Abnormal Returns

AUGUST 28, 2023

riabiz.com) Charles Schwab ($SCHW) is planning more job cuts due to the TDA integration. investmentnews.com) Pro bono planning Does financial planning have a pro bono problem? mywealthplanners.com) The CFP Board wants to encourage pro bono planning. kitces.com) The SEC is focusing on RIA marketing.

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Tax Planning CFP Financial Planning Planning 205

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics.

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CFP Certified Financial Planner Financial Planner Financial Planning 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. 30-45 minutes. Guest commentator: Larry Pon.

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Tax Planning Certified Financial Planner Retirement Taxes 52

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 (..)

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Financial Planner Financial Advice Financial Advisor Tax Planning 222

Abnormal Returns

DECEMBER 12, 2022

(investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process. kitces.com) What the CFP Board is saying about cryptocurrencies. riaintel.com) Older Americans are planning to stay in the homes. thinkadvisor.com).

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Tax Planning Financial Advising Advertising Startup 130

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. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. .

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CFP Certified Financial Planner Certification Financial Planner 52

WiserAdvisor

NOVEMBER 21, 2022

What’s tricky about financial planning is that not every strategy is designed for every person. As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. What is a Certified Financial Planner?

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Certified Financial Planner Financial Planner CFP Financial Planning 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.

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Financial Advisor CFP Clients Financial Planning 246

Nerd's Eye View

NOVEMBER 18, 2022

Also in industry news this week: The CFP Board has proposed a series of changes to its disciplinary processes, including a two-year deadline for advisors subject to an interim suspension to file a petition for reinstatement. How advisors can help their clients turn their HSAs into wealth-building machines.

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Financial Planner Tax Planning Taxes CFP 202

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.”

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Certified Financial Planner Financial Planner Certification CFP 52

Nerd's Eye View

SEPTEMBER 6, 2022

Read More.

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Tax Planning Financial Advisor Retirement Financial Planner 246

Carson Wealth

JULY 26, 2023

By Odaro Aisueni, CFP ® , Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. Start succession planning as soon as you start the business, or as I like to say: “now.”

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Planning Taxes Retirement Financial Advisor 52

Carson Wealth

MARCH 26, 2024

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions.

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License Tax Planning CFP Taxes 129

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. Tax Planning in Real Time Gone are the days when tax planning was an annual event.

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Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 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. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. By Laura H. Mattia, Ph.D.,

Charitable Planning 77

Charitable Planning Estate Planning Retirement Planning Tax Planning 77

Darrow Wealth Management

JANUARY 29, 2024

This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. The US has 50 states – each with their own tax laws and estate planning opportunities. Other living trust benefits State estate tax planning.

Estate Planning 80

Estate Planning Distribution Taxes Wealth Management 80

International College of Financial Planning

OCTOBER 26, 2023

They’re well-versed in recommending vital products like life insurance and are wizards at tax planning. For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time. Successfully passing the respective examination.

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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

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. Qualified professionals can explore job opportunities in various sectors, such as wealth management, financial planning, asset management, banks, insurance, and brokerage firms.

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Financial Advisor Certified Financial Planner Financial Planner Investing 52

Darrow Wealth Management

JANUARY 9, 2023

529 plan to Roth IRA rollovers. To help alleviate parents’ fears about over-funding 529 college savings accounts , the Act enables penalty-free rollovers from 529 college savings plans to Roth IRAs, with limitations: The lifetime rollover limit is $35,000. So it’s clear there may be some new planning opportunities on the horizon.

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Accounting Taxes Tax Planning Distribution 59

Harness Wealth

JUNE 5, 2024

CFP® Before moving to Harness, Kelley Maddox was on a typical trajectory at his previous company. He was at a registered investment adviser (“RIA”) working as a tax manager on the planning team, on a path to becoming a director in a couple of years. Breaking away from an RIA Kelley Maddox, CPA.

