Nerd's Eye View

APRIL 4, 2024

On a smaller scale, meanwhile, several firms have implemented residency programs designed to offer meaningful work experience to young planners fresh out of school who are able to take on entry-level work, meet their experience requirements for their CFP certification, and then leave after 2 or 3 years.

Financial Planner 186

Financial Planner CFP Professional Services Financial Planning 186

International College of Financial Planning

MARCH 9, 2024

This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Other than the benefits provided by the federal government, there are various plans and relief programs in place that are provincial or territorial based.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

James Hendries

JUNE 16, 2023

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place.

Estate Planning 52

Estate Planning Planning Accounting Assets 52

Nerd's Eye View

FEBRUARY 10, 2023

Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested limits the pool of potential CFP professionals at a time of high demand for advisor talent.

Financial Planner 193

Financial Planner CFP Certification Retirement Planning 193

Nerd's Eye View

OCTOBER 31, 2023

In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)

Financial Advisor 205

Financial Advisor Estate Planning Clients Education 205

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Alicia’s Experience One of my earliest experiences when I first decided to get into financial planning was participating in the Financial Planning Association’s Externship Program in the summer of 2020.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Walkner Condon Financial Advisors

AUGUST 18, 2022

You plan on staying at the company until your shares are fully vested; . You plan on leaving the company before the stock is fully vested; You don’t have enough liquid assets or it would strain your finances to pay the taxes upfront; You think the stock value will go down or stay the same; or. Candidate for CFP® Certification.

Planning 98

Planning Taxes Certification Financial Advisor 98

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

MainStreet Financial Planning

JUNE 13, 2023

Taking the time to develop a plan will help you and your partner get on the same page and strengthen your bond so you can enjoy your growing family. I hope this helps you think through the financial demands of having a larger household and the impact on your spending plan, so you understand what you need to do financially to stay on track!

Insurance Coverage 97

Insurance Coverage Healthcare Budgeting Estate Planning 97

MazumaBusinessAccounting

MAY 31, 2022

Keep the following documents for seven or more years: Income tax returns (federal and state) W-2s and 1099s Medical bills Contracts Receipts for tax-deductible items Mileage records Canceled checks Real estate tax forms Credit cards statements that contain purchases used as tax deductions Retirement plan contributions. for insurance purposes.

Certification 98

Certification Taxes Medical Electronics 98

Darrow Wealth Management

MAY 6, 2024

Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Who is the attorney who drafted the estate plan? Get death certificates. Find out if the estate will go through probate The estate planning attorney is going to be critical here.

Estate Planning 86

Estate Planning Distribution Valuation Taxes 86

Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement.

Education 203

Education CFP Certification License 203

Pacifica Wealth

FEBRUARY 20, 2022

Your asset protection plan needs to guard against the threat of aggressive lawyers as well as physical threats such as fire and theft. The UL is Underwriters Laboratories , a not-for-profit product safety testing and certification organization established in 1894. product safety and certification.” Stock and Bond Certificates.

Assets 52

Assets Certification Insurance Banking 52

Clever Girl Finance

NOVEMBER 20, 2023

Making funeral and burial arrangements After taking care of the immediate needs after the death of a loved one, you can start planning the burial or funeral arrangements and going through the checklist when someone dies. Many people use an estate planning checklist to prepare their end-of-life arrangements in advance.

Certification 82

Certification Accounting Insurance Planning 82

Your Richest Life

OCTOBER 1, 2022

The number varies, but $1,000-$2,000 in cash is about the ballpark for covering travel costs, gas, food, etc. No one wants to think about their home being destroyed or their birth certificates being washed away in a flood. Birth certificates. Estate planning documents. Note: Keep that cash somewhere safe! But it happens.

Food 104

Food Insurance Certification Fee Only 104

MainStreet Financial Planning

MARCH 29, 2023

Certificates of Deposits (CDs) If you have already funded your emergency savings and want to sock away excess funds, then consider Certificate of Deposits (aka CDs). March inflation data is expected to be released on April 12 and that is the last number needed to determine the inflation adjustment for the I Bonds ahead.

Certification 95

Certification Accounting Banking Insurance 95

Gen Y Planning

JUNE 1, 2022

Bonds also generate income, making them a flexible part of your long-term cash flow plan. You can purchase them electronically via Treasury Direct or use your tax refund to buy a set amount of paper certificates. While that number isn’t all that exciting, the next one assuredly is.

Investment Planning 52

Investment Planning Investing Investments Planning 52

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. Banks & NBFCs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Truemind Capital

MARCH 6, 2024

With professional advice, one can better navigate the complexities of the lifelong financial planning process. RIAs are also subjected to higher qualifications, minimum relevant experience, repeated certifications, infrastructure requirements, accountability regarding the suitability of advice, and adherence to other Sebi compliances.

Commission 52

Commission Investing Investments Compliance 52

Darrow Wealth Management

APRIL 25, 2023

Here’s a financial planning checklist for surviving spouses. In addition to making funeral arrangements and notifying family and friends, another priority is alerting your estate planning attorney and financial advisor. Asset Titling, Beneficiary Elections, and Probate The estate planning attorney is going to be critical here.

Estate Planning 73

Estate Planning Taxes Accounting Retirement 73

Random Roger's Retirement Planning

JULY 16, 2023

It makes sense to plan on getting less than you're expecting, to plan for what can go wrong, not whistle past this graveyard. Even if that doesn't happen, it helps create understanding of the numbers involved. The numbers need to make sense. Where we live, currently the numbers don't make sense. Rental property.

