Robert B. Ritter Jr.

OCTOBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) This is a re-release of Blog #214 due to several needed edits. The post Blog #214: Roth Conversion Magic first appeared on Bob Ritter's Blog, ideas for financial service professionals. So what is it? Case Study […].

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Financial Services Taxes Certified Financial Planner Financial Planner 40

Robert B. Ritter Jr.

FEBRUARY 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Other than the principal owners, who are the key executives of any business? Minority-owner executives. These are often the firm’s key personnel. Anyone else?

Financial Services 40

Financial Services Planning Certified Financial Planner Wealth Management 40

International College of Financial Planning

OCTOBER 26, 2023

Navigating the Complexities of Financial Planning Clients’ financial journey necessitates the involvement of various professionals, each specializing in critical domains like estate planning and financial strategizing. Though their roles are different, the essence of one seamlessly blends with the other.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

International College of Financial Planning

DECEMBER 23, 2023

The Certified Financial Planner®, awarded by the Financial Planning Standards Board, India, is one of the most esteemed certifications. It requires passing a comprehensive exam, completing relevant coursework (submitting a holistic financial plan), and gaining practical work experience.

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Financial Advisor Certified Financial Planner Certification Financial Planner 52

Robert B. Ritter Jr.

SEPTEMBER 8, 2021

The post Blog #213: Missed our May 2021 Virtual Symposium? first appeared on Bob Ritter's Blog, ideas for financial service professionals. (You don’t need to be licensed for any InsMark products to view our Symposium site.) If you are interested, don’t delay — registration is available only […].

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License Financial Services Certified Financial Planner Wealth Management 40

International College of Financial Planning

DECEMBER 4, 2023

Educational and Certification Pathways The path to becoming a financial advisor typically starts with a solid educational background in finance, business administration, or economics. Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors.

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Financial Advisor Certified Financial Planner CFP Certification 52

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success.

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CFP Certified Financial Planner Financial Planner Financial Planning 52

International College of Financial Planning

JULY 10, 2023

If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit. The post Mastering Finances with a Certified Investment/Financial Advisor appeared first on International College of Financial Planning.

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Financial Advisor Certified Financial Planner Financial Planner Investing 52

Robert B. Ritter Jr.

DECEMBER 29, 2021

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Reasons to Act Now You should acquire your life insurance as soon as you determine its usefulness.

Financial Services 40

Financial Services Insurance Certified Financial Planner Wealth Management 40

Steve Sanduski

JANUARY 30, 2024

Guest: Matt Reiner , a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER , and partner at Capital Investment Advisors , a $4.3B RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies , an RIA that deals with the investment needs of the mass affluent.

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Certified Financial Planner Financial Advising Financial Planner Startup 52

International College of Financial Planning

MARCH 24, 2024

Pathway to Becoming a Financial Planner The journey to becoming a financial planner is equally stringent but diverse. Prospective financial planners often pursue relevant degrees and professional certifications like the Certified Financial Planner® (CFP®) designation.

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Financial Planner Investment Advisor Certified Financial Planner Investing 40

Steve Sanduski

MARCH 14, 2023

Guest: Gayle Colman , Certified Financial Planner®, Master Integral Coach®, and author of the new book The Body of Money. In a Nutshell: Financial decisions are often framed as a tug of war between the head and the heart.

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Certified Financial Planner Financial Planner Clients Planning 119

International College of Financial Planning

MAY 29, 2023

If you are looking for courses in finance career options, check out this blog for more tips and advice to help you start your career on the right foot! Certified Financial Planner (CFP) : This course equips students with comprehensive knowledge in financial planning, investment strategies, risk management, and retirement planning.

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Certified Financial Planner Financial Planner Wealth Management Certification 40

Steve Sanduski

DECEMBER 9, 2022

Complementary podcast: Natalie Taylor, a Certified Financial Planner and Behavioral Financial Advisor spoke to members of my ROL Advisor community about how to help clients align their finances with their values. Listen/read here. Resources Featured In This Episode.

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Robert B. Ritter Jr.

MAY 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”

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Taxes Financial Services Planning Certified Financial Planner 40

Steve Sanduski

FEBRUARY 13, 2024

Guest: Benjamin Brandt , a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast.

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eMoney Advisor

DECEMBER 12, 2022

Small firms are also much more likely to require their advisors to be certified financial planners (CFP® professionals), which creates a level of fiduciary trust with clients that complements an increased focus on planning. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

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Planning Certified Financial Planner Financial Planning Education 82

Park Place Financial

NOVEMBER 29, 2022

5) Work with a Certified Financial Planner . A key component of the best retirement plans for older adults includes consulting with a knowledgeable financial advisor. RELATED BLOG POSTS. Additionally, converting to a Roth IRA can pose complications if you keep other retirement accounts. Additional disclosures.

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Retirement Planning Retirement Certified Financial Planner Planning 52

Steve Sanduski

JUNE 22, 2022

If you’d like to learn more about the Return on Life philosophy and explore becoming a Life-Centered Financial Planner, click here. . Guest: Natalie Taylor , a Certified Financial Planner and Behavioral Financial Advisor.

Financial Planning 52

Financial Planning Certified Financial Planner Planning Financial Planner 52

Robert B. Ritter Jr.

