#Financial_Planning hashtag - Bluesky

@newsen.bsky.social

2 days ago

eMoney Enhances Premium Client Portal with Comprehensive Branding Updates eMoney Advisor unveils its latest branding enhancements for the Premium Client Portal, enabling customized client experiences and deeper engagement.

eMoney Enhances Premium Client Portal with Comprehensive Branding Updates #USA #Radnor #Financial_Planning #eMoney_Advisor #Premium_Client_Portal

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Thiard News@F4F

@newsen.bsky.social

3 days ago

Navigating Uncertainty: Finseca CEO Calls for Holistic Financial Planning at Politico Economy Summit At the recent Politico Economy Summit, Finseca's CEO emphasized the urgent need for comprehensive financial planning access amid political uncertainties affecting American families.

Navigating Uncertainty: Finseca CEO Calls for Holistic Financial Planning at Politico Economy Summit #Washington #Financial_Planning #Finseca #Marc_Cadin

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Thiard News@F4F

@newsen.bsky.social

3 days ago

Registration Now Open for The 2026 Externship: A Leading Virtual Training in Financial Planning The 2026 Externship offers aspiring financial planners a premier virtual training experience with real-world case studies and cutting-edge technology. Sign up now!

Registration Now Open for The 2026 Externship: A Leading Virtual Training in Financial Planning #USA #Dallas #Financial_Planning #Amplified_Planning #Externship_2026

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Thiard News@F4F

@newsen.bsky.social

3 days ago

Americans Anticipate Higher Retirement Savings Needs in 2026: $1.46 Million As Target A new study reveals that Americans now believe they will require $1.46 million to retire comfortably, showcasing a more than 15% increase from last year. This concern reflects growing financial pressures and changing expectations.

Americans Anticipate Higher Retirement Savings Needs in 2026: $1.46 Million As Target #USA #Milwaukee #Northwestern_Mutual #Financial_Planning #Retirement_Savings

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Thiard News@F4F

@newsen.bsky.social

1 week ago

Investors Worry About Rising Taxes but Lack Proactive Portfolio Management Strategies As investors anticipate increased taxes, many fail to take proactive steps in managing their portfolios. Here's what to consider.

Investors Worry About Rising Taxes but Lack Proactive Portfolio Management Strategies #United_States #Nationwide #Columbus #Financial_Planning #Taxes

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Thiard News@F4F

@newsen.bsky.social

1 week ago

Moss Adams Wealth Advisors Transitions to Independent Firm as Threadline Wealth Moss Adams Wealth Advisors has now transitioned to Threadline Wealth, marking a fresh start as an independent RIA focused on client-centric financial solutions.

Moss Adams Wealth Advisors Transitions to Independent Firm as Threadline Wealth #USA #Seattle #Financial_Planning #Moss_Adams #Threadline_Wealth

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Philippa B

@philippabagley.bsky.social

2 weeks ago

From Poverty to Purpose: Mike Milligan’s Journey to a One of a Kind Financial Life In this inspiring interview, Mike Milligan shares his remarkable journey from childhood poverty to becoming a successful financial planner. He emphasizes the importance of living a one-of-a-kind life, understanding your money story, and planning for a meaningful retirement. Key Topics Mike Milligan's childhood and entrepreneurial spirit The impact of early money memories on adult behavior The importance of a personalized financial plan Living a one-of-a-kind life and retirement planning The difference between risk and failure Sound Bites "Why is money important to you? That’s the key." "Failure is just lack of success, risk is reward." "Cherish every moment, life is unpredictable." About Mike Milligan Mike challenges Wall Street's focus on "Return ON Investment" with his own philosophy of "Return OF Life," helping clients live purpose-driven lives. His journey was shaped by personal events, including his brother's early passing, which solidified his mission to help others live their unique lives to the fullest. The One-of-a-Kind Financial Plan (Book) - https://www.amazon.com/dp/B0CXYZ1234 Mike Milligan's Website - https://www.oneoakfinancial.com LinkedIn - https://www.linkedin.com/in/mikemilligan https://bookme.name/PhilippaBagley/lite/system-reset-session I'm a Clinical Hypnotherapist, MSc Neuroscience & Psychology of Mental Health student at King's College London, Army Veteran, and Programme Manager in my day job. Like many high-achieving professionals, I know what it's like to keep pushing through exhaustion — running on empty while everything looks fine on the outside. Now I combine my neuroscience training, clinical hypnotherapy practice, and lived experience of high-pressure environments to help ambitious professionals do one thing: actually recover. My specialist focus is burnout and sleep regulation for high-achievers — the people who can't switch off, can't sleep, and have tried everything except getting to the root cause. Through Choose2Change, I work with professionals in corporate, NHS, legal, tech, and military environments who are ready to regulate their nervous system and reclaim their energy — without burning it all down first. If that sounds like you — or someone you know — a free 20-minute Sleep & Burnout Clarity Call is available athttps://bookme.name/PhilippaBagley/lite/system-reset-session Journey to Purpose explores what drives people, the stories behind their careers, and what it really means to live and work with intention.

