NAIFA Advisor Today

AUGUST 27, 2023

Laurie Adams is a Certified Financial Planner (CFP), helping people create financial plans to achieve financial security through investment management, retirement, trust, and planning services.

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Tucker Advisors

SEPTEMBER 8, 2021

Indexed Annuities: The New Retirement Pensions? Defined-benefit plans. private-sector workers still have access to pension plans. With many of the plans still in existence, employers have placed a freeze on funding them, which is often the beginning of the process to eliminate the plans altogether.

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Retirement Pension Retirement Financial Advisor Planning 52

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . Conferred Degrees.

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Random Roger's Retirement Planning

NOVEMBER 9, 2022

Not my job, not my financial planning outcome, not my eventual Social Security payout, not whether people book our Airbnb, nothing. I've been saying for ages, it either goes to a bazillion or it goes to zero and that I am in for whatever outcome. I did add a little more Bitcoin today in my wife's IRA.

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License Portfolio Financial Planning Marketing 58

Yardley Wealth Management

SEPTEMBER 14, 2020

Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. Retirement Planning, Income Taxes. Please contact us if you’d like to discuss your financial plan.

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Carson Wealth

APRIL 4, 2024

Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) 1 Wells Fargo & Company, “Survey: Financial Planning & Preparedness of Americans with Parents Entering Retirement,” 2022.

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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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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. A Person who completes the CFP course is qualified to provide financial planning services to those with a high degree of financial responsibility.

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Yardley Wealth Management

JULY 10, 2020

The post Is Financial Planning a Pandemic Necessity? Is Financial Planning a Pandemic Necessity? Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. appeared first on Yardley Wealth Management, LLC.

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Yardley Wealth Management

MAY 29, 2020

The post Should Pre-Retirees Take a New Look at #Retirement Income? Should Pre-Retirees Take a New Look at #Retirement Income? I recently was interviewed for an article in a national publication on retirement income, given the current market and job losses. appeared first on Yardley Wealth Management, LLC.

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Retirement Wealth Management Estate Planning Risk Tolerance 40

Nerd's Eye View

JULY 18, 2022

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

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CFP Recruitment Sales Certification 225

International College of Financial Planning

APRIL 20, 2022

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network.

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WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. They help prepare a retirement plan based on a client’s financial needs and goals.

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Random Roger's Retirement Planning

APRIL 21, 2024

I'm pretty sure that in every post about spending part of retirement in a foreign country I say to keep your house in the US and rent it out in case you need to come back. I am not licensed to sell annuities and I've never sold one to anyone. Leaving money in a 401k after you've retired is a terrible idea.

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Random Roger's Retirement Planning

MARCH 3, 2024

My standard preamble when talking about annuities is that I am not licensed to sell annuities. I had my insurance license ages ago for one job but never sold an insurance product. I immediately thought of Lou Glutz (the Eugene Levy character) when I stumbled into two articles about annuities.

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Random Roger's Retirement Planning

JULY 31, 2023

First up is another article stating that Gen-X is doomed for retirement. Another article I saw today (sorry no link) said that something like 1/3 of Gen-Xers have less than $10,000 saved for retirement. Social Security was only intended to cover about 40% of retirement needs." Your Social Security amount is what it is.

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International College of Financial Planning

SEPTEMBER 3, 2021

To ensure that an advisor who will help you plan your finance, follow these steps. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. What if you need to plan your funds with the help of a professional? Here’s to your success!

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Yardley Wealth Management

OCTOBER 26, 2020

Social Security Retirement Planning . You really do get the extra 8% per year after you’ve reached your full retirement age. For most people, Social Security benefits make up a sizable percentage of their retirement income. Please contact us if you’d like to discuss your financial plan.

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Sara Grillo

APRIL 10, 2023

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. Robert works families who are victims of wrongful death or personal injury to provide comprehensive settlement plans.

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Park Place Financial

SEPTEMBER 30, 2022

Financial Planning Charitable Donation Wealth Benefits Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Learn the many ways that these contributions can be helpful for wealth planning. . Donations may be essential to your tax reduction planning strategy. Lowering Incomes Taxes . 0 Comments. March 16, 2022. |.

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Taxes Financial Planner Planning Financial Advisor 52

Zoe Financial

FEBRUARY 21, 2023

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Additionally, financial advisors focus on helping you achieve long-term goals like retirement planning. To acquire the CPA license, you need to meet specific requirements.

