The Chicago Financial Planner

NOVEMBER 27, 2022

Note the Solo 401(k) is also referred to as an Individual 401(k). Check out my freelance financial writing services including my ghostwriting services for financial advisors. Please contact me with any thoughts or suggestions about anything you’ve read here at The Chicago Financial Planner.

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Validea

JANUARY 13, 2025

In this episode of “Two Quants and a Financial Planner,” we break down some of Warren Buffett’s most important investing lessons and life wisdom through a series of interview clips and annual meeting footage. We aim to make these timeless investing lessons both educational and entertaining.

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Validea

NOVEMBER 18, 2024

In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we’ve heard on Excess Returns in 2024. And yes, we even manage to work in references to everything from Little Rascals to My Fair Lady (Matt’s brain works in mysterious ways).

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Validea

NOVEMBER 4, 2024

Whether you’re a value investor, a financial planner, or just someone interested in improving your investment process, there are valuable takeaways here for everyone.

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Investing Investments Financial Planner Portfolio 52

Nerd's Eye View

JULY 18, 2023

In this episode, we talk in-depth about how Nancy overcame her initial imposter syndrome and went from finding attorneys to be threatening to realizing that they are just regular people and do not necessarily know a lot about finance by recognizing how important her own life experiences were, how Nancy also did expand her technical expertise by earning (..)

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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. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.

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Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.

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Financial Planner CFP Financial Planning Education 52

AdvisorPR

SEPTEMBER 28, 2023

Comprehensive, current, and actionable program trains members to engage with the media and use FPA MediaSource, the automated media query platform connecting financial planners and journalists. Downloadable reference materials to provide members with tangible resources for future media opportunities.

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Financial Planner Media Certified Financial Planner CFP 52

eMoney Advisor

FEBRUARY 1, 2023

Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks. 2 Amidst all of this uncertainty, what can help individuals be more resilient in coping with financial stress?

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Clients Financial Planner Financial Advisor Financial Planning 93

Investment Writing

FEBRUARY 6, 2024

” As it says in its guidelines, Certified Financial Planner Board of Standards Inc. It yielded a sea of “CFP ® ” references. The CFP certificants who popped up in a search on the Ameriprise Financial website also used the registered mark. I didn’t see any CFPs without the mark. What about the CFA?

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MainStreet Financial Planning

JUNE 24, 2024

Please review the information below and refer to the flowchart to determine if you can defer Medicare without penalties. Primary vs. Secondary Payer The coordination between your employer’s insurance and Medicare depends on the size of your company.

Insurance 98

Insurance Medical Retirement Planning 98

Good Financial Cents

JULY 17, 2023

By understanding and leveraging these seven streams of income, you can take significant steps towards achieving financial freedom. Understanding Multiple Streams of Income Multiple streams of income refer to having multiple sources from which money flows into your life.

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Certified Financial Planner Wealth Accumulation Financial Planner Certification 69

Envision Wealth Planning

MARCH 17, 2022

You may have read that many “so-called” financial advisors do not work in the best interest of their clients (as a fiduciary does). Making things worse, many people simply refer to any financial professional as a financial advisor. A Certified Financial Planner (CFP) fiduciary definition matters.

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Indigo Marketing Agency

FEBRUARY 8, 2025

Top 7 SEO Strategies Every Financial Advisor Needs to Know to Rank Higher on Google Its true, theres more than one way to skin a cat. The cat were referring to in the case of financial advisors is leads, booked appointments , and new clients to grow your practice. Lets face it, 98% of all U.S.

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Financial Advisor Engineering Clients Financial Planning 52

Carson Wealth

DECEMBER 13, 2022

Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. Managing wealth requires the skills of a Financial Advisor plus competence in tax and estate planning.

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Wealth Management Financial Advisor Management Financial Planner 52

eMoney Advisor

JUNE 8, 2023

. #4 Taking a Thoughtful Approach To create an effective financial plan, you need to know a client’s dreams and goals for their life. There are also many outdated terms to avoid in conversation; the GLAAD media reference guide is one resource you can use to ensure your terminology is up to date. Sources: 1. Gallup, “U.S.

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CFP Financial Planning Clients Financial Planner 85

eMoney Advisor

NOVEMBER 22, 2022

As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would you be taking financial advice from another financial planner? These experiences may even be why they became a financial planner in the first place.

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Financial Planner Financial Advice Clients Financial Planning 59

International College of Financial Planning

JUNE 17, 2025

Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country.

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Compliance Education Economics Investing 40

Park Place Financial

NOVEMBER 29, 2022

The interest rates of GRATs are often referred to as 7520 rates , as this section of the tax code serves as their basis. Whenever making financial decisions, you should always think about working with a financial planner — regardless of current economic changes. Charitable Remainder Unitrust .

