International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

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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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Integrity Financial Planning

NOVEMBER 14, 2023

We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Gift Tax Exemptions Each year, you can give up to $17,000 to any number of people tax-free.

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eMoney Advisor

FEBRUARY 9, 2023

You can build trust and credibility by educating them with content applicable to them and their situation such as podcasts, videos, seminars, and blogs, but be sure to make yourself available when they have questions. Holistic planning will be a valuable way for you to address this broad range of needs.

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WiserAdvisor

JANUARY 5, 2024

Moreover, since they do not earn any income from their real estate investments, they may struggle to pursue other financial goals, such as retirement, higher education costs for a child, etc. Business ownership ensures the transfer of wealth through estate planning.

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Robert B. Ritter Jr.

AUGUST 30, 2021

The post Blog #212: InsMark’s Introduction to the Ultimate Professional Coach first appeared on Bob Ritter's Blog, ideas for financial service professionals. Watch a video regarding InsMark from mega-producer Simon “Stuffy” Singer, Founder of the Center. With the link […].

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Financial Services Taxes Wealth Management Estate Planning 40

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.

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Financial Services Insurance Certified Financial Planner Wealth Management 40

Robert B. Ritter Jr.

APRIL 30, 2022

The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.

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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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International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. From there, they collaborate with you to develop a tailored financial plan.

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WiserAdvisor

AUGUST 3, 2023

Planning for retirement and growing your wealth are critical to achieving your financial aspirations. A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management.

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WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. They help prepare a retirement plan based on a client’s financial needs and goals.

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International College of Financial Planning

JULY 10, 2023

In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. ICOFP’s CFP course is designed to provide a comprehensive understanding of financial planning principles, strategies, and practices. Get in touch to get an insight into the CFP course details.

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Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

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International College of Financial Planning

MARCH 31, 2023

The program comprises of six modules that cover a range of topics related to wealth management: Module 1: Introduction to Wealth Management Introduction to Wealth Management Wealth Management Process Wealth Management Strategies Module 2: Financial Planning & Analysis Introduction to Financial Planning Analysis of Financial Statements (..)

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WiserAdvisor

MARCH 19, 2024

The affluent also understand the importance of minimizing taxes on their investment gains and employ sophisticated tax planning strategies to take advantage of tax-efficient investment vehicles and maximize their after-tax returns. This can be a tax-efficient vehicle for retirement planning and wealth transfer.

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Zoe Financial

FEBRUARY 21, 2023

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. A Zoe Blog Reader Dear Reader, When it comes to managing your money, knowing who to turn to can be challenging. Both seem to be similar and help in their unique ways.

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eMoney Advisor

FEBRUARY 16, 2023

Or maybe they began their financial planning journey because of one specific need—like saving for college or retirement. By offering holistic planning, you have the opportunity to roll all of that together to provide clients with a plan that addresses so much more. ” SpectremGroup , 2021. November 1.

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Gen Y Planning

FEBRUARY 1, 2023

Everyone has unique stressors, but the most common are saving money, managing debt, and planning for retirement. In this blog, we’ll be utilizing data found by Fidelity Investments Millionaire Outlook Study from 2019. In fact, Fidelity found that one in ten millionaires actually never plans on retiring.

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Gen Y Planning

DECEMBER 5, 2022

By weaving in extra savings into your spending plan, you can have enough money to cover gifts, cook your fancy holiday dinner, and keep the lights on (literally). . Max Out Your Retirement Plans. Saving for retirement should be as commonplace as meal prepping for the week. Check-In On Your Estate Plan.

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WiserAdvisor

AUGUST 8, 2022

Additionally, high-net-worth individuals may also worry about continuing their lavish lifestyles throughout life, including retirement. Ultra high-net-worth financial planning is different from regular investments in 401ks, individual retirement accounts (IRAs), or mutual funds. to create wealth. Age, health concerns, etc.,

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International College of Financial Planning

NOVEMBER 10, 2021

Retirement Planning Course – Retirement planning is gaining huge popularity among Indians. High disposable incomes and high-spending lifestyles have been encouraging Indians to plan for their retirement to ensure they continue to live their dreams.

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WiserAdvisor

DECEMBER 1, 2023

A well-structured plan not only serves as a roadmap for the present but also paves the way for a more secure future. It can enable physicians to set realistic and achievable financial goals, such as purchasing a home, preparing for retirement, or saving for a child’s higher education.

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WiserAdvisor

JULY 3, 2023

You can plan for various goals like buying a house, retirement, and saving for a child’s higher education. This can make it harder to achieve financial milestones such as homeownership, starting a family, or saving for retirement. Keeping a budget can help you streamline and set your financial goals.

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Inside Information

JUNE 28, 2022

Their successors and younger advisors are becoming impatient with the stagnation of a business where the founder would prefer not to make any significant upgrades or shift service models and pricing structures until he or she is safely retired—ten years or more down the road.

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International College of Financial Planning

OCTOBER 5, 2021

Investments, tax planning, retirement planning is a dynamic field. There should be no ambiguity in your judgment and your lack of knowledge or outdated knowledge mustn’t come back to hurt your clients. In simple words, you must have fire in your belly and without it, you’d never succeed in this race.

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International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Accounting & Tax Planning Firms.

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Sara Grillo

APRIL 11, 2022

For those of you who are new to my blog, my name is Sara. These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. What’d ya think of my blog on hourly financial advisors? Jon Luskin.

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Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. Policy lapse results in phantom income tax on the entire amount of the capital gain in the policy, plus there is the disappointment of having an asset you counted on (maybe to retire) go to zero. Is this blog able to be consumed by the public… 0:34:06.9

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