Abnormal Returns

DECEMBER 23, 2024

(investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement. citywire.com) Retirement Retirement from farming is just different. crr.bc.edu) Early retirement often leads to taking Social Security early. citywire.com) Retirement Retirement from farming is just different.

Financial Advising 147

Financial Advising CFP Compliance Retirement 147

Abnormal Returns

JUNE 3, 2024

Podcasts Dan Haylett talks with Jamie Hopkins about rewiring the way we think about retirement and its underlying assumptions. humansvsretirement.com) Bogumil Baranowski talks with Brian Portnoy of Shaping Wealth about the search for funded contentment. kitces.com) The 100,000th person has gotten their CFP designation.

Estate Planning 278

Estate Planning CFP Retirement Assets 278

Abnormal Returns

OCTOBER 9, 2023

Podcasts Dan Haylett talks with George Kinder on the true impact of Life Planning on retirement. wiredplanning.com) Michael Kitces talks with Brett Danko who is the Founder of Brett Danko Educational Center, and the CEO and Managing Partner for Main Street Financial Solutions. alphaarchitect.com) Should you have a friend as a client?

CFP 299

CFP Education Financial Planning Planning 299

Wealth Management

FEBRUARY 6, 2025

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.

CFP 130

CFP Retirement Planning 130

International College of Financial Planning

JUNE 5, 2025

When I first stepped into the world of wealth management, we didn’t have fancy dashboards. 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. Lets be real for a moment.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Abnormal Returns

AUGUST 28, 2023

mywealthplanners.com) The CFP Board wants to encourage pro bono planning. investmentnews.com) Practice management How choosing an advisory niche makes for better marketing efforts. taps.substack.com) Advisers Wade Pfau on why tax planning in retirement is so challenging. kitces.com) The SEC is focusing on RIA marketing.

Tax Planning 246

Tax Planning CFP Financial Planning Planning 246

Nerd's Eye View

NOVEMBER 21, 2023

Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. Welcome back to the 360th episode of the Financial Advisor Success Podcast !

Clients 246

Clients Financial Advisor CFP Wealth Management 246

Darrow Wealth Management

FEBRUARY 13, 2025

If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). Finding the right financial advisor is so important.

Fee Only 54

Fee Only Financial Advisor Certified Financial Planner Financial Planner 54

Darrow Wealth Management

APRIL 15, 2024

It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in some capacity after retiring early. As more workers consider the growing appeal of semi-retirement, some ask — is working part-time in retirement a good idea?

Retirement 105

Retirement Retirement Planning Insurance Medical 105

Nerd's Eye View

OCTOBER 17, 2023

Read More.

Financial Planning 130

Financial Planning Planning Retirement Planning Wealth Management 130

Darrow Wealth Management

NOVEMBER 20, 2023

If you think retirement planning moves stop at retirement, think again. Although it won’t make sense in every situation, retirement can be a unique opportunity for Roth conversions for some investors. For high earners, converting an IRA to a Roth IRA while you’re still working could be the worst time of all.

Retirement 104

Retirement Distribution Taxes Accounting 104

Darrow Wealth Management

OCTOBER 1, 2022

Is retiring with a mortgage a good idea? Retiring with a mortgage doesn’t typically pose a financial risk, and at times it’s the best financial decision. But paying off a mortgage before retirement has upsides also. Here’s when it may – and may not – make sense to pay off a mortgage before retiring.

Retirement 105

Retirement Taxes Math CFP 105

Yardley Wealth Management

DECEMBER 17, 2024

The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael J. While that remains important, consider diversifying your retirement strategy.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

Darrow Wealth Management

AUGUST 14, 2023

Who doesn’t love the sound of an early retirement? But before focusing solely on whether you can retire early financially , also consider what you plan to do after retiring early. Retirement is a major lifestyle change. First, individuals retiring early may find their friends don’t have the same luxury.

Retirement 95

Retirement Planning Wealth Management CFP 95

Darrow Wealth Management

DECEMBER 23, 2022

Congress is once again poised to make sweeping changes to the retirement and tax rules in the last two weeks of the year. retirement changes. retirement changes. In the new bill, the age when retirees must begin drawing from non-Roth tax-deferred retirement accounts would increase to 73 in 2023 and 75 in 2033.

