Nerd's Eye View

JUNE 24, 2025

What's unique about Griffin, though, is how he has grown his AUM to $200 million in five years (with a 70% margin in terms of earnings before owner compensation) by providing high-touch planning for business owners and real estate investors even though he doesn't charge a fee on these assets.

Tax Planning 130

Tax Planning Financial Advisor Asset Allocation Clients 130

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Financial Planning Association chapters.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

The Big Picture

MAY 5, 2023

From the perspective of an asset management and financial planning firm, the challenge is getting people to ignore the day-to-day noise in favor of thinking about where prices will be a decade hence. Rather than accept the volatility of month-to-month economic datapoints — NFP, Consumer Spending, Manufacturing, Inflation, etc.

Economics 363

Economics Financial Planning Manufacturing Numbers 363

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.

Financial Planning 78

Financial Planning Planning Clients Wealth Management 78

Wealth Management

JUNE 17, 2025

He has also held senior roles at LPL Financial and Edelman Financial Engines. Mariner launched its independent channel in 2020, offering back-office support, practice management, marketing, investment and compliance to affiliated advisors. The Overland Park, Kan.-based

Wealth Management 165

Wealth Management Estate Planning Compliance Planning 165

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

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.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

eMoney Advisor

FEBRUARY 7, 2023

Since 2020, the program has provided an entry point to the profession for Black and Latinx individuals. We also offer financial planning firms access to a more diverse talent pool. Like me, the remarkable professionals below are doing their part to change the financial planning landscape.

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

Carson Wealth

JANUARY 8, 2025

Accountability and Progress Tracking Regular consultations with a financial advisor can help provide accountability, helping you stay on track with your financial plan. They can help you monitor your progress, adjust strategies as needed, and keep you informed about changes that may affect your financial situation.

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. But it takes a strong plan—and no small amount of willpower—to do this. Loss Aversion: Definition, Risks in Trading, and How to Minimize.”

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Wealth Management

JULY 3, 2025

based advisor Brandon Dixon-James has moved his book of business from Osaic to LPL Financial. Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

Wealth Management 155

Wealth Management Recruitment Estate Planning Financial Advisor 155

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. Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. The S&P 500 index was down about 17.6% Nobody can predict how long this will last.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

Nerd's Eye View

JULY 19, 2023

To address this issue, the North American Securities Administrators Association (NASAA) in 2020 released a Model Rule creating the first-ever CE requirements for IARs. In 2022, the first states to adopt the new Model Rule implemented their IAR CE requirements, and by 2024, at least 15 states will have begun requiring IAR CE.

Education 49

Education Investing Investments CFP 49

Zoe Financial

APRIL 7, 2025

I ntra-year drop: Markets are down ~1819% this year high, but still within historical norms: 2022: 25% 2020 (COVID): 34% 2008 (financial crisis): 49% Volatility spike: VIX rose above 45 one of the highest on record. For investors, this may be a time to revisit your financial plan, not to panic. Stay tuned for next week.

Marketing 81

Marketing Marketing Risk Tolerance Taxes 81

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.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Yardley Wealth Management

SEPTEMBER 24, 2021

The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. Garry offers the following advice for investors who are shell-shocked and don’t know where to turn in taking the first step in creating a financial plan: Have a plan.

Financial Planning 52

Financial Planning Planning Estate Planning Wealth Management 52

Darrow Wealth Management

FEBRUARY 26, 2025

But to illustrate the relative protection that bonds may be able to provide compared to stocks, heres what happened to the bond market in the 2008 great financial crisis and recession and 2020 market crash. The returns are normalized total returns of various bond indices during the 2008 -2009 financial crisis.

Marketing 54

Marketing Marketing Retirement Portfolio 54

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Indigo Marketing Agency

JULY 1, 2020

What are the trends in business for 2020? Well, the financial services industry has experienced a lot of change these past six months. Trend #1: Financial Planning Is Going Digital . The first trend is an obvious one: financial planning is going digital. 4 Key Financial Lessons From The Last Recession.

Financial Planning 52

Financial Planning Clients Planning Financial Services 52

Indigo Marketing Agency

FEBRUARY 12, 2020

The financial advisor technology tools your firm uses can make or break the client experience. A slow website, complicated financial planning software, irrelevant emails—these can all leave a sour taste in your clients’ mouths and leave them searching for someone else. . Financial Planning Software: eMoney or MoneyGuidePro.

Financial Advisor 52

Financial Advisor Financial Planning Clients Planning 52

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. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. New England won the 2019 game and it was also an up year for the markets.

