Nationwide Financial

FEBRUARY 14, 2023

Key Takeaways Underrepresentation of minority financial professionals has long been a challenge in the industry. FARE seeks to increase the number of Black financial professionals through expanded research, increased training, and mentorship opportunities at both the university and professional level.

Financial Services

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Steve Sanduski. Taylor Schulte . Lazetta Braxton.

Financial Advisor

eMoney Advisor

APRIL 25, 2023

1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners. Sources: 1.

Financial Planning

BlueMind

JULY 15, 2022

Despite the regulators increasing measures to maintain transparency and integrity in the financial dealings of the market, mistakes happen even by the most well-intentioned advisors. For a CFP (certified financial planner) or RIA, the obligation to acquire complete data and provide recommendations in accordance with it is even more crucial.

Compliance

Envision Wealth Planning

APRIL 10, 2022

Financial Finesse reported that 55% of women ages 30 to 55, with minor kids and household incomes less than $60,000 a year, report “high” or overwhelming” levels of financial stress. Causes of financial stress. A lack of a sense of control is a primary factor for those employees reporting high or overwhelming financial stress.

Financial Planning

Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. What are your business goals for 2020?

Certified Financial Planner

Yardley Wealth Management

SEPTEMBER 24, 2021

Founder and CEO Michael Garry is a CERTIFIED FINANCIAL PLANNER practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®). Yardley Wealth Management, LLC is a fiduciary-driven wealth management and retirement planning firm, based in Yardley, PA.

Financial Planning

eMoney Advisor

FEBRUARY 16, 2023

Financial Planning for a Lifetime You’ve just spent six months working with a new client to implement a financial plan. Much like private banking offers a way to handle all aspects of banking for high-net-worth individuals, financial planners can extend their services to help older clients with better digital engagement.

Financial Planning

Your Richest Life

DECEMBER 22, 2023

Looking at you, 2020. ) As you make your plans for the year ahead, continue to focus on long-term plans and building a portfolio and a financial plan that is balanced and resilient. In other words, there are lots of reasons to be optimistic about the year ahead. For more information on the services offered, contact Katie today.

Economy

Your Richest Life

SEPTEMBER 29, 2023

Student loan payments are resuming for the first time since the spring of 2020. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future. Are you ready for those payments to kick back in?

Budgeting

Zoe Financial

APRIL 17, 2023

Which is best for you, traditional pre-tax or Roth after-tax saving, is a question most easily answered with the help of a financial planner who can evaluate your lifetime tax rates. This blog is original content from ACM Wealth written by Cary Carbonaro, CFP®, MBA SVP. People often focus on harvesting tax losses at year-end.

Taxes

Tucker Advisors

APRIL 4, 2023

I think that the research now bears out that people’s health outcomes and longevity both increase when they work longer,” said Bridget Sullivan Mermel, CFP®, CPA, host of “The Chicago Money Show” and the YouTube channel, “Friends Talk Financial Planning.” But many older adults have never taken advantage of this opportunity.

Retirement

eMoney Advisor

FEBRUARY 14, 2023

A Referral for Marriage Maintenance If you’re thinking you’d like to try incorporating a couples therapist into your client review meetings, the CFP Board has some great resources that can guide your approach to vetting service providers. He became an essential resource, and the rest is history.

Financial Planning

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing

Walkner Condon Financial Advisors

JUNE 2, 2023

Alicia’s Experience One of my earliest experiences when I first decided to get into financial planning was participating in the Financial Planning Association’s Externship Program in the summer of 2020. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning

Your Richest Life

JULY 17, 2023

Payments have been on hold since the pandemic started in March 2020, and have been pushed back multiple times. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future.

Nonprofit

Carson Wealth

DECEMBER 7, 2022

CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,  Managing Partner, Wealth Solutions  . If you’re under significant debt pressure, consider talking with a Certified Financial Planner Professional or an Accredited Financial Counselor who specializes in consumer credit and debt management.   .

Financial Planner

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

Walkner Condon Financial Advisors

AUGUST 5, 2022

2020, the Federal Reserve estimated that the Personal Consumption Expenditure Price Index (PCE) , which excludes food and energy prices, would rise by 1.8%. Jonathon Jordan, CFP®, CEPA. Financial Advisor, PARTNER. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country.

Certified Financial Planner

eMoney Advisor

NOVEMBER 17, 2022

1 Even after Americans’ collective experience of loss during the 2020 onset of the pandemic, we resist thinking about our own mortality. As a financial planner, you may also dread conversations about “getting affairs in order” for a client. Attendees will be eligible to earn 1 CFP® CE credit. Sources: 1.

Estate Planning

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