International College of Financial Planning

NOVEMBER 18, 2024

During my MBA, I was introduced to finance and accounting for the first time, and it was a game-changer for me. My savings were sitting in accounts that didn’t serve any long-term goals—fixed deposits, endowment policies, and other low-growth options. I began to realize that understanding the financial side of things was crucial.

Education 52

Education Financial Planning Management Planning 52

International College of Financial Planning

MARCH 12, 2025

Keep it separate: Use a high-interest savings account or liquid mutual fundsbut not your main spending account. Why This Is a Problem: When an actual emergency (job loss, medical expense) hits, you dont want to rely on credit cards or loans with sky-high interest rates. it probably isnt.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Million Dollar Round Table (MDRT)

DECEMBER 10, 2024

Mann, MBA, CFP I find that so many of my clients, regardless of income, have no idea how much money they are saving. They knew what they were putting directly into their retirement accounts, but I wanted to know how much of their income they were saving for the future.

Clients 104

Clients CFP Financial Planning Retirement 104

International College of Financial Planning

JUNE 17, 2025

As a result, GIFT City becomes a vital testing ground for phased liberalization of India’s capital account. Additionally, funds held in foreign currency within IFSC accounts are not deemed to be remitted into India until they are converted to INR and invested domestically.

Compliance 40

Compliance Education Economics Investing 40

Yardley Wealth Management

DECEMBER 24, 2024

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Picture this: It’s December 31st, and you’re looking back at 2025, celebrating not just the holidays, but your financial victories. As your CFP®, I’m here to help you rewrite that story. Kick Off the New Year with a Solid Plan by Michael J.

Planning 52

Planning Wealth Management Insurance Coverage CFP 52

Your Richest Life

MAY 20, 2025

Its common for people to start avoiding their account balances or credit card statements during tough times, but getting clear on the numbers can help you feel more in control. Schedule monthly check-ins for your portfolio and more frequent check-ins for your bills and accounts to make sure youre not caught off guard by any shifts.

Management 52

Management Certified Financial Planner Financial Planning Planning 52

Financial Symmetry

JULY 21, 2025

of South Carolina (Finance & Business Analytics) Yasemin Bali – NC State (Business/Finance) Andrew Briley – NC State (Accounting, Data Science minor) Their questions keep us sharp, and their enthusiasm fuels our purpose. Interns Who Became Colleagues Growth is a hallmark here.

CFP 57

CFP Tax Planning Wealth Management Taxes 57

Steve Sanduski

FEBRUARY 18, 2025

Things such as valuation, insurance, storage, and the succession plan. What ultimately is going to happen with those collectibles? Evaluating my own situation, I realized that I was not on top of this and that I was going to potentially leave a mess for my family.

Financial Planning 52

Financial Planning Planning Valuation Clients 52

Tobias Financial

MARCH 11, 2025

In times of economic uncertainty, market fluctuations can create anxiety for investors as they wonder what these changes mean for their savings, retirement accounts, and overall financial strategy. Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation.

Financial Advisor 52

Financial Advisor Wealth Advisor CFP Commission 52

Yardley Wealth Management

AUGUST 27, 2024

You can make tax-free transfers from your Individual Retirement Account (IRA) to support a charity while also benefiting yourself. Garry, Esquire, CFP®, MBA, Founder & CEO , and Accredited Investment Fiduciary® at Yardley Wealth Management, is ready to guide you through the process. Ready to Explore Your Options?

Taxes 40

Taxes Wealth Management Distribution CFP 40

Darrow Wealth Management

NOVEMBER 7, 2024

Money to invest in a brokerage account, boost savings, new purchases, pay down high cost debt, etc.? If you expect a large windfall , it’s important to carefully consider your investment decision. Here are some aspects to consider in your sales plan: Do you have a cash goal? Will it be enough money to fund everything you want to do?

Taxes 98

Taxes Wealth Management Tax Planning Wealth Advisor 98

Tobias Financial

JULY 27, 2025

Our Chief Investment Officer and Senior Wealth Advisor, Matthew Saneholtz, CFA, CFP®, EA, has seen this habit firsthand, discussing it in a CNBC article. Over time, this subtle shift can erode your long-term financial security without you even realizing it.

