Nerd's Eye View

AUGUST 2, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),

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Nerd's Eye View

AUGUST 2, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),

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Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations.

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Nerd's Eye View

DECEMBER 25, 2023

And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

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WiserAdvisor

MAY 29, 2025

Its a great way to invest in strong performers while maintaining balance in your portfolio. Retirement accounts : Opening an Individual Retirement Account (IRA) is one of the smartest long-term moves you can make. IRAs offer tax advantages and encourage consistent, long-term investing.

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Accounting Wealth Accumulation Investments Investing 59

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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Retirement Planning Retirement Planning Taxes 52

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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Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Gen Y Planning

NOVEMBER 1, 2022

So, how can you determine your enough number that gives you the freedom to live the life you want today and in the future? Alright, that was the fun part—now it’s time to bring some numbers into the equation. Salary, passive income, freelance work, investments, etc. Base this number on the ideal lifestyle you created above.

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Numbers Insurance Coverage Taxes Insurance 52

Gen Y Planning

JUNE 1, 2022

While that number isn’t all that exciting, the next one assuredly is. Once you see the numbers, it starts to make sense why I-bonds are turning heads. Since the variable interest rate for I-bonds is tied to inflation, the numbers are some of the highest on record. Fixed: Remains the same for the bond’s life—30 years.

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WiserAdvisor

AUGUST 26, 2022

Are you good with numbers, accounting, and financial planning? If yes, then DIY financial planning might be a good option for you. On the other hand, if you tend to struggle with budgeting or find financial planning overwhelming, then professional money management could be a better solution. You are nearing retirement.

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Management Financial Advisor Financial Planning Retirement Planning 101

WiserAdvisor

SEPTEMBER 6, 2023

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. Therefore, exploring the optimal frequency for checking your retirement account is essential.

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Accounting Retirement Retirement Planning Asset Allocation 40

eMoney Advisor

FEBRUARY 9, 2023

Starting Out clients are likely to be digitally-fluent, so putting this type of responsibility on them isn’t overly burdensome and can create major efficiencies in your planning processes. Holistic planning will be a valuable way for you to address this broad range of needs.

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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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Clever Girl Finance

MAY 13, 2023

For some, having financial freedom means retiring early and traveling. 4 Milestones to financial independence Having financial independence means that you can retire early or pursue your passions without being held back by financial constraints. This could include setting up a 401(k), IRA, or other retirement plans.

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Darrow Wealth Management

OCTOBER 29, 2024

There are a couple main reasons to rebalance your investment portfolio. First, your investment goals or risk tolerance might change, requiring your asset allocation to be updated. As you approach retirement, managing risk is even more important. Adding more bonds to your portfolio could be appropriate.

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Asset Allocation Accounting Risk Tolerance Portfolio 75

Clever Girl Finance

OCTOBER 12, 2023

Women’s financial plans are unique, so their investing strategies should be, too. Find out more about women and investing, and discover ideas for creating your own investment plan. It was also found that millennial women are investing outside of their retirement more often than previous generations.

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Park Place Financial

NOVEMBER 29, 2022

Retirement Structured Product Benefits Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Discover some of the benefits of structured products and their value for investment. These pre-packaged investments usually feature assets connected to interest and an additional. How to Calculate How Much You Need to Retire.

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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. Table of contents What is a financial plan?

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MainStreet Financial Planning

MARCH 15, 2023

Are my Retirement Accounts, such as IRA, 401k, or Investment Brokerage Insured? With a money market account, you can withdraw your money at any time, but there may be limits on the number of withdrawals you can make per month.

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WiserAdvisor

APRIL 25, 2023

These life events can impact your 401(k) investment outlook. Married people may want to save more for their retirement than single investors. Likewise, people who have children with disabilities or other health concerns may want to save more for their retirement, knowing they may have to support their children even after retirement.

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Clever Girl Finance

NOVEMBER 21, 2023

Figure out a payment plan that works for you—and your other investment plans—and take things from there. Also, check out more of the best compound interest investments. Boost your retirement savings Now that you have excess money in the bank, it may be a smart time to increase your retirement savings.