Retirement 105

Retirement Retirement Planning Distribution Taxes 105

Carson Wealth

AUGUST 25, 2022

How much do I need for retirement?” Your financial needs in retirement can depend on dozens of factors – some known and some unknown. One or two million dollars may seem like a lot of money to have set aside for retirement. A Retirement Reality Check. The concept of retirement continues to evolve with the world around us.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

Yardley Wealth Management

DECEMBER 24, 2024

The post Kick Off the New Year with a Solid Plan appeared first on Yardley Wealth Management, LLC. 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.

Planning 52

Planning Wealth Management Insurance Coverage CFP 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Yardley Wealth Management

AUGUST 27, 2024

The post Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy appeared first on Yardley Wealth Management, LLC. Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy At Yardley Wealth Management, we understand that many clients want to make a difference while also securing their financial future.

Taxes 40

Taxes Wealth Management Distribution CFP 40

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

International College of Financial Planning

DECEMBER 29, 2024

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.

CFP 52

CFP Financial Planning Planning Certification 52

Carson Wealth

DECEMBER 13, 2022

CFP ® , Director of Consumer Investment Research . RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager. Financial Advisors and Wealth Managers have a common knowledge and skill sets. What Do Wealth Managers Do? Craig Lemoine, Ph.D., Why the confusing variety?

Wealth Management 52

Wealth Management Financial Advisor Management Certified Financial Planner 52

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. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants. CFP Course Study at ICOFP : .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

MARCH 9, 2024

This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Indigo Marketing Agency

DECEMBER 19, 2022

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.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Abnormal Returns

DECEMBER 12, 2022

Podcasts Daniel Crosby talks with Alex Murguia and Wade Pfau about insights into the four retirement income styles. kitces.com) What the CFP Board is saying about cryptocurrencies. standarddeviationspod.com) Brendan Frazier talks with Jeremy Keil, advisor at Keil Financial Partners, about guiding client conversations.

Tax Planning 130

Tax Planning Financial Advising Advertising CFP 130

International College of Financial Planning

SEPTEMBER 23, 2024

One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. Let’s dive in.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Carson Wealth

JULY 12, 2022

She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . CFP ® – CERTIFIED FINANCIAL PLANNER. The CFP ® designation was first issued in the 1970s and is recognized today as an industry standard in financial planning certifications. Retirement.

Financial Advising 98

Financial Advising Financial Planning Ethics CFP 98

International College of Financial Planning

FEBRUARY 23, 2024

Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

FMG

FEBRUARY 27, 2023

Guelich Capital Management Led by a mother-son team, Founder and President Connie C. Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Guelich Capital Management’s team focuses on designing customized strategies to organize all facets of the financial lives of their clients.

Financial Advisor 98

Financial Advisor CFP Financial Planning Planning 98

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. This plan may cover estate and retirement planning, college savings, debt management, and more.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Indigo Marketing Agency

APRIL 28, 2023

Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. If your firm name clearly states what you do and who you do it for, I would include the name, such as Financial Advisor with Women & Wealth Financial Group.

Certified Financial Planner 130

Certified Financial Planner Wealth Management Financial Advisor Financial Planner 130

Darrow Wealth Management

MARCH 11, 2024

Depending on the lender, retirement accounts may not be eligible for this type of loan. Interest-only payments will also give borrowers more flexibility while they wait for liquidity to retire the line of credit. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Accounting 105

Accounting Wealth Management Taxes Portfolio 105

Darrow Wealth Management

APRIL 15, 2024

It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in some capacity after retiring early. As more workers consider the growing appeal of semi-retirement, some ask — is working part-time in retirement a good idea?

Retirement 52

Retirement Retirement Planning Insurance Medical 52

eMoney Advisor

DECEMBER 15, 2022

Here, we take a look at projected job growth for financial advisors, the predicted wave of retirements, the demographics of financial planners, and more. A Wave of Retirements Expected. Over the next decade, more than a third of advisors (37 percent) are estimated to be retiring, according to a 2022 Cerulli Associates study.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74