Good Financial Cents

JUNE 11, 2023

Personal Capital’s Retirement Planner allows you to run numbers on your retirement to make sure that you will be prepared when the time comes. It allows you to incorporate major changes in your life into your retirement planning, such as the birth of a child or saving for college.

Management 80

Management Investing Investments Accounting 80

Envision Wealth Planning

MAY 23, 2022

You see, a lot of time people are so eager to close the deal that they skip right to the facts, questionnaires, and portfolio analysis without making sure the client is emotionally committed. Jane Mepham. By openly acknowledging that you aren’t the only one in the game, you make them feel you can relate to them more.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Random Roger's Retirement Planning

MARCH 7, 2025

Fidelity has a portfolio analysis tool for advisors that I tried out this morning. I put in a 6 fund portfolio that is consistent with funds we use for blogging purposes and compared to the Fidelity Target Allocation 60/40 Model Portfolio. Obviously the fund is leveraged which is consistent with risk parity.

Math 52

Math Portfolio Analysis Numbers Retirement 52