Nerd's Eye View

JUNE 7, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that recent surveys indicate that consumers continue to trust human financial advisors more than Artificial Intelligence (AI)-powered tools.

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Abnormal Returns

SEPTEMBER 9, 2024

Podcasts Michael Kitces talks financial wellness with Zack Hubbard. Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors. youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice. kitces.com) How planning changes for the child-free.

Financial Planner 276

Financial Planner Estate Planning CFP Financial Advice 276

MainStreet Financial Planning

MARCH 7, 2025

The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Instead, they provide objective, conflict-free financial advice at a predictable cost. Are There Any Benefits to AUM-Based Advisors?

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Fee Only Financial Planner Financial Planning Financial Advisor 52

Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. investmentnews.com) 401(k) plans Auto-enrollment helps boost 401(k) participation rates, the most for men. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless.

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Financial Planner Estate Planning Startup Communication 246

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

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Financial Planner Certified Financial Planner Financial Planning CFP 244

Abnormal Returns

JULY 31, 2023

riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). morningstar.com) QLACs are coming to the 401(k) plan. wsj.com) Fraud Sadly, family members engage in a lot of elder financial exploitation. financial-planning.com) Why some people feel the need to take Social Security early.

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Financial Planner Estate Planning Portfolio Management Retirement 245

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan.

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Estate Planning Planning Financial Planner Clients 83

The Big Picture

MAY 29, 2024

In today’s ATM, we discuss the advantages of having a financial captain in charge of all of your financial affairs Full transcript below. ~~~ About this week’s guest: Peter Mallouk is CEO of Creative Planning, with over $300 billion in client assets. He’s the CEO of Creative Planning.

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Risk Management Taxes Estate Planning Financial Planner 290

Darrow Wealth Management

NOVEMBER 4, 2024

How to find a fiduciary financial advisor Here are 5 ways to find a financial planner who will work in your best interests. For many investors, the most important factor when trying to find a financial advisor is the location and proximity to where they live. A note of caution on near me searches.

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Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 80

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.

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Estate Planning CFP Certification Certified Financial Planner 52

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust .

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Estate Planning Economics Planning Financial Planner 52

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Consider your current financial situation and your plans.

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Financial Planner Certification Education Financial Planning 52

Your Richest Life

JULY 17, 2024

In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. With patience and consistency, you can impact your future financial well-being for the better. You don’t always need to blow up your plans and your systems and start from the ground up.

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Financial Planner Estate Planning Financial Planning Financial Advice 59

Validea

JULY 10, 2023

In this episode, we take a high-level look at estate planning. We cover wills, living wills, powers of attorney and the other most important documents should be put in place, the importance of trusts, the estate tax, intergenerational planning and a lot more.

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Estate Planning Planning Taxes Financial Planner 52

International College of Financial Planning

FEBRUARY 23, 2024

In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.

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Financial Planner Certification CFP Certified Financial Planner 52

Ballast Advisors

MAY 8, 2023

Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In this blog, we’ll dive deep into some lessons they’ve learned and the role that financial planning plays in supporting their goals.

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Financial Planning Planning Financial Planner Retirement 98

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.

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Certified Financial Planner Financial Planner Assets CFP 52

International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” If you are aspiring to become a successful financial planner?

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Certified Financial Planner Financial Planner Certification CFP 52

eMoney Advisor

APRIL 4, 2023

Start Estate Planning Early: It’s an important step in creating a legacy where taking the right approach and creating a specific structure can improve the likelihood of its success. Financial professionals should stress the importance of getting an early start with estate planning. Sources: 1.

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Education Financial Advisor Clients Planning 97

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. FP designation.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. What is a financial plan?

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Financial Planning Planning Budgeting Insurance 105

Steve Sanduski

APRIL 8, 2025

It’s a title that speaks to his firm’s intentional, comprehensive planning process. Keen Wealth’s checklist-driven financial planning process. Our team is so focused on the financial planning side of the equation for everyone that they just eat up all this planning.

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Engineering Communication Financial Planning Clients 52

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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CFP Financial Planning Planning Certification 52

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

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Financial Planning Planning Budgeting Insurance 99

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Ask financial planners about their degrees, where they are from, what they are in and when they earned the degree. . Conferred Degrees.

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Financial Advising Financial Planning Ethics Financial Services 98

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments.

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Financial Planning Taxes Planning Tax Planning 52

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments.

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Financial Planning Taxes Planning Tax Planning 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

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Certification CFP Certified Financial Planner Financial Planning 52

Yardley Wealth Management

SEPTEMBER 24, 2021

The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. Garry offers the following advice for investors who are shell-shocked and don’t know where to turn in taking the first step in creating a financial plan: Have a plan.

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Financial Planning Planning Wealth Management Estate Planning 52

Indigo Marketing Agency

APRIL 28, 2023

Just for fun, let’s take a look at some real-life terrible headlines: “I love 401(k) plans!” Who do you sell 401(k) plans to? Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Rainmaker” For who?

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Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Harness Wealth

JUNE 30, 2023

Whether you’re building equity in a primary residence or buying a vacation home or investment property, understanding how to best prepare for, and manage, a real estate purchase is a critical piece of any personal financial plan. and Financial Planning for Estate Planning.

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Financial Planning Planning Financial Planner Taxes 52

Harness Wealth

SEPTEMBER 18, 2024

Only 26% of Americans have an estate plan. If you’re thinking, “But my clients are high-net-worth…many more have an estate plan.” These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions.

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Taxes Clients Planning Estate Planning 52

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

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Financial Planning Planning Financial Planner Wealth Management 52

MainStreet Financial Planning

MAY 17, 2023

Life Plan Communities (CCRC): Housing communities offering a “continuum of care” throughout the remainder of one’s life, ranging from independent living to assisted living and skilled nursing as the need arises. It’s Never too Late to Start Planning There is a saying, “If you don’t make a plan, a plan will be made for you”.

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Retirement Medical Financial Planner Planning 98

Clever Girl Finance

JANUARY 22, 2024

Even winning a small amount in a contest could be considered a financial windfall. The key to success is to approach them with a clear plan. 10 steps to manage a financial windfall A situation like this might feel like a stroke of luck—and it is! You should update or create an estate plan to reflect the change.

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Management Certified Financial Planner Financial Planner Taxes 98

Harness Wealth

APRIL 16, 2025

The stakes became higher after the Tax Cuts and Jobs Act of 2017 eliminated recharacterizationthe ability to reverse conversions that did not work as planned. This flexibility allows for more sophisticated estate planning strategies and continued tax-free growth throughout retirement.

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Taxes Retirement Retirement Planning Distribution 52

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financial planning concepts.

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