International College of Financial Planning

JUNE 17, 2025

The platform is expected to expand its offerings to include ETFs, global bonds, and diversified portfolios. It enables NRIs, foreign portfolio investors (FPIs), and overseas institutions to invest in Indian markets while adhering to RBI and SEBI norms.

Compliance 40

Compliance Education Economics Investing 40

Trade Brains

JUNE 16, 2025

Why It Suits Retirees: Can provide more returns than fixed-income plans, but must be only a fraction of the portfolio. Final Thoughts Passive income is more than a nest egg—it’s a way of living dignity, freedom, and peace of mind after retirement. Linked to the market and thus involve some degree of risk.

Retirement 52

Retirement Taxes Government Retirement Planning 52

Midstream Marketing

OCTOBER 29, 2024

A good advertising plan does more than just sell your services. Strong advertising can boost your marketing efforts as a financial planner. When you display your skills and show your commitment to their financial health, it makes you a reliable partner. But it can also be tough for financial advisors.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Harness Wealth

APRIL 16, 2025

The fundamentals of Roth and traditional IRAs Traditional IRAs have long served as a cornerstone of retirement planning, offering immediate tax benefits through deductible contributions while deferring taxes until withdrawal. This flexibility becomes increasingly valuable as your retirement portfolio grows more complex.

Taxes 52

Taxes Retirement Retirement Planning Distribution 52

Indigo Marketing Agency

MARCH 19, 2025

Instead of a headline like Optimize Your Wealth Portfolio for Maximum Returns, try something easier to comprehend like: Grow Your Retirement Savings Faster. Example: Instead of: Financial freedom is just a strategy awayfind out how to make your money work for you. Keep your headline straightforward so it grabs attention quickly.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Indigo Marketing Agency

JUNE 17, 2025

People aren’t just typing “financial planner Nashville” anymore. A key insight from Colton was also helpful: when someone asks AI about retirement planning, what’s the logical follow-up question? Colton suggested doing a website audit, similar to how you’d review a client’s portfolio.

Financial Advisor 52

Financial Advisor Financial Planner Retirement Planning Compliance 52

Dear Mr. Market

DECEMBER 3, 2024

It’s the adage of better to “give a warm hand than a cold one” Similarly, giving to charities while alive allows you to see and shape the difference your contributions make.This idea stood out to me as both a parent and a financial planner. Submit a form.

Financial Planner 59

Financial Planner Retirement Planning Retirement Financial Planning 59

Nerd's Eye View

DECEMBER 30, 2024

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.

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Midstream Marketing

DECEMBER 10, 2024

Do you specialize in retirement planning for small business owners? Financial advisors can use videos in different parts of financial planning. You can make explainer videos about investment ideas, retirement plans, or tips on saving on taxes. This builds trust and credibility in a competitive market.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Nerd's Eye View

JANUARY 6, 2023

From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement.

Financial Planner 246

Financial Planner Retirement Planning Commission Retirement 246

Nerd's Eye View

JULY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Charles Schwab's latest RIA benchmarking study shows that firms saw significant AUM growth in 2023, thanks in part to strong equity market performance, but also thanks to organic growth initiatives that brought in additional (..)

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Nerd's Eye View

JANUARY 13, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry.

Financial Planner 241

Financial Planner Retirement Planning Retirement Compliance 241

Nerd's Eye View

MAY 10, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0)

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Nerd's Eye View

AUGUST 25, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work.

Financial Planner 246

Financial Planner Retirement Retirement Planning Advertising 246

Nerd's Eye View

JUNE 14, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study found that advisory teams tend to have higher assets under management per advisor, serve wealthier clients on average, and have stronger growth than solo advisors, thanks in part to the efficiencies gained from (..)

Financial Planner 246

Financial Planner Compensation Planning Asset Allocation Retirement Planning 246

Nerd's Eye View

JUNE 30, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that NAPFA has announced that it will no longer exclude advisors who receive up to $2,500 in annual trailing commissions from previous product sales, if they agree to donate that money to a non-profit organization (..)

Financial Planner 246

Financial Planner Fee Only Commission Retirement Planning 246

Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

Financial Planner 246

Financial Planner Communication Retirement Retirement Planning 246

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

Nerd's Eye View

AUGUST 4, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that credit ratings agency Fitch on Tuesday downgraded its assessment of the U.S. government's creditworthiness from an AAA rating to AA+.

