Covisum

DECEMBER 29, 2022

The Most Popular Blog Posts in 2022. Over the past year, you've spent a lot of time reading about financial planning best practices, financial technology, and attracting new prospects. Enjoy this recap of the 10 blog posts our readers found most impactful over the past year. We're thrilled that you love our content!

Financial Planning 52

Financial Planning Planning Retirement Marketing 52

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 207

Education CFP Certification License 207

Trade Brains

AUGUST 19, 2022

Best Indian Stock Market Blogs to Follow to Learn Investing : If you are looking for a few best Indian stock market blogs to follow, then you have reached the right place. 8 Best Indian stock market Blogs to Follow. Get money rich (GMR) blog is run by Mani (founded in 2008). Trade Brains. Get Money Rich (GMR).

Marketing 59

Marketing Marketing Education Investing 59

Clever Girl Finance

JULY 12, 2022

Whatever it is, this list is full of the best lifestyle blogs for the modern woman! So let's get into why lifestyle blogs are great! Why lifestyle blogs are inspiring. Sometimes lifestyle blogs may seem like just a fun thing to skim through in our spare time. 37 of the best lifestyle blogs for women. A Cup of Jo.

Budgeting 72

Budgeting Food Planning Education 72

Carson Wealth

APRIL 25, 2024

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being. Let’s break each one down.

Financial Planning 52

Financial Planning Planning Retirement Insurance Coverage 52

Wealthfront

SEPTEMBER 3, 2022

The post Our Plans to Remain an Independent Company appeared first on Wealthfront Blog. We are continuing to explore ways to work together in a partnership and UBS has given us $69.7 million in financing at a $1.4 billion valuation. I am incredibly excited about Wealthfront’s path forward […].

Planning 139

Planning Valuation 139

AdvicePay

JANUARY 5, 2024

Beyond the pages of our report, our collective achievements reached new heights, processing over 1 million transactions and facilitating $500 million in financial planning fees through our platform.

Wealth Management 96

Wealth Management Financial Advisor Financial Planning Management 96

XY Planning Network

DECEMBER 19, 2022

As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year. Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful.

Financial Advisor 74

Financial Advisor Fee Only Financial Planner Financial Planning 74

FMG

MARCH 22, 2023

Whether advisors want to boost their SEO, increase site traffic, or generate leads, blogs always help. In fact, 69% of businesses say that their blogs are what gives them the most lead generation. In addition, 60% of companies that blog see higher customer acquisition. Your goals: What’s the objective of your blog?

Financial Advisor 52

Financial Advisor Engineering Wealth Advisor Retirement 52

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. It also minimizes errors and oversights.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

eMoney Advisor

MARCH 1, 2023

As women in financial planning, we can work to build that environment by connecting with, elevating, and inspiring each other. That’s why as we celebrate the achievements of women this month, I want to share how a few women in financial planning are empowering other women through networking, education, and inclusion. Sources: 1.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Mullooly Asset Management

JULY 20, 2022

In a recent blog post, I wrote about how you need to plan for what lifestyle you will have in retirement. Your lifestyle will largely dictate the financial “success” of your retirement. Which is true before retirement as well. If you spend more than you make, you will struggle financially.

Retirement 97

Retirement Planning 97

Truemind Capital

MAY 3, 2024

Once your retirement corpus is secured, you can plan to work on other goals – Get to know the right retirement corpus you need. CONNECT WITH TRUEMIND ADVISOR The post Why you should take your retirement planning seriously now? appeared first on Investment Blog. Ignorance is no bliss in this case.

Retirement Planning 52

Retirement Planning Retirement Planning Education 52

Robert B. Ritter Jr.

NOVEMBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) (There are no InsMark presentations used in this blog. It is a an informational blog only) Note from Bob Ritter: I have been buried lately on a project involving a new product we will release in 2022 called the InsMark Annuity Proposal System.

Financial Services 52

Financial Services Retirement Planning Insurance Financial Planning 52

Nerd's Eye View

JANUARY 16, 2024

Thomas is the co-founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp based in Indianapolis, IN, that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing client households. My guest on today's podcast is Thomas Kopelman.

Media 202

Media Financial Advisor Financial Planning Planning 202

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? What are the benefit plans […]. What are the benefit plans […]. Anyone else?

Financial Services 40

Financial Services Planning Certified Financial Planner Wealth Management 40

Random Roger's Retirement Planning

OCTOBER 29, 2023

The various plans available where I live are not cheaper despite having high deductibles, so we haven’t contributed for a while. I probably wrote about this one a couple of times back in the first iteration of this blog. FAIRX is 82% invested in Florida real estate developer St.

Insurance 78

Insurance Clients Math Portfolio 78

Integrity Financial Planning

OCTOBER 23, 2023

Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough to warrant one.

Estate Planning 93

Estate Planning Planning Distribution Financial Planning 93

Indigo Marketing Agency

MAY 17, 2022

Join me in this quick video where I uncover the sweet spot for the length of a financial advisor’s blog post! We get this question all the time: What is the perfect blog post length—how many words—for a financial advisor? The same is true when people are searching for investment advice or financial planning topics.

