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Weekend Reading For Financial Planners (December 14–15)

Nerd's Eye View

Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)

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Style guidelines for financial services firms

Investment Writing

My client style sheets would typically fit on one page, if printed out.

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Chalk Talk: Exploring Retirement Housing Decisions

MainStreet Financial Planning

Exploring Retirement Housing Decisions Hosted by: Jennifer Bush, CFP® MainStreet Financial Planning As people approach retirement age, one of the most significant decisions they face is where and how they will live during their golden years. Retirement housing decisions can also have a significant impact on an individual’s financial security.

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Midlife Money Myths: Finances After 40

Your Richest Life

Healthcare costs, assisted living, travel and general living expenses are all important retirement considerations, and your 401(k) might not stretch enough to cover those costs for as long as you need them to. The first step is to know what you need. Personal Finance Habits of a Successful Retiree Should You Retire Early?

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10 Female-Led Financial Advisor Websites to Inspire Your Next Redesign

FMG

Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Amy Braun-Bostich MSFP, CFP®, CFS®, APMA®, CLTC® is the founder and CEO of the firm. How will I pay for healthcare? Childers, EA, CFP®, and offers comprehensive financial planning services to their prospects.

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Get Ahead on Your Financial Goals This Summer

Your Richest Life

Also, if you have a healthcare FSA or a dependent care FSA, make sure you’ve filed your claims so far for the year. Check Over Retirement Savings Plans and Health Insurance Open enrollment doesn’t begin until the fall, but the summer is a great time to check over your benefits and make sure they’re working for you.

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ABLE Accounts in Wisconsin: Key Things to Know for WI Residents

Walkner Condon Financial Advisors

A qualified disability expense is a broad definition that includes things like housing, food, transportation, education, assistive technology, personal support services, healthcare expenses, and financial and administrative services. candidate for cfp® certification. What are considered qualified expenses for ABLE accounts?