International College of Financial Planning

JULY 2, 2025

Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. Here’s the pathway under the current education structure: Investment Planning Specialist – Focuses on asset classes, portfolio strategies, and wealth accumulation.

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Financial Planner CFP Certified Financial Planner Certification 40

WiserAdvisor

JUNE 4, 2025

Apart from new laws and changes in regulations, it is also important to pay attention to emerging investment trendsevery year. The financial planning industry is constantly undergoing change. For example, a clients investment choices should align closely with their tax strategy, too. These decisions are deeply interconnected.

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Financial Planning Planning Financial Advisor Ethics 59

Carson Wealth

JUNE 9, 2025

Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. Close to 63% of jobs created in May were in the non-cyclical sectors of health care and social assistance and private education (+87,000). Investors cannot invest directly in indexes.

Economics 69

Economics Marketing Marketing Economy 69

Workable Wealth

NOVEMBER 25, 2020

When you actively contribute to your workplace retirement account, invest in a separate portfolio , and funnel money into your savings account, it can be difficult to open – let alone manage – another account. Traditional IRAs operate similarly to your workplace plan. A 529 plan can be the impetus of your savings journey.

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Taxes Retirement Education Accounting 52

Trade Brains

JULY 3, 2025

Mutual funds are one of the most popular ways for people to make investments and generate wealth over time. One of the common questions that arise with persons earning a salary is “How much of my salary should I invest in mutual funds?” You can also invest in ELSS funds in case you also want to save for taxes.

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Investing Investments Portfolio Taxes 59

NAIFA Advisor Today

JANUARY 28, 2025

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

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Good Financial Cents

SEPTEMBER 2, 2022

Most people are well aware that investing is the key to building long-term wealth, yet that doesn’t mean that getting started is easy. In fact, all new investors face a huge learning curve when it comes to figuring out how to invest and where to invest their extra money. So, how do you start investing exactly?

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Clever Girl Finance

OCTOBER 8, 2024

Is now a good time to invest? I’m sharing some key investment insights to help you navigate your financial choices and calm any worries you might have about the stock market. I’m sharing some key investment insights to help you navigate your financial choices and calm any worries you might have about the stock market.

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Clever Girl Finance

OCTOBER 12, 2023

Women and investing is a topic that doesn’t get mentioned often enough, but it is extremely important. Women’s financial plans are unique, so their investing strategies should be, too. Find out more about women and investing, and discover ideas for creating your own investment plan.

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Investing Investments Risk Tolerance Accounting 98

Nationwide Financial

OCTOBER 18, 2022

These accounts can help your clients’ beneficiaries save for college and the funds can be used for various expenses relating to K-12 and higher education. There are two types of 529 plans—each with its own advantages. Plans also vary by state, so location will come into play when choosing between plans.

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Clients Planning Education Taxes 98

Good Financial Cents

AUGUST 11, 2022

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Ad Robo-Advisors move with the market to ensure your investments.

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Gen Y Planning

JUNE 1, 2022

Does investing in I-bonds make sense as part of your strategy? Bonds also generate income, making them a flexible part of your long-term cash flow plan. While bonds are an essential component of investing, it’s important to note that inflation and bonds typically don’t get along, which isn’t good news for today’s investors.

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Million Dollar Round Table (MDRT)

JULY 21, 2022

Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Transformation is where she experiences new beginnings.

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Charitable Planning Estate Planning Retirement Planning Tax Planning 96

WiserAdvisor

MARCH 30, 2023

With the several investment strategies available to us, choosing one that suits your unique investment objectives can be confusing. A goal-based investing approach is one such strategy. Consider consulting with a professional financial advisor who can help you understand whether a goal-based investing approach is right for you.

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Investing Investments Risk Tolerance Financial Advisor 52

International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. Let’s explore the role of investment advisors in helping individuals avoid these pitfalls and make informed decisions.

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Carson Wealth

OCTOBER 6, 2022

I blame it largely on the failure of employers to educate in a coherent and easy-to-understand fashion. I have two friends, both in education, who literally threw away their 403(b) enrollment forms because they didn’t understand what the tax-sheltered retirement plan was. 1. Employer match on 401(k) plans.

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Education Insurance Planning Retirement 98

Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. It begins with your investment techniques, which we’ll cover today.

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Taxes Investing Investments Tax Planning 52

Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. It begins with your investment techniques, which we’ll cover today. . Leading with Tax-Wise Investing.

