Your Richest Life

JANUARY 27, 2025

Your investing strategy is a personal approach based on your goals, life stage and risk tolerance. There are so many different ways to invest, but two of the most common methods youll find are active and passive investing. What is active investing? Active investing involves a hands-on approach to managing your portfolio.

Investments

International College of Financial Planning

JULY 11, 2025

And this is precisely what the CFP® certification is built to instil. The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. And this is what sets a CFP® professional apart. It builds a mindset. You learn to think beyond numbers.

CFP

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. " Brennan’s response?

Estate Planning

Nerd's Eye View

DECEMBER 16, 2024

CFP Board Career Center, FPA Job Board), on general interest sites (e.g., Which means that taking the time to create a structured, inclusive hiring process that allows a firm to access the broadest possible pool of potential candidates and evaluate them effectively can be an investment that pays off for a firm for years to come!

Advertising

Darrow Wealth Management

NOVEMBER 4, 2024

Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice. Today, many investment advisors operate as a subsidiary of another larger, parent firm. You can look up the ADV on the SEC’s advisor search website.

Financial Advisor

Nerd's Eye View

MAY 19, 2025

Even for advisors with a CFP certification or other credentials, honing these skills and the confidence to use them in real-time client interactions requires additional practice. To address this, associate advisors often rely on shadowing lead advisors and other team members, completing supervised work, and participating in debriefs.

Financial Planning

Darrow Wealth Management

FEBRUARY 13, 2025

Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. Independent firm. Do you have a unique situation?

Fee Only

Wealth Management

JULY 31, 2025

To earn the CFP® designation, Brian had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B Brian earned his B.S.

Wealth Management

Nerd's Eye View

MAY 2, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand with the public and encourage (..)

Financial Planner

Yardley Wealth Management

DECEMBER 17, 2024

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach. Interest rates remain a significant factor in financial planning, affecting everything from mortgage rates to investment returns.

Financial Planning

Tobias Financial

AUGUST 5, 2025

During our latest Quarterly Market Update Webinar, our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®, and Wealth Advisor, Franklin Gay, CFP®, EA , reviewed recent market activity and provided insights into how the legislation, along with broader economic trends, may shape financial planning strategies in the months ahead.

CFP

Carson Wealth

JUNE 25, 2025

Carson Wealth’s Jon Read, CFP ®️ , ChFC ®️ , AIF ®️ Partner, Wealth Advisor and Justin Schultes, CFP ®️ , AIF ®️ , MBA, Partner, Wealth Advisor with some discussion about the volatility toll we pay when we invest.

CFP

International College of Financial Planning

JUNE 5, 2025

We’re here to help you fine-tune your investments, taxes, and goals, but more importantly, we dive into the real conversations. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. ” When you’re CFP®, your work speaks for you.

Wealth Management

Your Richest Life

NOVEMBER 1, 2024

These moments are exactly why we lean into more long-term investing strategies. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. We know the markets get temperamental during elections.

Financial Market

Your Richest Life

NOVEMBER 26, 2024

There are also more people than ever going back to college, getting degrees, and investing in their career well into (and beyond) middle age. Money tips for your 40s About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Retirement

International College of Financial Planning

MARCH 12, 2025

Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. What to Do Instead: Follow the 50-30-20 rule: Spend 50% on essentials (rent, groceries), 30% on fun (yes, that includes your Zomato orders), and 20% on savings/investments. Gen Z is rewriting the rules of personal finance.

Financial Planning

International College of Financial Planning

NOVEMBER 18, 2024

I decided to take a closer look at my own investments and realized something shocking: I had been managing my money carelessly. My investments were managed through my bank, but there was very little guidance or adjustment over the years. Today, my investments are split between my bank and that advisory service.

Education

International College of Financial Planning

JULY 16, 2025

Passive Investing !! With the usual sensationalism, we have made Passive investing a sophistication by itself. It’s as though, retail investors can’t venture into passive investing at all Let’s break this down Consider a middle income household in Indian context. At times, we get overwhelmed on How to start investing?

Investments

International College of Financial Planning

JUNE 17, 2025

Financial institutions based in GIFT City can treat their operations, investments, and deposits as offshore, enabling Indian banks, NBFCs, insurance providers, and capital market entities to offer global financial products in foreign currencies.

Compliance

Tobias Financial

DECEMBER 20, 2024

We are proud to announce that Tobias Financial Advisors has been recognized as one of the Best RIAs (Registered Investment Adviser) to Work For by Financial Planning! Guided by a common purpose, shared culture, and objectives, we believe, as our CEO Marianela Collado, CPA/PFS, CFP, CDS often says, that a happy team equals happy clients.

Financial Planning

Financial Symmetry

JUNE 18, 2025

She’s volunteered with organizations such as NAPFA, SavvyLadies, Building Homes for Heroes, and served as a WIN Advocate for the CFP® Board, championing women’s voices in the financial planning profession. A few favorites include: Stop the Show Investing, Not Gambling Capital One Data Breach Are You a Spite Spender?