Investments 184

Investments Investing Financial Planner Risk Tolerance 184

Financial Symmetry

JUNE 24, 2025

There’s also recency bias at play: The market downturns of 2022 and the COVID-19 shock in 2020 linger in memory, making us forget the equally compelling history of market recoveries and long-term growth. This “loss aversion” can steer us to holding excessive cash simply because it feels safer. Cash is Comforting, but at What Cost?

Certification 62

Certification Portfolio Retirement Planning 62

WiserAdvisor

JUNE 19, 2022

While the figure is stressful, financial planning for a baby can help you transition into parenthood smoothly. More importantly, if you are a single parent, you may have to consider the financial preparedness aspect more seriously. Here are some tips that can help you in planning for a baby financially: 1.

Financial Planning 52

Financial Planning Planning Education Budgeting 52

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Yardley Wealth Management

JULY 10, 2020

The post Is Financial Planning a Pandemic Necessity? Is Financial Planning a Pandemic Necessity? Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. As always, hang in there. .

Financial Planning 40

Financial Planning Planning Wealth Management Estate Planning 40

Indigo Marketing Agency

DECEMBER 18, 2019

Here are the top 10 financial services marketing companies you should work with in 2020. . FMG Suite is one of the largest financial advisor marketing companies in the nation. Michael Kitces is a self-proclaimed financial planning nerd. Outsourcing your marketing is critical if you plan to grow your firm in 2020.

Financial Advisor 52

Financial Advisor Marketing Marketing Advertising 52

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ve partnered with the experts at The Retirement Learning Center to update advisors on how the retirement plan landscape has been altered by the 2020 economic crisis. I’m super excited to welcome the team at Retirement Learning Center.

Retirement 52

Retirement Economics Retirement Planning Financial 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. Kathleen brings warmth and compassion to the financial planning process, with no judgments.

Financial Planning 52

Financial Planning Planning Certified Financial Planner CFP 52

Integrity Financial Planning

FEBRUARY 3, 2023

It’s officially 2023, and the travel restrictions brought on by 2020’s global pandemic are now a thing of the past. If traveling is on your 2023 bucket list, we can help your financial plan cover it. Click HERE to sign up for a complimentary review with us at Integrity Financial Planning! [1]-[9]:

Financial Planning 97

Financial Planning Budgeting Planning Banking 97

Workable Wealth

NOVEMBER 25, 2020

In 2020, those making over $139,000 (if filing single) or $206,000 (if married filing jointly) aren’t eligible to make direct contributions. A raise can help you accelerate your financial plan, giving you additional resources to pay down debt, save for retirement, and fund long-term (or short-term) savings goals.

Taxes 52

Taxes Retirement Education Accounting 52

The Big Picture

JULY 24, 2024

It seems obvious we should have a long term perspective in, in financial planning and investing. I’m going to retire in March of 2020. And in March of 2020, I’m going to liquidate half my four, half my portfolio, whatever it might be. What happened in March of 2020? That’s right]. Why is this?

Math 273

Math Retirement Portfolio Investments 273

WiserAdvisor

JUNE 13, 2025

It plays a crucial role in helping people achieve financial stability, prepare for retirement, and leave a lasting legacy for their families. Yet even the best financial plans can stumble. Look at what happened in early 2020. Between February 20th and March 23rd, 2020, the S&P 500 dropped nearly 34%.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

Integrity Financial Planning

OCTOBER 17, 2022

Check with your 401(k) administrator to see if your plan allows what is called an “in-service” distribution at age 59½. Some 401(k) plans allow this, and others do not. As of 2020, the SECURE Act changed the age at which Required Minimum Distributions begin from 70½ to 72. Required Minimum Distributions at age 72. 3] IRS.gov.

Retirement 95

Retirement Accounting Retirement Planning Distribution 95

Nationwide Financial

OCTOBER 10, 2022

That’s about even with 2020 numbers at the height of the COVID-19 pandemic, so investors’ recession expectations have not gotten worse or better. But recession fears increased among financial professionals; 82% said they were worried about an economic downturn, compared with 77% previously in 2020. View the infographic.

Retirement 90

Retirement Financial Planning Clients Planning 90

eMoney Advisor

FEBRUARY 14, 2023

Financial planning for couples can get messy. That’s why in my financial planning practice , I leverage the skills of a marriage and family therapist. Thankfully, I was able to get the couple to have a productive talk about their financial plan and help them find peace of mind.

Financial Planning 40

Financial Planning Planning Communication Clients 40

Nerd's Eye View

FEBRUARY 27, 2023

In fact, according to industry research, there were only about 292,000 financial advisors in total as of 2020, meaning it’s possible that less than half of the individuals used in the study were actually financial advisors.

CFP 130

CFP Financial Advisor Ethics Certification 130