The Chicago Financial Planner

JUNE 13, 2022

After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. Check out my freelance financial writing services including my ghostwriting services for financial advisors. The S&P 500 index was down about 17.6% on a year-to-date basis as of Friday’s close.

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Nerd's Eye View

JUNE 10, 2024

And so, in the spirit of sharing, a few years ago I launched my list of " Recommended (Book) Reading for Financial Advisors ", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year. Read More.

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The Chicago Financial Planner

FEBRUARY 5, 2022

Kansas City won the 2020 game and the market had an up year in spite of the impact of COVID-19. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Please contact me with any thoughts or suggestions about anything you’ve read here at The Chicago Financial Planner.

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Investments Investing Financial Planner Risk Tolerance 184

Nerd's Eye View

SEPTEMBER 25, 2023

Gradually, CFP Board also raised the ethical standards for CFP professionals, introducing a fiduciary standard on financial planning in 2008 and, in 2020, an expanded fiduciary standard that applies whenever the certificant is giving financial advice.

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CFP Financial Planning Planning Certification 246

The Chicago Financial Planner

NOVEMBER 8, 2021

After a significant drop in March of 2020 in the wake of the pandemic, the S&P 500 has staged an amazing recovery. The index finished 2020 with a gain in excess of 18%. At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis.

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Indigo Marketing Agency

JANUARY 28, 2025

Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come.

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eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. It will make you a better financial planner.”

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eMoney Advisor

FEBRUARY 7, 2023

Financial planners, there is no better time than now to make a few digital connections to help expand your knowledge and advance our profession. As a woman of color in the financial services industry, I’m acutely aware of the progress needed toward diversity. Approximately 1.9 She has an incredible life story.

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Validea

JANUARY 21, 2025

They explore several key topics from their conversation, including: Cliff’s humorous take on morning routines and why correlation doesn’t equal causation when it comes to success habits The “Less Efficient Market Hypothesis” and why Cliff believes markets may be becoming less efficient over time, particularly evident in the (..)

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Investments Investing Portfolio Marketing 52

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.

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Financial Planning Planning Financial Planner Clients 84

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.

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Financial Services CFP Certified Financial Planner Certification 98

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. It makes sense that parallels can be drawn from the levels of this needs pyramid to a similar structure based on financial needs. September 17.

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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.

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Compliance Financial Advisor Certified Financial Planner Clients 98

Nationwide Financial

JUNE 9, 2023

From 2010 to 2020, inflation as measured by the Consumer Price Index averaged around 2 percent, a relatively low level by historical standards. Most financial planners recommend having up to six months of expenses set aside in a fully liquid emergency fund. This allowed the Federal Reserve to leave interest rates low.

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Retirement Clients Certification Taxes 98

Yardley Wealth Management

MARCH 1, 2022

Work with a financial planner or tax professional to determine how and when to exercise your options for maximum tax-efficiency. You receive a financial windfall, such as an inheritance. Engage a tax-wise professional financial planner to facilitate the acquisition. You buy a business.

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Yardley Wealth Management

MARCH 1, 2022

Work with a financial planner or tax professional to determine how and when to exercise your options for maximum tax-efficiency. . You receive a financial windfall, such as an inheritance. . Engage a tax-wise professional financial planner to facilitate the acquisition. . You buy a business. .

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Indigo Marketing Agency

MARCH 12, 2020

As many of you may know, Financial Advisor is the go-to company for industry-leading financial services advice. It produces the Financial Advisor magazine—the most widely read trade publication in the nation—and provides top financial planners and RIAs with the tools they need to better manage their clients’ wealth. .

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Carson Wealth

NOVEMBER 3, 2022

The Blackbaud Institute survey found giving increased 9% in 2021 over 2020, with overall giving rising 19% since 2019. Just remember to talk with your financial planner and accountant to ensure you’re benefitting to the full extent possible. The great news is that we’re a generous society.

