Weekend Reading For Financial Planners (November 2–3)
Nerd's Eye View
NOVEMBER 1, 2024
Read More.
2023 CFP Financial Advisor 
Weekend Reading For Financial Planners (Dec 17-18)
Nerd's Eye View
DECEMBER 16, 2022
Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How individuals can best harness their willpower to achieve their biggest goals.
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41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency
DECEMBER 19, 2022
As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out the list below.
Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JULY 17, 2023
In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.
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Weekend Reading For Financial Planners (Feb 11-12)
Nerd's Eye View
FEBRUARY 10, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that according to CFP Board leaders, “everything is on the table” when it comes to the organization’s announced competency standards review.
Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
DECEMBER 12, 2022
Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Read More.
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Announcing More Webinars And IAR CE In 2024 And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
DECEMBER 11, 2023
For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future. Read More.
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Weekend Reading For Financial Planners (February 3-4)
Nerd's Eye View
FEBRUARY 2, 2024
Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)
2023 Market Outlook: Financial Factors Shaping the Year Ahead
Walkner Condon Financial Advisors
JANUARY 13, 2023
US Expat Financial Advisor. A Bear Market in Search of a Recession: 2022 Recap & 2023 Market Preview. In his cover story for this year’s outlook, Syl Michelin, Walkner Condon’s resident Chartered Financial Analyst, addresses the question of whether we’re headed toward a recession. Financial Advisor.
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Average Fees for Financial Advisors in 2023
Harness Wealth
MAY 25, 2023
Here’s a deep dive into the average fees of financial advisors, in 2023. The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Between 0.5%
SECURE 2.0 Act: What Financial Advisors Can Expect
eMoney Advisor
JANUARY 20, 2023
Act provisions: Updated RMD Rules: Your software should account for the increase in RMD age to 73 in 2023 and to 75 in 2033. We’ll be taking an in-depth look at recent tax law updates for 2023, focusing on SECURE 2.0 Register now for the 2023 Tax Legislation Insights, Secure 2.0 Pending approval from the CFP Board
While Things Are Opening Up, What Are You Banking On?
NAIFA Advisor Today
MAY 4, 2023
Financial Advisors are in the best position possible to be of service to their clients during this recent wave of banking news. When I say, "financial advisor," I am talking about a real intelligence advisor, not a robo artificial intelligence advisor.
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Adam Sachs Honored with the Inaugural NAIFA President’s Citation
NAIFA Advisor Today
NOVEMBER 17, 2022
NAIFA President Lawrence Holzberg , LACP, LUTCF, is pleased to announce that Adam Sachs , CFP®, CLU®, ChFC®, CLTC, AIF®, a Financial Advisor with Centinel Financial Group , LLC, in Needham, MA, is the recipient of the inaugural 2023 NAIFA President’s Citation. in front of over 300 NAIFA members.
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Fast content creation: AI’s benefits and limits
Million Dollar Round Table (MDRT)
SEPTEMBER 17, 2024
“It’s important for everybody to understand how fast this (AI) is going to change,” said Eric Schmidt, the former CEO and chairman of Google, in 2023. Reach out to other financial advisors who use AI to learn about some of its time-saving benefits as well as how to use it appropriately.
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Amplifying 8 Asian-American Voices in Financial Planning
eMoney Advisor
MAY 1, 2023
For these reasons and more, the work of these trailblazing financial planners deserves a spotlight for Asian American and Pacific Islander Heritage Month. John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. Here are eight of their stories to enjoy. ” Achieving the No.
2023 401k Contribution Limits
Walkner Condon Financial Advisors
FEBRUARY 21, 2023
How much can I contribute to my 401(k) in 2023? If you are age 50 or older you are eligible to contribute an extra $7,500 for a total of $30,000 in 2023. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. This is an increase from the $20,500 you could contribute in 2022.
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3 Alternatives to the “Mint” Budgeting App
MainStreet Financial Planning
NOVEMBER 9, 2023
Monarch – Monarch was started by Mint’s first product manager and has most of the same capabilities as well as a few additional benefits such as adding an additional user or allowing your financial advisor to have access to view your budget as well. month or if you pay all at one time it is $99.99/year year or $8.33/month.