Financial Planner 246

Financial Planner Retirement Planning Compliance Retirement 246

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 246

Financial Planner Fiduciary Duty Retirement Planning Compliance 246

The Chicago Financial Planner

FEBRUARY 2, 2024

Likewise if the advisor’s typical client has a minimum of $1 million to invest and your portfolio is more modest, this advisor might not be a good fit for you. Check out my Financial Review/Second Opinion for Individuals service for detailed guidance and advice about your situation. What can you do for me?

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

The Chicago Financial Planner

FEBRUARY 8, 2023

Financial coaching focuses on providing education and mentoring in two areas: the financial transition to retirement or small business financial coaching. Please contact me with any thoughts or suggestions about anything you’ve read here at The Chicago Financial Planner.

Taxes 291

Taxes Retirement Financial Planner Financial Advisor 291

The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Review your mutual fund holdings. Focus on risk.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

The Chicago Financial Planner

FEBRUARY 5, 2022

What impact have the solid stock market gains of the past three years had on your portfolio? Solid, well-managed active funds can also contribute to a well-diversified portfolio. View all accounts as part of a total portfolio. Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. Costs matter.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

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.

Financial Advisor 246

Financial Advisor Financial Planner Insurance Clients 246

Carson Wealth

AUGUST 25, 2022

Simple heuristics – such as planning on spending 70% of your current income or being able to spend down a fixed percentage of your portfolio annually – fall short when life gets in the way. Answers to questions surrounding “Can I retire on a million dollars?” or “Can I retire with two million dollars?”

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

The Chicago Financial Planner

AUGUST 24, 2021

Approaching retirement and want another opinion on where you stand? Want an independent review of your investment portfolio? Check out my Financial Review/Second Opinion for Individuals service for more detailed advice about your situation. NEW SERVICE – Financial Coaching. Need help getting on track?

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

The Chicago Financial Planner

NOVEMBER 8, 2021

This might have been their own doing or the result of poor financial advice. This is the time to review your portfolio allocation and rebalance if needed. For example, your plan might call for a 60% allocation to stocks but with the gains that stocks have experienced you might now be at 70% or more. Click To Tweet.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Your Richest Life

JUNE 14, 2024

Will you be supporting anyone else during your retirement? Physician Retirement Planning: What will your expenses really look like? Odds are you are not actually going to need $200k to live on once you retire. However, for many high income earners, a 401(k) is just not enough to cover their full retirement savings needs.

Retirement Planning 52

Retirement Planning Retirement Planning Fee Only 52

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.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 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

International College of Financial Planning

AUGUST 31, 2023

This is where diversifying your investment portfolio comes into play. Diversifying your investment portfolio is a vital strategy for managing risk, optimizing returns, and achieving your financial goals. However, diversifying your investment portfolio can help reduce your overall investment risk.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Park Place Financial

MARCH 10, 2022

FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person.

Portfolio 52

Portfolio Certified Financial Planner Financial Planner Healthcare 52

Park Place Financial

MARCH 14, 2022

FINANCIAL PLANNING What is Portfolio Rebalancing? Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Investments can be risky since markets constantly fluctuate, but strategies are available to help you maintain a well-balanced portfolio. How to Rebalance your Portfolio. Mitigate Risk.

Portfolio 52

Portfolio Financial Planner Asset Allocation Certified Financial Planner 52

Carson Wealth

JULY 12, 2022

Ask financial planners about their degrees, where they are from, what they are in and when they earned the degree. . Three broad financial planning designations include: . CFP ® – CERTIFIED FINANCIAL PLANNER. Retirement. CRPC ® – Chartered Retirement Planning Counselor.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Carson Wealth

DECEMBER 1, 2022

Take Advantage of Retirement Plans and Matching Contributions. Most employer retirement plans allow you to save on a tax-deferred basis, meaning that contributions into these types of accounts are not considered in calculating your taxable income. . Work With a Financial Advisor . Million after 40 years!

Retirement Planning 72

Retirement Planning Risk Tolerance Retirement Budgeting 72

Darrow Wealth Management

FEBRUARY 18, 2025

Don’t stress out about every headline, stress test your retirement plan instead.Markets move every day and the news cycle is 24-7. Unfortunately, headlines often leave investors wondering what the news means for their portfolio and financial outlook. That’s where a Monte Carlo analysis comes in.

Retirement 54

Retirement Planning Retirement Planning Financial Planning 54