Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Financial Planner 246

Financial Planner CFP Compliance Clients 246

Nerd's Eye View

MAY 6, 2024

Especially given that NewRetirement has already managed to get some sizable 401(k) providers and recordkeepers to offer the software on a paid basis to their own plan participants … which means NewRetirement is effectively getting paid to market its own advice services (a marketing funnel that pays for itself!?).

Financial Advisor 233

Financial Advisor Retirement Planning CFP Clients 233

Investment Writing

MARCH 18, 2025

It can be distracting if writing styles are inconsistent within and across documents published by your firm. Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read. Why create style guidelines for your financial services firm?

Financial Services 103

Financial Services CFP Healthcare Numbers 103

International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification? Financial planning has emerged as one of the most rewarding career paths in the modern financial sector.

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

MainStreet Financial Planning

OCTOBER 3, 2023

Real Estate Investing & Taxes Hosted by: Vida Jatulis , CFP® Guest Speaker : Robert Colon, EA, CFP®, CWS®, CRPC®, Please join MainStreet Financial Planner Vida Jatulis, CFP® and her guest Robert Colon, EA, CFP® for a conversation about taxes and real estate investing.

Taxes 98

Taxes Investments Investing CFP 98

International College of Financial Planning

OCTOBER 26, 2023

A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy. Empowerment Through Education A quintessential trait of genuine CFP® professionals is their commitment to enlightening the clients.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Yardley Wealth Management

DECEMBER 24, 2024

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Picture this: It’s December 31st, and you’re looking back at 2025, celebrating not just the holidays, but your financial victories. As your CFP®, I’m here to help you rewrite that story. Kick Off the New Year with a Solid Plan by Michael J.

Planning 52

Planning Wealth Management Insurance Coverage CFP 52

Million Dollar Round Table (MDRT)

MARCH 10, 2024

Dipp Metzger, CFP, MSFS In working with the affluent — clients with a net worth between $5 million to $250 million — I’ve found they value simplicity, especially when they have complex financial planning issues. Streamlining plans I streamline financial plans for clients with what I call a document review. By Elizabeth M.

Clients 104

Clients Financial Planning CFP Planning 104

Million Dollar Round Table (MDRT)

JULY 21, 2022

CFP While the journey through grief and widowhood is unique to each widow, it will likely progress through four stages of transition. At this point, you can introduce the idea of preparing for future relationships with pre-commitment documents and reviewing important money discussions that should be addressed with future partners.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning CFP 97

Your Richest Life

OCTOBER 1, 2022

Disaster Preparedness Financial Documents. On the topic of finances, don’t forget your important documents. Even if you’ve digitized all of your important documents, you still might need physical copies as a backup. Here are some documents to have ready to go if you need to evacuate or run to a storm shelter.

Food 104

Food Insurance Certification Fee Only 104

Carson Wealth

MARCH 26, 2024

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. From the business : Legal business name and all DBA names Physical address (not a P.O.

License 129

License CFP Tax Planning Taxes 129

Your Richest Life

MARCH 12, 2025

If you are missing documents or important information, that could be a good reason to extend your filing deadline. About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. So, when should you file an extension?

Taxes 52

Taxes Fee Only Electronics CFP 52

Steve Sanduski

FEBRUARY 18, 2025

How advisors can help clients properly value, insure, and document their collections The tax implications of buying, selling, and trading collectibles. Tom Ruggie and I discuss: The confluence of factors driving the rise in collectibles as investments. Fractional collectible investments.

Financial Planning 52

Financial Planning Planning Valuation Clients 52

Carson Wealth

JULY 12, 2022

They can draft wills, trusts and legal documents as well as represent clients during life transitions. . CFP ® – CERTIFIED FINANCIAL PLANNER. The CFP ® designation was first issued in the 1970s and is recognized today as an industry standard in financial planning certifications. ChFC ® – Chartered Financial Consultant.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. One source interviewed for this article feels that a CFP® certificant who is a virtual paraplanner shouldn’t be charging less than $75/hour, which may then scale up with experience.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Carson Wealth

DECEMBER 10, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy The emotional and psychological benefits of charitable giving are well documented. Document your strategy. But there are also financial benefits that can go along with charitable giving. Diversify your contributions.

Taxes 52

Taxes Distribution Financial Advisor Assets 52

International College of Financial Planning

DECEMBER 4, 2023

Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors. Expertise and Knowledge Recognition: Globally acknowledged, the CFP® is often seen as the pinnacle in financial planning. How to Enroll in CFP® Classes at ICOFP?

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Darrow Wealth Management

MARCH 31, 2023

Once the divorce is finalized, a crucial (but often overlooked) part of the process is updating estate documents and beneficiary designations. To split a workplace retirement plan like a 401(k), 403(b), or a pension plan, a court-issued document called a qualified domestic relations order (QDRO) is required.

Financial Planning 105

Financial Planning Planning Estate Planning Assets 105

Validea

DECEMBER 14, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. One of the things we did with clients that we found helpful was to create a document up front that outlined the worst stock market declines in history and the worst underperforming periods for the factor strategies we follow. 2022 has certainly been a challenging year for markets.

