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Weekend Reading For Financial Planners (March 25-26)

Nerd's Eye View

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#FA Success Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack, With Jon Henderson

Nerd's Eye View

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First Look At The New Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Which led us at the beginning of 2025 to announce a major new initiative for the year: to completely rebuild and replace our existing Members Section , which has struggled to keep pace with the growth of our Membership and the expanded breadth of our educational offerings to Members.

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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

Ethics 245
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All the Tax Benefits You Need for Your Small Business

Harness Wealth

Tax deductions can save you thousands annually by reducing your taxable income through legitimate business expenses. Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Understanding this distinction is crucial for maximizing your tax benefits effectively.

Taxes 52
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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India?

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Types of Savings Accounts to Consider for Your Children

Financial Symmetry

529 Plan When it comes to saving for future education expenses, this is probably the most advertised or talked about account for children given the ballooning cost of college tuition the past two decades. However, taxes and penalties will apply if a withdrawal is made for non-qualified expenses.