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2022 Financial Planner Financial Planning 
Nerd's Eye View
JUNE 9, 2025
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.
Financial Symmetry
JUNE 18, 2025
Specialized Expertise for Life’s Transitions In addition to holding the Certified Financial Planner ( CFP® ) designation, Allison earned the Certified Financial Transitionist® (CeFT®) credential in 2022—an advanced designation focused on the emotional and psychological complexities of financial change.
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Nerd's Eye View
JANUARY 20, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level. Read More.
Nerd's Eye View
DECEMBER 2, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services.
Nerd's Eye View
AUGUST 12, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S.
Nerd's Eye View
OCTOBER 23, 2023
Many financial advisors take pride in the comprehensive nature of the advice they provide to clients and use the variety of services offered as a point of differentiation between themselves and other types of advisors.
Nerd's Eye View
AUGUST 12, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S.
Nerd's Eye View
SEPTEMBER 19, 2022
2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.
The Chicago Financial Planner
NOVEMBER 27, 2022
The maximum for 2022 is $61,000, this has been increased to $66,000 for 2023. For 2022, the employer and employee combined contribution limit is a maximum of $61,000 and $67,500 for those who are 50 or over, respectively. Employee contribution limits are $20,500 for 2022 and $22,500 for 2023. Employer contributions only.
eMoney Advisor
DECEMBER 14, 2022
What were financial planners interested in reading this year? Fact-finding, retirement literacy, and leading with planning round out the list of hot topics for 2022. 6 Effective Financial Professional Prospecting Tactics. Financial Planning KPIs Your Firm Should Be Tracking.
eMoney Advisor
MAY 1, 2023
When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2
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.
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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. Foundation for Financial Planning.
Nerd's Eye View
MARCH 27, 2023
According to the 2022 Kitces Research study, “How Financial Planners Actually Market Their Services”, advisors without the CFP marks typically spend more of their time on marketing activities relative to CFP practitioners (allowing them to spend more time on higher-value tasks).
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Nerd's Eye View
MAY 23, 2023
Welcome back to the 334th episode of the Financial Advisor Success Podcast ! Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households.
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The Chicago Financial Planner
FEBRUARY 3, 2022
Today’s decline is on top of high levels of market volatility that we’ve seen so far in 2022. Before making any investment be sure that it fits your strategy and your financial plan. Check out my freelance financial writing services including my ghostwriting services for financial advisors.
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Nerd's Eye View
SEPTEMBER 18, 2023
Data from the 2022 Kitces Research Study on “How Financial Planners Actually Do Financial Planning” provide some answers about what advisors can expect when going beyond a solo practice, shedding light on the impact that hiring has on advisor capacity. What type(s) of employee should they hire?
eMoney Advisor
DECEMBER 15, 2022
In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. Financial Planner Job Growth in the Next Decade. The Financial Planning Workforce.
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.
Abnormal Returns
NOVEMBER 21, 2022
Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. riabiz.com) What mid-life women need from a financial adviser. investmentnews.com) A Q&A with Jamie Hopkins co-author of “Find Your Freedom: Financial Planning for a Life on Purpose.”
eMoney Advisor
NOVEMBER 9, 2022
Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.
The Chicago Financial Planner
FEBRUARY 6, 2022
For 2022 the maximum contribution is $20,500 if you are under 50 and $27,000 if are 50 or over at any point during the year. For those 50 and over you can still make the full $6,500 catch-up contribution even if your contributions are otherwise limited to an amount below the maximum due to your plan failing its testing.
eMoney Advisor
DECEMBER 21, 2022
Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. Whereas cash flow-based financial planning involves a precise approach to meeting goals based on the money flowing into and out of a household every month.
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’s about incorporating more life events—large and small—which allows for agile, “just in time” planning. September 17.
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. Financial planning has emerged as one of the most rewarding career paths in the modern financial sector.
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Investment Writing
JULY 6, 2023
” Why I manage money the way I do Why I became a financial planner or an investment manager Why I changed my mind about a topic important to how I help clients Why investors should pay less attention to financial news WHO Who can you trust with your money? What is the biggest risk to your financial success?
eMoney Advisor
FEBRUARY 1, 2023
At the 2022 Financial Planning Association National Conference, I and fellow researchers Dr. Sonya Lutter and Dr. Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks.
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Ballast Advisors
OCTOBER 6, 2023
2022 Key Numbers Plan Your Finances as You Would Your Exercise 2021 Year-End Tax Tips 1 2 3 Next » Managing Bond Risks When Interest Rates Rise There’s Still Time to Contribute to an IRA for 2021 What is the Fed Taper?
Park Place Financial
JANUARY 9, 2023
FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution. September 29, 2022. |.
Sara Grillo
MAY 23, 2022
What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.
XY Planning Network
DECEMBER 19, 2022
Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year. 5 MIN READ.
Sara Grillo
JANUARY 9, 2023
As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it.
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? Bureau of Labor Statistics.
eMoney Advisor
JUNE 8, 2023
“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. “Dignity 2022: The Experiences of Older LGBTQ Adults,” June 14, 2022. Sources: 1. Gallup, “U.S.
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eMoney Advisor
MARCH 7, 2023
wealth transfer by 2045, the stakes are high for financial planners who want to build multigenerational practices. Here, we take a closer look at common issues that can occur with estate planning for a blended family. Wills & Estate Planning Study,” April 2022. Sources: 1. Caring.com.
Your Richest Life
DECEMBER 1, 2022
A 2022 study from the American Psychological Association found that 65 percent of respondents felt that finances were a significant source of stress. . I talk about some of those options in my “How to Adjust Your Financial Plan” post. There are many paths to financial success, and you have to find your own.
eMoney Advisor
DECEMBER 12, 2022
Broadening the reach of your financial planning services is good for the health of your business, helps your advisors become more successful, and increases the likelihood that they continue to build their careers with your firm. What are Home Offices Doing Today to Support Financial Planning at the Firm Level?
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Park Place Financial
MARCH 10, 2022
FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person. March 16, 2022. |.
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Carson Wealth
AUGUST 25, 2022
Talk to a Financial Advisor Today. Meet with a qualified financial planner to develop your plan for retirement. A Certified Financial Planner (CFP®) professional or Investment Advisor can work with you to build a plan before you reach retirement. 12/10/2019.
Discipline Funds
AUGUST 4, 2023
REITs and broad real estate market indices are down -25% from the 2022 highs. Housing starts and construction bottomed late in 2022. After all, even with the S&P 500 up 17.75% this year it’s still down -5% since the peak in 2022 and has done so with a standard deviation of 20%. The Nasdaq is up 40%+ this year.
eMoney Advisor
APRIL 6, 2023
These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. If you’re thinking of starting your own financial planning practice as a solopreneur, you’ve come to the right place. Look for the level of flexibility you desire. Sources: 1.
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eMoney Advisor
FEBRUARY 16, 2023
There’s nothing quite like the flurry of excitement and activity around onboarding a new client and getting started on their financial plan. The key is to incorporate the best services that bring value to your clients while determining how to grow a financial planning practice.
eMoney Advisor
APRIL 18, 2023
So, while financial professionals feel they are delivering a personalized experience by customizing plans to each client’s specific goals 2 , clients indicate that they want to work with someone who looks beyond monetary considerations to help them eliminate financial stress. 3 The table below depicts the top five.
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