International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Carson Wealth

JANUARY 3, 2023

Many people believe, incorrectly, that estate planning is for older, ultra-wealthy people. But the simple truth is: If you have property, you need an estate plan. Your estate plan is the key to ensuring your wishes are carried out after you die or you’ve become incapacitated and can’t make decisions on your own. .

Estate Planning 52

Estate Planning Planning Insurance Financial Advisor 52

Carson Wealth

JULY 12, 2022

Attorneys play a critical role in the financial planning process, particularly in estate planning. In financial services, you might encounter an LLM in tax or estate planning. . Broad Based Financial Planning Designations. CFP ® – CERTIFIED FINANCIAL PLANNER.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Abnormal Returns

MAY 22, 2023

(open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? financial-planning.com)

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Abnormal Returns

MAY 29, 2023

(ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. thereformedbroker.com) You can start to see how AI could be used by financial advisers.

Wealth Management 194

Wealth Management Financial Advising Estate Planning Banking 194

Abnormal Returns

OCTOBER 10, 2022

kitces.com) Peter Lazaroff on the difference between a financial adviser and wealth manager. morningstar.com) Calls are growing to increase donations from donor advised funds and private foundations. bloomberg.com) 'Financial unequal' couples face their own challenges. fa-mag.com) Risk is unavoidable. Panic is not.

Wealth Management 130

Wealth Management Financial Advising Estate Planning Taxes 130

eMoney Advisor

DECEMBER 6, 2022

For holistic financial planners, offering a secure digital vault where clients can store their important documents is table stakes. After all, if your services include coordination with their estate planning, insurance, and more, you need to have a secure way they can share that data with you. Sources: 1.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97