eMoney Advisor

APRIL 4, 2023

Financial advisor client education can play a crucial role in providing the knowledge and life skills they’ll need to oversee and sustain their inherited wealth. By providing financial advisor client education, you’re not only improving the financial literacy of the next generation but also of your client. Sources: 1.

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Advisor Perspectives

SEPTEMBER 13, 2023

What is the value of education for household income? The Census Bureau's annual survey data for 2022 published in earlier this month gives us some interesting insights into this question. The median income for all households with a householder age 25 and older was $75,980.

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Calculated Risk

APRIL 11, 2023

Unemployment by Education This graph shows the unemployment rate by four levels of education (all groups are 25 years and older). Clearly education matters with regards to the unemployment rate, with the lowest rate for college graduates at 2.0% In general, all categories are close to normal levels. in March.

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eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. Launching a Client Education Series Now that we’ve been doing this for a few years, our process has become a well-oiled machine. When the pandemic hit, we continued to offer these events, but they became quarterly webinars.

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Financial Planning Clients Education Planning 103

Envision Wealth Planning

AUGUST 29, 2022

Unfortunately, our children do not get a financial education while in high school. Those who go on to get a college education will only learn about finance in certain classes they take, and more specifically, through the degrees they earn. Financial education and the PowerPoint presentation. Financial education and TLC from us.

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Trade Brains

JULY 12, 2022

Education Stocks in India: “An Investment in knowledge pays the best interest.” Education is one aspect that Indians have always been obsessed with. In this article, we take a look at the top education stocks in India. Education Sector in India. This further aids in the delivery of education. 4,631 crores.

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Wealth Management

NOVEMBER 27, 2022

Because they trade at higher cap rates and are viewed as recession-resistant, net lease investors are picking up more early childhood education properties.

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Ballast Advisors

AUGUST 23, 2023

A hot job market and higher earnings for less-educated workers has made it easier for high school graduates to justify skipping college and head straight into the workforce. Department of Education’s College Scorecard found wide disparity in lifetime earnings among college graduates.

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MainStreet Financial Planning

JANUARY 18, 2023

Just thinking about becoming a parent, sets off worries about how to save for a college education. In 2022, the average American paid between about $100,000 – $200,000 for a four-year college education. Over time you will get more clarity on your children’s education needs so adjust your plan as needed.

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CFP Education Retirement Taxes 52

Advisor Perspectives

MAY 1, 2023

Speaker Kevin McCarthy’s plan to link spending cuts to an increase in the US debt limit would result in fewer teachers and more expensive college educations, the Biden administration warned.

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Education Planning 52

Zoe Financial

JUNE 6, 2023

However, the increasing costs of pursuing higher education have made financing a concern for many parents. Regardless of the timeline, it’s vital to develop a well-thought-out plan to finance education. As we raise our children, we dream about their admission to the nation’s top schools, where they’ll receive the best education.

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Taxes Education Financial Advisor CFP 52

oXYGen Financial

MARCH 19, 2023

![CDATA[ You probably think of education when you hear the term 529 plan; however, because of the SECURE Act 2.0 , you now can roll a portion of 529 plan funds into a Roth IRA for your child. Let's walk through each of these, how the process. ]]

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Education Planning Retirement Taxes 52

Nerd's Eye View

SEPTEMBER 27, 2023

However, the number of Federal student loan borrowers over the age of 50 has increased significantly in the past 20 years, with many of these borrowers holding Parent PLUS loans that were used to help fund their children's undergraduate education. Read More.

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Nationwide Financial

JANUARY 6, 2023

Choosing to invest in a Coverdell Education savings account, or Coverdell ESA, is one way your clients with children can help ease their worries about college education expenses and save for college. Key Takeaways. Contributions are limited to $2,000 each year for Coverdell ESAs. What can the Money in my Coverdell ESA be Used for?

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Clients Accounting Education Taxes 52

Mr. Money Mustache

APRIL 18, 2021

Little MM and me self-educating with some Orson Scott Card, way back in 2017. Sure, the education itself was slow and crappy – I was always craving more advanced material and more creative learning formats which just weren’t there in my small town high school. We’ve come so far together since then!

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Education Math Retirement License 52

MarketWatch

MARCH 21, 2023

METX stock rose 12% in premarket trades Tuesday after it said it will include the widely watched ChaptGPT application in its Web 3 education platform that it’s building. It plans to weave in blockchain education and other areas of study in the platform.

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James Hendries

SEPTEMBER 27, 2022

The truth is, saving for your retirement and your child’s education at the same time can be a challenge. If the numbers say that you can’t afford to educate your child or retire with the lifestyle you expected, you’ll probably have to make some sacrifices. You want to retire comfortably when the time comes.

