Nerd's Eye View

OCTOBER 21, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, ”, by the end of the year. Social Security COLA for 2023.

Financial Planner 153

Financial Planner Retirement Planning Retirement Insurance 153

Nerd's Eye View

DECEMBER 6, 2023

Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular.

Investing 237

Investing Investments Financial Advising Retirement Planning 237

Nerd's Eye View

OCTOBER 24, 2023

What's unique about Sarah-Catherine, though, is that despite the common industry belief that the only way to build and scale a firm is through AUM, she has built a multi-advisor firm serving hundreds of clients while operating as a flat-fee advice-only firm … which is expedited by Sarah-Catherine's focus on building sustainable marketing systems (..)

Financial Advisor 182

Financial Advisor Financial Planning Planning Fee Only 182

Covisum

OCTOBER 2, 2023

You understand the challenges of crafting personalized and effective retirement income plans for your clients. This integration empowers you with the tools to take your retirement income planning to the next level, delivering outstanding outcomes for your clients.

Retirement 52

Retirement Planning Clients 52

Covisum

JUNE 12, 2023

Retirement is not simply a goal. Retirement involves navigating different income streams, unique financial goals, and optimizing distribution options to maximize retirement income. It's a life transition.

Retirement 52

Retirement Financial Planning Planning Retirement Planning 52

Covisum

MAY 15, 2023

As a financial advisor who focuses on retirement income planning, you know that delivering value to your clients is essential to your success. The market is saturated with ineffective software and tools, s o how can advisors showcase the value they deliver?

Financial Advisor 52

Financial Advisor Retirement Planning Clients 52

Million Dollar Round Table (MDRT)

JANUARY 15, 2023

The stock market doesn’t deliver this result all the time but earning interest does. Do your clients know other people who are not getting the kind of personalized attention you deliver? Who is retiring in 2023? Your client might be young, but there are people in their office or business who are planning to retire.

Clients 82

Clients Retirement Taxes Accounting 82

Steve Sanduski

FEBRUARY 13, 2024

Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast. That depends on what kind of service you want to deliver, what size firm you want, and how you want to spend your time. ” Why Benjamin doesn’t want to double the size of his firm even though he knows he could.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Fee Only Clients 52

Integrity Financial Planning

DECEMBER 20, 2023

1] They’re more than just foot warmers; these slippers are designed to deliver a gentle, soothing heat that can help alleviate discomfort from tired or aching feet. 1,2] Offering a variety of high-quality, sustainably sourced meats delivered right to the doorstep, this gift is a carnivore’s dream come true.

Financial Planning 91

Financial Planning Retirement Planning 91

The Big Picture

MARCH 28, 2023

Slate ) see also How Elon Musk knocked Tesla’s ‘Full Self-Driving’ off course : Tesla’s campaign to deliver a fully autonomous vehicle has suffered amid mounting safety concerns — and the boss’s Twitter distraction. Financial Times ) • The Planet Can Do Better Than the Electric Car : Environmental groups are finally acting like it.

Banking 281

Banking Retirement Economy Economics 281

Covisum

MAY 19, 2022

You know that taxes are a crucial element of any retirement strategy that can't and shouldn't be ignored. However, taxes are rarely straightforward, especially taxes on retirement income. Registered investment advisors can deliver significant value through different tax strategies. That's where you come in.

Tax Planning 52

Tax Planning Taxes Retirement Planning 52

Nationwide Financial

MAY 9, 2023

Every day, 10,000 American workers enter retirement. As their doubts rise, many retirees and near-retirees are shifting their financial priorities from building wealth to seeking stable income in retirement. This trend represents a structural shift in the retirement plan landscape.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Services 52

MarketWatch

FEBRUARY 28, 2023

Novavax also appointed John Jacobs as chief executive, following the retirement of Stanley Erck, and Elaine O’Hara as chief strategy officer. “In Analysts surveyed by FactSet had forecast a loss of $1.01 a share on revenue of $383.1 Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.

