Harness Wealth

DECEMBER 30, 2024

As a result, they were left holding valuable stock certificates that came with a sizable tax bill they couldnt pay. In many cases, however, employees didnt have the option to sell their shares because the company was still private.

Taxes

International College of Financial Planning

JUNE 17, 2025

Financial institutions based in GIFT City can treat their operations, investments, and deposits as offshore, enabling Indian banks, NBFCs, insurance providers, and capital market entities to offer global financial products in foreign currencies.

Compliance

Darrow Wealth Management

JULY 24, 2025

The new law also adds post-secondary credentialing expenses such as certifications, licenses, exams, continuing education, and other costs. Other miscellaneous items: Mortgage insurance premiums: The deductibility of mortgage insurance premiums will be allowable starting in 2026. In 2025, the exemption is $13,990,000 per person.

Taxes

International College of Financial Planning

JUNE 27, 2025

Laying the foundation with a basic emergency fund, securing adequate life and health insurance, beginning investments for her child’s education, and planning early for retirement are essential steps toward building long-term financial security.

Estate Planning

Trade Brains

JUNE 26, 2025

In this article, we look at two stocks, one from the railways and another from the life insurance sector, recommended by the Trade Brains Portal to buy for an upside potential of more than 15%. lakh exclusive agents and 18,655 micro-insurance agents. In FY25, the company’s financial performance was strong.

Insurance

Yardley Wealth Management

SEPTEMBER 24, 2024

Financial professionals, such as financial advisors or wealth managers, undergo rigorous training and certification processes to develop the knowledge and skills needed to navigate complex financial matters effectively. It covers many aspects of your financial life, such as budgeting, saving, investing, insurance, and retirement.

Tax Planning

Harness Wealth

FEBRUARY 19, 2025

Certification statement: Carefully read the certification statement and check the box to confirm your agreement. Certify the information Before submitting, you need to certify that the information provided is true, correct, and complete to the best of your knowledge. This is a legal attestation.

Taxes

Trade Brains

JULY 10, 2025

Further, in compliance with the provisions of Regulation 21A and explanation to Regulation 21A of the Merchant Bankers Regulations, Nuvama Wealth Management Limited would be involved only in marketing of the Issue and as per Regulation 25(3) of the SEBI NCS Regulations and shall not issue a due diligence certificate. million customers.

Financial Services

WiserAdvisor

JUNE 27, 2025

They max out a 401(k), skim through Social Security rules, maybe even dabble in stocks, but when retirement day approaches, they realize their savings, insurance, or investment mix just doesn’t add up. A bridge plan for health insurance (since Medicare only begins at 65). Her health insurance premiums soared.

Retirement

Trade Brains

JULY 21, 2025

This PSU Defence stock, engaged in designing, building, and repairing warships, submarines, offshore platforms, support vessels, and marine structures for defence and commercial sectors, is in focus after Life Insurance Corporation of India (LIC) acquired a fresh stake of 3.27 percent in the company. With a market capitalization of Rs.

Insurance

Trade Brains

JUNE 26, 2025

Home Insurance Premium Most lenders or banks require their borrowers to take policies that cover risks like fire, flood, and other natural disasters. Some lenders will also combine their life insurance policies with your EMI. How to avoid it: You are free to go with any insurer approved by the IRDAI. Think Again 7.

Banking

Abnormal Returns

FEBRUARY 13, 2025

theatlantic.com) Why Dr. Bronner's is dropping is B-Corp certification. fastcompany.com) Tariffs How tariffs could affect something, seemingly unrelated, like auto insurance rates. (wsj.com) Why Hims & Hers Health ($HIMS) spends so much on marketing. wsj.com) Aluminum tariffs could mean more plastic bottles produced.

Certification

WiserAdvisor

JULY 1, 2025

Bank accounts : Checking, savings, fixed deposits, certificates of deposit (CDs). Beneficiary-designated assets like life insurance or retirement accounts may bypass your will entirely. It often requires medical certification before it can be activated. At this stage, also identify how specific assets are titled or owned.

Estate Planning

Nerd's Eye View

JULY 18, 2022

Insurance companies and broker-dealers in the business of manufacturing products and hiring advisors to sell them often dominate career fairs and job boards, frequently drawing in graduates of CFP Board-approved education programs.

CFP

Nerd's Eye View

SEPTEMBER 25, 2023

In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson.

CFP

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

The Big Picture

AUGUST 1, 2022

I’ve been an Amazon customer since my college roommate gave me a gift certificate in 1998. The biggest problem is that warranties are treated as insurance, and every insurance claim involves pushback. Let’s use Amazon as an example, but we could easily run the same exercise for all six of the behemoths. ~~~.

Advertising

Darrow Wealth Management

SEPTEMBER 25, 2023

And when something goes wrong, many homeowners are surprised to learn of gaps in their insurance coverage or their contractor’s. Addressing insurance risks before starting a home remodeling project Updating your homeowners insurance before starting work One key risk to address before starting a home construction project is insurance.