Financial Advisor 59

Financial Advisor Engineering Education Financial Planning 59

eMoney Advisor

NOVEMBER 7, 2022

Preparation is key in any life plan. For instance, setting up an automatic withdrawal plan or a regular “paycheck” can help them see a more predictable pattern with their money. Financial professionals play a role in educating their clients about the nuances of the RMD rules so they can be prepared with a spending plan.

Financial Planning 107

Financial Planning Retirement Planning Taxes 107

Validea

JULY 10, 2023

In this episode, we take a high-level look at estate planning. We cover wills, living wills, powers of attorney and the other most important documents should be put in place, the importance of trusts, the estate tax, intergenerational planning and a lot more.

Estate Planning 52

Estate Planning Planning Taxes Financial Planner 52

eMoney Advisor

APRIL 11, 2023

Financial planning and tax planning go hand in hand. Including tax planning as part of your service provides clients a comprehensive view of their finances and helps them achieve their financial goals. Start with Document Sharing The first step is to ask your clients to share their tax documents with you.

Tax Planning 77

Tax Planning Financial Advisor Taxes Planning 77

Prosperity Coaching

SEPTEMBER 26, 2022

Financial planning and investment management are not products that can be bought at the supermarket. Yet financial advisors often fail to sell the value of financial planning and the benefits of working with them, […]. They don’t help alleviate hunger. They don’t quench thirst. The real benefits are challenging to explain.

Financial Planning 94

Financial Planning Planning Financial Advisor Management 94

Integrity Financial Planning

JULY 31, 2023

Defined-Benefit Let’s start with a defined-benefit plan. These types of plans commonly come in the form of pension plans. [1] 1] A pension plan guarantees a certain level of retirement benefit based on your salary and how many years you worked for the company. [2]

Planning 98

Planning Retirement Planning Retirement Accounting 98

eMoney Advisor

MAY 1, 2023

1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. ” Eing is passionate about diversity, equity, and inclusion in the financial planning industry, and it shows in his priorities. percent of the American population. Nandita Das, Ph.D.,

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Indigo Marketing Agency

NOVEMBER 16, 2021

Many times advisors ask me, “What should I blog about?” So, today I want to share an example of a great financial advisor blog post that was both really successful and really memorable. Plus, I’ll show you how you can replicate its success for your own financial advisor blog. or “What should I talk about in my marketing?”

Financial Advisor 52

Financial Advisor Financial Planning Clients Communication 52

Validea

FEBRUARY 27, 2023

In this episode, we talk about the basics of goals-based planning. We discuss how to define goals, how to balance multiple goals, how to think about future return assumptions and where goals-based planning can go wrong.

Financial Planning 59

Financial Planning Planning Financial Planner Education 59

Integrity Financial Planning

AUGUST 28, 2022

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Communication is crucial when preparing heirs to inherit wealth, and this includes discussing what they plan to do with the money. A Will vs. a Trust.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. For those of you who are new to my blog, my name is Sara. And now let’s get onto the blog!

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

eMoney Advisor

JANUARY 31, 2023

But my thinking changed when I realized that as a planning-led firm, we should be providing more to our clients than market updates—we were missing a big opportunity. Developing topics, engaging speakers, and creating presentation content are all time-consuming and require careful advanced planning.

Education 103

Education Financial Planning Clients Planning 103

Indigo Marketing Agency

NOVEMBER 17, 2021

And financial advisor blog posts are an integral part of marketing strategically. Each blog post we create for our advisors is published on their website, sent through email, and shared across social media. Each blog post we create for our advisors is published on their website, sent through email, and shared across social media.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Retirement 52

Integrity Financial Planning

NOVEMBER 7, 2023

There are many important birthdays when it comes to retirement planning. 1] But you can begin to claim at 62 if that fits into your financial plan. 1] But you can begin to claim at 62 if that fits into your financial plan. So, as you approach your retirement, it’s crucial to have a few of these in mind as key milestones.

Retirement Planning 91

Retirement Planning Retirement Planning Accounting 91

eMoney Advisor

FEBRUARY 7, 2023

They’re active on social networks, podcasts, and blogs that I hope you will connect with and follow. We also offer financial planning firms access to a more diverse talent pool. Like me, the remarkable professionals below are doing their part to change the financial planning landscape. Approximately 1.9 Dr. Preston D.

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

eMoney Advisor

DECEMBER 12, 2022

Broadening the reach of your financial planning services is good for the health of your business, helps your advisors become more successful, and increases the likelihood that they continue to build their careers with your firm. What are Home Offices Doing Today to Support Financial Planning at the Firm Level?

Planning 82

Planning Certified Financial Planner Financial Planning Education 82

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. Legacy covers estate and tax planning, and business succession planning if applicable, connecting with self-actualization in Maslow’s pyramid.

Financial Planning 78

Financial Planning Planning Wealth Management Clients 78

Validea

NOVEMBER 28, 2023

As we approach the end of 2023, there are many considerations for investors both on the investing and the financial planning side. In this episode, Ben Tuscai returns to help us work through them. We discuss tax loss harvesting, how we look at the process of evaluating investment strategy changes, RMD considerations and a lot more.

Taxes 52

Taxes Portfolio Planning Investing 52

eMoney Advisor

DECEMBER 6, 2022

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Our research shows about 70 percent of advisors offer risk management and insurance planning. eMoney Leading with Planning Research, May 2022, Advisors n=360.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97