Retirement 76

Retirement Investing Investments Marketing 76

Steve Sanduski

DECEMBER 19, 2023

In a Nutshell: It’s been about seven months since I asked ChatGPT if I could retire without running out of money. The post Connor Sung on How eMoney Integrates Fintech and Financial Psychology Into a More Engaging Client Experience appeared first on Steve Sanduski.

Clients 52

Clients Financial Planning CFP Financial Advice 52

International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. For instance, if you are approaching retirement, a CFP® will devise a strategy to support you through those years.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Steve Sanduski

DECEMBER 5, 2023

How Dave Ramsey led James to financial services and James’ thoughts on the recent online spat about Ramsey’s 8% retirement withdrawal rate. What Ramsey and other financial personalities like Rick Edelman , Suze Orman, and Ken Fisher can teach all advisors about authenticity and delivering an empowering message.

Financial Services 59

Financial Services CFP Retirement Clients 59

The Big Picture

APRIL 27, 2023

Businessweek ) • SPACs Delivered Easy Money, but Now Companies Are Running Out : Businesses are burning through cash raised in SPAC deals with few ways to fill the gap. Irrelevant Investor ) • When Will I Retire? Wall Street Journal ) see also Why Most SPACs Suck (2020) : Most SPACs are subpar.

Government 143

Government Education Retail Retirement 143

Integrity Financial Planning

DECEMBER 20, 2023

1] They’re more than just foot warmers; these slippers are designed to deliver a gentle, soothing heat that can help alleviate discomfort from tired or aching feet. 1,2] Offering a variety of high-quality, sustainably sourced meats delivered right to the doorstep, this gift is a carnivore’s dream come true.

Financial Planning 52

Financial Planning Retirement Planning 52

Nerd's Eye View

NOVEMBER 30, 2022

Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Taxes are a central component of financial planning. Read More.

Tax Planning 218

Tax Planning Compliance Taxes Financial Advisor 218

Integrity Financial Planning

NOVEMBER 9, 2023

” This Netflix original film follows the story of a wealthy heiress, Ellen Langford, who is sent to deliver a Christmas card to her father’s former partner in a small town. Christmas Inheritance First on the list is the heartwarming holiday tale “Christmas Inheritance.”

Financial Planning 98

Financial Planning Retirement Planning 98

MarketWatch

APRIL 13, 2023

NKLA on Thursday said that Gerrit Marx, Lynn Forester de Rothschild and Mark Russell were retiring from its board of directors at its annual meeting on June 7. Russell joined Nikola in 2019 as president, became CEO and then retired last year, the company said.

Retirement 40

Retirement Marketing Marketing 40

Nationwide Financial

JULY 20, 2022

Social Security planning is an important part of preparing for retirement, and clients considering filing for benefits in today’s environment are finding planning more challenging as they contend with the lingering economic impacts of COVID-19, record inflation, and heightened market volatility. Where knowledge is needed.

Clients 98

Clients Planning Retirement Planning Retirement 98

Million Dollar Round Table (MDRT)

NOVEMBER 27, 2022

Specifically, there are four words that should be part of your everyday existence that you deliver to your clients: improve, create, grow and shape. As I was a STEM major, when I communicate with my clients about their life plans, I instantly calculate their future living expenses, education expenses, mortgage, retirement funds, etc.,

Clients 72

Clients Wealth Management Financial Advisor Communication 72

Random Roger's Retirement Planning

APRIL 3, 2024

Standpoint was empathetic to the emotion of a holding not doing much for an extended period but blending the two, equities and managed futures, together in one strategy delivered a very good result. Someone retiring on Dec 31, 2021 being all in on traditional 60/40 had a real problem from an adverse sequence of returns.

Numbers 76

Numbers Portfolio Management Retirement 76

Carson Wealth

JULY 19, 2022

Executive compensation plans require knitting together four quadrants to form a total compensation and benefit strategy: direct compensation and benefits, short-term (annual) bonuses and incentives, longer-term bonuses and incentives, and special retirement plans. . Once delivered she is free to hold or sell the shares. .