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Taxes Clients Planning Tax Planning 64

Harness Wealth

MAY 25, 2023

The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential. Fixed Fee A flat fee charged for a specific service.

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Financial Advisor Certified Financial Planner Ethics CFP 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.

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Certified Financial Planner Tax Planning Taxes B2B 52

International College of Financial Planning

NOVEMBER 10, 2021

If you are planning your career in this direction, it is the right time to take the plunge in this trade. 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. This is a global certification and comes with lots of perks.

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Investment Advisor Investing Investments Certified Financial Planner 52

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

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Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

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Wealth Management Management Risk Tolerance Retirement Planning 52

Tobias Financial

MARCH 20, 2024

In a recent MarketWatch article spotlighting tax filing options for married couples, our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, shared valuable insights on the choices between filing jointly or separately. While the tax code generally favors joint returns, there are instances where spouses may benefit from filing apart.

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Taxes CFP Education Planning 52

Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. Financial paraplanners can be recent college graduates with no work experience, or may also be career changers with an extensive background in other areas that can add more value to an RIA owner, such as tax professionals.

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Insurance Financial Planner Fee Only Financial Advisor 98

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. Offering a broader range of services can help you build stronger, and more profitable, relationships with clients who increasingly desire a more holistic planning experience.

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Financial Planning Clients Planning Estate Planning 75

Darrow Wealth Management

SEPTEMBER 7, 2023

So the choice ultimately has to be an educated guess in consideration with other key factors about your equity, post-IPO plans, and financial situation. Pros and cons of exercising stock options in a pre-IPO window If you are new to the tax implications and basics about exercising stock options, please read this article first.

Wealth Management 95

Wealth Management Taxes Tax Planning Valuation 95

Tobias Financial

MARCH 20, 2024

In a recent MarketWatch article spotlighting tax filing options for married couples, our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, shared valuable insights on the choices between filing jointly or separately. While the tax code generally favors joint returns, there are instances where spouses may benefit from filing apart.

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Taxes CFP Education Planning 52

Darrow Wealth Management

NOVEMBER 20, 2023

If you think retirement planning moves stop at retirement, think again. As illustrated by the list below, there are a lot of factors that need to align for a Roth conversion to make sense in your wealth plan. But there are other ways to go about tax planning. Finally, consider your cash flow needs and sources of cash.

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Retirement Distribution Taxes Accounting 82

Darrow Wealth Management

OCTOBER 24, 2022

Planning can help optimize annual RMDs depending on your goals and cash flow needs. For example, what’s the best time of year to take required minimum distributions, how to reinvest it, or if you can avoid paying tax on RMDs. Here are some of the most common RMD questions and planning opportunities for investors.

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Distribution Taxes Retirement Accounting 64

International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Accounting & Tax Planning Firms.

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Financial Advisor Certified Financial Planner Certification Fee Only 52

Investing Caffeine

MAY 3, 2023

Many Americans spend more time planning a vacation than they do preparing for retirement or planning their finances. If you are close to retirement, and you have too much exposure to equities, a retrenchment in the stock market could delay your retirement plans by years. Risk Tolerance: What is your asset allocation?

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Retirement Retirement Planning Financial Advisor Planning 59

Darrow Wealth Management

DECEMBER 23, 2022

Some of the measures in the bill include increasing the required minimum distribution age, raising catch-up contribution limits, permitting some rollovers from 529 plans to Roth IRAs, and expanded access to employer plans. 529 plan to Roth IRA rollovers. 9 major Secure Act 2.0 retirement changes. The Secure Act 2.0

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Retirement Retirement Planning Distribution Taxes 87

Carson Wealth

SEPTEMBER 14, 2023

By Brady Marlow, CFP ® , AEP ® ,   CAP ® , CPWA ® ,  CExPTM , Director, Carson Private Client Wealth Strategy   As a small business owner, you understand the importance of safeguarding your legacy and ensuring a seamless transfer of ownership through succession planning. The goal of estate tax planning is to help the next generation.

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Taxes Financial Advisor Planning Sales 52