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Taxes Investing Investments Tax Planning 52

Your Richest Life

JANUARY 31, 2022

government, so they’re considered a generally low-risk investment. . The trouble with low-risk investments is that they can also come with a lower reward. EE bonds can be exempt from federal income taxes if they’re used for qualified education expenses. Should you invest in savings bonds? Department of the Treasury.

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Investing Investments Education Taxes 52

Workable Wealth

SEPTEMBER 16, 2020

Welcome back to the second part of our investment lexicon series. Now it’s time to look at some key tools to keep in mind when investing in the stock market. . Building on diversification, asset allocation is an investment strategy that builds your portfolio by weighing an adequate amount of risk for your goals.

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Workable Wealth

SEPTEMBER 30, 2020

Welcome back to the third part of our investment lexicon series. stock market and its many intricacies, including what it is, ways of tracking it, and strategies to approach investing in it. Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio.

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Good Financial Cents

OCTOBER 17, 2022

To sweeten the deal, Robinhood didn’t require account minimums, so even investors with limited capital could start investing. Gone were the restrictions of many investing platforms with account minimums and hefty trading commissions. Ally Invest. SoFi Invest. Many accused the company of improperly educating its clients.

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Commission Accounting Education Investing 90

Workable Wealth

APRIL 29, 2020

Taxes are actually involved in nearly every financial decision you make, chief among them being investing. Taxes are to investing as textbooks are to education—you can’t have one without the other. So how do taxes work when you are investing and in what ways can they impact and inform your investment strategy?

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Taxes Investing Investments Risk Tolerance 52

Trade Brains

NOVEMBER 30, 2023

Best Mutual Fund Courses : Starting the journey of investing in mutual funds as a beginner is a wise step toward financial growth. Whether you’re aiming for long-term wealth accumulation or exploring short-term opportunities, the courses guide you through proper financial planning. With over +545 enrollments and a +4.7

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Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. An ABLE account is a tax-advantaged savings account that allows individuals with a disability and their families to save and invest money without losing certain government benefits (i.e.

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Accounting Certification Financial Advisor CFP 98

International College of Financial Planning

NOVEMBER 10, 2021

There is great demand for Investment Advisor professionals in India and here we look at the various Investment Advisor Courses and Training Programs that you can take. The demand for Investment Advisors has been constantly rising over the last two decades. Types of Investment Advisor Courses and Training Programs.

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eMoney Advisor

FEBRUARY 9, 2023

Since they may not have a lot of experience, it will be important to provide education and instill positive financial habits. You can build trust and credibility by educating them with content applicable to them and their situation such as podcasts, videos, seminars, and blogs, but be sure to make yourself available when they have questions.

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Financial Planning Clients Planning Education 95

Trade Brains

DECEMBER 7, 2023

From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. Personal Finance for Beginners by FinGrad FinGrad Academy is an educational platform that offers various courses on financial products for better investment opportunities.

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Budgeting Certification Education Asset Allocation 59

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

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Workable Wealth

JUNE 24, 2020

In your quest for financial wellness, you have probably heard countless times the importance of investing as part of a well-rounded financial plan. While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. .

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International College of Financial Planning

APRIL 25, 2024

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. Compared to investment advisors, CFP® offer a more comprehensive service.

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Certification CFP Certified Financial Planner Financial Planning 52

Validea

OCTOBER 12, 2024

Strategies such as following factor-based approaches with strong historical track records, maintaining a long-term focus, and striving to eliminate emotion from the investing process have proven their worth. The emotional toll of these events often leads to behavioral mistakes that can derail long-term investment plans.

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Good Financial Cents

AUGUST 18, 2023

When I became an accredited investor, I found myself among an elite group with the financial means and regulatory clearance to access investments that many couldn’t. This opened doors to exclusive realms like hedge funds, venture capital firms, specific investment funds, private equity funds, and more.

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Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection? If so, it’s time to delve into alternative investments.

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Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection? If so, it’s time to delve into alternative investments.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Clever Girl Finance

NOVEMBER 21, 2023

What to do with $50k before you invest it! What is the best investment for $50k? What to do with $50k before you invest it! If you’re lucky enough to have 50k in cash, the obvious move is to invest it. Figure out a payment plan that works for you—and your other investment plans—and take things from there.

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Accounting Startup Investing Investments 94

International College of Financial Planning

JANUARY 15, 2024

Embracing Financial Planning Courses Online versus On-Campus Learning The advent of online financial planning courses marks a pivotal shift in educational methodologies. On-Campus Learning: A Rich Educational Tapestry Contrasting to the online experience, on-campus learning offers a more immersive educational journey.

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