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. The concept of retirement has undergone a significant transformation in recent times. Traditional retirement plans often rely heavily on pension schemes.
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, (..)
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Integrity Financial Planning
SEPTEMBER 8, 2023
1] Game #3 – Monopoly Monopoly, a classic board game, encourages strategic planning, negotiation, and financial management. It tests players’ decision-making skills, as they must manage resources, plan ahead, and negotiate with their opponents. Keeping your brain sharp is also key for retirement planning.
Nerd's Eye View
SEPTEMBER 2, 2022
We also have a number of articles on retirement planning: New research suggests that while the average senior will amass hundreds of thousands of dollars in health care expenses in retirement, the net cost they have to pay is not nearly as high.
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
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.
WiserAdvisor
SEPTEMBER 8, 2023
Most people feel a sense of anticipation and excitement before retirement. Yet, amidst the joy and delight, it is vital to remember that the journey to retirement is not one to be rushed. Hasty decisions made before retirement can lead to unexpected financial troubles and compromises.
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