Nerd's Eye View

OCTOBER 20, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study from Fidelity Institutional highlights the growing popularity of the RIA model and the success advisors have had after going independent.

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

Nerd's Eye View

OCTOBER 1, 2022

We also have a number of articles on retirement planning: Medicare Part B premiums are set to decline in 2023, providing seniors with a bit of relief in the current inflationary environment. What advisory firms can do to make the most out of client testimonials and avoid negative reviews on third-party websites.

Financial Planner 245

Financial Planner Retirement Planning Advertising Taxes 245

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.

Financial Planner 245

Financial Planner CFP Certification Education 245

Nerd's Eye View

OCTOBER 7, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that amid the current bear market, usage of robo-advisors and other digital advice tools has plummeted, according to a recent study.

Financial Planner 245

Financial Planner Retirement Planning Retirement Economy 245

Nerd's Eye View

JANUARY 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that comment letters submitted regarding the Department of Labor's (DoL) proposed Retirement Security Rule, which is intended to strengthen standards regarding the provision of certain retirement-related advice, reflect the (..)

Financial Planner 246

Financial Planner Retirement Retirement Planning Financial Advisor 246

Nerd's Eye View

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” ” has brought a wide range of changes to the world of retirement planning.

Financial Planner 246

Financial Planner Retirement Planning Clients Planning 246

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

Yardley Wealth Management

JANUARY 21, 2025

The post Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. Is Talking to a Financial Planner Worth It? ” This question crosses the minds of many people as they navigate their financial journey.

Financial Planner 52

Financial Planner Financial Planning Planning Retirement Planning 52

Abnormal Returns

JANUARY 15, 2024

Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. riabiz.com) Why women are still struggling to make progress in the world of financial advice. flowfp.com) Small businesses overstate the costs of starting a retirement plan.

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Financial Planner Wealth Management Retirement Planning Financial Advising 278

Abnormal Returns

NOVEMBER 8, 2023

podcasts.apple.com) Retirement Why working longer isn't necessarily a good retirement plan. cnbc.com) Retirement is an opportunity to let go of stuff you are carrying around. tonyisola.com) No one cares more about your retirement than you. rogersplanning.blogspot.com) Questions to ask when assessing when to retire.

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Financial Planner Retirement Retirement Planning Financial Services 263

The Chicago Financial Planner

FEBRUARY 6, 2022

You may be able to do everything online, otherwise contact the plan administrator at your company. There are a number of retirement plan options to consider. If you don’t have a retirement plan in place for yourself, do this today. You work way too hard not to be putting something away for retirement.

Retirement Planning 189

Retirement Planning Retirement Financial Planner Planning 189

The Chicago Financial Planner

DECEMBER 5, 2021

Some self-directed retirement account platforms allow Solo 401(k)s as well. Most major custodians and brokerage firms welcome these accounts and make the process of opening and funding your account easy. It’s best to check with your tax or financial advisor regarding the latest date for contributions.

Retirement Planning 155

Retirement Planning Retirement Financial Planner Accounting 155

The Chicago Financial Planner

AUGUST 24, 2021

Review your account statements. Read and review your account statements on a regular basis. Several years ago, an advisor allegedly took client funds from accounts at Schwab by forging their signatures. Check out my freelance financial writing services including my ghostwriting services for financial advisors.

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 246

Financial Advisor Insurance Financial Planner Clients 246

The Chicago Financial Planner

FEBRUARY 5, 2022

View all accounts as part of a total portfolio. This means IRAs, your 401(k) , taxable accounts, mutual funds , individual stocks and bonds, etc. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Don’t miss any future posts, please subscribe via email.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Carson Wealth

AUGUST 25, 2022

often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. would be “How do I plan for retirement?“ Social Security is a federal retirement plan originally created under the Social Security Act of 1935.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

Darrow Wealth Management

FEBRUARY 13, 2025

The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). There are even advisors that focus on planning for employees of specific companies. This is another reason to use multiple avenues when looking to find a financial advisor.

Fee Only 56

Fee Only Financial Advisor Financial Planner Certified Financial Planner 56

The Chicago Financial Planner

NOVEMBER 8, 2021

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. As someone saving for retirement , what should you do now? During the financial crisis there were many stories about how our 401(k) accounts had become “201(k)s.”

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Your Richest Life

JUNE 14, 2024

You can also get to that number by asking yourself some fundamental questions: What age do you plan to retire? How many years do you have until you hit retirement? Where do your retirement accounts stand now? How do you plan to spend your retirement? Moving, traveling, hobbies, etc.)

Retirement Planning 52

Retirement Planning Retirement Planning Fee Only 52

International College of Financial Planning

JULY 9, 2022

When we are busy working to earn a living and spending time with our family, first thing needs to think about is Retirement Planning. Generally, people think about Retirement planning after retirement. To plan for retired life important thing is financial plan.

