WiserAdvisor
NOVEMBER 14, 2023
Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. With increased life expectancy, the modern retirement plan may need to account for not only a longer life but also for the increased expectations during this phase.
Nerd's Eye View
AUGUST 2, 2023
Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.
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Tobias Financial
OCTOBER 12, 2023
Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. According to Catalina, empowering the Latino community financially requires knowledge, advocacy, and strategic planning.
Nerd's Eye View
SEPTEMBER 1, 2023
Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)
Nerd's Eye View
SEPTEMBER 2, 2022
From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.
Integrity Financial Planning
SEPTEMBER 8, 2023
It requires players to anticipate their opponent’s moves, plan their strategy, and adjust it dynamically based on the game’s progression. 1] Game #3 – Monopoly Monopoly, a classic board game, encourages strategic planning, negotiation, and financial management.
Getting Your Financial Ducks In A Row
APRIL 24, 2023
I found this book, by Jasen Dahm, CFA, CPA, to be a very good review of strategies to maximize your income and avoid taxes where possible, while planning your retirement income stream. In today’s world, we’re for the most part on our own when it comes to planning our retirement income.
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