Financial Advisor 52

Financial Advisor Wealth Advisor CFP Commission 52

Your Richest Life

APRIL 11, 2025

A healthy portfolio accounts for things like recessions and upswings. Sell overweight investments, take some strategic losses, and consider tax loss harvesting in taxable brokerage accounts to offset your losses and gains. However youre feeling right now, you want to avoid knee-jerk reactions that could end up hurting your portfolio.

Marketing 52

Marketing Marketing Fee Only Portfolio 52

Carson Wealth

DECEMBER 17, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations youre passionate about.

Estate Planning 52

Estate Planning Planning Distribution Taxes 52

Nerd's Eye View

MAY 21, 2025

Additionally, the proposal would introduce new categories of eligible 529 plan expenses (including one that would potentially make the cost of attaining and maintaining the CFP designation eligible for 529 plan funds) and reforms to HSA (including doubling the maximum annual contribution to over $16,000 for households with family health coverage).

Taxes 247

Taxes Accounting CFP Planning 247

Carson Wealth

DECEMBER 10, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy The emotional and psychological benefits of charitable giving are well documented. You set up a designated charitable account and fund it as you like with cash, stocks or other assets.

Taxes 52

Taxes Distribution Financial Advisor Assets 52

Yardley Wealth Management

FEBRUARY 11, 2025

Despite already having an excellent score in the 840s, Mitchell meticulously experimented with credit card balances, payment timing, and account closures to achieve this goal. Mike Garry, CFP® practitioner and founder of Yardley Wealth Management, shared his insights on this pursuit.

Wealth Management 52

Wealth Management Communication Engineering Estate Planning 52

Investing Caffeine

MARCH 25, 2025

If you had $100k of annual spending requirements, would you negligently place $2 million dollars in a low-single-digit yielding checking account or multi-year CD at your bank, when you could responsibly earn a 10% or higher return by paying down credit card debt? Slome, CFA, CFP Plan. This is what United Therapeutics is doing.

Investing 59

Investing Investments Fiduciary Duty Healthcare 59

Cornerstone Financial Advisory

JANUARY 27, 2025

Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com All Bible verses in this article are English Standard Version (ESV). Our method of accomplishing our mission is by practicing servant leadership.

Estate Planning 52

Estate Planning Planning Certified Financial Planner Food 52

MainStreet Financial Planning

JULY 24, 2025

Anna Sergunina, CFP® , will host this engaging conversation with Rob Colon, CFP® , who will walk through the key elements of the new law that could impact your financial life today and in the future. That’s why we’re dedicating this Chalk Talk: Real Money Questions. Expert Answers.

CFP 59

CFP Taxes Clients Financial Planning 59

Yardley Wealth Management

DECEMBER 10, 2024

Additionally, consider opening an individual retirement account (IRA) and contributing to it regularly to supplement your employer-sponsored retirement savings. The post Strategic Retirement Planning Guide for Single Women: Expert Financial Advice appeared first on Yardley Wealth Management, LLC.

Retirement Planning 52

Retirement Planning Financial Advice Retirement Planning 52

Yardley Wealth Management

SEPTEMBER 3, 2024

Mike Garry : Financial advisor, CFP®️, founder and CEO of Yardley Wealth Management, and estate planning lawyer at Yardley Estate Planning. Her advice to aspiring salon owners includes the importance of getting an accountant early, staying true to your vision, and not being afraid to start small and grow over time.

Business Planning 52

Business Planning Wealth Management Estate Planning Planning 52

The Big Picture

MAY 13, 2025

So we can, we can attract talent in the CFP ranks from multiple 00:25:59 [Speaker Changed] Spots. What we’ve been talking about is really that direct relationship when a, a client, you know, opens a, a mutual fund account directly with Vanguard. So it’s possible. There’s also Charlotte and Arizona and Dallas.

Clients 130

Clients Investing Investments Management 130

Tobias Financial

JUNE 17, 2025

Many people feel unsure about how often to check their 401(k) accounts, especially during periods when markets experience fluctuations. Our Senior Wealth Advisor, Yesenia Realejo, CFP® , shares her thoughts on this concern. Clients often discover that diversification can influence how their accounts perform over time.

