2022 CFP Investment Planning 
Nerd's Eye View
MAY 2, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand with the public and encourage (..)
International College of Financial Planning
DECEMBER 9, 2024
The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification? This international recognition provides certified professionals with unprecedented career mobility.
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Walkner Condon Financial Advisors
SEPTEMBER 2, 2022
There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. The ABLE account contribution amount is capped at $16,000 for 2022. Can I still get a Wisconsin state tax deduction if I contribute to another state’s ABLE plan?
Carson Wealth
DECEMBER 1, 2022
CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,? Most employer retirement plans allow you to save on a tax-deferred basis, meaning that contributions into these types of accounts are not considered in calculating your taxable income. . Craig Lemoine, Ph.D., and Jamie Hopkins,?Esq.,
Your Richest Life
JUNE 30, 2022
Here are some insights from the past that might help with your current, and future, investments: Stocks Performance During Inflation. As of May 2022, the inflation rate sat at 8.6% – the highest it’s been in 40 years. That might signal that this is a good time to invest in stocks. What does that mean for your portfolio?
Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. Cody decided to become an advice-only financial planner, avoiding managing assets for clients and focusing instead just on the service of financial planning because he feels that is where the greatest value of a financial advisor lies. Sign up here. #3
Your Richest Life
JANUARY 31, 2022
That’s why Series I savings bonds are getting extra attention right now: Until May 2022, the rate is at a rare 7.12 Just make sure they fit in with your overall investment plan and money goals before you purchase. The post Savings Bonds: Are They Worth Investing In? Those rates change every six months, on Nov.
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