Carson Wealth

DECEMBER 20, 2024

While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals.

Financial Planning 116

Financial Planning Planning Estate Planning Taxes 116

Nerd's Eye View

MAY 27, 2025

What's unique about Alvin, though, is how he has grown his firm by using project management software Monday.com as a central hub for financial plan presentations and efficient client task management.

Financial Planning 130

Financial Planning Planning Management Financial Advisor 130

Wealth Management

FEBRUARY 8, 2024

Test your skills against those of student teams in questions from the Financial Planning Challenge.

Financial Planning 289

Financial Planning Planning 289

Wealth Management

JUNE 1, 2023

Mac Gardner, founder of FinLit Tech, is working to expand the co-ed MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the financial planning profession.

Financial Planning 306

Financial Planning Planning 306

Wealth Management

APRIL 9, 2025

The former TDAI and Altruist executive has been in stealth mode building Wing, a digital financial planning app meant to help next-gen clients build personalized, goals-based plans, and advisors capture money in motion.

Financial Planning 252

Financial Planning Clients Planning 252

Wealth Management

AUGUST 3, 2022

Healy, who was laid off from TD Ameritrade during its integration with Schwab, has volunteered with the Center for Financial Planning for several years. Now she'll lead it.

Financial Planning 310

Financial Planning CFP Planning 310

Nerd's Eye View

FEBRUARY 18, 2025

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Financial Planning 143

Financial Planning Clients Planning Wealth Advisor 143

Wealth Management

OCTOBER 28, 2024

The value of education is increasingly scrutinized.

Financial Planning 289

Financial Planning Planning Education 289

Nerd's Eye View

OCTOBER 29, 2024

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Nerd's Eye View

APRIL 8, 2025

Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

The Big Picture

MAY 29, 2025

RWM works with clients by constructing a long-term financial plan, marrying it to an appropriate level of risk in a broadly diversified portfolio built around a core index, and then applying the best technology we can find to generate net after-tax returns with modest risk and volatility.

Portfolio 306

Portfolio Financial Planning Taxes Management 306

Wealth Management

MARCH 1, 2024

live with a disability; intergenerational planning for this population is critical. Sixty-one million people in the U.S.

Financial Planning 305

Financial Planning Planning 305

Wealth Management

OCTOBER 1, 2024

The new programs are part of an effort to attract more high-net-worth clients with broader offerings.

Financial Planning 299

Financial Planning Planning Clients 299

Wealth Management

FEBRUARY 8, 2024

Inside the college competition that gives students a taste of the challenges advisors face.

Financial Planning 299

Financial Planning Planning 299

Wealth Management

NOVEMBER 15, 2024

With nearly 40% of advisors set to retire in the next decade, the future of financial planning lies in the hands of passionate newcomers. Discover why these young professionals are eager to transform the industry.

Financial Planning 200

Financial Planning Planning Retirement 200

Nerd's Eye View

OCTOBER 23, 2023

Many financial advisors take pride in the comprehensive nature of the advice they provide to clients and use the variety of services offered as a point of differentiation between themselves and other types of advisors.

Financial Planning 246

Financial Planning Planning Clients Financial Planner 246

Wealth Management

SEPTEMBER 22, 2023

With NIL deals becoming more and more prevalent, student-athletes need trusted guidance on what the opportunities are and ultimately what to do based on their unique situations.

Financial Planning 312

Financial Planning Planning 312

Nerd's Eye View

APRIL 9, 2025

It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning. Read More.

Clients 193

Clients Financial Planning Risk Tolerance Planning 193

Nerd's Eye View

JANUARY 22, 2025

Instead, acknowledging their ambivalence as a natural part of the decision-making process can help create space for them to discover the value of financial planning on their own. One effective way to facilitate this self-discovery is through self-persuasion questions.

Financial Advice 239

Financial Advice Financial Planning Retirement Clients 239

Wealth Management

APRIL 8, 2025

Domain Money introduces three-tier annual membership model, offering ongoing financial guidance beyond one-time plans. Tiers cater to various needs, from essential to comprehensive support.

