Good Financial Cents

JANUARY 26, 2023

Early retirement has become a popular financial goal. Even if you never retire early, just knowing that you can is liberating! Can You Really Retire at 50? Can You Really Retire at 50? Table of Contents Can You Really Retire at 50? FAQs on Retiring Early at 50 It’s a big bold claim – retire at 50?

Retirement 122

Retirement Taxes Accounting Retirement Planning 122

International College of Financial Planning

JULY 11, 2025

And this is precisely what the CFP® certification is built to instil. The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. It means asking better questions, filtering out noise, and grounding every action in logic, not emotion. It builds a mindset.

CFP 40

CFP Financial Planner Certification Marketing 40

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 98

Financial Advising Financial Planning Ethics Financial Services 98

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 52

Certification CFP Certified Financial Planner Financial Planning 52

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 52

Financial Planner Certification CFP Certified Financial Planner 52

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 98

Certification Taxes Medical Accounting 98

International College of Financial Planning

OCTOBER 26, 2023

Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. While many financial advisors find their niche in investment firms, banks, and insurance sanctuaries, some trailblazers opt for independence, establishing their advisory havens. Where Do They Shine?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

International College of Financial Planning

JUNE 5, 2025

Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. It’s not just a certification. Are you trained to discuss term insurance but hesitant to ask about family dynamics? • Its a whole new way of thinking. Are you available online but emotionally disconnected?

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Darrow Wealth Management

FEBRUARY 13, 2025

Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). Do you have a unique situation?

Fee Only 54

Fee Only Financial Advisor Certified Financial Planner Financial Planner 54

Carson Wealth

JANUARY 4, 2024

Which decade should you really start to plan for retirement? This might mean going back to school to earn a master’s degree or a professional certification. Proper insurance coverage: One of the biggest risks for many people in their 30s is they’re still acting as if they’re invincible. Build your positive financial behaviors.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

MainStreet Financial Planning

JUNE 13, 2023

You can request a social security number along with your baby’s birth certificate. Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK. Start saving for college now.

Insurance Coverage 98

Insurance Coverage Budgeting Healthcare Estate Planning 98

Good Financial Cents

DECEMBER 22, 2022

Certificates of Deposit . Certificates of Deposit. Index funds have become popular among the FIRE (financial independence, retire early) crowd, and for a good reason. This strategy works best when you already have a solid plan for your retirement and your other financial ducks are in a row. Certificates of Deposit.

Investing 108

Investing Investments Risk Tolerance Accounting 108

MainStreet Financial Planning

MARCH 29, 2023

You are building your emergency fund, saving for a car or home down payment, or getting ready to retire and want to know where to park your short-term cash. You can visit bankrate.com to see the current yields for many FDIC-insured high yield savings accounts. Current rates are 3.75%-4.30%.

Certification 98

Certification Accounting Banking Insurance 98

Harness Wealth

APRIL 17, 2025

The Actual Expense Method opens up possibilities for larger deductions, particularly for newer or luxury vehicles, by allowing you to deduct the business percentage of real costs, including fuel, maintenance, insurance, and depreciation. To maximize these benefits, it is essential to understand what qualifies as deductible travel.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

MainStreet Financial Planning

MARCH 15, 2023

Even though the federal government has rescued SVB and guaranteed all deposits over the FDIC insurance limit of $250,000 per account, that doesn’t mean they will be doing it again for other banks. Let’s review and recap how Federal Deposit Insurance Corporation (FDIC) insurance works and what other alternatives are available.

Insurance Coverage 98

Insurance Coverage Insurance Accounting Banking 98

Clever Girl Finance

NOVEMBER 4, 2023

This group of categories includes: Retirement account contributions e.g. 401k/403b/IRA Non-retirement investing (e.g. Before you pay any bills or do any shopping, a portion of your earnings should be diverted into your retirement account, if possible, for your future self and your emergency savings accounts for a rainy day.

Budgeting 98

Budgeting Insurance Retirement Food 98

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 40

Estate Planning CFP Insurance Financial Planning 40

International College of Financial Planning

AUGUST 3, 2024

The financial planning and insurance industry offers a dynamic career path with immense growth potential. In this blog, we will explore the benefits of pursuing short-term courses in the insurance planning industry and how they can help you unlock your dream job with guaranteed placements.

Insurance 40

Insurance Certified Financial Planner Planning Certification 40

BlueMind

FEBRUARY 15, 2023

Studies by the American College of Financial Services show that 90% of special needs family members and caregivers admit that caring for their loved ones is more important to them than planning for their own retirement. The eligibility criteria require you to have an approved Disability Tax Credit Certificate by the government.

