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Establishing Solo 401(k) Plans For Self-Employed Workers: Options, Contribution Limits, Deadlines, And More!

Nerd's Eye View

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.

Planning 218
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Weekend Reading For Financial Planners (October 14-15)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a new study from Herbers & Company that provides insight into the financial planning services that consumers demand the most, and which services financial advisory firms offer the most often. Read More.

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Managing the Plan but Not the Wealth

Wealth Management

How advisors can help clients manage their defined contribution accounts to provide a holistic view of their portfolios.

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Financial Planning That Helps Clients Weather Disasters

eMoney Advisor

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Our research shows about 70 percent of advisors offer risk management and insurance planning. However, there is a disconnect. Sources: 1.

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CFA Makes 'Most Significant Changes to Program in 60 Years'

Wealth Management

Among other changes, the association will add a wealth management specialization, with additional content on client management, investment planning and the duty of care.

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Navigating the Planning and Sales Process for Your Financial Advisor Practice

Conneqtor

I like to joke sometimes that a financial advisor hears more from their clients than the clients’ attorney, doctor, and therapist all together! As you embark on this path, you’re not just helping clients manage their finances; you’re also… Read More »

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The top 10 marketing terms you need to know as a financial advisor

Conneqtor

As a financial advisor, you’re responsible for helping your clients manage their money, everything from educated investment decisions to insurance and planning for milestones like retirement.