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Adviser links: estate uncertainty

Abnormal Returns

Advisortech The CFP Board has released guidelines for using AI. kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. abnormalreturns.com)

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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

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.

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Strategic Retirement Planning Guide for Single Women: Expert Financial Advice

Yardley Wealth Management

The post Strategic Retirement Planning Guide for Single Women: Expert Financial Advice appeared first on Yardley Wealth Management, LLC. Without a partner to rely on for financial support, single women must take proactive steps to ensure a secure and comfortable retirement.

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Weekend Reading For Financial Planners (March 25-26)

Nerd's Eye View

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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9 Year-End Planning Tips from a Wealth Planner

Carson Wealth

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. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

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Identifying the four stages of transition for widows 

Million Dollar Round Table (MDRT)

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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What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

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: . Retirement.