Nerd's Eye View

MARCH 24, 2023

Also in industry news this week: Top Democratic Senators are urging the Treasury Department to crack down on a range of estate planning strategies for high-net-worth individuals, including GRATs and IDGTs Amid fallout from recent bank failures, both Republicans and Democrats are considering whether current FDIC insurance limits should be increased (..)

Financial Planner 243

Financial Planner CFP Certification Education 243

Nerd's Eye View

AUGUST 11, 2023

Also in industry news this week: A bill that would allow funds in 529 plans to be used for postsecondary credentials, including the CFP certification, is gaining significant bipartisan support in Congress A recent survey identified key topics on which financial advisors and investors have mismatched views, from expected investment returns to how they (..)

Financial Planner 238

Financial Planner Certification CFP Clients 238

Nerd's Eye View

OCTOBER 6, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

Financial Planner 246

Financial Planner CFP Certification Communication 246

Nerd's Eye View

FEBRUARY 10, 2023

Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested limits the pool of potential CFP professionals at a time of high demand for advisor talent.

Financial Planner 246

Financial Planner CFP Certification Retirement Planning 246

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

WiserAdvisor

JUNE 27, 2025

Start planning early. Yet far too many professionals delay the planning process. The goal of this article isn’t to scare you. Even if you don’t plan to retire unusually early, starting your retirement planning now can dramatically improve your options later. And the best way to do that? Doing it right?

Retirement 59

Retirement Planning Retirement Planning Taxes 59

Nerd's Eye View

SEPTEMBER 9, 2024

The typical service advisor without CFP certification earns $48.83 The typical service advisor without CFP certification earns $48.83 Hence, CFP certification appears to be a crucial vehicle by which service advisors can experience continued income growth over time without stalling out. hour, compared to $120.00

CFP 130

CFP Certification Financial Planning Clients 130

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Other than the benefits provided by the federal government, there are various plans and relief programs in place that are provincial or territorial based.

Financial Planning 97

Financial Planning Clients Planning Government 97

Trade Brains

JUNE 13, 2025

This article dives into the top-performing liquid funds this year, and explains why they’re worth considering. Liquid funds are short-term debt mutual funds that allocate investments to instruments such as treasury bills, commercial papers, and certificates of deposit, all having a maturity period of up to 91 days.

Planning 59

Planning Portfolio Certification Investing 59

Good Financial Cents

APRIL 1, 2023

Financial bloggers often portray the traditional IRA vs. the 401(k) plan as a debate, as if one plan is better than the other. In truth, they’re very different plans, and they fill very different needs. If you can, you should plan to have both. This is especially true if your 401(k) plan is fairly restrictive.

Planning 95

Planning Distribution Taxes Retirement Planning 95

Nationwide Financial

OCTOBER 18, 2022

As college costs rise, qualified tuition plans, or 529 college savings plans, can be an option for clients to save for their child or grandchild’s (or even their own!) There are two types of 529 plans—each with its own advantages. Plans also vary by state, so location will come into play when choosing between plans.

Clients 98

Clients Planning Education Taxes 98

Midstream Marketing

DECEMBER 26, 2024

With regular updates, webinars, and reports, advisors can learn about market changes, new rules, and developing financial planning methods. Access to Expert Insights: The platform has a collection of articles, blogs, and papers written by industry experts. This makes sure all shared content meets industry rules.

Marketing 52

Marketing Marketing Communication Advertising 52

MainStreet Financial Planning

SEPTEMBER 16, 2022

While there are rules and stipulations for this one-time forgiveness, I will save that for another article, because I’d like to focus on another student loan forgiveness program that has been around since 2007 and receives so little attention, that most people often forget about it. Second is eligible payments. So how do you apply?

Education 98

Education Certification Government Planning 98

Indigo Marketing Agency

JUNE 12, 2025

A good marketing plan does it every time. This Forbes article highlights many ways to position your services and focus. Focus on Your Outreach Your marketing plan should then move on to the next step of the process of getting more A+ clients: outreach. But how do you attract, engage, and close more of these ideal clients?

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

MainStreet Financial Planning

MARCH 29, 2023

Certificates of Deposits (CDs) If you have already funded your emergency savings and want to sock away excess funds, then consider Certificate of Deposits (aka CDs). Current yields are 5%-5.45% on the Vanguard site as of the writing of this article. Here is a video on buying brokered CDs that I found very helpful.

Certification 98

Certification Accounting Banking Insurance 98

WiserAdvisor

MAY 29, 2025

This article discusses the best way to invest 1000 dollars or a similarly small amount and covers some top tips on building wealth with patience and time. Experts recommend sticking to your investment plan, especially during market turbulence. The longer your money stays invested, the greater the exponential growth.

Accounting 59

Accounting Wealth Accumulation Investing Investments 59

Clever Girl Finance

AUGUST 10, 2023

Articles related to medical jobs without a degree High paying medical jobs without a degree: Which one will be yours? Educational requirements: High school diploma or your GED and a patient care technician certificate. Can you work in the medical field without going to medical school?

Medical 98

Medical Certification Healthcare Education 98

Trade Brains

JUNE 10, 2025

In this article, we look at two stocks, both from the Financial Services and Metals & Mining sector, recommended by the Trade Brains Portal to buy for an upside potential of more than 25%. The company, which has a current book value of Rs 58,000 crore, plans to invest Rs 3 lakh crore in renewable energy by 2030.

Financial Services 72

Financial Services Investing Investments Certification 72

Clever Girl Finance

MAY 15, 2024

Articles related to the best jobs for moms Not having a college degree is not a deal breaker Working to support your children is a common stress factor for almost all parents. Whether you haven’t gone yet or never plan on going, there are plenty of ways to make a living without having a college degree.

