NAIFA Advisor Today

JANUARY 23, 2025

Mark Willis, CFP , is a dedicated financial professional and the founder of Lake Growth Financial Services , located in St. This experience not only ignited his own desire for financial education but also inspired him to help others avoid similar financial pitfalls. Charles, IL.

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Million Dollar Round Table (MDRT)

JANUARY 14, 2025

By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone. They don’t want that to come from banks.

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Your Richest Life

NOVEMBER 26, 2024

According to the National Center for Education Statistics, around 6% of college students are 40 years old or older. Money tips for your 40s 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.

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Yardley Wealth Management

DECEMBER 17, 2024

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach. The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC.

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Nerd's Eye View

JANUARY 13, 2025

And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!), We're also further expanding our more 'deep-dive' educational programs.

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Tobias Financial

JULY 20, 2025

Our vision is to inspire, educate, and prepare our clients so they can live the lives they want. With this in mind, our team members are committed to continuously developing their skills and education to help our clients work toward their financial goals.

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Financial Symmetry

JUNE 18, 2025

She’s volunteered with organizations such as NAPFA, SavvyLadies, Building Homes for Heroes, and served as a WIN Advocate for the CFP® Board, championing women’s voices in the financial planning profession.

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Nerd's Eye View

JUNE 30, 2025

Which led us at the beginning of 2025 to announce a major new initiative for the year: to completely rebuild and replace our existing Members Section , which has struggled to keep pace with the growth of our Membership and the expanded breadth of our educational offerings to Members. In the meantime, our own Team of Nerds continues to expand.

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Tobias Financial

DECEMBER 20, 2024

We provide ample opportunities for learning and growth, including mentoring and support for continuing education, ensuring our team is equipped to succeed. Guided by a common purpose, shared culture, and objectives, we believe, as our CEO Marianela Collado, CPA/PFS, CFP, CDS often says, that a happy team equals happy clients.

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International College of Financial Planning

JUNE 17, 2025

Increase Investor Literacy: Use awareness campaigns, workshops, and institutional outreach to educate investors. Remittance strategies should be phased to manage currency risk, especially for education and retirement planning. Digitize Compliance: Leverage fintech solutions to simplify KYC, AML, and remittance workflows.

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NAIFA Advisor Today

FEBRUARY 6, 2025

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. He has demonstrated his personal commitment as a lifelong learner and educator and ethical professional. Leadership Award. FSP established the Kenneth Black Jr.

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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. Many single mothers take a career break because they have no other choice.

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Financial Symmetry

MAY 27, 2025

He went on to earn his Certified Financial Planner (CFP) designation and became the second advisor at Financial Symmetry. Over the years, his work has remained rooted in helping individuals and families make thoughtful, informed decisions about their financial futures.

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Financial Symmetry

JULY 21, 2025

Welcoming the 2025 Internship Class Our 24th ‐ year internship cohort reminds us why we invest in education: Huy Truong – NC State (graduating Dec 2025, Business/Finance) Charlie Barstow – Virginia Tech (Financial Planning & Wealth Management) Anthony Rosen – Univ. Your imprint is permanent, Catherine—thank you.

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Tobias Financial

JUNE 1, 2025

Our Senior Wealth Advisor and Chief Investment Officer, Matthew Saneholtz, CFA, CFP, EA , was recently quoted in a Daily Upside article, breaking down the potential financial implications of this sweeping legislative proposal. Lastly, in terms of AI, OBBBA would impose a ten-year moratorium on state-level laws in regulation of AI.

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Tobias Financial

JUNE 4, 2025

Were excited to share that our CEO, Marianela Collado, CPA/PFS, CFP, CDS will be serving as a panelist at the National Association of Women Business Owners (NAWBO) Womens Business Conference, taking place June 58, 2025, in Washington, D.C.

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Tobias Financial

APRIL 1, 2025

We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. He tailors his approach to support long-term goals, whether it’s retirement planning, saving for education, or managing major life transitions.

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Investing Caffeine

MAY 1, 2025

Slome, CFA, CFP Plan. But if youre tired of being a pawn in the medias game, I invite you to join my fight by acknowledging that the Emperor Media has no clothes. www.Sidoxia.com Wade W. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 1, 2025).

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Carson Wealth

DECEMBER 17, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations youre passionate about.