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Certified Financial Planner Financial Planner Retirement Planning Retirement 40

Park Place Financial

NOVEMBER 29, 2022

Retirement Planning 5 Ways to Catch Up on Retirement Planning Later in Life Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement is a significant investment, which is why so many financial experts recommend establishing goals and starting when still a younger adult.

Retirement Planning 52

Retirement Planning Retirement Certified Financial Planner Planning 52

International College of Financial Planning

SEPTEMBER 3, 2021

When it comes to choosing a financial planner, it’s important to choose the right fit for you. To ensure that an advisor who will help you plan your finance, follow these steps. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. This would apply to savings accounts as well.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Harness Wealth

APRIL 16, 2025

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. One of the Roth IRA’s most compelling features?

Taxes 52

Taxes Retirement Distribution Retirement Planning 52

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Million Dollar Round Table (MDRT)

MAY 7, 2023

So we have partnered with a financial planner. Hey, you need to be saving into your qualified retirement plan.” “You You need to be saving into a tax-preferred type of account.” “ You need an emergency fund, and you to be paying down your mortgage.”

CFP 97

CFP Financial Planner Retirement Planning Retirement 97

Carson Wealth

JULY 12, 2022

Ask financial planners about their degrees, where they are from, what they are in and when they earned the degree. . Three broad financial planning designations include: . CFP ® – CERTIFIED FINANCIAL PLANNER. The ChFC ® designation is administered through The American College of Financial Services.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Carson Wealth

DECEMBER 1, 2022

Take Advantage of Retirement Plans and Matching Contributions. 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. . Work With a Financial Advisor . Start an Emergency Fund.

Retirement Planning 72

Retirement Planning Risk Tolerance Retirement Budgeting 72

Park Place Financial

MARCH 10, 2022

Increasing tax-deferred savings, such as an employer-sponsored retirement plan, to lower your taxable income . Park Place Financial offers customized investment planning services to help each client achieve their financial goals while minimizing risk. Consult an Advisor on Retirement Accounts.

Portfolio 52

Portfolio Certified Financial Planner Financial Planner Healthcare 52

Good Financial Cents

FEBRUARY 15, 2023

The best investment company for you will depend on what type of investor you are,” Andrew Latham, Certified Financial Planner and Managing Editor at SuperMoney.com. For example, you may hold some of your investments with a robo-advisor while maintaining an account with an investment brokerage firm for self-directed investing.

Investing 94

Investing Investments Commission Risk Tolerance 94

Darrow Wealth Management

FEBRUARY 18, 2025

Don’t stress out about every headline, stress test your retirement plan instead.Markets move every day and the news cycle is 24-7. Unfortunately, headlines often leave investors wondering what the news means for their portfolio and financial outlook. A downturn before or just after retirement is especially damaging.

Retirement 56

Retirement Planning Retirement Planning Financial Planning 56

Carson Wealth

JANUARY 17, 2023

Discretionary expenses include money spent traveling, eating out, contributing to savings and retirement plans or occasional purchases and upgrades. Maximize Your Retirement Plan Savings  . Employers often match a portion of this contribution to a retirement plan as an employer benefit.

Retirement Planning 52

Retirement Planning Financial Planner Certified Financial Planner Retirement 52

Indigo Marketing Agency

APRIL 28, 2023

I would leave your name out of the headline if your firm name has your own name in it since that keyword is already accounted for in your name. If your firm name clearly states what you do and who you do it for, I would include the name, such as Financial Advisor with Women & Wealth Financial Group.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Ballast Advisors

APRIL 13, 2023

Ending The Business If your business ends when you retire, and it isn’t a saleable asset, then you need a cessation plan. Understand the prospects and limitations of your business including when and how you’ll add to your retirement savings. This is where a financial planner can lend value to an entrepreneur.

Retirement Planning 40

Retirement Planning Retirement Planning Taxes 40

Yardley Wealth Management

AUGUST 31, 2022

The good news is that a dual-income debt-free household can save quite a lot of money, unless their income level is very low ( a nd if your income level is low, Social Security will replace more of your income than if you’re a higher earner, which will give you a bit of a safety net for retirement). Retirement planning isn’t a test—it’s life.

Financial Planner 52

Financial Planner Retirement Planning Retirement Wealth Management 52

Zoe Financial

FEBRUARY 21, 2023

Depending on your situation, you may need the help of a financial advisor or an accountant. Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. When looking for a financial advisor, ensure they’re certified.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Yardley Wealth Management

OCTOBER 12, 2022

Paul also took care of the family finances—everything from paying bills monthly to managing the couple’s assets and retirement planning. Even something as basic as a yellow legal pad with that information: these are our three accounts, this is the mutual fund we own, this is how our mortgage gets paid.

Financial Planner 52

Financial Planner Medical Wealth Management Accounting 52