Nerd's Eye View

OCTOBER 21, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, ”, by the end of the year.

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Financial Planner Retirement Planning Retirement Insurance 158

Nerd's Eye View

FEBRUARY 17, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC is proposing to expand the adviser custody rule beyond securities and funds to cover all assets in a client’s portfolio, including private securities, real estate, derivatives, and cryptoassets.

Financial Planner 195

Financial Planner Fiduciary Duty Retirement Planning Compliance 195

Nerd's Eye View

SEPTEMBER 2, 2022

From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. Why private placement life insurance policies could become an increasingly popular option for ultra-high-net-worth clients.

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Financial Planner Strategic Planning Retirement Planning Retirement 195

Nerd's Eye View

OCTOBER 1, 2022

We also have a number of articles on retirement planning: Medicare Part B premiums are set to decline in 2023, providing seniors with a bit of relief in the current inflationary environment. Why the charges associated with guaranteed income products could be considered as the cost of insurance rather than fees.

Financial Planner 185

Financial Planner Retirement Planning Advertising Taxes 185

WiserAdvisor

MARCH 13, 2024

Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. These pillars provide a comprehensive framework for building a resilient and sustainable plan. Health insurance can be instrumental in tackling the escalating costs of healthcare.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

The Chicago Financial Planner

FEBRUARY 2, 2024

Here are six questions to ask when choosing a financial advisor: How do you get paid? Fee-only advisors receive no compensation from the sale of investment or insurance products. Check out my Financial Review/Second Opinion for Individuals service for detailed guidance and advice about your situation.

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Financial Advisor Financial Planner Fee Only Clients 249

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

International College of Financial Planning

JULY 9, 2022

When we are busy working to earn a living and spending time with our family, first thing needs to think about is Retirement Planning. Generally, people think about Retirement planning after retirement. To plan for retired life important thing is financial plan. How much will be enough?

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Certified Financial Planner Financial Planner Retirement Planning Retirement 40

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

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Certified Financial Planner Financial Planner Certification Clients 52

Carson Wealth

AUGUST 25, 2022

often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. would be “How do I plan for retirement?“ Social Security is a federal retirement plan originally created under the Social Security Act of 1935.

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Retirement Planning Retirement Planning Certified Financial Planner 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

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

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Financial Advisor Financial Planner Insurance Clients 210

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

International College of Financial Planning

SEPTEMBER 3, 2021

When it comes to choosing a financial planner, it’s important to choose the right fit for you. To ensure that an advisor who will help you plan your finance, follow these steps. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

The Chicago Financial Planner

JANUARY 17, 2022

I’ll let the Securities and Exchange Commission (SEC) explain this in a quote from their website : “An annuity is a contract between you and an insurance company that is designed to meet retirement and other long-range goals, under which you make a lump-sum payment or series of payments. Watch out for high and/or hidden fees .

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Retirement Insurance Financial Planner Taxes 185

WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

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Certified Financial Planner Financial Planner CFP Financial Planning 52

Carson Wealth

DECEMBER 7, 2022

If you’re under significant debt pressure, consider talking with a Certified Financial Planner Professional or an Accredited Financial Counselor who specializes in consumer credit and debt management.   . Establishing Appropriate Insurance Coverage  . Insurance tends to fall into one of three categories:  .

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Financial Planner Insurance Retirement Planning Retirement 52

Carson Wealth

JULY 12, 2022

So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Three broad financial planning designations include: .

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Financial Advising Financial Planning Ethics Financial Services 98

Carson Wealth

DECEMBER 1, 2022

Purchase adequate insurance policies on your car, renters or homeowners insurance and consider life insurance if family members depend on you. Track income, expenses and build in budgeted items for future financial goals. Take Advantage of Retirement Plans and Matching Contributions.

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Retirement Planning Risk Tolerance Retirement Budgeting 72

International College of Financial Planning

JANUARY 15, 2024

Curriculum and Faculty: The Pillars of Excellence The financial planning curriculum focuses on investment strategy, taxation, retirement planning, insurance, portfolio management and estate planning, and. The course content is timely, reflecting the evolving dynamics of the financial sector.

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Certification Financial Planner Certified Financial Planner Financial Planning 52

Carson Wealth

JANUARY 17, 2023

Examples of fixed expenses include any rent or mortgage payments, insurance premiums, groceries, heating and electric bills.  .  . Discretionary expenses include money spent traveling, eating out, contributing to savings and retirement plans or occasional purchases and upgrades. Maximize Your Retirement Plan Savings  .