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Retirement Education Retirement Planning Financial Planner 52

MarketWatch

MAY 2, 2023

s stock CHGG on the back of a downbeat revenue outlook is weighing on the shares of other online education companies. Among China-based education companies, the U.S.-listed listed shares of TAL Education Group TAL dropped 7.0%, of New Oriental Education & Technology Group Inc. The big selloff in Chegg Inc.’s

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Steve Sanduski

JANUARY 30, 2023

“The ROI on education.” ” “The trick of training financial advisors is getting them to understand the ROI on that education,” Andrew says. The post Using Theater and Linguistics Techniques to Train, Educate, and Engage an Audience with Andrew Kaye-Skinner appeared first on Steve Sanduski.

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Education Financial Advisor CFP Investing 52

Trade Brains

SEPTEMBER 28, 2023

The unemployment rate is higher for those with higher levels of education. There are a few big reasons: Better Education: More young folks are getting educated, which sounds great, but it also means they want better jobs. That’s not what you’d expect, right? So, why are there more young people without jobs?

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Economy Education Portfolio Assets 105

Wealth Management

APRIL 10, 2023

Understanding how adults learn can lead to more successful outcomes.

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Tobias Financial

AUGUST 2, 2022

Our Wealth Advisor Catalina Franco-Cicero led an informative discussion on CHIP: The Represented Series Education Edition about financial planning and management tasks we should complete to succeed in our financial life. . Watch the full discussion here: [link] .

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CFP Wealth Advisor Education Financial Planning 52

NAIFA Advisor Today

MARCH 27, 2023

For over 30 years, Diane Boyle has been the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government.

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Wealth Management

AUGUST 2, 2022

Empty certifications that require no experience and limited interaction only adds to plan sponsors’ mistrust of the industry.

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Education Certification Planning 105

NAIFA Advisor Today

OCTOBER 12, 2022

Brian Ashe is the President of Brian Ashe and Associates, Ltd. and a financial professional for Equitable Advisors. He has been a NAIFA member for 51 years and served as the President of the DuPage County Chapter.

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Retirement Planning Education Insurance Retirement 52

The Big Picture

OCTOBER 9, 2022

Since this story is ostensibly about education, let’s briefly digress to an unfortunate side effect of modern American education. Derek Thompson observed that “the United States has the longest, most expensive medical-education system in the developed world, and among the lowest number of physicians per capita.”

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Medical Education Numbers Insurance 334

Wealth Management

APRIL 27, 2023

More than 90% of financial aid letters either understate the net price of attendance or don’t include it at all.

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Education 111

MarketWatch

MARCH 24, 2023

Department of Education for its loan servicing contracts, which “significantly decreased” the price earned by the company per borrower per month. The company said late Thursday that earlier in the week it received a “contract modification” from the U.S.

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Abnormal Returns

SEPTEMBER 18, 2023

financial-planning.com) A profile of Dan Otter, founder of education and advocacy site 403bwise. (kitces.com) The structured note business is growing rapidly. riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. investmentnews.com) Part one of a series on how to pass the CFP exam.

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Planning CFP Financial Advice Wealth Management 247

Nerd's Eye View

JULY 12, 2023

However, the new IDR plan (named the Saving on A Valuable Education, or SAVE Plan) is still moving forward, and in response to the Supreme Court's decision, the Biden administration has released its final regulations regarding the new repayment plan. Fast forward to this summer, and the U.S.

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Planning Financial Advisor Financial Planning Clients 245

The Big Picture

SEPTEMBER 4, 2023

But free education does have a price. Hardly anyone takes out loans, but free education comes with a price. ( Investors hoping to spot bargains in the latest slump can watch these trends. Wall Street Journal ) • Denmark pays students to go to college. Borrowers in the US and the UK rack up the highest debt in the world.

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Strategic Planning Education Sales Food 278

Nerd's Eye View

APRIL 24, 2023

While less capable clients will likely show little interest in financial planning concepts and can be encouraged to engage in the process through educational content that helps them better understand the potential outcomes of their plans, a more highly capable client might question or even challenge the advisor’s recommendations.

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Nerd's Eye View

APRIL 18, 2023

We also talk about how Charesse discovered that for larger RIAs the real blocking point in scaling is often not whether the firm has developed systems and processes but a lack of clear accountability about which team member is responsible for each step of the process as the firm grows, why Charesse decided to create an educational resource and community (..)

Financial Advisor 245

Financial Advisor Consulting Education Accounting 245

The Big Picture

JUNE 2, 2023

Wall Street Journal ) • BuzzFeed and the Education of Ben Smith : What kind of business models support good, high-quality journalism? For a license plate. Innumeracy is expensive! Bloomberg ) • Big Tech Isn’t Prepared for A.I.’s s Next Chapter: Open source is changing everything.

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Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

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Ethics CFP Financial Advisor Financial Advice 171

Nerd's Eye View

JULY 19, 2023

Continuing Education (CE) requirements are common for many professions, but historically there has been no minimum CE requirement for individual Investment Adviser Representatives (IARs) of advisory firms. While holders of certain credentials (e.g.,

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CFP Investing Investments Education 39

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

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