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Pro Bono Financial Planning and Beyond: 7 Opportunities to Give Back
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.
Does being a fiduciary financial advisor REALLY matter – or is it “meh?”
Sara Grillo
AUGUST 14, 2023
So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.
The Financial and Psychological Impact of Returning to the Workforce After a Long Absence
Walkner Condon Financial Advisors
DECEMBER 13, 2022
My Financial Approach for Career Compensation in 2023. My plan for next year is to contribute the maximum amount to my 401k (which is $22,500 for 2023). I’m also going to still contribute the maximum amount to my IRA ($6,500 for 2023). FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. ABOUT THE AUTHOR.
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Exit Planning for Your Client’s Business – NAPFA Spring 2023 National Conference – San Diego, CA – 5/10-5/13.
Tobias Financial
MAY 4, 2023
Tobias Financial Advisors is proud to announce that our COO Edgar Collado, CEPA® and our Wealth Advisor Franklin Gay, CFP®, EA will serve as presenters at the NAPFA Spring 2023 National Conference in San Diego on May 13th, 2023. appeared first on www.tobiasfinancial.com.
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12 Best Paying Jobs in Finance in 2023
Good Financial Cents
DECEMBER 14, 2022
With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. Chief Financial Officer. In short, they are financial planning counselors who help people protect their assets.
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Roth Conversion Automation: Strategies to Differentiate Your Practice
Covisum
MARCH 7, 2023
Are you a financial advisor who wants to learn more about Roth conversion automation and how to differentiate your practice? Then join us for an informative webinar presented by Joe Elsasser, CFP ® , Founder and President of Covisum and a practicing financial advisor, on March 22, 2023, at 1 p.m.
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Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?
Zoe Financial
FEBRUARY 21, 2023
Published February 21st, 2023 Reading Time: 3 minutes Written by: The Zoe Team When it comes to managing your money, knowing who to turn to can be challenging. Depending on your situation, you may need the help of a financial advisor or an accountant. When looking for a financial advisor, ensure they’re certified.
Zoe’s Vetting Process to Find Top Financial Advisors
Zoe Financial
JANUARY 12, 2023
Zoe's Vetting Process to Find Top Financial Advisors. Published January 12th, 2023 . You should be able to trust that the financial advisors you’re considering to hire already “pass the test.” When looking for an advisor, you should be mindful of various factors. Reading Time: 7 minutes.
Advisors Share 5 Ideas to Make Onboarding More Inclusive
eMoney Advisor
JUNE 8, 2023
The financial advisor onboarding process sets the tone for the advisor-client relationship. 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. Sources: 1.
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Guiding Your Adult Children Into Financial Independence
Zoe Financial
APRIL 21, 2023
Having a meeting with your financial advisor is probably the best idea for your child. Your financial advisor can also be their financial advisor, and they can slowly start working on a personalized plan of their own. Ready to Grow Your Wealth?
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Where is the Best Place to Keep My Emergency Fund?
Walkner Condon Financial Advisors
FEBRUARY 28, 2023
Current Yield: 4.62% yield to maturity as of 2/16/2023 on BIL , an example of a 1-3 month treasury ETF. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. appeared first on Walkner Condon Financial Advisors. A one year treasury bond at time of writing is right at 5%.
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Which Medicare Plan Is Best for You?
Carson Wealth
AUGUST 31, 2022
Scott Budd, CFP ®. Need help finding a financial advisor in your area? Give us a call today so we can match you with an advisor who will put your needs first. . Centers for Medicare and Medicaid Services, “CMS Releases Projected 2023 Medicare Basic Part B Average Premium.” Senior Wealth Planner .
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Navigating the Broker/Dealer vs. Investment Advisor Landscape
Tobias Financial
DECEMBER 22, 2023
During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.
Navigating the Broker/Dealer vs. Investment Advisor Landscape
Tobias Financial
DECEMBER 19, 2023
During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.
Establishing an Online Presence for Your Certified Financial Planner Practice
International College of Financial Planning
NOVEMBER 16, 2023
Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have. For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly.
Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)
Sara Grillo
JANUARY 9, 2023
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. We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. We’ll cover: What does it mean for financial planning to be transparent?
The Best Way to Take Required Minimum Distributions (RMDs)
Darrow Wealth Management
OCTOBER 24, 2022
Further, if you’re not working with a financial advisor , consider your appetite for frequent trading. Your 2023 required distribution is based on your account balance from 12/31/2022. If you don’t take your 2022 RMD this year, you have to take both in 2023.
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Passing Down a Legacy
Zoe Financial
APRIL 3, 2023
Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Learning from a family tradition like no other.
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What is the Difference Between a 401k and an IRA?
Walkner Condon Financial Advisors
AUGUST 13, 2022
The tax code allows you to contribute more money in a given year to a 401(k) than an IRA (for 2023 you can contribute $22,500 to your 401(k) and $6,500 to your IRA unless you are over the age of 50 you can contribute $30,000 to the 401(k) and $7,500 to your IRA). Mitch DeWitt, CFP®, MBA. FINANCIAL ADVISOR.
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International College of Financial Planning
JUNE 17, 2025
Policy Implications and Investor Guidance GIFT City represents a shift in India’s economic and regulatory approach, offering a controlled environment to pilot liberal financial models. Strategic Recommendations Broaden Asset Classes: Expand beyond U.S. stocks to include ETFs, bonds, and funds from Europe, Asia, and emerging markets.
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Motel 6 or Four Seasons? Preparing, Not Panicking, for Retirement
Investing Caffeine
MAY 3, 2023
. · DIY or Hire Advisor: When it comes to managing your investments, do you plan on doing it yourself (DIY) or hiring a financial advisor? Many people are not adequately equipped to manage their own investments, however identifying a proper financial advisor still requires significant legwork and research as well.
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Two Raffle Winners Two Money Outcomes
Zoe Financial
MARCH 8, 2023
Two Raffle Winners Two Money Outcomes Published March 8th, 2023 Reading Time: 5 minutes Written by: Bill Rackley, CFP® Zoe Network Advisor Two Raffle Winners Two Money Outcomes Published March 8th, 2023 Reading Time: 5 minutes Written by: Bill Rackley, CFP® Zoe Network Advisor High-risk, high-reward decisions are complicated.
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Tax Strategies to Grow Your Wealth
Zoe Financial
APRIL 17, 2023
For 2023 you can save up to $20,500 to your company’s traditional 401(k) and $27,000 if you are over 50. A financial advisor by your side monitoring these opportunities is a great resource. Working with a trusted financial advisor who understands your unique circumstances will help you maximize these opportunities.
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Build Your Dream Retirement
Zoe Financial
MARCH 22, 2023
Was Blake Lively Financially Cheated On? Plus, there are so many nuanced rules that vary state by state that it becomes even more critical to work with a qualified fiduciary and financial advisor and ensure you take everything into account! The Best Part of Building Your Dream Lifestyle Is Enjoying It!
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Transparent Advisor Movement: Immersion 2024
Sara Grillo
APRIL 28, 2023
Tickets go on sale on May 10th, 2023. Early bird pricing ends on June 10th, 2023. About the Speakers Andy Panko, CFP A flat fee advisor who grew from $0 in revenue to closing his practice to new clients in under two years, he did it through the power of logic and service to the client. plus the cost of sales tax.
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Three Tax-Efficient Charitable Giving Strategies
Zoe Financial
FEBRUARY 16, 2023
If you would like to schedule a time to speak directly with author Keith Corbett, CFP® about these strategies, or any other personal finance topics, please reach out using this link for a free consultation. Let us connect you with the most qualified wealth planners Find My Advisor Ready to Grow Your Wealth? Ready to Grow Your Wealth?
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Bracketology (2025 Edition)
The Better Letter
MARCH 18, 2025
Both 2021 and 2022 each had 14 upsets; there were 10 upsets in 2023 and nine in 2024, if only three in 2007. Last season’s UConn Huskies won a second consecutive title as a heavily favored top seed, unlike 2023 when they were a four. Between 1985 and 2024, there were 8.5 upsets per tournament (4.7
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