Nerd's Eye View

JUNE 30, 2025

We've also announced a Save-The-Date for a second IAR CE Intensive Day later this year – on Thursday, October 30th, we'll host an "IAR P&P CE Day" (covering the Products & Practice portion of the IAR CE requirement), with a particular focus on advanced tax and retirement planning.

Financial Planning 130

Financial Planning Financial Advice Clients Ethics 130

International College of Financial Planning

JULY 2, 2025

And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification? The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

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

Yardley Wealth Management

DECEMBER 17, 2024

Retirement Planning: Looking Beyond the Basics For 2025, it’s essential to think beyond the standard “maximize your 401(k)” advice. While that remains important, consider diversifying your retirement strategy. This can significantly impact your retirement savings trajectory.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

Integrity Financial Planning

SEPTEMBER 12, 2022

Saving for retirement is a long-term endeavor. It requires a different perspective on your wealth and income that accounts for your needs in different stages of your life, from the beginning of your working years through your retirement. Therefore, a strategy that is risk-balanced helps you achieve your retirement goals.

Retirement 84

Retirement Risk Tolerance Retirement Planning Certification 84

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. For many people, this might mean retirement. 5%, never even topping 1%.

Retirement 98

Retirement Clients Certification Taxes 98

Carson Wealth

JULY 12, 2022

Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . Professional Certifications for Financial Advisors. Retirement.

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

International College of Financial Planning

JANUARY 18, 2023

Overview of CFP New Framework The Certified Financial Planner (CFP) Board of Standards recently announced the launch of a new framework for CFP certification. The Certified Financial Planner (CFP) Board of Standards recently announced the launch of a new framework for CFP certification. He discussed his insights.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 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?

Retirement Planning 111

Retirement Planning Retirement Planning Taxes 111

Indigo Marketing Agency

JUNE 12, 2025

An example of a solid specialty niche for a financial advisor would be “investing strategies for retirement income.” In this case, your target audience is in or near retirement and they want investment strategies that produce portfolio income. This will draw in the people who need your services most.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

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.

Certification 98

Certification Taxes Medical Accounting 98

Darrow Wealth Management

FEBRUARY 13, 2025

The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). Planners often go by some combination of terms like [financial, retirement, investment, money, wealth] followed by words like advisor, planner, consultant, manager, specialist.

Fee Only 54

Fee Only Financial Advisor Certified Financial Planner Financial Planner 54

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. A Spectrum of Opportunities The canvas of financial advisory is vast and varied: Delve into niches like retirement planning or wealth management. Where Do They Shine?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Good Financial Cents

SEPTEMBER 29, 2022

Traditional IRA: Best for Dedicated Retirement Planning. IRA plans are subject to Required Minimum Distributions (RMDs) beginning at age 72. Roth IRA: Best for Retirement Planning + Immediate Funds Access. In addition, Roth IRAs are the only retirement plan that’s not subject to RMDs. Ads by Money.

Investing 109

Investing Investments Retirement Planning Risk Tolerance 109

Nationwide Financial

DECEMBER 1, 2022

When clients avoid investing and instead hold a large portion of assets in cash or other low-risk investments (such as money markets, certificates of deposit and bonds) during periods of high inflation, it could ultimately work against their long-term goals. 4 And the nearly $4.46 trillion 5 currently parked in U.S. Cash on the sidelines.

Management 97

Management Clients Retirement Financial Planning 97

Good Financial Cents

APRIL 1, 2023

Let’s take a deep look at both plans, and particularly at where each stands out. It’s one of the best strategies to supercharge your retirement savings, especially for early retirement. There's no time like the present to begin preparing for your retirement. I think you’ll agree having both makes a lot of sense.

Planning 95

Planning Distribution Taxes Retirement Planning 95

WiserAdvisor

MAY 13, 2025

Planning for retirement requires a well-thought-out investment strategy. A financial advisor can help create a well-balanced retirement portfolio that offers stability and growth and ensures financial peace of mind during retirement. Below are 10 ways to diversify your investment portfolio for retirement: 1.

Retirement 52

Retirement Portfolio Investing Investments 52

Harness Wealth

APRIL 17, 2025

The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. Partner with Harness for top-tier advisory services in financial, tax, and estate planning.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

NAIFA Advisor Today

OCTOBER 6, 2023

He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner CFP 52

Carson Wealth

JANUARY 4, 2024

Which decade should you really start to plan for retirement? Planning in Your 20s Is youth wasted on the young? This might mean going back to school to earn a master’s degree or a professional certification. Start building retirement assets: Hopefully your career is blossoming and you’re able to set aside money.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

International College of Financial Planning

DECEMBER 4, 2023

Understanding the Need for Qualified Financial Advisors Financial advisors are experts who provide investment, retirement, and overall financial planning advice, aiding clients in better managing their finances. Expertise and Knowledge Recognition: Globally acknowledged, the CFP® is often seen as the pinnacle in financial planning.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Clever Girl Finance

JANUARY 22, 2023

Knowing where you stand can make sure you are on target for your retirement goals, as well. For example, you may know that you want to retire to a low-cost-of-living area. So, you may decide to save less than someone that is planning to retire in an expensive city. Maybe you are starting to think about retirement.

Retirement 98

Retirement Accounting Assets Budgeting 98

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. Cost-Effective: The fast-track program reduces certification fees by 30-40%, making it more affordable. What Is the CFP® Fast Track Course?

CFP 52

CFP Certification Certified Financial Planner Financial Planning 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

International College of Financial Planning

AUGUST 31, 2023

Whether saving for retirement, buying a home, or building an emergency fund, investing grows your wealth over time. Until not long ago, Sebi, the watchdog for markets, gave the nod to the CFP certification for the revered Registered Investment Advisor (RIA) role.) This is where diversifying your investment portfolio comes into play.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Good Financial Cents

AUGUST 11, 2022

Track your retirement. Did you know you might be able to actually retire with $1 million? While it’s better if you have some time to invest the money instead of using it for retirement, retiring with this much is a reality for many people. You may be wondering if you can actually retire with $2 million dollars!

Investing 110

Investing Investments Marketing Marketing 110

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. It focuses on broadening a student’s skillset. The college has vast course options to choose from.

Certification 52

Certification Financial Planner Certified Financial Planner Financial Planning 52

International College of Financial Planning

JUNE 17, 2025

Remittance strategies should be phased to manage currency risk, especially for education and retirement planning. Guidance for Investors Retail investors should work with certified advisors to align global investments with long-term goals.

Compliance 40

Compliance Education Economics Investing 40

Trade Brains

DECEMBER 7, 2023

Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio. By enrolling in this course you will learn to manage your finances more effectively by mastering budgeting and portfolio creating for a healthy retirement corpus. You can enroll in the course here.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

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

International College of Financial Planning

SEPTEMBER 23, 2024

This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. b) Increased Earning Potential Obtaining a CFP® certification significantly enhances your earning potential.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

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

JUNE 11, 2023

This is an excellent tool since most 401(k) plans don’t, any kind of investment management advice. Retirement Planner You can often find retirement planners or retirement calculators on various sites throughout the Internet. And that’s a huge win we can all settle for. Is Personal Capital for Me?

Management 80

Management Investing Investments Accounting 80

Clever Girl Finance

NOVEMBER 25, 2023

Generally, you will use these investments to fund your retirement. For most people, one big goal is funding their retirement. Some experts advise saving 10% of your income for retirement. It depends on how much you make, when you want to retire, and how much you want in your accounts by then. Or send your kids to college.

Investing 96

Investing Investments Risk Tolerance Accounting 96