Certified Financial Planner

Steve Sanduski

FEBRUARY 18, 2025

But, to a growing segment of clients and prospects, these investments are almost as important as their 401(k)s. On today’s show, Tom Ruggie discusses how he blended his passion for collecting with his professional financial expertise and the transformation of collectibles into a recognized investment category. .

Financial Planning

Yardley Wealth Management

DECEMBER 24, 2024

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Picture this: It’s December 31st, and you’re looking back at 2025, celebrating not just the holidays, but your financial victories. As your CFP®, I’m here to help you rewrite that story. Kick Off the New Year with a Solid Plan by Michael J.

Planning

International College of Financial Planning

JUNE 27, 2025

A single mother must have a clear understanding of what she earns, where it goes, and how to invest it effectively. Writing a will, understanding succession laws, and ensuring that your investments and insurance policies have the correct nominations are critical.

Estate Planning

Tobias Financial

JUNE 1, 2025

Our Senior Wealth Advisor and Chief Investment Officer, Matthew Saneholtz, CFA, CFP, EA , was recently quoted in a Daily Upside article, breaking down the potential financial implications of this sweeping legislative proposal. Disclosure : Tobias Financial Advisors is registered as an investment advisor with the SEC.

Taxes

Tobias Financial

MARCH 11, 2025

Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation. He highlighted the importance of long-term investing, cautioning against making hasty decisions in reaction to short-term market fluctuations. Its time in the market. You want to be in the U.S.,

Financial Advisor

Financial Symmetry

JULY 21, 2025

Welcoming the 2025 Internship Class Our 24th ‐ year internship cohort reminds us why we invest in education: Huy Truong – NC State (graduating Dec 2025, Business/Finance) Charlie Barstow – Virginia Tech (Financial Planning & Wealth Management) Anthony Rosen – Univ. Your imprint is permanent, Catherine—thank you.

CFP

Darrow Wealth Management

NOVEMBER 7, 2024

In working with your tax professional and investment advisor, make a tax plan that incorporates your diversification goals and considers tax strategies on new exercises. If you expect a large windfall , it’s important to carefully consider your investment decision. So it’s important to seek investment advice.

Taxes

Tobias Financial

JUNE 15, 2025

Our Wealth Advisor, Chad Williamson, CFP® , explains that while retiring as a single person can present certain hurdles, it can also streamline the planning process. Tobias Financial Advisors is registered as an investment advisor with the SEC.

Retirement

Nerd's Eye View

JANUARY 13, 2025

And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!), and we're aiming to offer CE for Accredited Investment Fiduciary (AIF) designees by the second half of the year!

Financial Advice

Your Richest Life

MAY 20, 2025

Investing in therapy can also be beneficial for your mental health, especially during stressful times. Getting everyone on the same page can be a huge help in reducing money stress Try to avoid internet forums or investment gurus when youre seeking out money advice. For more information on the services offered, contact Katie today.

Management

Tobias Financial

APRIL 8, 2025

Our Portfolio Manager, Chad NeSmith, CFA, CFP was recently quoted in an Associated Press article discussing how retirees are reacting to the market volatility spurred by the latest tariff announcements. This is a valuable time to revisit your investment strategy. So, what should retirees do right now? First and foremost, dont panic.

Portfolio

Your Richest Life

FEBRUARY 24, 2025

Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.

Financial Market

Tobias Financial

JULY 27, 2025

Our Chief Investment Officer and Senior Wealth Advisor, Matthew Saneholtz, CFA, CFP®, EA, has seen this habit firsthand, discussing it in a CNBC article. Tobias Financial Advisors is registered as an investment advisor with the SEC. Also, by automating this process through your bank, you can reduce the temptation to spend it.

Financial Advisor

Investing Caffeine

MAY 1, 2025

Issues are More Gray Than Black or White Journalists – most of whom have little investing experience – like to authoritatively paint economic issues in black-or-white terms. Not only have my investments survived those volatile periods, but they have also thrived – repeatedly hitting new record highs.

Media

Clever Girl Finance

JUNE 5, 2025

Jen is fully invested in building community and has woven some fun and engaging themes into her podcast, such as “Reina of the Week” or “Pregunta of the Week” (Question of the Week). On this podcast, Laura simplifies many finance topics such as investing, taxes and credit into segments that are under 30 minutes.

Certified Financial Planner

Yardley Wealth Management

AUGUST 27, 2024

Garry, Esquire, CFP®, MBA, Founder & CEO , and Accredited Investment Fiduciary® at Yardley Wealth Management, is ready to guide you through the process. Plus, it offers peace of mind knowing that your contributions are making a positive impact. Ready to Explore Your Options?

Taxes