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Validea

AUGUST 21, 2023

In this episode, we provide an overview of Inherited IRAs and what investors need to know about them. 02:39 – The key rules that govern required minimum distributions for inherited IRAs.

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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.

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Indigo Marketing Agency

FEBRUARY 6, 2020

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? How are you feeling about your marketing now?

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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.

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Financial Planning Planning Estate Planning Wealth Management 52

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?

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Budgeting Certification Financial Planner Planning 52

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.

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Harness Wealth

JUNE 9, 2023

Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan?

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Financial Planning Planning Financial Planner Wealth Management 52

Good Financial Cents

JANUARY 19, 2023

401k and Roth 401k Contribution Limits Year 401(k) Maximum Catch-Up Contribution Maximum Allocation 2023 $22,500 $7,500 $66,000 2022 $20,500 $6,500 $61,000 2021 $19,500 $6,500 $58,000 2020 $19,500 $6,500 $57,000 2019 $19,000 $6,000 $56,000 What factors do you need to consider to choose after-tax vs pre-tax?

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Taxes Retirement Accounting Planning 97

eMoney Advisor

FEBRUARY 16, 2023

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. Sources: 1 eMoney Power to the Plan Research, July 2020, Advisors n=420, End clients n=403 2 “Focus On What Investors Want.”

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Financial Planning Clients Planning Estate Planning 75

Validea

JANUARY 15, 2024

In this episode, we walk through our experience of launching a small-cap value ETF in 2014, running it for 6 years and then shutting it down in 2020. We look at what we learned from the experience and what investors can learn about how ETFs work behind the scenes from our experience.

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The Irrelevant Investor

AUGUST 19, 2021

When interest rates plummeted in 2020, I switched from a 30-year mortgage to a 15-year. Lucky for me, my financial planner, Bill Sweet. There was no strategy. I just figured I would make the monthly payment, and that would be that. And then the world went and got itself in a big damn hurry.

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Tucker Advisors

APRIL 4, 2023

About one of every three people (32%) between the ages of 65 to 74 is expected to be to be working in 2030, as opposed with 27% in 2020 and 19% in 2000. For those 75 and older, the bureau projects 12 percent to be working in 2030, compared with only 5 percent in 2000 and 9 percent in 2020.

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Retirement Accounting Budgeting Planning 75

Indigo Marketing Agency

DECEMBER 19, 2022

Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Mary Beth Storjohann is an author, speaker, financial advisor, and co-CEO of Abacus Wealth Partners. She has been recognized on the Investopedia 100 list since 2020. Guess what? Mary Beth Storjohann

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Indigo Marketing Agency

MARCH 5, 2020

That’s why I’m excited to share the top books for financial advisors in 2020. Top Books for Financial Advisors in 2020. Are you looking to hone your skills as a financial planner, RIA, or independent advisor? I hope you read some of these top 10 books for financial advisors. The Wrap-Up.

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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. A financial advisor by your side monitoring these opportunities is a great resource. People often focus on harvesting tax losses at year-end.

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eMoney Advisor

FEBRUARY 14, 2023

3 Tips from The Money Couple Out of this emphasis on learning about behavioral finance and financial psychology, a new, separate business came to life. As the advisor, having a planning platform that shows a couple’s complete financial picture goes a long way in starting conversations that clarify goals and shine a spotlight on values.

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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?

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Marketing Marketing Economy Financial Planner 52

Good Financial Cents

AUGUST 11, 2022

Crazy enough, Fundrise helped investors earn an average return of 7.31% in 2020, followed by a return of 22.99% in 2021. You also get free access to a digital financial planner, who can help you tweak your investments so they align with your long-term goals. So far in 2022, investors have earned an average return of 5.52%.

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Investments Investing Marketing Marketing 110

Gen Y Planning

MARCH 1, 2022

To help offer relief to the many people who found themselves out of work in 2020, the government made the first $10,200 of unemployment benefits tax-free, but that’s not the case for 2021. Check with your CPA or financial planner to see if this could be an option for you! Unemployment benefits. But that’s okay!

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