AJ DiLiberto, CFP®

October is Financial Planning Month! Ready to secure your financial future? Let's make it happen together. #FinancialPlanning #WealthManagement #InvestSmart #FinancialPlan #Moneylady #Retirement #TopRIA100 #planning Madeline E. Maloon, CFP® California Financial Advisors

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Learn how to contest your #LA County #property axes and potentially save money on your next bill! Find out how in this #ACap ReCap #YouTube video. ⤵️ https://hubs.la/Q02HthY40

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Check out my latest interview with the San Diego Business Journal

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Financial Advisors: Here‘s a way you can communicate your ongoing value to clients when markets are moving up and down. This article was written weeks ago and shares how my advisors make market volatility a central part of their ongoing financial planning process by using The Bucket Strategy and a tactic called “Value Averaging.”

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Markets are fluid, as are fixed income strategic planning and implementation. In his Weekly Bond Market Commentary, Senior Strategist Doug Drabik shares two evolving rate characteristics that are essential considerations for an investment portfolio's fixed income allocation.

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Understanding the tax implications of annuities is crucial for financial planning. Annuities can be a valuable tool for retirement income, with a portion of the payment representing your principal being tax-free. They're not a one-size-fits-all solution, but knowing how they work is key. #FinancialPlanning #RetirementIncome #TaxImplications #Mindset #Reels #Explore

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RIA Thought Leadership: Driving Domain Authority Does anyone else know your a wealth management thought leader? 📚 Create content that addresses client challenges, offering solutions and showcasing your firm’s intellectual capital. 💡 Educate clients with insights into financial planning, wealth strategies, and industry trends through engaging materials. 🌟 Foster trust and credibility by sharing knowledge that not only informs but also empowers clients to make informed decisions. Aren't you ready for a better approach to RIA Growth? Learn more in our white paper, "How to Make Education Part of a Wealth Management Brand." Click to download in the comments. #WealthManagementMarketing #WealthManagementLeadGeneration #RIAMarketing #RIAProspecting #5150Solutions #5150Expertise #RIAGrowth #AUMGrowth

Partner with a business broker to navigate the intricacies of valuation. Start selling success! 🤝 Try our free business valuation calculator today! {%Valuation Calculator} #tworldteam #income #markettrends #marketapproach #valuationmethods #businessmethods #common #businessadvisors

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Is It Time to Benchmark Your Retirement Plan? Stay ahead of the game by giving your retirement plan the attention it deserves. Discover the benefits of benchmarking with routine retirement plan reviews, from investment performance to employee education. Let us guide you toward a winning retirement strategy. Click to read more! https://zurl.co/or3F #401k #Benchmarking #FNL #FinancialNetworkLimited #PCIA #QPA

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Is It Time to Benchmark Your Retirement Plan? Stay ahead of the game by giving your retirement plan the attention it deserves. Discover the benefits of benchmarking with routine retirement plan reviews, from investment performance to employee education. Let us guide you toward a winning retirement strategy. Click to read more! https://zurl.co/or3F #401k #Benchmarking #FNL #FinancialNetworkLimited #PCIA #QPA

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Is It Time to Benchmark Your Retirement Plan? Stay ahead of the game by giving your retirement plan the attention it deserves. Discover the benefits of benchmarking with routine retirement plan reviews, from investment performance to employee education. Let us guide you toward a winning retirement strategy. Click to read more! https://zurl.co/or3F #401k #Benchmarking #FNL #FinancialNetworkLimited #PCIA #QPA

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"Corey, all these firms are telling how a move will benefit me, but what about the clients??" In this video below, I go over the top feedback I have received from clients over the years regarding improved client experience after moving firms. #bridgemarkstartegies #wealthmanagement

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Maybe you just need a paraplanner. What’s the math on the ROI of focusing more on BD and getting some admin off your plate? In today’s convo with Brandon Lovingier, ChFC®, MQFP™, he shares his experience as a paraplanner, how he’s seen advisors succeed with getting a paraplanner in their practice, and how to get started! https://lnkd.in/eXUPZaDn #paraplanning #paraplanner #financialadvising #financialplanning

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Happy, because I know my clients have got me as their financial adviser, and l would fight to get their deal across the line😎 #advisenow #pamelafinancialadviser #firsthomebuyer #refinance #lifeinsurance #incomeptotection #healthinsurance

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Election Primer.   With the 2024 election coming up next week, it could lead you to question what might happen to your stock portfolio.   I have written an article addressing the misconception that politics are a significant driver of stock market direction. Drawing insights from acclaimed investors like Howard Marks and Warren Buffett, I have explained why focusing on the fundamentals of businesses is a far more effective investment strategy.   This blog covers topics such as:  • How emotions can cloud investment decisions • The minimal effect of politics on the stock market • Identifying and owning great businesses   You can read the entire article here: https://lnkd.in/gGFUW4bv Check Capital Site https://lnkd.in/gdqzQV4N   Should this article prompt you to contact us, you can call us at (714) 641-3579 or reply to this email.   Thank You!   #investingandpolitics #election2024 #electionsandmarkets   Alan Ebright Vice President, Senior Investment Officer

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