Certification 64

Certification Retirement Numbers Taxes 64

Your Richest Life

APRIL 28, 2023

Taking on more responsibilities, traveling more or obtaining a degree or certificate can all warrant higher pay. Too many people go into that interview waiting for their potential employer to give them a number. Share your plans and goals for the future in your role. Asking for a raise can be a bit trickier.

Financial Planner 105

Financial Planner Certification CFP Numbers 105

James Hendries

DECEMBER 18, 2022

The key strategy is to plan ahead. Begin by writing down the names of those you plan to buy for – at least one gift idea for each person on your list – including a general idea of where you might find his or her gift. When in doubt, purchase a gift certificate from a person’s favorite store. Shopping Strategy.

Advertising 52

Advertising Budgeting Certification Planning 52

Clever Girl Finance

NOVEMBER 16, 2022

Birth certificates / Adoption paperwork. Death Certificates. Marriage Certificates. Marriage certificates are usually needed for the Social Security Administration status and/or name change, driver license name change, mortgage loans, life insurance, health insurance, etc. Retirement plan contributions.

Certification 87

Certification Taxes Insurance Banking 87

Carson Wealth

DECEMBER 27, 2022

As 55% of Americans say they don’t have enough saved for retirement, this bipartisan legislation primarily seeks to make it easier to contribute to retirement plans and use those funds appropriately for their needs in retirement. Act requires employers to automatically enroll employees into newly created workplace 401(k) and 403(b) plans.

Retirement 98

Retirement Retirement Planning Distribution Taxes 98

WiserAdvisor

MARCH 16, 2023

The detailed information provided through the BrokerCheck tool includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. You can use the Brokercheck tool on the FINRA website.

License 80

License Financial Advisor Investment Advisor Certification 80

Clever Girl Finance

JUNE 27, 2023

Although you’d still crush it with certifications and experience on specific programs such as Microsoft or Oracle. You also need an associate’s degree or certification with proficiency in applications such as Microsoft Excel or QuickBooks. Digital editors also plan, coordinate, review, and edit content. Bookkeeper The U.S.

Certification 81

Certification Recruitment Engineering Media 81

eMoney Advisor

APRIL 20, 2023

Perhaps you offer planning to next-gen consumers and specialize in working with clients with student loan debt. The first step in taking advantage of this free service is to claim your business and complete all pertinent information, such as location, hours, website, phone number, and other contact details.

Advertising 74

Advertising Financial Advisor Engineering Financial Planning 74

International College of Financial Planning

SEPTEMBER 3, 2021

To ensure that an advisor who will help you plan your finance, follow these steps. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. What if you need to plan your funds with the help of a professional? Here’s to your success! Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

eMoney Advisor

MAY 30, 2023

Now I’m several months into my first post-graduate job as a Financial Planning Associate at Ronald Blue Trust. My Journey to Financial Planning When I first started at the University of Georgia (UGA), I knew that I wanted to work with people and that I had always been interested in personal finance.

Financial Planning 52

Financial Planning Financial Advisor Planning Communication 52

Good Financial Cents

JANUARY 17, 2023

And how does it compare to the 401k and other retirement plans that exist? A Simple IRA, or Savings Incentive Match Plan for Employees, is a type of employer-sponsored retirement savings plan that is designed to be easy to set up and maintain for small business owners. What is a Simple IRA? Benefits of the Simple IRA vs 401k.

Retirement Planning 111

Retirement Planning Retirement Planning Taxes 111

Clever Girl Finance

AUGUST 15, 2022

In order for an investment to be a highly liquid investment, it must meet a number of factors: The asset must be in an established liquid market. The asset must maintain a large number of readily-available, interested buyers. No-penalty certificates of deposit. For example, banks may restrict your number of monthly withdrawals.

Investing 76

Investing Investments Certification Assets 76

Clever Girl Finance

NOVEMBER 4, 2023

Everything else Using percentages for your budget categories Expert tip: It’s ok if your budget categories change How do you plan your budget categories if you are focused on paying off debt? It should be a consistent part of any plan you make. How do you plan your budget categories if you are focused on paying off debt?

Budgeting 79

Budgeting Insurance Retirement Food 79

eMoney Advisor

FEBRUARY 8, 2023

As a niche financial professional, you want your clients to know that you can customize their plan to meet their unique circumstances. Include ways you and your firm have built the practice around this niche noting special expertise, education, and certifications. Financial planning is a helping profession.

Marketing 81

Marketing Marketing Clients Certification 81

Clever Girl Finance

SEPTEMBER 11, 2023

Factors that make an investment liquid In order for an investment to be a highly liquid investment, it must meet a number of factors: The asset must be in an established liquid market. The asset must maintain a large number of readily-available, interested buyers. For example, banks may restrict your number of monthly withdrawals.

Investing 72

Investing Investments Accounting Assets 72

Harness Wealth

MARCH 5, 2024

Fixed per-service fees: Some tax advisors charge a set fee for individual services that allows for predictable but flexible billing based on the number and complexity of services. Comprehensive Tax Planning A flat per-service fee charged for filing a business’s taxes Between $1,000 and $20,000 or more annually.

Taxes 52

Taxes Tax Planning Ethics Education 52