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Investing Caffeine

DECEMBER 2, 2024

Slome, CFA, CFP® Plan. Source: Yardeni.com As always, the future is uncertain, and risks abound for next year. But 2024 has been a blockbuster year and there has been plenty to be thankful for, especially the performance of the U.S. stock market. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

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MainStreet Financial Planning

NOVEMBER 14, 2024

Passing on Your Legacy: Planning for Smooth Asset Transfer Hosted by: Vida Jatuils , CFP® & Anna Sergunina , CFP® Guest: Barry W. Join Anna Sergunina, CFP® and Vida Jaulis, CFP®, and guest estate planning expert Barry W. Finkelstein Are you prepared for how your assets will pass to your loved ones?

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Assets Planning Estate Planning CFP 52

International College of Financial Planning

JULY 16, 2025

Passive Investing !! With the usual sensationalism, we have made Passive investing a sophistication by itself. It’s as though, retail investors can’t venture into passive investing at all Let’s break this down Consider a middle income household in Indian context.

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Investing Caffeine

JUNE 2, 2025

Slome, CFA, CFP Plan. Regardless of the outcome, this crash course in Tariffs & Free Trade 101 underscores the enduring value of specialization and free trade, even amid today’s turbulent tariff battles. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

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Economics Economy Manufacturing Taxes 40

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. If you believe in the importance of secondary education, providing scholarships for first-generation college goers may be a good avenue for your support.

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Abnormal Returns

DECEMBER 23, 2024

roberthuebscher.substack.com) The CFP Board is thinking about boosting continuing education requirements. (crr.bc.edu) Early retirement often leads to taking Social Security early. thinkadvisor.com) Advisers Why model portfolio performance is often disappointing. financial-planning.com) How to reduce bias in your hiring process.

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Investing Caffeine

MARCH 25, 2025

Founding a biotechnology company with nothing more than a high school-level biology education all in a desperate attempt to save the life of your seven-year-old daughter from a rare heart disease that claims lives within three to five years. Slome, CFA, CFP Plan. The next step? www.Sidoxia.com Wade W.

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Cornerstone Financial Advisory

JANUARY 27, 2025

Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com All Bible verses in this article are English Standard Version (ESV). This might involve setting up trusts or education funds for future generations.

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Investing Caffeine

JULY 1, 2025

Slome, CFA, CFP® Plan. If tariff clarity improves, interest rate cuts materialize, and AI capital spending accelerates, a “boring” market could rapidly turn into a soaring one. www.Sidoxia.com Wade W. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (July 1, 2025).

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The Big Picture

MAY 13, 2025

So we can, we can attract talent in the CFP ranks from multiple 00:25:59 [Speaker Changed] Spots. And so that was, was an early educational book, probably in the same era when Genius failed as a, as a Roger Lowenstein. So it’s possible. Luckily we have other domestic offices, not just Pennsylvania.

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Investing Caffeine

MAY 1, 2025

Slome, CFA, CFP Plan. If investors obtain some tariff clarity, trade deal announcements, and/or tax-cut legislation progress, the queasy stock market rollercoaster ride could turn to smooth sailing. www.Sidoxia.com Wade W. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 1, 2025).

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International College of Financial Planning

JUNE 23, 2025

Introduction to Debt Repayment Strategies Managing debt is a challenge that many middle-class Indian families face today. Whether it’s credit card dues, a gold loan taken during a medical emergency, or an EMI on a personal loan, debt can feel like a constant weight on your shoulders. The good news?

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Investing Caffeine

MARCH 3, 2025

Slome, CFA, CFP , Exclusive to California Business Journal DISCLOSURE:Sidoxia Capital Management (SCM) and some of its clients hold positions in NVDA, COIN, IBIT, and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article.

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Wealth Management

JULY 18, 2025

He has read thousands of trust documents, consulted countless clients and advisors, authored numerous articles for professional publications, and conducted hundreds of educational presentations for attorneys, accountants, trust professionals, financial advisors, bankers, and clients nationwide. See more from Jay E.

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Million Dollar Round Table (MDRT)

JUNE 24, 2025

Giving back where she found safety and a voice At age 2, Laura Mossakowski, CFP , who is now a 20-year MDRT member and Top of the Table member, entered Encompass Early Education and Care after her mother moved the family to Green Bay, Wisconsin, USA, to escape an abusive home.

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Nerd's Eye View

SEPTEMBER 25, 2023

As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks. The rising popularity of CFP certification was thanks in large part to CFP Board's setting of rigorous educational and examination requirements that established a high bar of competency for those who wished to use the CFP marks.

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Nerd's Eye View

JULY 18, 2022

To meet this challenge, CFP Board’s Center For Financial Planning has engaged in fundraising for several years to fuel campaigns that have focused on building the advisor workforce of the future.

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Nerd's Eye View

MARCH 24, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the CFP Board of Standards launched its 1st ad campaign, dubbed "It’s Gotta Be A CFP", following its transition to a 501(c)(6) organization. Read More.

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