice from retirement advisors about various aspects of their plans.

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Trade Brains

DECEMBER 7, 2023

Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio. By enrolling in this course you will learn to manage your finances more effectively by mastering budgeting and portfolio creating for a healthy retirement corpus. You can enroll in the course here.

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The Financial Literates

MARCH 18, 2022

If you have crossed your thirties or forties, then sometimes you must have probably found yourself dreaming about post-retirement life. You might have questions like: Where will you live – same home/city or somewhere else? How much are you going to travel? How are you going to spend and enjoy the luxuries?

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The Financial Literates

MARCH 18, 2022

If you have crossed your thirties or forties, then sometimes you must have probably found yourself dreaming about post-retirement life. You might have questions like: Where will you live – same home/city or somewhere else? How much are you going to travel? How are you going to spend and enjoy the luxuries?

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WiserAdvisor

APRIL 12, 2023

When planning for retirement, one of the most important decisions you will likely make is which type of retirement account to use. The Roth Individual Retirement Account (IRA) and the pre-tax retirement account are two common options. What is a pre-tax retirement account? What is a Roth IRA?

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International College of Financial Planning

JULY 30, 2022

Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. The Certified Financial Planner course is the perfect course to achieve all topics related to finance. For e.g. saving for a home, retirement, or Higher education.

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International College of Financial Planning

MARCH 31, 2023

About Integrated Diploma in Wealth Management Program The Integrated Diploma in Wealth Management is designed to provide students with a broad understanding of wealth management, financial planning, investment management, and risk management.

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Park Place Financial

MARCH 10, 2022

FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person.

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International College of Financial Planning

JULY 10, 2023

The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financial planning concepts. Over the years, the CFP exam has undergone refinements in line with the evolution of the financial planning profession.

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Million Dollar Round Table (MDRT)

JULY 21, 2022

Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning.

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Trade Brains

NOVEMBER 30, 2023

Whether you’re aiming for long-term wealth accumulation or exploring short-term opportunities, the courses guide you through proper financial planning. Best Mutual Fund Courses Here is the list of top mutual fund courses offered by well-organized stock market academies in India to start investing.

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International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants.

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Carson Wealth

OCTOBER 6, 2022

I have two friends, both in education, who literally threw away their 403(b) enrollment forms because they didn’t understand what the tax-sheltered retirement plan was. 1. Employer match on 401(k) plans. There’s not a lot of mystery surrounding the 401(k) retirement and savings investment plan.

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Carson Wealth

DECEMBER 1, 2022

Track income, expenses and build in budgeted items for future financial goals. Meeting with a qualified financial planning professional can help you begin building positive and lasting behaviors.?? . Take Advantage of Retirement Plans and Matching Contributions. Consider the following example below:?? .

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International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. Let’s explore the role of investment advisors in helping individuals avoid these pitfalls and make informed decisions.

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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. How does goal-based investing work?

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Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. What is a full financial plan?

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Gen Y Planning

FEBRUARY 1, 2023

Everyone has unique stressors, but the most common are saving money, managing debt, and planning for retirement. They range from simple lifestyle adjustments, mental mindset shifts, and financial planning tips. In fact, Fidelity found that one in ten millionaires actually never plans on retiring.

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Good Financial Cents

AUGUST 11, 2022

Invest in real estate. Track your retirement. Invest in stocks. Invest in crypto. Invest in alternative investments. Did you know you might be able to actually retire with $1 million? Take a few minutes to read my case study right here: [Case Study] Can You Retire Early with Only 1 Million Dollars?

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International College of Financial Planning

NOVEMBER 10, 2021

Chartered Financial Analyst (CFA) – If you have set your eyes on becoming an Investment Advisor this is one of the best courses to take. Here you will learn active and passive management styles of investments and diversify the portfolio for your clients to mitigate risks and ensure higher returns.

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Clever Girl Finance

SEPTEMBER 26, 2023

That said, in this article, you’ll learn how to create a financial plan to set yourself up for financial success and resist living above your means. Why is it important to live below your means Living below your means gives you financial freedom. Being debt free may even enable you to retire earlier!

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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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Yardley Wealth Management

FEBRUARY 15, 2022

Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. Are you guided by a personalized investment plan? Bottom line, the fewer trades required to stick to your investment plan, the better off you’re likely to be when taxes come due.

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Taxes Investing Investments Tax Planning 52

Yardley Wealth Management

FEBRUARY 15, 2022

Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. .

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