Nerd's Eye View

DECEMBER 13, 2024

Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)

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WiserAdvisor

AUGUST 31, 2023

They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. But their support does not end there.

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Park Place Financial

MARCH 10, 2022

Park Place Financial offers customized investment planning services to help each client achieve their financial goals while minimizing risk. Our certified financial planners (CFPs) can analyze your income to determine which investments may generate the most cash flow for the future. Consider your Healthcare Needs.

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Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. However, there is one account that we haven’t covered before and doesn’t get a lot of attention when considering the alphabet soup of account types – an ABLE account.

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eMoney Advisor

FEBRUARY 9, 2023

Now that they’re living from their retirement accounts, the financial challenges they face will include sustaining their current lifestyle, not outlasting their savings, and healthcare costs. Fortunately, these are all things you can do efficiently with the support of your technology solution.

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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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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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Carson Wealth

SEPTEMBER 19, 2022

In fact, half of its companies are in the technology sector, while the other ones include industries from healthcare to consumer staples. For example, if you are most heavily invested in technology or healthcare stocks, those might have different day-to-day performance than the varied bucket that is the S&P 500.

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Talon Wealth

AUGUST 26, 2023

While taxes are important to retirement planning, they shouldn’t be your only focus. Consider factors such as healthcare expenses, exciting travel plans, and hobbies or activities you want to pursue in retirement. At Talon Wealth Management, we understand that planning for retirement is a complex process.

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Talon Wealth

OCTOBER 26, 2023

While taxes are important to retirement planning, they shouldn’t be your only focus. Consider factors such as healthcare expenses, exciting travel plans, and hobbies or activities you want to pursue in retirement. At Talon Wealth Management, we understand that planning for retirement is a complex process.

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Retirement Taxes Retirement Planning Risk Tolerance 52

Trade Brains

FEBRUARY 14, 2023

They are not the only investments that we should be making, but they’re good for a start, at least until we geek out. A Systematic Investment Plan (SIP) is an investment route offered by mutual funds, wherein multiple investors invest a fixed amount of money at regular intervals, say monthly or quarterly.

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WiserAdvisor

DECEMBER 21, 2022

Stock investing can be ideal for multiple long-term goals, such as purchasing a house, retirement, planning a child’s higher education expenses, healthcare planning, and others. However, in order to gain from the stocks you invest in, you must pick the right one.

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WiserAdvisor

SEPTEMBER 22, 2022

However, there are some ways to lower risk, amplify the chances of earning more returns, and above all, understand the market so you can make sound investment decisions. You can use the following process to invest your money safely: 1. Know your financial goals: Your goals are the foundation of your investment plan.

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WiserAdvisor

JANUARY 16, 2024

This percentage accounts for the likelihood that some pre-retirement expenses, such as commuting to the office and socializing, may decrease while others, such as travel and additional healthcare costs, may increase. Applying the 80% rule, you should plan on having at least $72,000 annually during your retirement years.

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Clever Girl Finance

MAY 13, 2023

It’s having enough money to cover your basic needs, like food, shelter, and healthcare, as well as being able to afford the things that bring you joy and happiness. With an investment portfolio, you can hopefully generate enough passive income for your retirement nest egg. Which might be things such as travel, hobbies, and experiences.

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WiserAdvisor

DECEMBER 15, 2023

Furthermore, upon reaching the age of 65, you can access HSA funds without incurring the usual penalty for expenses other than healthcare. A strategic use of tax-advantaged accounts like the HSA can foster investment growth and also ensure tax efficiency.

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WiserAdvisor

SEPTEMBER 8, 2023

It is also essential to consider factors like climate, proximity to family, friends, and healthcare facilities. Before making any major financial or investment decision in the pre-retirement phase, it is essential to consult with a financial advisor who specializes in retirement planning.

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WiserAdvisor

MARCH 13, 2024

This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives.

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