Financial Planning 249

Financial Planning Planning Financial Guidance 249

Wealth Management

MAY 21, 2025

There are real-world consequences to entering into a complex marriage without a prenup or financial plan.

Financial Planning 199

Financial Planning Planning 199

Nerd's Eye View

NOVEMBER 28, 2024

Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. Pricing the impact of financial planning can be challenging, because many of its benefits – like peace of mind – are intangible, compelling in value but difficult to match with an exact price.

Clients 246

Clients Financial Planner Fee Only Financial Planning 246

Wealth Management

AUGUST 7, 2024

Including permanent life insurance can help prevent blind spots in retirement planning and enable clients to live longer.

Financial Planning 306

Financial Planning Retirement Planning Planning Assets 306

Nerd's Eye View

FEBRUARY 5, 2025

Which means that financial advisors, with their knowledge of clients' personal and financial circumstances, are uniquely positioned to evaluate these tradeoffs and help clients balance healthcare costs and savings to align with their financial plans.

Accounting 233

Accounting Taxes Medical Healthcare 233

Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Nerd's Eye View

MAY 7, 2025

Instead of inspiring change, the plan begins to feel like a chore. A more effective approach is to start with the immediate stressor – the problem that brought the client in – and wait to develop an inspiring financial plan built on deeper vision-building during a second or third monitoring meeting.

Clients 198

Clients Financial Planning Planning Financial Advisor 198

Nerd's Eye View

FEBRUARY 10, 2025

Finally, familiarity with financial planning topics can influence decisions; while those with less experience (e.g., Fourth, cost , including the total 'all-in' price of materials, is another critical factor, with synchronous courses generally being more expensive than asynchronous ones.

CFP 237

CFP Education Ethics Financial Planning 237

Wealth Management

APRIL 25, 2025

David Chubak to become wealth and field management head as Edward Jones continues to bolster its financial planning capabilities.

Financial Planning 166

Financial Planning Planning Management 166

Nerd's Eye View

MAY 19, 2025

While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. Others take a broader approach, giving newer advisors more opportunities to practice and build confidence across different areas of financial planning.

Financial Planning 143

Financial Planning Communication Certification Planning 143

Wealth Management

MAY 13, 2025

bQuest this week launched a turnkey client support platform built with fiduciary advisors in mind, meant to help them deliver vetted aging care-related services as an extension of their core financial planning model.

Financial Planning 172

Financial Planning Clients Planning 172

Abnormal Returns

OCTOBER 28, 2024

advisorperspectives.com) Financial planning CAN change lives. (bloomberg.com) How should consumers think about the cost of an adviser? kitces.com) How long-term care insurance went away. barrons.com) We all make mistakes, including advisers. signaturefd-3437664.hs-sites.com) hs-sites.com)

Risk Tolerance 275

Risk Tolerance Retirement Financial Planning Consulting 275

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Nerd's Eye View

APRIL 16, 2025

In these moments, the conversations that advisors have with their clients play a crucial role in helping clients maintain perspective, avoid emotional decisions, and stay committed to their long-term financial plans.

Clients 227

Clients Financial Planning Financial Advice Planning 227

Nerd's Eye View

FEBRUARY 4, 2025

What's unique about Cristina, though, is how her firm supports clients in the so-called "sandwich generation" by both creating a financial plan for the clients' personal financial needs and goals, and by addressing (often with a separately paid add-on financial planning engagement) the financial issues facing their aging (and frequently less financially (..)

Financial Advisor 227

Financial Advisor Clients Financial Planning Planning 227

Abnormal Returns

MAY 26, 2025

citywire.com) How to learn about financial planning on the cheap. investmentnews.com) Financial planning is all about building resilience. (riabiz.com) Advisers Three points in time when planners can make a real difference in clients' lives. kitces.com) As your RIA evolves, so must your hiring strategy.

Financial Planning 182

Financial Planning Financial Advice Financial Advisor Retirement 182

Nerd's Eye View

FEBRUARY 19, 2025

This transition is a core element of the "Fix, Fine, Flourish" financial planning framework. In this model, clients begin in the Fix phase, addressing immediate challenges and stabilizing their financial situation.

Clients 164

Clients Financial Planning Planning Management 164