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Retirement Planning Financial Planner Certified Financial Planner Retirement 52

Carson Wealth

NOVEMBER 5, 2022

Anyone with dependents, retirement accounts, life insurance or real property. The kind of estate planning may vary, but in the end most of us need a scaffolding for success. . Estate Planning in Your 20s . In your 20s, estate planning is about mapping the “what-ifs” of life. Why Estate Planning Is Important .

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Estate Planning Planning Retirement Planning Financial Planner 52

WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Need a financial advisor? They help prepare a retirement plan based on a client’s financial needs and goals.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 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. Keeping up with industry trends will help you in the CFP exam and your future career as a certified financial planner. Get in touch to get an insight into the CFP course details.

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CFP Certified Financial Planner Financial Planner Financial Planning 52

International College of Financial Planning

JULY 10, 2023

Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Yardley Wealth Management

OCTOBER 12, 2022

Paul also took care of the family finances—everything from paying bills monthly to managing the couple’s assets and retirement planning. Very few people are over-insured in terms of life insurance, so there’s often an unclear shortfall for the surviving spouse.

Financial Planner 52

Financial Planner Medical Wealth Management Management 52

International College of Financial Planning

JULY 31, 2023

Retirement is a time to embrace your dreams and live a contended retirement life, but it requires meticulous financial planning and preparation. Retirement planning is even more critical for self-employed individuals as they lack the safety net of traditional benefits like PPF or LTA.

Financial Planning 52

Financial Planning Retirement Planning Retirement Planning 52

The Chicago Financial Planner

OCTOBER 21, 2021

Health savings accounts (HSA) provide another vehicle to save for retirement. Many of you have the option to enroll in high-deductible insurance plans that allow the use of a health savings account via your employer. This is a significant amount even for retirees with a retirement nest egg in excess of $1 million.

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Retirement Planning Accounting Retirement Planning 193

International College of Financial Planning

NOVEMBER 10, 2021

It wasn’t too long ago when investments would mean going to the bank and following the advice of the bankers or calling in neighborhood uncle to buy term-deposit certificates or insurance. Chartered Financial Analyst (CFA) – If you have set your eyes on becoming an Investment Advisor this is one of the best courses to take.

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Investment Advisor Investing Investments Certified Financial Planner 52

Inside Information

FEBRUARY 1, 2024

I remember when software was first introduced into the financial planning space, first as a spreadsheet called Visicalc, later Lotus 123, then Excel, and some financial planning calculators were built on top of them that looked a lot like the planning programs of today. What was the reaction?

Financial Planner 40

Financial Planner Financial Planning Clients Planning 40

Park Place Financial

MARCH 15, 2022

RETIREMENT PLANNING The Four Phases of Retirement Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement planning has become increasingly difficult as the cost of living continues to rise. What Factors Can Impact Retirement Planning? Funeral costs/life insurance.

Retirement 40

Retirement Retirement Planning Certified Financial Planner Medical 40

Fortune Financial

SEPTEMBER 25, 2023

Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Nationwide Financial

JUNE 9, 2023

Key Takeaways: The last two years have been marked by the highest inflation rates in decades; your clients saving for retirement can use this to their advantage through short-term investments, tax deferral, and insurance products offering better benefits.

Retirement 98

Retirement Clients Certification Taxes 98

Fortune Financial

SEPTEMBER 25, 2023

Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Park Place Financial

SEPTEMBER 30, 2022

Retirement Planning How to Calculate How Much You Need to Retire Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. While many financial experts discuss specific percentages people should aim for to have a fulfilling retirement, the ultimate retirement income formula does not exist.

Retirement 52

Retirement Retirement Planning Certified Financial Planner Fiduciary Duty 52

International College of Financial Planning

MAY 1, 2023

Understand the Role of a Financial Advisor A financial advisor is an expert who provides guidance and recommendations on diverse financial matters, including tax strategies, investments, insurance, and retirement planning.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 52

Nerd's Eye View

MARCH 1, 2024

Nevertheless, given the contentious nature of the proposal as it currently stands (with the brokerage and insurance industries levying heavy criticism of the rule), its ultimate fate (including whether its scope might be narrowed) is likely to be determined in the courts.

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Financial Planner Retirement Retirement Planning Wealth Management 214