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Estate Planning Economics Planning Financial Planner 52

Midstream Marketing

DECEMBER 10, 2024

This program can encourage your clients to refer others. You can think about offering rewards for people who refer others to you. It is nice to show gratitude to clients who refer others. Make it simple for clients to refer people to you. Provide clear steps for referring others. This also creates teamwork.

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eMoney Advisor

NOVEMBER 9, 2022

Tips for Incorporating Greater Cultural Humility into Financial Planning. For financial planners who want to better understand the impact of culture on money, there are some specific steps they can take to incorporate greater cultural humility into their practice. ” In The Psychology of Financial Planning.

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Financial Planning Planning Certified Financial Planner Financial Planner 78

Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. Between $1,000 and $3,000 A comprehensive financial plan could cost $2,000. Between $6,000 and $10,000 per year An annual relationship with a financial planner could cost $8,000.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

MainStreet Financial Planning

MARCH 15, 2023

SIPC refers to this as “separate capacity”, for example, individual, joint accounts, or trust accounts. You should also consider seeking advice from a financial planner who can help you create a personalized investment plan based on your goals and risk profile.

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The Big Picture

JUNE 19, 2024

Full transcript below. ~~~ About this week’s guest : Carl Richards is a Certified Financial Planner and creator of The New York Times Sketch Guy column. Through his simple sketches, Carl makes complex financial concepts easy to understand. He is the author of The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money.

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Budgeting Certified Financial Planner Financial Planner Retirement 147

Harness Wealth

APRIL 30, 2025

Professional tax planning for your exit Building a qualified advisory team, comprising tax specialists, attorneys, and financial planners, provides the expertise necessary to successfully navigate complex exit tax strategies. Proper planning helps navigate complex cross-border implications while maximizing after-tax returns.

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Taxes Planning Tax Planning Sales 52

Park Place Financial

SEPTEMBER 8, 2022

The following are some common titles you may find when researching personal financial advisors: . Financial Advisor . This general name refers to many professionals operating in the financial realm. Bankers, stock brokers, insurance representatives, and tax professionals constitute financial advisors. . 0 Comments.

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Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. Financial safety includes insurance and an emergency fund to help prepare for unforeseen events and risks.

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Financial Planning Planning Clients Wealth Management 78

Carson Wealth

JANUARY 14, 2023

Any of their employees or representatives also must maintain this stand of care. Financial professionals who are registered agents of a broker/dealer or an insurance company may not refer to themselves as a financial advisor and are not required to hold a fiduciary standard. Jorge recently acquired a new client, Jeni.

Financial Advisor 52

Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

Indigo Marketing Agency

JULY 23, 2024

Powerful Mission Statement PFA’s mission statement highlights that they are a team of CERTIFIED FINANCIAL PLANNER professionals, enhancing their credibility and perceived value. It’s our passion to build attention-grabbing, conversion-driven websites for financial advisors. Reach out to us anytime.

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Financial Advisor Certified Financial Planner Retirement Clients 98

Harness Wealth

APRIL 16, 2025

Many financial planners view Roth conversions as a hedge against future tax increases, considering current federal debt levels and projected entitlement spending. The potential for tax-free inheritance makes Roth IRAs particularly attractive for legacy planning. Tax related products and services provided through Harness Tax LLC.

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Taxes Retirement Retirement Planning Distribution 52

Harness Wealth

JUNE 30, 2023

In this article, we’ll dive into the many tax and financial considerations of buying and selling real estate, how real estate fits into estate planning, and the role that a wealth manager or financial planner can play in guiding your decision-making. Tax services provided through Harness Tax LLC.

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Financial Planning Planning Financial Planner Taxes 52

Harness Wealth

JUNE 9, 2023

Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan? Tax services provided through Harness Tax LLC.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

WiserAdvisor

JANUARY 27, 2023

HNWIs often have specific financial needs and goals, such as wealth preservation, tax efficiency, diversifying investments, and estate and succession planning for their wealth. Rebalancing refers to the process of realigning the portfolio’s asset allocation to reflect your current financial goals, risk appetite, and needs.

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Wealth Management Taxes Financial Planner Assets 52

eMoney Advisor

JANUARY 26, 2023

In service of that, I’ve developed a financial advisor script and agenda that you can use in an initial meeting with a prospect. First Meeting Agenda for Financial Planners The meeting with this prospective client begins long before the actual event time. How we’ll work with you to solve for your ideal future 3.

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Clients Financial Planning Retirement Communication 73

Walkner Condon Financial Advisors

APRIL 13, 2022

If you work for a university, public school, or a 501(c)(3) tax-exempt organization (more commonly referred to as a charitable organization or nonprofit), you may have participated in a 403(b) plan. Please reach out if we can be valuable to you when it comes to your financial planning needs.

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Retirement Planning Certified Financial Planner Distribution Retirement 52

Indigo Marketing Agency

FEBRUARY 6, 2020

Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. How did you come across Indigo Marketing Agency?

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Certified Financial Planner CFP Financial Planning Fee Only 52

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

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