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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.
We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as WealthAdvisors. With nearly 10 years of experience working with high-net-worth individuals in the fee-only Registered Investment Advisor space, Chad is dedicated to helping clients navigate complex financial decisions.
The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). But even comprehensive wealthadvisors have blind spots or can only go an inch deep on certain subjects. You can also search for a planner on the CFP board website. So, thats a lot.
It was a heartwarming day, and even our Associate WealthAdvisor, Zach Vande Weerd, managed to get a photo with his wife, Hannah, and their adorable dog, Chief. Professional Milestones Congratulations are in order for Zach, who obtained his CFP certification on November 7th!
The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.
Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and WealthAdvisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.
Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! Many states also exempt retirement income, which may include Social Security. I also review next year’s contribution limits and adjust payroll contribution amounts to set my target retirement plan goal and HSA contribution goal for next year.
Despite the positive statistics, disparities in income, workplace discrimination, and lower inheritance rates persist, impacting long-term wealth accumulation. Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges.
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 WealthAdvisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation.
We are thrilled to announce that our WealthAdvisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., appeared first on www.tobiasfinancial.com.
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.
These days, wealth is younger, faster, and more digital than ever – layered with complexities we didn’t even dream of back then. As someone who’s spent years guiding families and now teaches at ICOFP, I can confidently say, “the role of a wealthadvisor has completely transformed.” It’s not just a certification.
Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. He also hosts the Stay Wealthy Retirement Show , which has been ranked on Forbes Top 10 Retirement Podcasts. Steve Sanduski. Taylor Schulte . Lazetta Braxton.
If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as WealthAdvisor at XYZ Wealth Management Group. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.
With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical. Here are tips from sell-side business advisors on what to do (and not do) when selling a business. Be sure to involve your wealthadvisor in discussions around deal terms too.
They often possess significant amount of wealth, are highly educated and skilled but unsure what to do when it comes to financial planning. Their idea about money and retirement tends to be very different due to various factors.
In the video at the bottom of this blog, leaders from two FARE member firms are joined by an HBCU student and a young professional pursuing her CFP certification to discuss best practices for attracting diverse talent, and why it matters.
Jeremy Keil , CFP®, CFA, CIMA®, the founder of Keil Financial Partners. Jeremy hosts the Retirement Revealed podcast. Bill Keen , CRPC®, the founder and CEO of Keen WealthAdvisors. Bill’s podcast and blog is called Keen on Retirement. Julie previously co-hosted the podcast Becoming Referable.
In a recent CNBC article, our WealthAdvisor, Catalina Franco-Cicero, MS, CFP®, CTS , was quoted on the topic of tax strategies during periods of unemployment. Among the tax strategies to consider is a Roth individual retirement account (IRA) conversion.
In a recent Financial Advisor article, our Senior WealthAdvisor, Matt Saneholtz , CFA, CFP®, EA, was quoted on the implications of the Medicare industry upheaval during the upcoming open enrollment period. He shared his insights on the matter, discussing why Medigap may be a good option despite their high premiums.
Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. While many financial advisors find their niche in investment firms, banks, and insurance sanctuaries, some trailblazers opt for independence, establishing their advisory havens. Where Do They Shine?
Additionally, high-net-worth individuals may also worry about continuing their lavish lifestyles throughout life, including retirement. If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financial advisor who can advise you on the same.
Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Prior to joining EP WealthAdvisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. Lee holds a Ph.D.
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®. -Doug Twiddy. Chris Randall.
When looking for a financial advisor, there are a lot of questions you have to ask and a significant amount of research you have to be confident about, to get the best advisor for you. You have events, children, grandchildren, executive meetings, and a dream retirement to think about, to name a few. 44% qualify from this filter.
If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealthadvisor who can advise you on the same. This helps you save money and use it to grow your wealth further. is higher for higher-income groups.
Kevin Oleszewski , CFP ® , MST, EA, Senior Wealth Planner Retirement might be fast approaching — leaving you concerned about covering your dream lifestyle. If you have other questions that aren’t answered here, you can contact one of our financial advisors who will help you better understand your options.
Guest: Josh Self , CLU, ChFC, CFP®, Managing Partner of Ridgeline WealthAdvisors in Raleigh, NC. In a Nutshell: Do you serve your business or does it serve you? Josh Self decided to do a complete rebrand and design his business around his personal passion of being an everyday explorer.
Common types of assets that will pass via beneficiary designation include retirement accounts, life insurance, and some pensions and annuities. 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 wealthadvisor (e.g.
In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?
These days, wealth is younger, faster, and more digital than ever – layered with complexities we didnt even dream of back then. As someone whos spent years guiding families and now teaches at ICOFP, I can confidently say, the role of a wealthadvisor has completely transformed. Its not just a certification.
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