International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification? Financial planning has emerged as one of the most rewarding career paths in the modern financial sector.

CFP

Your Richest Life

FEBRUARY 27, 2023

(You can use your modified AGI from the year you purchase the vehicle or the year before, whichever is less;) You must purchase the vehicle new; The vehicle must be made by a qualified manufacturer; The vehicle’s suggested retail price (MSRP) cannot exceed $80,000 for vans, sport utility vehicles and pickup trucks, or $55,000 for other vehicles.

Taxes

Carson Wealth

JANUARY 14, 2023

CFP ® , Director of Consumer Investment Research  Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple. Craig Lemoine, Ph.D., Why Choose a Fiduciary?

Financial Advisor

Investing Caffeine

DECEMBER 1, 2023

As a result, there is a powder keg of dry powder on the sidelines in the form of $6 trillion in institutional and retail money market funds (see chart below). Slome, CFA, CFP® Plan. Investors are hoping gifts keep coming in 2023 in the shape of a Santa Claus rally – let’s hope we are all on the “nice” list and not the “naughty” list.

Economy

Tobias Financial

DECEMBER 22, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services.

Investment Advisor

Tobias Financial

DECEMBER 19, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services.

Investment Advisor

Your Richest Life

JUNE 30, 2023

(You can use your modified AGI from the year you purchase the vehicle or the year before, whichever is less;) You must purchase the vehicle new; The vehicle must be made by a qualified manufacturer; The vehicle’s suggested retail price (MSRP) cannot exceed $80,000 for vans, sport utility vehicles and pickup trucks, or $55,000 for other vehicles.

Taxes

Your Richest Life

AUGUST 10, 2024

The last time that happened was in 2019, and retailers responded by starting their Black Friday and holiday sales early. You can also start to make a list of any big-ticket gifts or items you plan to buy this year, so you can keep an eye out for deals. For more information on the services offered, contact Katie today.

Budgeting

Your Richest Life

FEBRUARY 27, 2024

(You can use your modified AGI from the year you purchase the vehicle or the year before, whichever is less;) You must purchase the vehicle new; The vehicle must be made by a qualified manufacturer; The vehicle’s suggested retail price (MSRP) cannot exceed $80,000 for vans, sport utility vehicles and pickup trucks, or $55,000 for other vehicles.

Taxes

Inside Information

OCTOBER 30, 2021

Going back and looking at history,” he says, “what is the problem when it comes to protecting retail investors? BD executives might also have been ‘high-fiving’ each other when the CFP Board announced its decision to eliminate the pesky compensation distinctions on its website altogether.) . Acknowledging reality.

CFP

Good Financial Cents

JULY 26, 2022

Commercial property: This includes office buildings, retail space, warehouses, and mixed-use properties. REIT Funds (ETFs or Mutual Funds): Real estate investment trusts (REITs) are companies that own and operate income-producing real estate such as office buildings, retail space, warehouses, and apartments.

Investing

Sara Grillo

DECEMBER 12, 2022

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Chris Randall. Derek Robinett.

Financial Advisor

Bell Investment Advisors

JUNE 29, 2023

You can see by the chart, downtown office spaces has been the worst but even the retail residential, it’s still lower than where they were pre-pandemic. There’s even a cell phone tower real estate, publicly traded REIT. But overall, it hasn’t held up nearly as well as residential.

Marketing

Sara Grillo

NOVEMBER 14, 2022

Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. They told him to read the FAQs (lol)! About Gary Mettler.

Insurance

Good Financial Cents

AUGUST 1, 2022

Steiner, CFP at Buckingham Advisors. They invest primarily in commercial real estate, like office buildings, retail space, and large apartment complexes. Unlike just one year ago, CDs now merit consideration. But the key is to invest in certificates with longer terms.

Investing

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

CFP

Aleph

JANUARY 14, 2023

Jan 10, 2023 CFP? Math pedagogy peaked in the 1950s and has gone down since [link] Jan 08, 2023 Companies Bed Bath & Beyond continued to surge on Thursday after the company’s bankruptcy warning reignited interest from retail traders [link] Time for a secondary offering of $BBBY stock, or quietly do a PIPE.

Math

Investing Caffeine

OCTOBER 4, 2022

KMX), the national used car retail chain confirmed the softening price trend last week. Slome, CFA, CFP ®. Anybody who was shopping for a car during the pandemic knows what happened to pricing – it exploded higher. But even in this area, we are seeing prices coming down (see chart below), and CarMax Inc. Pain Spread Broadly.

Economy