Accounting 127

Accounting Portfolio CFP Investing 127

Million Dollar Round Table (MDRT)

DECEMBER 14, 2023

Beth Lachance Hesson, CFP, CLU , a 29-year MDRT member from Midhurst, Ontario, Canada, experienced this when hiring a new administrator and discovering that the role, previously occupied by her son, was not documented. You’re not alone, and many MDRT members have seen the need to simplify this process of communication and staffing.

CFP 52

CFP Communication Management 52

Yardley Wealth Management

SEPTEMBER 3, 2024

Mike Garry : Financial advisor, CFP®️, founder and CEO of Yardley Wealth Management, and estate planning lawyer at Yardley Estate Planning. This document will not only guide your business decisions but also be essential when seeking funding or investment. Hosts Madison Demora : Podcast producer and co-host.

Business Planning 52

Business Planning Wealth Management Estate Planning Planning 52

Walkner Condon Financial Advisors

APRIL 21, 2023

What is a Certified Financial Planner (CFP) ? A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board). CFP s must also meet ongoing continuing education requirements to maintain their certification. Alicia Vande Ven , M.S.,

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Carson Wealth

OCTOBER 6, 2022

Kevin Oleszewski, CFP ® , Senior Wealth Planner. The employee benefits business has its own language and most workers — even if they read all of their onboarding documents — won’t necessarily understand the content. I blame it largely on the failure of employers to educate in a coherent and easy-to-understand fashion.

Education 98

Education Insurance Planning Retirement 98

International College of Financial Planning

JUNE 17, 2025

LRS Limitations and Procedural Complexity The $250,000 LRS ceiling may restrict HNI strategies, and the current compliance requirements for fund transfer and documentation may deter retail investors.

Compliance 40

Compliance Education Economics Investing 40

Your Richest Life

AUGUST 10, 2024

Find spaces for important documents, receipts and forms, so you know exactly where they’ll be when you need them. For digital clutter, you can save and sort important emails, get rid of documents that you don’t need, and create an organization system for anything you’ve saved or might need as the year wraps up.

Taxes 52

Taxes Budgeting Fee Only Planning 52

BlueMind

JULY 15, 2022

For a CFP (certified financial planner) or RIA, the obligation to acquire complete data and provide recommendations in accordance with it is even more crucial. Conduct interviews and request questionnaires, surveys, records, and documents. Have everything signed, documented, copied, and safely stored.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

International College of Financial Planning

JULY 9, 2022

A CFP certified financial planner is there to help you when you don’t have the time, willingness, or ability to manage your finances on your own. To better construct a program and recommendations for you, your CFP may have you fill out a form or give an interview. Sometimes, you’ll seek an extra set of eyes on your decision-making.

Certified Financial Planner 40

Certified Financial Planner Financial Planner Retirement Planning Retirement 40

Walkner Condon Financial Advisors

APRIL 17, 2023

What is a Certified Financial Planner (CFP)? A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board). Additionally, CFPs must adhere to ethical and professional standards, including a fiduciary duty to act in the best interests of their clients.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

Your Richest Life

DECEMBER 8, 2023

Gather the documentation for the year now so you’re ready when the deadline comes up. Have a tax organization system ready You will likely start receiving your important tax documents in January, so now is a good time to figure out how you’ll keep track of them all. For more information on the services offered, contact Katie today.

Accounting 52

Accounting Financial Planner Electronics Taxes 52

Your Richest Life

AUGUST 31, 2023

Create spaces for important documents, receipts and forms, so you know exactly where they’ll be when you need them. And don’t forget about your digital clutter – save and sort important emails, get rid of documents that you don’t need, and create an organization system for anything you’ve saved or might need as the year wraps up.

Budgeting 52

Budgeting Financial Planner Taxes CFP 52

Darrow Wealth Management

SEPTEMBER 25, 2023

Strongly consider taking pictures of your home every few years to document the condition. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. If you need to file a claim, the photos can help justify the replacement cost of the item(s). The post Starting a Home Renovation?

Insurance 105

Insurance Insurance Coverage Certification Wealth Management 105

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Carson Wealth

AUGUST 25, 2022

Your expenses will certainly change in retirement but documenting them today will give you an idea of how much your family spends. A Certified Financial Planner (CFP®) professional or Investment Advisor can work with you to build a plan before you reach retirement. 2. Build a personal balance sheet.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

Your Richest Life

FEBRUARY 15, 2022

Make sure that before you travel, you know what documentation, safety gear or additional steps will be required where you’re going. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.

Financial Planning 52

Financial Planning Planning Insurance Fee Only 52

Darrow Wealth Management

AUGUST 28, 2023

The documentation just isn’t typically necessary in the regular course of business. ” Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. You may need audited financial statements. The post Selling a Business?

Sales 98

Sales Estate Planning Wealth Advisor Taxes 98

Your Richest Life

MARCH 26, 2024

So while you’re gathering your documents and preparing to file, you might want to look for any suspicious activity on your credit report. If you found yourself spending way too much time digging around for lost documents, then it might be time to rethink your system. For more information on the services offered, contact Katie today.

Budgeting 52

Budgeting Fee Only Accounting Taxes 52

Yardley Wealth Management

SEPTEMBER 24, 2021

Founder and CEO Michael Garry is a CERTIFIED FINANCIAL PLANNER practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®). Yardley Wealth Management, LLC is a fiduciary-driven wealth management and retirement planning firm, based in Yardley, PA.

Financial Planning 52

Financial Planning Planning Estate Planning Wealth Management 52