Financial Advisor 52

Financial Advisor Wealth Advisor CFP Commission 52

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B In addition, Jay successfully completed the Certified Trust and Financial Advisor (CTFA) education program through the American Bankers Association, and the CFP® Professional Education Program through the College for Financial Planning (not a currently certified CTFA or CFP®).

Estate Planning 198

Estate Planning Planning Wealth Management CFP 198

The Better Letter

MARCH 18, 2025

” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money. That’s why your office pool can be won by Janice in Accounting who has never seen a game and picks her winners based upon team colors 3 and mascots.

Numbers 76

Numbers Marketing Marketing Medicine 76

International College of Financial Planning

JUNE 13, 2025

What They Actually Needed Through the book, and a few well-filtered online articles, Sunita and Aarav learned that: A succession certificate is mainly used to claim movable assets after death , such as bank accounts, bonds, or shares, especially when no nominee is mentioned.

Certification 40

Certification Taxes Government Accounting 40

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. For instance, a 2015 study found that consumers had higher brand awareness of the CFP marks, even more than the well-known ChFC, CFA, CLU, and PFS designations.

CFP 246

CFP Clients Certification Financial Advice 246

Nerd's Eye View

DECEMBER 19, 2022

At the same time, questions abound as to how the FPA realistically plans to pursue Title Protection, and its noticeable abstention from mentioning the CFP marks anywhere in its discussion of its new advocacy agency, despite the fact that the FPA is the membership association for CFP professionals.

Financial Planner 243

Financial Planner CFP Certified Financial Planner Financial Planning 243

Nerd's Eye View

MARCH 24, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the CFP Board of Standards launched its 1st ad campaign, dubbed "It’s Gotta Be A CFP", following its transition to a 501(c)(6) organization. Read More.

Financial Planner 245

Financial Planner CFP Certification Retirement Planning 245

Nerd's Eye View

SEPTEMBER 27, 2024

Also in industry news this week: As brokerage firms have faced a wave of lawsuits regarding the low interest rates paid on cash sweep accounts, some legal experts believe that RIAs could also be targeted for legal action if they allow clients' uninvested cash to sit in a cash sweep account rather than investing it or moving it to a higher-yielding (..)

Financial Planner 246

Financial Planner Fiduciary Duty CFP Accounting 246

Abnormal Returns

AUGUST 28, 2023

mywealthplanners.com) The CFP Board wants to encourage pro bono planning. blog.xyplanningnetwork.com) What it takes to set up a Charitable Gift Annuity account. (riabiz.com) Charles Schwab ($SCHW) is planning more job cuts due to the TDA integration. investmentnews.com) Pro bono planning Does financial planning have a pro bono problem?

Tax Planning 246

Tax Planning CFP Financial Planning Planning 246

Investment Writing

FEBRUARY 6, 2024

“Do I need to use the ® mark with my CFP designation”? This question spurred me to do some research on whether one must always write “CFP ®.” In fact, I rarely included an interviewee’s CFP designation because space was tight. Here’s the CFP Board’s response to my tweet on the topic.

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

Nerd's Eye View

APRIL 28, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" — this week’s edition kicks off with the news that following previous guidance regarding obligations under Regulation Best Interest (Reg BI) regarding account recommendations and conflicts of interest, the SEC released a new bulletin this week focusing on the duty (..)

Financial Planner 246

Financial Planner Certification Retirement Planning Retirement 246

Million Dollar Round Table (MDRT)

AUGUST 14, 2022

For Adam Llewellyn Morse, CFP , a nine-year MDRT member from Melbourne, Victoria, Australia, that means verbalizing the things he is going to do and giving team members a chance to articulate what they need him to do. “As So actually be accountable to the rest of your team and have them rely on you to get things done.

Accounting 98

Accounting CFP Clients Management 98

Nerd's Eye View

JULY 12, 2022

Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households.

Financial Advisor 247

Financial Advisor CFP Clients Financial Planning 247

Nerd's Eye View

APRIL 4, 2024

In other professional industries like accounting and law, the training and development of newly minted CPAs and attorneys are often provided by the largest firms who hire and train in bulk each year, knowing full well that many new hires will move on in just a few years.

Financial Planner 246

Financial Planner CFP Professional Services Certification 246