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 (..)

Financial Planner 199

Financial Planner Strategic Planning Retirement Planning Retirement 199

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.

Financial Planner 197

Financial Planner Strategic Planning Retirement Planning Retirement 197

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.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

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).

Taxes 40

Taxes Retirement Tax Planning CFP 40

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.

Compliance 87

Compliance Budgeting Accounting Insurance 87

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?

Startup 143

Startup Advertising Engineering Numbers 143