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WiserAdvisor

DECEMBER 21, 2022

No matter the asset allocation, keeping a healthy mix of stocks is always advised, especially if you are not nearing retirement anytime soon. 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.

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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. The average age of stressed millionaires (66) is lower than less-stressed millionaires (67) The number of investable assets between the two groups is equal ($1.75 The main driver behind this disconnect?

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International College of Financial Planning

OCTOBER 5, 2021

Hence, you must have a passion for finance and always stay ahead in the game.The laws, regulations, and compliance requirements concerning investment, planning, and finance keep changing regularly and you must stay abreast with them. Investments, tax planning, retirement planning is a dynamic field.

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Midstream Marketing

SEPTEMBER 24, 2019

They spend hours writing articles and finally hit that “Submit” button… only to not get anywhere near the number of leads that they thought they would. Income annuities are a great way to provide people with the confidence they need to know that they will have a guaranteed amount of income during their retirement years.

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Carson Wealth

SEPTEMBER 19, 2022

That’s why its performance is watched so avidly throughout the day and why its closing numbers help give people a general sense of the country’s economic direction. . The S&P 500 index is weighted on market capitalization – that is, the share price times the number of shares outstanding – rather than the stock price. .

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Sara Grillo

OCTOBER 31, 2022

You should check the advisor’s CRD number and see if it matches what they sent you. If you ask the advisor for his or her CRD number and they refuse to provide it to you, they are hiding something – run away fast! If they have no disclosures, you’ll see a green box with the number zero on the far left. 1 Disclosures.

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Workable Wealth

JANUARY 6, 2021

What progress have I made on my current long-term goals like retirement? While most advice encourages you to save 3 to 6 months of living expenses, you might want to increase that number if you have more debt, a family, inconsistent income, or you just want an extra cushion. Remember, financial planning is an ongoing process.

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Risk Tolerance Financial Planning Planning Budgeting 52

Park Place Financial

MARCH 14, 2022

If you are unsure how to readjust your investments, take your age and subtract it by 100. The resulting number expresses how much equity you should have at different periods in your life. The importance of rebalancing a portfolio cannot be overstated, especially for those with a wide variety of investments. Consider Your Age.

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Portfolio Financial Planner Asset Allocation Certified Financial Planner 52

Good Financial Cents

SEPTEMBER 2, 2022

Whether you are hoping to start investing small amounts of money or you have a lump sum of cash to get started, you should know that investing isn’t necessarily a “set it and forget it” activity. Also remember that, like it or not, there is a real risk of losing some of your investment over the short-term.

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Truemind Capital

FEBRUARY 2, 2021

The most popular products in the category are PPF (Public Provident Fund), ELSS (Equity Linked Savings Scheme), Sukanya Samridhi, 5-year Fixed Deposit and Insurance-Linked Investment Plan. Where should you invest? Below is the table with features of recommended investment options: What to keep in mind?

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WiserAdvisor

DECEMBER 11, 2022

It is also an excellent time to plan your tax liabilities and look for ways to minimize them. Additionally, you may need to check if your retirement contributions are on track or not and accordingly make changes. Max out your retirement contributions. It can offer you a fresh start and perspective.

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Dear Mr. Market

APRIL 6, 2022

As you’ll see in our LFW template, the following should be clearly written down so that there is no ambiguity and your final wishes are properly honored: List of personal contacts List of all financial, legal, and business contacts Exact location of all legal documents List of all financial/insurance accounts and associated files, documents, (..)

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Clever Girl Finance

FEBRUARY 16, 2023

That said, whether you need to focus on building an emergency fund , saving for a big event, or putting money towards retirement , there’s a “save money” slogan for you. Slogans for investing your savings Here’s another batch of saving money slogans to try out. Invest now, and your future self will thank you.

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Budgeting Retirement Investments Investing 52

Sara Grillo

DECEMBER 12, 2022

Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Annuities typically revolve around the retirement and decumulation stage of life.

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Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. Lee holds a Ph.D.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Good Financial Cents

NOVEMBER 14, 2022

Set up a recurring investment plan to regularly invest in your fund. M1 Finance uses a unique investment vehicle referred to as “Pies.” You can open an account with M1 Finance with no money at all, though you will need at least $100 to begin investing (or $500 for retirement accounts).

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