Financial Planning 97

Financial Planning Clients Planning Government 97

International College of Financial Planning

SEPTEMBER 7, 2024

The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry. Unlike the regular pathway that requires passing multiple exams over a year, the fast track allows eligible candidates to take just one exam and complete the certification in 3-4 months.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. From the above concepts you will learn how to approach financials and plan for your retirement goals with good risk management.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.

CFP 52

CFP Financial Planning Planning Certification 52

Good Financial Cents

JANUARY 6, 2023

High-Yield Certificates of Deposit. High-yield savings accounts come with FDIC insurance , meaning your deposits are federally protected in amounts up to $250,000 per depositor per account. High-Yield Certificates of Deposit. No minimum deposit required * No maintenance fees * 24/7 access to your funds * FDIC insured.

Investing 91

Investing Investments Accounting Certification 91

International College of Financial Planning

APRIL 20, 2022

This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network. Education and Certifications for Becoming a Financial Planner Are you interested in becoming a financial planner?

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

International College of Financial Planning

NOVEMBER 10, 2021

It wasn’t too long ago when investments would mean going to the bank and following the advice of the bankers or calling in neighborhood uncle to buy term-deposit certificates or insurance. You’d perhaps need to undergo special certifications as you enter the industry but MBA (Finance) remains a good starting point.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

Good Financial Cents

DECEMBER 13, 2022

Certificates of Deposit (CDs) . The best high-yield savings accounts are FDIC-insured, so you are protected up to $250,000 per depositor per account. Opening a brokerage account lets you invest for the future outside of a retirement account, allowing you to access your money by selling shares at any time without waiting until age 59 ½.

Investing 87

Investing Investments Accounting Certification 87

Good Financial Cents

OCTOBER 27, 2022

out of 5 stars in the App Store Best for No Fees CIT Bank Our Partner Open an Account Annual Percentage Yield (APY) 1.90% Minimum Account Balance $100 Monthly Fees None FDIC Insured? Like other savings accounts that made our ranking, CIT Bank is also FDIC insured. Yes Yes Yes Yes Yes Yes Mobile App Rating 3.4 Yes Mobile App Rating 3.4

Accounting 91

Accounting Banking Insurance Certification 91

International College of Financial Planning

JULY 10, 2023

Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. Excellent communication and interpersonal skills.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

JANUARY 15, 2024

Curriculum and Faculty: The Pillars of Excellence The financial planning curriculum focuses on investment strategy, taxation, retirement planning, insurance, portfolio management and estate planning, and. The Importance of Financial Advisory Certifications In the field of finance, certifications like CFP® hold a lot of significance.

Certification 52

Certification Financial Planner Certified Financial Planner Financial Planning 52

Clever Girl Finance

NOVEMBER 21, 2023

Boost your retirement savings Now that you have excess money in the bank, it may be a smart time to increase your retirement savings. One in four Americans don’t have any retirement savings whatsoever, explains Yahoo Money. How many IRAs can you have in your retirement strategy? Click to grab your copy!

Accounting 93

Accounting Startup Investments Investing 93

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. Insurance Companies. Banks & NBFCs. Brokerage Firms.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

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 40

Compliance Education Economics Investments 40

International College of Financial Planning

MAY 1, 2023

Understand the Role of a Financial Advisor A financial advisor is an expert who provides guidance and recommendations on diverse financial matters, including tax strategies, investments, insurance, and retirement planning. To excel as a financial advisor, you need to possess a specific set of skills and qualities.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 52

WiserAdvisor

DECEMBER 1, 2023

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. Financial advisors can also help physicians cater to significant life goals like saving for retirement.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

International College of Financial Planning

JULY 30, 2022

Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner. Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

Good Financial Cents

DECEMBER 14, 2022

Insurance Advisor. An insurance advisor’s primary job is to help customers find the best insurance products for their short- and long-term needs. This covers all areas of insurance – from life and home/auto coverage to financial planning services. Average salary: $89,295 per year. Hedge Fund Manager.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Good Financial Cents

DECEMBER 29, 2022

A Roth IRA is a type of investment account that lets you invest after-tax dollars for retirement. From there, your money can grow tax-free, and you can withdraw your funds without having to pay income taxes once you reach retirement age. High-yield savings accounts or certificates of deposit (CDs) offered by banks and credit unions.

Investing 119

Investing Investments Accounting Commission 119