Here’s a closer look at some of the most common financial drains and practical strategies to mitigate them. https://hubs.la/Q038RRq60 Written by Bob Chitrathorn, CPFA® of Wealth Planning By Bob Chitrathorn of Simplified Wealth Management
Kiplinger Advisor Collective
Financial Services
We are the premier criteria-based professional organization for advisors, managers, and executives in personal finance.
About us
Kiplinger Advisor Collective is the premier criteria-based professional organization for advisors, managers, and executives in personal finance. We provide peer networking, professional development, and publishing opportunities to members who want to expand their network, share their expertise, and amplify their credibility. Our members are experts in accounting, banking, capital markets, financial services, insurance, investment banking, investment management, law firms, legal services, venture capital, and private equity. We believe the key to success is fostering strong professional connections and providing exceptional opportunities to grow and share knowledge. All members are invited to submit bylined articles for publication in major media, contribute to Expert Panels alongside other experts, attend live virtual educational events, and participate in ongoing discussions from desktop or mobile device. Members get access to the full membership directory, branded badges for web, email, and social media, mobile app, and the private members-only portal with personalized home feed. Our private members-only portal was custom-designed for busy professionals. The home feed automatically updates to your preferences so you can quickly see trending topics and participate on your own schedule. No more distractions; just quick, dedicated access to the professional connections you value the most. Premium membership and exclusive coaching options are also available.
- Website
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kiplingercollective.com
External link for Kiplinger Advisor Collective
- Industry
- Financial Services
- Company size
- 51-200 employees
- Type
- Public Company
- Founded
- 2023
Employees at Kiplinger Advisor Collective
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Lynnette Khalfani-Cox, The Money Coach®
Keynote Speaker, Author of Bounce Back: The Ultimate Guide to Financial Resilience, Spokesperson, Consultant, Investor
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Clay Bethune
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Marguerita (Rita) Cheng, CFP®
Chief Executive Officer at Blue Ocean Global Wealth
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William Hortz
Financial services innovation writer, speaker & consultant - Founder Institute for Innovation Development
Updates
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This provision allows individuals to exclude up to 100% of the capital gains realized from the sale of qualified small business stock. https://hubs.la/Q037Q_W30 Written by Nicholas B. Pope of Washington Avenue Advisors
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Kiplinger Advisors members: Book a stay at The LINE DC for exclusive perks. Activate your complimentary membership now ➡️ https://lnkd.in/e7SSQSfp
Inspired by the District and housed inside a 110-year-old historic church, our partner, The LINE DC is the product of a community effort by local chefs, bartenders, artists, and cultural contributors.
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It’s never too late to start planning and saving for life after work. Read more at https://hubs.la/Q038GK-M0 Post Written by: Amrita Choudhary of Wasabi Technologies, Justin Donald of Lifestyle Investor, Scott Harrigan of Alto, Justin Brock of Bobby Brock Insurance, Kiersten S. of rich & REGULAR, Dr. Clemen Chiang (PhD, MBA) of Spiking, Laura Ostrem of Success Mortgage Partners, Inc., and Shawn Maloney of Retire Wise, LLC
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Living longer raises important financial and lifestyle questions. https://hubs.la/Q037d6PS0 Written by Dennis McNamara of wHealth Advisors
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You don’t have to give up everything in order to succeed with money. Read more at https://hubs.la/Q0381HsD0 Post Written by: Trae Bodge of Trae Bodge Media, LLC, Bob Chitrathorn, CPFA® of Wealth Planning By Bob Chitrathorn of Simplified Wealth Management, Dennis W Futch of The Tax Shop, Laura Ostrem of Success Mortgage Partners, Inc., Justin Donald of Lifestyle Investor, Amrita Choudhary of Wasabi Technologies, and Zain Jaffer of Zain Ventures
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This provision allows individuals to exclude up to 100% of the capital gains realized from the sale of qualified small business stock. https://hubs.la/Q037QWdS0 Written by Nicholas B. Pope of Washington Avenue Advisors
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Living longer raises important financial and lifestyle questions. https://hubs.la/Q037cPRm0 Written by Dennis McNamara of wHealth Advisors
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As a general statement, if you believe in the US economy and government, the 60/40 allocation should work well for most people. https://hubs.la/Q035QKLs0 Written by Zain Jaffer of Zain Ventures
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Kiplinger Advisors members: Travel in style and save with EXEC perks. Activate your complimentary membership now ➡️ https://lnkd.in/e7SSQSfp
With EXEC, Check out our partner, RHINOCEROS Roma By Alda Fendi. Perfect for a romantic getaway!
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