Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 233

Financial Planner Financial Advice Financial Advisor Tax Planning 233

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. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

XY Planning Network

JULY 7, 2023

Available exclusively to XYPN members, each month one of XYTS's tax experts hosts an office hours session where tax-specific topics are discussed and attendees can ask any top-of-mind questions. Enjoy the recording!

Tax Planning 52

Tax Planning Taxes Planning CFP 52

MainStreet Financial Planning

JUNE 27, 2022

The MainStreet Financial Planning Discussion Club. Acts, what that means to you and your Tax Planning in Retirement. Acts, what that means to you and your Tax Planning in Retirement. Hosted by: Cynthia Flannigan , CFP®. CPA/PFS, CFP, EA, USTCP, AEP. “MainStreet Chalk Talk”. 30-45 minutes.

Tax Planning 52

Tax Planning Certified Financial Planner Retirement Taxes 52

Nerd's Eye View

JULY 12, 2022

Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

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.”

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

International College of Financial Planning

OCTOBER 17, 2023

The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial. Financial planning software offers CFPs the advantage of tracking market trends, analyzing data, and making informed decisions.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Nerd's Eye View

SEPTEMBER 6, 2022

Read More.

Tax Planning 246

Tax Planning Financial Advisor Retirement Financial Planner 246

International College of Financial Planning

OCTOBER 26, 2023

Investment Mastery: Financial advisors are adept at channelling their clients’ resources into various asset classes, ensuring growth and security. They’re well-versed in recommending vital products like life insurance and are wizards at tax planning. Why Pursue a Career as a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! Chris Shoup [link] Georgia David E.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

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. Preparation is where she has time to get her financial life in order and brace for what she knows is about to happen. By Laura H. Mattia, Ph.D.,

Charitable Planning 77

Charitable Planning Estate Planning Retirement Planning Tax Planning 77

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

International College of Financial Planning

JULY 10, 2023

Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals. Excellent communication and interpersonal skills.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

eMoney Advisor

FEBRUARY 16, 2023

There’s nothing quite like the flurry of excitement and activity around onboarding a new client and getting started on their financial plan. The key is to incorporate the best services that bring value to your clients while determining how to grow a financial planning practice.

Financial Planning 75

Financial Planning Clients Planning Estate Planning 75

Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. Many hold the FPQP ( Financial Planner Qualified Professional ) designation, although it is believed by some to fall short of imparting the skills to make a true paraplanner. Any range for what these jobs usually pay?

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Fortune Financial

SEPTEMBER 25, 2023

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

International College of Financial Planning

NOVEMBER 10, 2021

Chartered Financial Analyst (CFA) – If you have set your eyes on becoming an Investment Advisor this is one of the best courses to take. Certified Financial Planner (CFP) – Much like the CFA, CFP or Certified Financial Planner also remains one of the most sought out qualifications in this industry.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

Harness Wealth

DECEMBER 14, 2022

We are thrilled to announce the appointment of Stephany Kirkpatrick, CFP Ⓡ , Founder & CEO of Orum, to the Harness Wealth Board. In particular, I believe Harness’ unique insight around the complexity and importance of tax planning is very differentiated and powerful.

Certified Financial Planner 52

Certified Financial Planner Tax Planning Taxes B2B 52

International College of Financial Planning

JULY 31, 2023

Their knowledge extends to various investment products, risk management, tax implications, and financial planning. Armed with this expertise, investment advisors can comprehensively analyze clients’ financial situations and devise tailored strategies to align with their unique goals and risk tolerances.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

WiserAdvisor

AUGUST 8, 2022

Financial planning for high-net-worth individuals can be a bit more complicated than the rest. Ultra high-net-worth financial planning can require intricacies and attention to the minutest of details. Chartered Financial Consultant (ChFC). Certified Financial Planner (CFP). to create wealth.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

International College of Financial Planning

AUGUST 2, 2021

Financial advisors work with different kinds of organizations, and these include –. Accounting & Tax Planning Firms. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges. CFP ( Certified Financial Planner ).

