Financial Planner Retirement Strategic Planning 
Harness Wealth
APRIL 30, 2025
Employee Stock Ownership Plans (ESOPs) An ESOP allows owners to gradually sell their shares to employees through a qualified retirement plan. Strategic planning around holding periods becomes essential, as assets held for longer than one year qualify for preferential long-term capital gains rates.
Nerd's Eye View
SEPTEMBER 1, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)
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Nerd's Eye View
SEPTEMBER 2, 2022
We also have a number of articles on retirement planning: New research suggests that while the average senior will amass hundreds of thousands of dollars in health care expenses in retirement, the net cost they have to pay is not nearly as high.
International College of Financial Planning
MARCH 9, 2024
Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning.
Zoe Financial
APRIL 17, 2023
Retirement saving and charitable giving are both directly tied to lowering taxes. Here’s how: Retirement Saving Retirement saving tax strategies significantly impact how you grow your wealth. To avoid paying taxes on the growth of your retirement saving and retirement account withdrawals, consider choosing a Roth IRA or 401(k).
Good Financial Cents
DECEMBER 14, 2022
In short, they are financial planning counselors who help people protect their assets. A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. Financial Decision-Making Skills. Hedge Fund Manager.
The Big Picture
MAY 7, 2024
So I worked with a certified financial planner called Katie Song when I was at SoFi. And she did a plan for me personally and answered the questions, can I retire? And so we offer that plan for $2,500. 00:29:28 [Speaker Changed] Yeah. Can I send my kids to school? Should I buy another home?
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