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 246

Financial Planner Financial Advice Financial Advisor Tax Planning 246

International College of Financial Planning

MARCH 12, 2025

Understand taxes: Capital gains, dividend taxes, and exit loads can eat into your returnsplan accordingly. Final Thoughts: The Path to Financial Security Starts Today Smart financial planning isnt about giving up the things you enjoyits about making informed decisions that align with your goals.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Website: irs.gov/individuals/irs-tax-volunteers.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

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

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment. A gap our Kitces Courses aim to fill!

Education 238

Education Financial Planning Estate Planning CFP 238

MainStreet Financial Planning

OCTOBER 3, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 10-17-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! It seems like everyone is getting into real estate investing these days!

Taxes 98

Taxes Investments Investing CFP 98

Tobias Financial

DECEMBER 15, 2024

When it comes to financial planning, working with an advisor who understands both tax law and financial strategy can offer significant benefits. Financial planning is not just about setting one goal – its a continual process of making decisions that shape your financial future.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Financial Planning 52

eMoney Advisor

MARCH 1, 2023

As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. Read on to learn their stories and get inspiration for your own. Sources: 1. Own your worth.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Your Richest Life

MARCH 12, 2025

The tax deadline is next month, and if youre like most Americans, you are still preparing to file. Standard and Itemized Deduction for filing 2024 Taxes For the 2024 tax year, the standard deduction increased to $29,200 for married filing jointly, $14,600 for single filers and married filing separately, and $21,900 for heads of household.

Taxes 52

Taxes Fee Only Electronics CFP 52

Nerd's Eye View

SEPTEMBER 6, 2022

Read More.

Tax Planning 246

Tax Planning Financial Advisor Retirement Financial Planner 246

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. But that doesn’t mean the actual assets are just split down the middle, and some assets are much more favorable from a tax perspective than others.

Financial Planning 105

Financial Planning Planning Estate Planning Assets 105

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

Steve Sanduski

FEBRUARY 18, 2025

Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Including collectibles in estate planning to avoid family disputes.

Financial Planning 52

Financial Planning Planning Valuation Clients 52

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

CFP 52

CFP Financial Planning Planning Certification 52

Nerd's Eye View

JANUARY 13, 2025

We've also rolled out a new private community specifically for Directors of Financial Planning (DFPs), who are increasingly becoming the lynchpins that drive planning excellence in advisory firms… which is so in alignment with our own Kitces mission that we wanted to start hosting a community for DFPs to further foster their success!

Financial Advice 134

Financial Advice Ethics Education Financial Planning 134

eMoney Advisor

NOVEMBER 7, 2022

Adjusting to a New Tax Situation. Taxes in life are certain, however, tax legislation does change and could influence future rates. There are tax advantages—and disadvantages—clients must be aware of later in life. For instance, retirees can end up in a higher tax bracket than they expected.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

Your Richest Life

FEBRUARY 27, 2023

Whether you’re preparing to file , waiting on a refund , or have already paid your tax bill, you might notice some differences this year. First of all, many taxpayers are noticing smaller refunds or higher tax bills this year than in the previous two years. This credit is up to $7,500, and is set to expire in 2032 unless renewed.

Taxes 105

Taxes Fee Only CFP Financial Planning 105

Yardley Wealth Management

DECEMBER 17, 2024

The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael J. For 2025, consider implementing tax-loss harvesting strategies in your investment accounts.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

XY Planning Network

JULY 7, 2023

Get a sneak peek at content reserved for XYPN members with XY Tax Solutions Office Hours program! 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 93

Tax Planning Taxes Planning CFP 93

eMoney Advisor

FEBRUARY 7, 2023

We also offer financial planning firms access to a more diverse talent pool. Like me, the remarkable professionals below are doing their part to change the financial planning landscape. Dr. Cherry is also the founder of Concurrent Financial Planning, where he helps clients pursue what he calls “life-money balance.”

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Darrow Wealth Management

NOVEMBER 7, 2024

Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and tax planning opportunities. Cash flow: Depending on the type of equity you have, exercising can be challenging given tax implications and having cash to buy the stock.

Taxes 98

Taxes Wealth Management Tax Planning Wealth Advisor 98

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 103

Taxes Tax Planning Startup Valuation 103

Abnormal Returns

MARCH 6, 2023

fa-mag.com) Vanguard is closing its UK financial planning unit. advisorperspectives.com) What does the research say about CFP misconduct? kitces.com) A Q&A with Tyrone Ross, founder and president of 401 Financial, about bucking industry norms. etftrends.com) Expiring tax breaks make planning all the more challenging.

Compliance 144

Compliance Wealth Management CFP Financial Advice 144

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

Financial Symmetry

MAY 27, 2025

He joined the firm as its first intern, a role that laid the foundation for a long and impactful career in financial planning. After graduating, Chad came on board full-time as a Financial Planning Associate. His legacy is one of steady growth, meaningful client relationships, and a clear vision for the future.

Certified Financial Planner 57

Certified Financial Planner Financial Planning Financial Planner CFP 57

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

Yardley Wealth Management

AUGUST 27, 2024

The post Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy appeared first on Yardley Wealth Management, LLC. Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy At Yardley Wealth Management, we understand that many clients want to make a difference while also securing their financial future.

Taxes 40

Taxes Wealth Management Distribution CFP 40

Tobias Financial

JUNE 15, 2025

Whether by choice or circumstance, retiring solo means you’re in full control of your financial decisions, but you also face distinct planning challenges that require thoughtful strategy. You’re planning for one, which often simplifies decisions around budgeting, income needs, and lifestyle goals,” Chad shares.

Retirement 52

Retirement Financial Advisor Retirement Planning Taxes 52

International College of Financial Planning

SEPTEMBER 23, 2024

The financial planning sector is booming, offering countless opportunities for individuals to build a rewarding career. With the global demand for financial advisors rising, gaining the right credentials has become crucial for long-term success. What Is the CFP® Challenge Pathway? Let’s dive in.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

OCTOBER 26, 2023

Real estate planning is a crucial undertaking that every adult and family should prioritize. Engaging in this vital process is not just a mere task—it’s a proactive measure in the broader spectrum of financial planning. Collaborating with a financial advisor significantly reduces the margin for error in planning.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Financial service professionals like Tammy climb a competence stairway to work with clients. Common degrees used in financial planning include: .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

International College of Financial Planning

MARCH 9, 2024

Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

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

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.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52