Carson Wealth

JANUARY 3, 2023

CFP ® , Director of Consumer Investment Research . Many people believe, incorrectly, that estate planning is for older, ultra-wealthy people. But the simple truth is: If you have property, you need an estate plan. The following are some of the key documents you should consider including in your estate plan.

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Abnormal Returns

JULY 3, 2023

beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. kitces.com) Estate planning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. (matts-newsletter-7a3f46.beehiiv.com)

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International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics.

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International College of Financial Planning

JULY 20, 2022

To become a certified financial planner (CFP), you must learn about risk analysis in-depth. Here are some of the key things you learn in risk analysis under CFP certification. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world.

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International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. .

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Wealth Management

DECEMBER 18, 2023

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute

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WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. Department of Education before appearing for the CFP exam.

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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? Inform them of your parents passing and discuss options for support in settling the estate.

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Nerd's Eye View

NOVEMBER 29, 2022

We also talk about how Anh began her career as an attorney, but decided to move away from the more transactional short-term relationship of litigation, and then, it was while she was working for Goldman Sach’s Ayco, that she realized that she could have a greater impact on her clients’ lives through financial planning and ultimately decided (..)

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Yardley Wealth Management

JUNE 6, 2023

Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.

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Tobias Financial

JANUARY 7, 2024

We are thrilled to announce and celebrate our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® for her recent appointment as the Vice Chair of the Professional Advisors Council (PAC) at the Community Foundation of Broward. This appointment is a testament to her dedication, expertise, and commitment to philanthropy in our community.

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Darrow Wealth Management

JANUARY 29, 2024

This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. The US has 50 states – each with their own tax laws and estate planning opportunities. A trust is just one part of an estate plan.

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International College of Financial Planning

JANUARY 18, 2023

He is a CFP, MBA (FIN), CAIIB, LLB, M.COM – Delhi University. He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.”

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International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. By paying for CFP services, you strengthen your overall financial plan.

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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?

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Nerd's Eye View

JULY 25, 2022

Which is relevant already in 2022 for any advisors who are registered in one of the 3 states (as their home state, or simply a state in which they have more than the de minimis number of clients) that has already rolled out the IAR CE obligation – Maryland, Mississippi, and Vermont – and will be relevant for far more advisors in the years (..)

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Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

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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. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. By Laura H. Mattia, Ph.D.,

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Charitable Planning Estate Planning Retirement Planning Tax Planning 76

Carson Wealth

JULY 12, 2022

Attorneys play a critical role in the financial planning process, particularly in estate planning. In financial services, you might encounter an LLM in tax or estate planning. . Broad Based Financial Planning Designations. Three broad financial planning designations include: .

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eMoney Advisor

DECEMBER 6, 2022

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. After all, if your services include coordination with their estate planning, insurance, and more, you need to have a secure way they can share that data with you.

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International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. CFP enables you to save big by learning better.

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Your Richest Life

NOVEMBER 11, 2022

Update Your Estate Plan. If this year brought major changes to your family, like births, deaths or marriages, you might need to update the information on your estate plan. Here’s a guide to reviewing your estate plan. Prepare for a Potentially Difficult New Year. About Your Richest Life.

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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. This approach helps students to face real-world challenges.

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Darrow Wealth Management

APRIL 25, 2023

Here’s a financial planning checklist for surviving spouses. Kristin McKenna, CFP® first published an abbreviated version of this article on Forbes. In addition to making funeral arrangements and notifying family and friends, another priority is alerting your estate planning attorney and financial advisor.

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Carson Wealth

DECEMBER 18, 2022

CFP ® , Director of Consumer Investment Research A trust is a mechanism of owning property. Trusts are often used to simplify and coordinate estate planning. Trusts are a formal legal document and should be drafted by a qualified estate planning attorney to compliment your estate plan. Do you need a trust?

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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). It is one of the most recognized and respected financial planning certifications in the industry. Alicia Vande Ven , M.S.,

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Yardley Wealth Management

SEPTEMBER 24, 2021

Founder and CEO Michael Garry is a CERTIFIED FINANCIAL PLANNER practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®). Garry formed a law firm, Yardley Estate Planning, LLC, to work in conjunction with his wealth management firm and provide estate planning services to Pennsylvania and New Jersey residents.

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Your Richest Life

AUGUST 11, 2023

Your estate plan is the comprehensive guide to your wealth and property when you pass away or become incapacitated physically or mentally. it’s important that you update your estate plan to reflect those changes. As a physician, there are a few other areas to pay attention to when you’re working on your estate plan.

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FMG

OCTOBER 5, 2023

Barsoumian, CFP®, CRPC® , Founder and Financial Advisor at SMB Financial Strategies , sent clients puzzles last year. Spice Packages From Spiceology When it comes to gifting, we are all about thinking outside the box, so this client gift idea from Amanda Singletary, MBA , Marketing Manager at Cary Estate Planning , is excellent.

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Clients CFP Financial Advisor Wealth Advisor 52

FMG

NOVEMBER 7, 2022

Barsoumian, CFP®, CRPC® , Founder and Financial Advisor at SMB Financial Strategies sent clients puzzles last year which was a great idea to pass the time and do something fun while we were all in lockdown. We love this one from John Barrios, CFP® , owner of Barrios Financial Services as it’s truly all about the season of giving.

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Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. The potential supplemental estate tax liability for a married couple may be in the $5.6

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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.

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eMoney Advisor

FEBRUARY 16, 2023

Financial Planning for a Lifetime You’ve just spent six months working with a new client to implement a financial plan. It’s important to keep in mind that overextending the services you offer could lead to inefficiencies in your financial planning process. What does that long-term relationship look like?

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International College of Financial Planning

APRIL 20, 2022

Financial planners help people manage their money and plan for their financial future. They advise on investments, taxes, retirement, and estate planning. The most beneficial certificates are the Certified Financial Planner (CFP) and the Chartered Financial Analyst (CFA).

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Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

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Darrow Wealth Management

AUGUST 28, 2023

On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process. Estate planning attorney The sale of a business is often a major financial change. Your advisors on the business side are all going to be keying in on the gross numbers, not your net.

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Sales Wealth Advisor Estate Planning Taxes 77

Your Richest Life

MARCH 15, 2022

Charitable Giving: How to Work it into Your Life, Budget and Estate Planning. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Here are a few more resources to help you donate with confidence: Best Ways to Donate Money After a Disaster.

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