MARCH 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the InsMark Loan-Based Split Dollar System) Editor’s Note: This blog presents a sizzling loan-based split-dollar plan. Still, such a strategy can look terrific if you know […].

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Recruitment Taxes Financial Services Planning 40

Steve Sanduski

MAY 30, 2023

Guest: Danielle Howard , a Certified Financial Planner and the Founder of Wealth By Design , a boutique wealth services firm that works with individuals and families that value a holistic financial approach to the fall season of life.

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Certified Financial Planner Financial Planner Clients Financial Services 52

eMoney Advisor

FEBRUARY 7, 2023

As we celebrate the achievements and legacies of Black Americans this month, I’ve curated a list of six Black financial planners and other finance pros who have interesting stories to tell. They’re active on social networks, podcasts, and blogs that I hope you will connect with and follow. Approximately 1.9

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Financial Planning Planning Financial Planner CFP 78

Park Place Financial

MARCH 10, 2022

Park Place Financial offers customized investment planning services to help each client achieve their financial goals while minimizing risk. Our certified financial planners (CFPs) can analyze your income to determine which investments may generate the most cash flow for the future. RELATED BLOG POSTS.

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Portfolio Certified Financial Planner Financial Planner Healthcare 52

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

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

International College of Financial Planning

MAY 1, 2023

They help individuals and businesses make informed financial decisions that enable them to achieve their financial goals and secure their financial future. If you’re a student considering a career in Finance, financial advisory services can be a fulfilling and satisfying career path.

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Financial Advisor Certified Financial Planner Certification Financial Planning 52

eMoney Advisor

NOVEMBER 9, 2022

This is not an easy process but being aware of it and demonstrating your willingness to learn and grow will show your clients that you are working in their best interests to help them achieve their financial dreams. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice. Cultural Humility.”

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Financial Planning Planning Certified Financial Planner Financial Planner 78

International College of Financial Planning

JANUARY 15, 2024

The course content is timely, reflecting the evolving dynamics of the financial sector. The faculty, comprising industry veterans and certified financial planners, infuse practical insights into the teaching, enriching the overall learning experience. It focuses on broadening a student’s skillset.

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Certification Financial Planner Certified Financial Planner Financial Planning 52

International College of Financial Planning

AUGUST 2, 2021

Some organizations require candidates to have a bachelor’s or master’s degree in finance or specialization in accounting and financial management to go with their bachelor’s or master’s degree. However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter.

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Financial Advisor Certified Financial Planner Certification Fee Only 52

Zoe Financial

FEBRUARY 21, 2023

A Zoe Blog Reader Dear Reader, 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. Both seem to be similar and help in their unique ways.

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Financial Advisor Accounting Certified Financial Planner Certification 40

Walkner Condon Financial Advisors

JUNE 2, 2023

In many cases, the advisor had a relationship with the deceased spouse and never fully involved the female half in the financial-planning and investing processes. Even if the male advisor makes every attempt to involve the woman in the financial planning process, she may not want to engage for a variety of reasons.

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Financial Planning Planning CFP Financial Advisor 98

Park Place Financial

SEPTEMBER 8, 2022

Estate planning is a crucial aspect of family financial management, but it can be challenging to determine the best course of action without some guidance. At Park Place Financial, our team of certified financial planners (CFPs) has the expertise and resources to help you create a personalized and flexible estate plan.

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Estate Planning Planning Certified Financial Planner Medical 52

FMG

SEPTEMBER 6, 2023

Prominent Financial Planning, LLC Next, we have Prominent Financial Planning, LLC. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. Everything you need – website, email, social media, blogs, events, video, and printed cards – all in one place.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

Zoe Financial

JANUARY 27, 2023

It’s imperative that you work with a Certified Financial Planner when working with ISOs. A Certified Financial Planner or tax professional can help you understand and implement this strategy if necessary. Aside from the complex holding period requirements, there are also additional requirements.

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Certified Financial Planner Executive Compensation Taxes Financial Planner 52

Walkner Condon Financial Advisors

APRIL 13, 2022

but that is beyond the scope of this blog post. Chat with your financial advisor and your tax professional to determine what makes the most sense for your retirement plan and your individual situation. Please reach out if we can be valuable to you when it comes to your financial planning needs. A hybrid of these options.

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Retirement Planning Certified Financial Planner Distribution Retirement 52

Park Place Financial

SEPTEMBER 8, 2022

These professionals work with wealthy people, helping them manage their assets and offering related financial assistance. Certified Financial Planner (CFP) . Contact us today to learn more about personal financial management or to schedule your complimentary financial checkup. . RELATED BLOG POSTS.

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Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Park Place Financial

JANUARY 9, 2023

For sound retirement planning services, turn to the certified financial planners at Park Place Financial. RELATED BLOG POSTS. While there’s no doubt the city offers numerous benefits for retirees, the answer ultimately depends on your specific needs, wishes, and projected income. Additional disclosures.

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Retirement Retirement Planning Certified Financial Planner Medical 52

Indigo Marketing Agency

FEBRUARY 6, 2020

Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. Answer: So far, Indigo has helped us do three major things: Improve the SEO of our website and blog.

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