International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. Becoming a CFP requires dedication and hard work, but the rewards are well worth the effort.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Harness Wealth

MAY 6, 2022

The post April 2022: What’s new in Harness Wealth? appeared first on Harness Wealth - Advice for Equity Owners.

52

52

Covisum

MAY 6, 2022

One of the most frequent questions for those on the edge of retirement is, "How much can I make and still collect my full Social Security?". There's a simple answer, but often it misses some nuance that will allow you to develop better claiming strategies for your clients. Taking a closer look at both the annual earnings test and the lesser-known monthly earning tests can sometimes present exciting planning opportunities.

Retirement Planning 52

Retirement Planning Retirement Planning Accounting 52

Your Richest Life

MAY 6, 2022

Student loan payments have been deferred again, meaning federal student loan borrowers can postpone their payments — interest-free — for a while longer. Payments are now due beginning Aug. 31, 2022. If you have outstanding federal student loans, here is what that means for you: Prepare to Resume Student Loan Payments. It’s been a couple years since borrowers were required to make their student loan payments.

Budgeting 52

Budgeting Fee Only Planning Government 52

Advertisement

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

Clients

Norman Marks

MAY 6, 2022

In an April blog post on his new company’s web site, Richard Chambers writes about: 5 Questions the Audit Committee Should Ask Internal Audit – But Doesn’t. It always surprises me, but perhaps it shouldn’t, that my friend and I (and we have known each other for a very, very long time) often have different […].

Government 45

Government 45