Integrity Financial Planning

NOVEMBER 15, 2022

When thinking about retirement, not only does your daily routine change but your financial routine does too. In your working years, you made sure to have a savings and wealth accumulation plan. Your retirement goals were focused on building wealth, but now, your goal is to spend it efficiently.

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WiserAdvisor

MARCH 28, 2024

With the average Gen X household boasting a mere $40,000 in retirement savings, according to the National Institute on Retirement Security, the need for prompt action becomes even more apparent in your 50s. However, despite the challenges, there are strategies to catch up on your retirement savings.

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Carson Wealth

NOVEMBER 5, 2022

CFP ® , Director of Consumer Investment Research? . Estate Planning isn’t fun to think about. But estate planning is so much more than terminal actions – it helps set a stage for a rich life while protecting against unnecessary taxes and family feuds. . Who needs estate planning? Craig Lemoine, Ph.D.,

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Carson Wealth

JULY 7, 2022

Today, someone who inherits money that’s sitting in a 401(k) or a traditional IRA could also get another, less welcome gift: higher taxes. . How Did the SECURE Act Affect Inherited Retirement Accounts? This aptly named “stretch strategy” could be a very powerful tax benefit for loved ones. Taxes are due upon conversion.

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Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Financial Planning: This involves creating a comprehensive financial plan, considering all aspects of your financial situation.

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Yardley Wealth Management

OCTOBER 13, 2021

This means diversified investing remains our preferred strategy for being prepared for whatever the future holds. . It stands to reason: Some investments seem to shine when Inflation is on the rise. That’s one reason we advocate for maintaining an appropriate mix between wealth-accumulating and wealth-preserving investments.

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WiserAdvisor

JUNE 22, 2023

Having a proactive approach can help you navigate the intricacies of investing and have a deeper understanding of your portfolio. The questions you ask your financial advisor should cover various aspects of your portfolio, such as fees, taxes, risk, and others. What is the objective and strategy of my investment portfolio?

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Envision Wealth Planning

MAY 23, 2022

Our fee is a fixed flat fee for ongoing investment management and financial advice and guidance as needed. People at this stage of wealth accumulation are particularly vulnerable, and unfortunately, it is these types of folks who are preyed upon by product-pushing salespeople. What do you think?

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Clever Girl Finance

DECEMBER 16, 2023

Figure out how much money you make in after-tax income. More accurately, 70% of your take-home pay, or net income after taxes, not pre-tax income. Once you’ve set up your emergency fund and a few sinking funds, get to work on retirement. Time is one of the most powerful tools in retirement savings.

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Zoe Financial

MAY 18, 2023

From retirement planning to market volatility, equity compensation, family expenses, and major life transitions, it’s easy to feel overwhelmed with financial responsibilities. It pays to have a good wealth planner in your corner. An advisor can answer questions like: When can I fully retire?

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