Insurance

Nerd's Eye View

JULY 17, 2023

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

Nerd's Eye View

DECEMBER 12, 2022

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements.

CFP

International College of Financial Planning

JULY 20, 2022

Here are some of the key things you learn in risk analysis under CFP certification. Insurance and Risk Contract. Legal principles in insurance. Life insurance needs analysis and policy analysis. Medical insurance. Insurance of business risk. The CFP certification is a globally recognized designation.

Risk Analysis

NAIFA Advisor Today

APRIL 9, 2024

NAIFA has redesigned and relaunched the Life Underwriting Training Council Fellow (LUTCF®) program, a three-course training series for one of the most sought-after designations in the insurance industry.

Insurance

NAIFA Advisor Today

AUGUST 11, 2022

Congratulations to the NAIFA members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window. Robert Edgin, LACP , (loyal member since 2004), insurance agent and registered representative at American National in Colorado Springs, CO.

Certification

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. Individuals who earn this certification are thoroughly prepared to offer expert financial advice.

Certification

International College of Financial Planning

FEBRUARY 23, 2024

At the heart of this profession lies the financial planner certification, a credential that not only signifies expertise but also opens doors to significant career opportunities. This certification is recognized globally and is considered a benchmark for competence and professionalism in financial planning.

Financial Planner

Sara Grillo

OCTOBER 21, 2022

There are better options than entering a predatory insurance or wirehouse training program and crossing your fingers (which is an AWFUL idea, by the way). Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. What designations does a paraplanner usually have?

Insurance

Nationwide Financial

JUNE 9, 2023

Key Takeaways: The last two years have been marked by the highest inflation rates in decades; your clients saving for retirement can use this to their advantage through short-term investments, tax deferral, and insurance products offering better benefits. This allowed the Federal Reserve to leave interest rates low.

Retirement

MazumaBusinessAccounting

MAY 31, 2022

Keep the following documents for one to three years: Paystubs Bank records Insurance policies Investment statements Mortgage statements Receipts for charitable contributors All business-related documents. Some documentation has no expiration date, such as birth certificates and social security cards. for insurance purposes.

Certification

International College of Financial Planning

OCTOBER 26, 2023

While many financial advisors find their niche in investment firms, banks, and insurance sanctuaries, some trailblazers opt for independence, establishing their advisory havens. They’re well-versed in recommending vital products like life insurance and are wizards at tax planning. Where Do They Shine? Is This Path for You?

Certified Financial Planner

Carson Wealth

JULY 12, 2022

So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Professional Certifications for Financial Advisors.

Financial Advising

Your Richest Life

OCTOBER 1, 2022

Have the Appropriate Insurance. Homeowners insurance covers many disasters, but it doesn’t always cover everything. Make sure you know what your insurance policy covers, as well as what it doesn’t. No one wants to think about their home being destroyed or their birth certificates being washed away in a flood.

Food

Nerd's Eye View

SEPTEMBER 26, 2022

In fact, even a relatively modest shift to a higher-trust environment (which may be achieved by enacting higher standards) that just partially reduces the incredibly high client acquisition costs of financial advisors could more than offset the entire cost of fiduciary liability insurance from those higher standards!

Financial Advice

Million Dollar Round Table (MDRT)

AUGUST 18, 2022

Insuring operational costs. This is where our planning incorporates an “insurance layer.” This layer of investment — generally filled with guaranteed interest certificates (GICs) — ensures that we always have cash for those big expenses whenever they happen, regardless of the state of the building or the tenants.

Retirement

Integrity Financial Planning

MARCH 19, 2023

As a result, and due to the fact that, like many large bank accounts, most of SVB’s funds were not covered by the FDIC (Federal Deposit Insurance Corporation), other venture capital firms and tech companies panicked, yanking their funds due to the stock loss. By the next day, Friday, Silicon Valley Bank announced its insolvency.

Insurance

MarketWatch

MARCH 13, 2023

“According to the FDIC [Federal Deposit Insurance Corporation], all insured depositors will have full access to their insured deposits no later than Monday, March 13, 2023,” the company said in a statement. Uninsured depositors will receive a receivership certificate for the remaining amount of their uninsured funds.”

Accounting

Clever Girl Finance

AUGUST 10, 2023

Educational requirements: High school diploma or your GED and a patient care technician certificate. Educational requirements: High school diploma or get a GED, and, typically, a certificate program or get an associate’s degree. You might also be required to conduct healths coaching sessions and pass a certification exam.

Medical

MarketWatch

MARCH 10, 2023

Silicon Valley Bank has been closed by the California Department of Financial Protection and Innovation, and the Federal Deposit Insurance Corporation (FDIC) has been appointed receiver, becoming the first FDIC-backed institution to fail this year. The bank had 13 branches in California and Massachusetts, which will reopen on Monday.

Banking