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Financial Advisor Accounting Certified Financial Planner Certification 40

Clever Girl Finance

NOVEMBER 16, 2022

From debit cards to your bank accounts and bank account numbers, and driver's license numbers, a lot of your personal information can be compromised. By making this report to the FTC, you'll get guidance on how to create a recovery plan. You can add a flag to your license to prevent fraud. Correct your credit report.

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Clever Girl Finance

JANUARY 9, 2024

With the right help, you, too, can open a trust and protect your assets, and this guide will give you a crash course on living trusts as an estate planning tool. Articles related to trusts and estate planning Next steps: Create your own living trust The basics of a living trust If you’re wondering, “How does a living trust work?”

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Clever Girl Finance

NOVEMBER 20, 2023

Making funeral and burial arrangements After taking care of the immediate needs after the death of a loved one, you can start planning the burial or funeral arrangements and going through the checklist when someone dies. Many people use an estate planning checklist to prepare their end-of-life arrangements in advance.

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Certification Accounting Insurance Planning 82

Yardley Wealth Management

AUGUST 24, 2020

FINANCIAL PLANNING, INVESTMENTS. For millennials saving for retirement, time is on their side when it comes to making money with long-term investments in the stock market. Born in the early 80s through the mid-90s, this generation can weather market volatility better than investors closer to retirement.

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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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Cordant Wealth Partners

SEPTEMBER 8, 2022

As you would expect from an outstanding organization like Microsoft, it offers a very robust 401(k) to help employees save for retirement. This article will discuss the key features of the Microsoft 401(k) plan, and after reading it, you should leave with a clear game plan of how to: Maximize the match (free money! )

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Retirement Planning Retirement Planning Taxes 52

BlueMind

SEPTEMBER 11, 2022

Only by assessing both can you possibly create a financial plan to achieve the objective that you and your client mutually come up with. Therefore, before building a financial plan, your client needs to be educated about what the risk-return trade-off is: An idea that basically, you are expected to get high returns for taking bigger risks.

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Getting Your Financial Ducks In A Row

JUNE 5, 2023

Photo credit: jb There are three methods you can use to apply for Social Security retirement benefits. From what I hear, visiting the local office can be a hit or miss experience, similar to visiting the DMV to get your driver’s license renewed. You can find the closest office by clicking this link and entering your ZIP code.

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Numbers Electronics License Accounting 79

Park Place Financial

APRIL 26, 2022

Trust funds are common estate planning tools that help high-net-worth individuals pass an inheritance to their children and grandchildren. When you establish a trust, you’re creating a legally-binding plan that stipulates how your wealth will be distributed after your death. Insurance trusts. Special needs trusts. Related Posts.

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Clever Girl Finance

NOVEMBER 16, 2022

Usually needed for jobs, enrolling in school, obtaining a driver’s license, benefits, insurance additions, etc. Remember this is different than a marriage license, which you don't keep. Retirement plan contributions. Also read up on investing , your retirement plan , and effective budgeting.

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Certification Taxes Insurance Banking 87

MazumaBusinessAccounting

JUNE 30, 2021

Retirement Contributions. Business owners have more flexibility that allows them to strategize around their retirement contributions. At the end of the year, you can determine how much you want to contribute to your retirement to help lower your taxable income. Do you have to maintain a license for your job?

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Taxes Insurance Education Retirement 98

Sara Grillo

DECEMBER 12, 2022

He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. Matt founded Exhale Wealth Management to provide comprehensive financial planning to individuals with complex lives, most notably technology employees with equity compensation. Doug Twiddy. I really don’t.” – Derek Robinett.

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Robert B. Ritter Jr.

SEPTEMBER 8, 2021

You don’t need to be licensed for any InsMark products to view our Symposium site.) Did you miss our May 2021 Virtual Symposium? Don’t worry. Register now for FREE to access the meeting recordings, PowerPoints, and the many resources from our Exhibit Hall Booths. The post Blog #213: Missed our May 2021 Virtual Symposium?

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License Financial Services Certified Financial Planner Wealth Management 40

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. The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. Lee holds a Ph.D.

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The Irrelevant Investor

MARCH 17, 2021

I also made sure that I completed all of the necessary licensing courses before I got into the industry so that if a job opportunity arose I’d be ready to start work right away. Looked for advisors without succession plans: Most advisors are older and on the “back nine” of their careers. I worked at an accounting firm for 4.5

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Clever Girl Finance

JANUARY 16, 2024

Open a retirement account Retirement might feel ages away (and it is), but that doesn’t mean you can’t start saving for it as a teen. Understanding retirement savings and opening up an account is a great long-term goal for teenagers and will make your life easier as an adult. Set the goal of preparing one.

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