📣 New Podcast! "From Poverty to Purpose: Mike Milligan’s Journey to a One of a Kind Financial Life" on @Spreaker #budgeting #childhood #entrepreneurship #family #family_planning #finance #financial #financial_planning #legacy #memories #mindset #money #one_oak_financial #personal #planning

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Thiard News@F4F

@newsen.bsky.social

2 weeks ago

Embracing Life Choices: A Financial Planner's Guide to Overcoming Money Anxiety Nakamura Tetsunori's insightful book reveals how individuals can reclaim their life choices, moving beyond the anxieties of financial uncertainty that impact future decisions.

Embracing Life Choices: A Financial Planner's Guide to Overcoming Money Anxiety #Japan #Tokyo #Financial_Planning #Broadmind #Nakamura_Tetsunori

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Thiard News@F4F

@newsen.bsky.social

3 weeks ago

Upcoming Seminar on Inheritance Tax Strategies to Navigate the Recent Tax Changes Join our informative seminar exploring effective strategies to mitigate inheritance tax liability amid the recent increases. Gain invaluable insights!

Upcoming Seminar on Inheritance Tax Strategies to Navigate the Recent Tax Changes #Japan #Tokyo #Financial_Planning #Inheritance_Tax #Tax_Strategies

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Thiard News@F4F

@newsen.bsky.social

1 month ago

Understanding Saving vs Investing for a Bright Financial Future Scott Ferguson from HelloNation highlights critical differences between saving and investing, offering insights to help individuals attain financial stability.

Understanding Saving vs Investing for a Bright Financial Future #USA #Columbus #Financial_Planning #HelloNation #Scott_Ferguson

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Thiard News@F4F

@newsen.bsky.social

1 month ago

Join the Spring Inheritance and Pension Seminar for Essential Financial Knowledge! Learn crucial financial knowledge about inheritance and pensions at TAC's free seminar on March 15, 2026. Register now to secure your spot!

Join the Spring Inheritance and Pension Seminar for Essential Financial Knowledge! #Japan #Tokyo #Financial_Planning #TAC_Seminar #Inheritance_Course

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Thiard News@F4F

@newsen.bsky.social

1 month ago

Launching the US-CMA Course: A Gateway to Global Finance Careers Starting March 1, CPA Excellent Partners will offer the US-CMA course, designed for finance professionals aimed at career advancement.

Launching the US-CMA Course: A Gateway to Global Finance Careers #Japan #Tokyo #Financial_Planning #US-CMA #CPA_Academy

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Thiard News@F4F

@newsen.bsky.social

1 month ago

FPA and Snappy Kraken Join Forces to Enhance Financial Planning Accessibility Through PlannerSearch Upgrade The FPA announces a partnership with Snappy Kraken to transform PlannerSearch into an interactive, trusted platform, enhancing consumer connections with financial planners.

FPA and Snappy Kraken Join Forces to Enhance Financial Planning Accessibility Through PlannerSearch Upgrade #USA #Denver #Financial_Planning #PlannerSearch #Snappy_Kraken

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Thiard News@F4F

@newsen.bsky.social

1 month ago

Centage's CEO Challenges the AI Narrative in Finance with Insightful Op-Ed Centage's CEO Paul Lynch critiques the hype around AI in financial planning, emphasizing the importance of human insight and infrastructure in effective FP&A.

Centage's CEO Challenges the AI Narrative in Finance with Insightful Op-Ed #USA #San_Antonio #Financial_Planning #Centage #AI_Hype

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Thiard News@F4F

@newsen.bsky.social

1 month ago

Merrill Advisors Lead the Pack with Top Financial Awards Under 40 for 2026 Merrill Wealth Management celebrates its advisors' exceptional achievements with 24 recognized in the Top 40 Brokers Under 40 list for 2026, showcasing strong talent cultivation.

Merrill Advisors Lead the Pack with Top Financial Awards Under 40 for 2026 #United_States #New_York #Financial_Planning #Merrill_Advisors #Top_40_Brokers

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Thiard News@F4F

@newsen.bsky.social

1 month ago

Simplicity Group Expands its Reach with New Leadership from LeSourd Partners Simplicity Group has acquired LeSourd Partners, integrating industry veterans Jake LeSourd, Diane Covin, and Kim Roberts into its leadership team.

Simplicity Group Expands its Reach with New Leadership from LeSourd Partners #United_States #Birmingham #Financial_Planning #Simplicity_Group #LeSourd_Partners

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Thiard News@F4F

@newsen.bsky.social

1 month ago

Arnold & Mote Wealth Management Celebrates 25 Years of Flat Fee Service Revolutionizing Financial Consulting Arnold & Mote Wealth Management marks 25 years as a flat fee financial advisor, challenging industry standards and promoting transparency in client fees.

Arnold & Mote Wealth Management Celebrates 25 Years of Flat Fee Service Revolutionizing Financial Consulting #Financial_Planning #Arnold_Mote_Wealth_Management #Flat_Fee_Advisors

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Thiard News@F4F

@newsen.bsky.social

1 month ago