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Clever Girl Finance

JULY 16, 2023

Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track. You’re looking for tax help Tax help should not be confused with financial advisory help. So if you need to make a tax plan, these professionals will be more helpful.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track. You’re looking for tax help Tax help should not be confused with financial advisory help. So if you need to make a tax plan, these professionals will be more helpful.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Harness Wealth

JUNE 5, 2024

Maddox to promote Harness as he is a tax adviser available through the Harness platform. CFP® Before moving to Harness, Kelley Maddox was on a typical trajectory at his previous company. Preferably someone holding stock options (ISOs or NSOs) with limited understanding of the tax implications of their holdings,” Kelley explains.

Taxes 64

Taxes Clients Planning Tax Planning 64

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide? Are Robo-Advisors a Good Alternative?

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Zoe Financial

FEBRUARY 21, 2023

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. When looking for a financial advisor, ensure they’re certified. You’re on the right track! Both seem to be similar and help in their unique ways.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Darrow Wealth Management

NOVEMBER 20, 2023

If your assets are mostly pre-tax, a Roth conversion can add tax diversification while preserving tax-deferred growth and potentially tax-free withdrawals. But there are other ways to go about tax planning.

Retirement 82

Retirement Distribution Taxes Accounting 82

WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. This can lead to financial instability in the long run. Verify qualifications and credentials Educate yourself on the qualifications and certifications relevant to financial advisors.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Zoe Financial

APRIL 4, 2023

Financial Tips to Keep in Mind Published April 5th, 2023 Reading Time: 6 minutes Written by: Kevin Ostergaard, CFP®, CIMA® & Mishkin Santa, J.D., TEP Zoe Financial Services Partner Retiring Abroad? Above all else, ensure it matches your financial plan and that you know the tax responsibilities of the move.

Retirement 52

Retirement Taxes Compliance CFP 52

Investing Caffeine

MAY 3, 2023

Tax Planning: Are you maximizing your tax-deferred investment accounts? Whether you are contributing the limit to your IRA (Individual Retirement Account), 401(k) retirement plan at work, or pension (for larger business owner contributions), these are tremendous tax-deferral savings vehicles.

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Darrow Wealth Management

AUGUST 28, 2023

Sarah Grossman, Principal of BayState Business Brokers in Needham, MA, says this helps sellers “shape their timeline and any financial planning that needs to be completed prior to a sale.” ” Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Sales 78

Sales Wealth Advisor Estate Planning Taxes 78

WiserAdvisor

JUNE 2, 2023

Wealth managers Wealth managers primarily work with wealthy investors and hold expertise in several fields, such as investment planning, estate planning, tax planning, insurance planning, charitable donations, etc. The SEC and several state and local agencies regulate and monitor financial advisors.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

WiserAdvisor

JULY 24, 2022

Financial planning can be helpful in many ways. Financial planning adds discipline to your routine. Financial planning is also helpful in tracking errors and rectifying them quickly to avoid further damage. Evidently, financial planning is even more crucial for high-net-worth individuals.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Robert B. Ritter Jr.

MARCH 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the InsMark Loan-Based Split Dollar System) Editor’s Note: This blog presents a sizzling loan-based split-dollar plan. This executive benefit will be difficult to justify if interest rates increase considerably.

Recruitment 40

Recruitment Taxes Financial Services Planning 40

Robert B. Ritter Jr.

FEBRUARY 28, 2022

What are the benefit plans […]. (Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Other than the principal owners, who are the key executives of any business? Minority-owner executives. These are often the firm’s key personnel. Anyone else?

Financial Services 40

Financial Services Planning Certified Financial Planner Wealth Management 40

Robert B. Ritter Jr.

DECEMBER 29, 2021

The post Blog #216: Cost of Waiting (Delay is the Deadliest Form of Denial) first appeared on Bob Ritter's Blog, ideas for financial service professionals. That’s when your health may be the best it will ever be, and the benefits are more favorable […].

Financial Services 40

Financial Services Insurance Certified Financial Planner Wealth Management 40