Certification 98

Certification Media License Budgeting 98

Darrow Wealth Management

SEPTEMBER 25, 2023

With advance planning, you can also ensure you’re covered in case of theft. This includes getting an insurance certificate, which your homeowners insurance will want a copy of. Travers suggests verifying that your broker has confirmed that your contractor actually has the insurance stated on the certificate.

Insurance 105

Insurance Insurance Coverage Certification Wealth Management 105

Trade Brains

JANUARY 4, 2024

In this Fundamental Analysis Of Tanla Platforms, we perform an in-depth analysis of its business, industry, financials, future plans & more Fundamental Analysis Of Tanla Platforms Company Overview Tanla Platforms Limited was established in 1999 as a bulk SMS provider in Hyderabad, India. Stock P/E 28.96

Planning 69

Planning Communication Certification Healthcare 69

Harness Wealth

APRIL 17, 2025

Floor plans, regular updates to your documentation, and a clear boundary between personal and business space help establish the legitimacy of your home office deduction. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Yardley Wealth Management

NOVEMBER 19, 2024

The post Including Pets in Your Estate Plan for Peace of Mind appeared first on Yardley Wealth Management, LLC. Including Pets in Your Estate Plan for Peace of Mind As a pet owner, you’ve likely considered your furry friend’s well-being in many aspects of your life. People now treat pets like family.

Estate Planning 52

Estate Planning Planning Wealth Management Insurance 52

International College of Financial Planning

APRIL 20, 2022

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

International College of Financial Planning

DECEMBER 4, 2023

This article explores the intricacies of financial advisor qualification , highlighting their impact on the financial advisory landscape and their role in aiding clients to reach their financial aspirations. Expertise and Knowledge Recognition: Globally acknowledged, the CFP® is often seen as the pinnacle in financial planning.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Clever Girl Finance

JUNE 27, 2023

Articles related to online part-time jobs Start making money with these online part-time jobs today! Although you’d still crush it with certifications and experience on specific programs such as Microsoft or Oracle. Many accounting professionals also pursue a master’s degree and CPA certification to further their careers.

Certification 98

Certification Recruitment Media Engineering 98

Good Financial Cents

DECEMBER 22, 2022

Open a 529 College Savings Plan. Certificates of Deposit . Open a 529 College Savings Plan. Certificates of Deposit. While you can start with Fundrise for as little as $10, you’ll have more customization options if you start with their Core plan, which requires at least $5,000 to get started. Invest in ETFs.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Trade Brains

JULY 26, 2023

In this article, we will conduct a fundamental analysis of IEX industries and try to find the reason behind its recent decline and also see if the stock has future potential to increase in the future. The post Fundamental Analysis Of IEX – Financials, Future Plans & More appeared first on Trade Brains.

Planning 52

Planning Certification Government Distribution 52

MainStreet Financial Planning

FEBRUARY 17, 2023

Here is a summary of what it means, how it could affect our personal finances, and the importance of having a strong financial plan to handle such uncertainties. With uncertainty like this looming, I’d like to remind you how important it is to have a sound financial plan, including a funded emergency account.

Financial Planning 52

Financial Planning Planning Government Accounting 52

Harness Wealth

DECEMBER 30, 2024

In this article, well examine the 83(i) election, its benefits and drawbacks, and whether its the right choice for you. As a result, they were left holding valuable stock certificates that came with a sizable tax bill they couldnt pay. Broad-based equity plan: At least 80% of U.S.-based

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

Trade Brains

JUNE 26, 2025

When making plans for a home loan, most borrowers look at their EMI, tenures, and rates of interest, but miss out on things like additional hidden charges or costs. In this article, you will learn about the hidden costs of home loans that every first-time homeowner should be aware of, which include 10 different hidden charges.

Banking 52

Banking Insurance Certification Taxes 52

Trade Brains

AUGUST 22, 2023

In this article, we will conduct a fundamental analysis of Polycab India and see if the stock has future potential to increase in the future. The article concludes with a highlight of future plans and a summary. Future Plans of Polycab India The management has given a large target of 20,000 crores of sales by 2026.

Planning 52

Planning Distribution Retail B2C 52

Clever Girl Finance

NOVEMBER 4, 2023

Everything else Using percentages for your budget categories Expert tip: It’s ok if your budget categories change How do you plan your budget categories if you are focused on paying off debt? Articles related to budgeting Leverage these expense categories in your budget today! It should be a consistent part of any plan you make.

Budgeting 98

Budgeting Insurance Retirement Food 98

Trade Brains

NOVEMBER 30, 2023

Whether you’re aiming for long-term wealth accumulation or exploring short-term opportunities, the courses guide you through proper financial planning. In this article, we explore best mutual fund courses that help create awareness and knowledge about the funds and their functioning. You can enroll in the course here.

Certification 59

Certification Education Financial Planning Wealth Accumulation 59

Clever Girl Finance

JULY 8, 2024

Table of contents 27 Lucrative side hustles for women Expert tip: Create a plan of action for your side hustle Why a side hustle is a great idea What is a good side hustle for a woman? Articles related to side hustles Boost your income with these money-making side hustles for women! How can women make money on the side?

Clients 98

Clients Advertising Media Planning 98

Harness Wealth

FEBRUARY 19, 2025

In this article, well examine BOI reporting requirements, who needs to file, and how the BOI filing process works. Certification statement: Carefully read the certification statement and check the box to confirm your agreement. This article is a product of Harness Tax LLC. Table of Contents What is a BOI Report?

Taxes 52

Taxes Financial Advisor Certification Consulting 52