Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

The Irrelevant Investor

JULY 30, 2019

The TL:DR is that the company behind the CFP certification, a designation that ought to signal trust and competence to consumers, has let some people with a checkered history use their letters. But no such disclosures were on the website where consumers can go to find a CFP ® professional. The Go-To Website Often Omits Red Flags.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Certification 52

eMoney Advisor

FEBRUARY 1, 2023

This logic is supported by the CFP Board’s recent addition of the Psychology of Financial Planning as a core competency. Takeaway 3: Training on the Psychology of Financial Planning Our job as financial planners is to help clients use problem-solving strategies to address problems they can control.

Clients 93

Clients Financial Planner Financial Advisor Financial Planning 93

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Validea

OCTOBER 5, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. 12/29/2017 2.9% 12/29/2017 49.5% Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time. Year End Date Negative Earner Percentage 12/30/2005 1.1% 12/29/2006 1.2% 12/31/2007 1.0% 12/31/2008 2.1% 12/31/2009 4.9%

CFP 59

CFP Valuation Economy Assets 59

Validea

SEPTEMBER 21, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. 12/29/2017 16.1% It looks like the 2022 bear market might be with us longer than many of us had hoped. A study of history would have told us in advance that the 2020 bear market was an anomaly based on how fast things turned around, but you still can’t blame us for hoping for a repeat.

Valuation 72

Valuation Marketing Marketing CFP 72

Darrow Wealth Management

JANUARY 9, 2023

Starting with the 2017 Tax Cuts and Jobs Act, then the 2019 Secure Act 1.0, This article was written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. Then, employers need to update plan documents, so again, it may take time to truly be in effect. Planning for change. The Secure Act 2.0

Accounting 59

Accounting Taxes Tax Planning Distribution 59

Zoe Financial

FEBRUARY 16, 2023

In December 2017, the tax code received a massive overhaul, which included a significant increase to the standard deduction (see image below). While itemizing deductions can open the opportunity for higher tax savings, itemizing is not required for all three of these strategies.

Taxes 40

Taxes Distribution CFP Accounting 40

Sara Grillo

AUGUST 14, 2023

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003. 2017, January 18 th ). link] Schnase, Lorna A.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Better Letter

MARCH 14, 2024

One bracket in 2017 was right through an incredible 39 games. ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money. In 2014, one bracket was alive through 34 games. The difficulty lies in the upsets, of course.

Numbers 87

Numbers Medicine Math Marketing 87

eMoney Advisor

NOVEMBER 15, 2022

During the Great Recession, advisor Lauren Pearson, CFP®, would lie down under her desk to relieve stress in between client calls. Attendees will be eligible to earn 1 CFP® CE credit. ” Greater Good Magazine , June, 2017. 3 Use Gratitude to Lift Your Spirits. Sources: 1. Emmons, Robert. Why Gratitude Is Good.”

Financial Planning 76

Financial Planning Planning Clients CFP 76

Sara Grillo

AUGUST 26, 2024

James is the father of three energetic boys and 1 Bernadoodle: Oliver, Henry, William, and Louie; and husband to Anya Giles since 2017. Robert Wright Robert Wright, CFP® serves as a Financial Planning Professional at Advocacy Wealth Management with over 10 years of experience in the financial planning and services industry.

License 52

License Certified Financial Planner Financial Advisor CFP 52

The Better Letter

MARCH 16, 2023

One bracket in 2017 was right through an incredible 39 games. ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money. Nobody made it through the first round last year or the year before. Yours, too.

Math 98

Math Numbers Medicine Accounting 98

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

Investing 52

Investing Investments CFP License 52

eMoney Advisor

NOVEMBER 10, 2022

A judge declared that his six siblings were his official heirs in 2017, but two of them died before the estate was officially settled. To get a glimpse into how these conversations might play out in real life, join me and Joe Buhrmann, CFP®, CLU®, ChFC®, for a webinar on Thursday, December 1 at 2:00 p.m.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Better Letter

JANUARY 12, 2023

” Experts routinely make bad predictions within their areas of purported expertise, as when, in 2017, then Federal Reserve Chair (and current Treasury Secretary) Janet Yellen said she doesn't believe another financial crisis will occur “ in our lifetimes.”

Economy 121

Economy Economics CFP Management 121

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 21, 2024

They eventually get a CFP and they go to the advisory side. So if you think about just private equity, the amount of capital raised since 2017 is basically it doubled the size of the private equity market. Think about what, how we were, we were geared in 2017, 2018, 1920. That that works for them.

Numbers 144

Numbers Banking Management Marketing 144

The Big Picture

DECEMBER 17, 2024

00:22:58 [Speaker Changed] So what’s so intriguing about that is we tend to think of fundamental research, CFP type research as very balance sheet driven. In 2017, I bought a car in Indianapolis, flew out, test, drove it, signed the papers, drove home, and halfway home was falling waters. Oh really? I, that’s on my list.

Engineering 130

Engineering Numbers Investing Investments 130