Executive Compensation 112

Executive Compensation Compensation Planning Planning Insurance 112

Indigo Marketing Agency

APRIL 28, 2023

This is important because it affects how well your emails get delivered. If you have a low click-through rate, your emails are more likely to be seen as spam, and less likely to be delivered. However, the open rate with friends and family included is 48%, which is phenomenal. Want to Upload More People to Your Email List?

Engineering 98

Engineering Retirement Numbers Marketing 98

Million Dollar Round Table (MDRT)

APRIL 30, 2023

It delivers the message. The ideal prospecting strategy delivers the message that you offer valuable services and you want to be contacted. You probably get them inviting you to dinner at a nice restaurant to learn about retirement planning. Your prospecting strategy must focus on your ideal prospects. It is cost-efficient.

Financial Advisor 83

Financial Advisor Clients Retirement Planning Communication 83

Random Roger's Retirement Planning

JULY 2, 2023

Barron's wrote about boomers having too much equity exposure for being on the cusp of retiring or being newly retired. That 40 year run favorably skewed a lot of backtests and I would submit, skewed the results of the 4% rule for retirement withdrawals. They are making a sort of sequence of return risk point.

Retirement 66

Retirement Portfolio Retirement Planning Taxes 66

Steve Sanduski

MAY 2, 2023

On today’s show, Dan and I discuss what that level of personalized service looks like, how it’s priced, and how he’s built a team to support every client on their journey to retirement. Dan Haylett and I discuss: How potential clients often start by signing up for his free 7 Step RetirementGPS Toolkit.

Financial Planning 52

Financial Planning Planning Financial Planner Clients 52

MarketWatch

MAY 11, 2023

in premarket trading Thursday, after the China-based e-commerce giant reported a big first-quarter profit beat, said it was seeing more encouraging trends in the current quarter and said Chief Executive Officer Lei Xu will retire. Separately, the company named Sandy Xu as its next CEO as Lei Xu retires, due to “personal reasons.”

Retirement 40

Retirement Accounting Numbers Marketing 40

Nationwide Financial

OCTOBER 13, 2022

This means many consumers will need to plan and save for retirement themselves. Given the tendency for consumers to put off addressing a financial need until it’s pressing, many married couples often don’t make a major commitment to retirement savings until they reach their late 40s or 50s. An effective retirement savings tool.

Insurance 52

Insurance Insurance Coverage Retirement Retirement Planning 52

WiserAdvisor

FEBRUARY 29, 2024

Navigating the complex world of personal finance, especially with retirement looming on the horizon, can be daunting. Working with a financial advisor can significantly enhance your chances of retiring with more wealth. Hiring the best financial advisors for retirement can lead to better savings and investment outcomes.

Financial Advisor 59

Financial Advisor Retirement Asset Allocation Risk Tolerance 59

FMG

AUGUST 4, 2022

They let you know what they’re all about at New Lantern the second you click the site; Embracing Your Retirement. It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results. ” In this case, the quiz asks for both your name and email.

Financial Advisor 98

Financial Advisor Clients Media Communication 98

MainStreet Financial Planning

JUNE 13, 2023

Plan for out-of-pocket costs for fertility treatments and costs to deliver your baby. Saving for college is like saving for retirement, the earlier you get started the easier it is to save the money you will need to meet your goal. Review your health coverage. Plan for family leave from work. Start saving for college now.

Insurance Coverage 97

Insurance Coverage Healthcare Budgeting Estate Planning 97

WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

Retirement Planning 52

Retirement Planning Financial Advisor Retirement Planning 52

Clever Girl Finance

AUGUST 8, 2022

According to the data from the US Census Bureau , 50% of women aged 55-66 have no personal retirement savings. So, how much should you save before you retire? Can you retire with 500k, or do you need more? Keep reading to find out if it’s possible to retire with 500k — and how to do it. The good news? Cost of living.

Food 59

Food Retirement Retirement Planning Budgeting 59

The Irrelevant Investor

DECEMBER 2, 2020

Early retirement: Boring The state of low-income America Is Robinhood good for investors? Ben's new book Dividends are coming back We need to raise the minimum wage Hitting your personal finance goals What if FIRE doesn't work?

Retirement 52

Retirement Portfolio 52