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Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)
A Wealth of Common Sense --> A Wealth of Common Sense Home About Invest with Ben My Books Animal Spirits Podcast Speaking --> CFA or CFP? I’m thinking of doing CFA Level 1 a month after I graduate before starting the CFP path. Even though you’re studying markets in school I would still focus on getting your CFP first.
With all this in background, why is this not a sweet spot to take up CFP at this point in your financial career, The focus on certified advisory is going to increase multi-fold. Independent of your employment nature in the Wealth Management space, it does create a tremendous differentiation to be CFP certified.
And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification? The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning.
Advisortech The CFP Board has released guidelines for using AI. flowfp.com) Stop using this phrase in retirement planning. thinkadvisor.com) Why clients may feel like they can't have enough assets in retirement. citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space.
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.
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
Do you know when you want to retire? Are you saving enough for the retirement you want? Myth #2: You should plan to retire in your 60s With more people going back to school or changing careers later, holding off on retiring is becoming more common, too. And then, there are the un-retirees.
Retirement planning is deeply personal, and for single individuals, it comes with both unique opportunities and important considerations. 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.
The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). Planners often go by some combination of terms like [financial, retirement, investment, money, wealth] followed by words like advisor, planner, consultant, manager, specialist.
According to a recent survey commissioned by Kestra Financial and Bluespring Wealth Partners, less than half (41%) of first-generation advisors have transferred equity to successors, and just 6% of those planning to retire within 10 years have a fully documented succession plan. Dann Ryan: Promises don't cut it.
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. While that remains important, consider diversifying your retirement strategy.
Mann, MBA, CFP I find that so many of my clients, regardless of income, have no idea how much money they are saving. First, I would ask clients how much they were saving each year for retirement. Early in my career, this created quite the challenge in developing a proper plan.
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. And honestly, most advisors don’t get trained for that. It’s not just a certification. Its a whole new way of thinking. It’s not about pushing products.
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?
We've also announced a Save-The-Date for a second IAR CE Intensive Day later this year – on Thursday, October 30th, we'll host an "IAR P&P CE Day" (covering the Products & Practice portion of the IAR CE requirement), with a particular focus on advanced tax and retirement planning.
Whether it’s saving for a home, planning for early retirement, or simply achieving financial peace of mind , the choices you make today will define your future. Ignoring financial mistakes may not seem like a big deal now, but over time, they can lead to unnecessary stress and missed opportunities.
He went on to earn his Certified Financial Planner (CFP) designation and became the second advisor at Financial Symmetry. Chad specializes in working with individuals nearing retirement, helping them identify tax-saving opportunities unique to their situation.
Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. Leadership Award. McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate.
Laying the foundation with a basic emergency fund, securing adequate life and health insurance, beginning investments for her child’s education, and planning early for retirement are essential steps toward building long-term financial security. Many single mothers take a career break because they have no other choice.
Remittance strategies should be phased to manage currency risk, especially for education and retirement planning. Guidance for Investors Retail investors should work with certified advisors to align global investments with long-term goals.
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!
Honoring a Pathfinder: Catherine Tillery This summer, we celebrate our first retirement. We are honored to have been recently featured in WealthManagement.com’s annual RIA Edge 100 , which goes a bit deeper into our history. Nearly eight years ago, Catherine Tillery pivoted into tax planning and entrusted her second act to us.
In times of economic uncertainty, market fluctuations can create anxiety for investors as they wonder what these changes mean for their savings, retirement accounts, and overall financial strategy. Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation.
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.
As stock prices swing and the cost of everyday goods edges upward, the uncertainty can feel overwhelming, especially for those who rely on a fixed income in retirement. Do you have the right mix of assets to support your retirement goals? This is a valuable time to revisit your investment strategy.
We also had the privilege of sponsoring a retirement celebration for Jay McKinstrey, a long-time friend of Sam, Zachs former football coach, and a beloved leader in our community. Professional Milestones Congratulations are in order for Zach, who obtained his CFP certification on November 7th!
You can make tax-free transfers from your Individual Retirement Account (IRA) to support a charity while also benefiting yourself. If your primary goal is generating income in retirement, maybe these vehicles aren’t for you. If this resonates with you, there ’ s an effective way to achieve both goals. Ready to Explore Your Options?
Are you near retirement? Dont jeopardize your retirement goals – de-risk accordingly. Slome, CFA, CFP Plan. Diversify Your Investments: A well-balanced portfolio across asset classes helps reduce panic. Invest According to Time Horizon: Are you young? www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.
We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. He tailors his approach to support long-term goals, whether it’s retirement planning, saving for education, or managing major life transitions.
Elson, CFP , a financial advisor at Perigon Wealth , an RIA with more than $8 billion in assets under management. And for the most part, our retired clients are people where someone said, ‘Oh, could you work with my mom? Guest: Rachel F. My team’s median client age is 39 or 40. Could you help my dad figure some stuff out?’
(investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement. citywire.com) RetirementRetirement from farming is just different. crr.bc.edu) Early retirement often leads to taking Social Security early. citywire.com) RetirementRetirement from farming is just different.
Anna Sergunina, CFP® , will host this engaging conversation with Rob Colon, CFP® , who will walk through the key elements of the new law that could impact your financial life today and in the future. Expert Answers. session to breaking down what matters most — without the noise or the jargon.
The post Strategic Retirement Planning Guide for Single Women: Expert Financial Advice appeared first on Yardley Wealth Management, LLC. Without a partner to rely on for financial support, single women must take proactive steps to ensure a secure and comfortable retirement.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year.
By Jamie McIntyre, CFP When you sell, it implies that the client’s main interest is you. What clients want are solutions to help them achieve what they want out of life. They want solutions to their problems and to achieve their goals.
It was not, not an unknown, like many of my, you know, retired predecessors are, you know, when they joined Vanguard in the eighties, it was really off the radar. So we can, we can attract talent in the CFP ranks from multiple 00:25:59 [Speaker Changed] Spots. Vanguard had to be a really interesting place. So it’s possible.
In addition, Jay successfully completed the Certified Trust and Financial Advisor (CTFA) education program through the American Bankers Association, and the CFP® Professional Education Program through the College for Financial Planning (not a currently certified CTFA or CFP®). See more from Jay E.
morningstar.com) How sensitive are retirement planning models to capital market assumptions? advisorperspectives.com) The number of people taking the CFP exam is at a record high. (riabiz.com) What Vanguard and Robinhood ($HOOD) have in common. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?
Like organizing a barbecue Some clients struggle to take the first move in retirement planning. Similarly, when it comes to planning for their retirement, I advise my clients to start with a low-commitment savings plan to build a strong foundation before taking the next steps. Jerry Jin Chong Yeo, CFP, ChFC , 10-year MDRT member
In today’s economic environment, many individuals preparing for retirement are thinking more carefully about when to begin claiming Social Security benefits. Rather than reacting to uncertainty, it can be helpful to view Social Security as one piece of a long-term retirement strategy. We’re here to help support your long-term goals.
Our Wealth Advisor, Franklin Gay, CFP®, EA , recently spoke with CBS News to provide clarity on the matter. If you’re wondering how OBBA might impact your retirement planning, we’re here to help. One area generating attention, especially among retirees, is whether the bill includes a tax break on Social Security benefits.
In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks.
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