Weekend Reading For Financial Planners (May 3–4)
Nerd's Eye View
MAY 2, 2025
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
Insurance Investment Planning Retirement Planning 
Weekend Reading For Financial Planners (November 4-5)
Nerd's Eye View
NOVEMBER 3, 2023
Among other measures, the proposal would amend the current 5-part test that determines fiduciary status for retirement accounts by defining as a fiduciary act a one-time recommendation to roll funds from a company retirement plan to an Individual Retirement Account (IRA), strengthen advice standards for independent insurance professionals, apply to (..)
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The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed
Nerd's Eye View
DECEMBER 25, 2023
And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).
The Reboot and Rebrand of Advisor Today
NAIFA Advisor Today
JANUARY 28, 2025
As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.
42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!
Dear Mr. Market
DECEMBER 31, 2024
Insure What Matters Most Your family, your income, and your healththese are non-negotiables. Review life insurance policies, health coverage, and long-term care options. Don’t forget to evaluate property and liability coverage too as this should ideally be done an annual basis.
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How Much Should I Be Saving in My 20s?
Carson Wealth
DECEMBER 1, 2022
Purchase adequate insurance policies on your car, renters or homeowners insurance and consider life insurance if family members depend on you. Meeting with a qualified financial planning professional can help you begin building positive and lasting behaviors.?? 2 Time value of money calculations performed at [link] ?
Stop Overlooking These Valuable Workplace Benefits
Carson Wealth
OCTOBER 6, 2022
I have two friends, both in education, who literally threw away their 403(b) enrollment forms because they didn’t understand what the tax-sheltered retirement plan was. 1. Employer match on 401(k) plans. There’s not a lot of mystery surrounding the 401(k) retirement and savings investment plan.
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Retirement Planning Tips: How Much an Average Person 65 and Older Spends Every Month
WiserAdvisor
JANUARY 16, 2024
This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age. Healthcare costs are another substantial component of retirement expenses, averaging $7,030 per year or 13.5% of overall expenses in the BLS report.
DIY Money Management vs. Hiring a Professional For Your Financial Needs
WiserAdvisor
AUGUST 26, 2022
A financial plan must include the following components: Your net worth. Insurance and premium payments. Property planning. Once you have your strategy, plans, and goals ready, you can then work towards achieving them. Plan wisely for your retirement. Your present and future financial goals. Emergency funds.
Management 101
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An Insight into Investment Advisor Courses and Training Programs
International College of Financial Planning
NOVEMBER 10, 2021
It wasn’t too long ago when investments would mean going to the bank and following the advice of the bankers or calling in neighborhood uncle to buy term-deposit certificates or insurance. Chartered Financial Analyst (CFA) – If you have set your eyes on becoming an Investment Advisor this is one of the best courses to take.
How Much Should I Have Saved in My 40s?
Carson Wealth
JANUARY 17, 2023
Examples of fixed expenses include any rent or mortgage payments, insurance premiums, groceries, heating and electric bills. . . Discretionary expenses include money spent traveling, eating out, contributing to savings and retirement plans or occasional purchases and upgrades. Maximize Your Retirement Plan Savings .
Why Certified Financial planners are the 1st choice Globally for Personal Assets Management
International College of Financial Planning
JULY 30, 2022
Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. A Person who completes the CFP course is qualified to provide financial planning services to those with a high degree of financial responsibility.
CFP® Certification Course: From Novice to Expert in Holistic Financial Planning
International College of Financial Planning
APRIL 25, 2024
This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning.
7 Best Personal Finance Courses in 2024 For Beginners
Trade Brains
DECEMBER 7, 2023
The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.
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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently
eMoney Advisor
FEBRUARY 9, 2023
Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.
12 Steps To Creating A Solid Financial Plan For Yourself
Clever Girl Finance
MARCH 19, 2024
your short, mid-term, and long-term goals) The right types of insurance coverage (Life, health, disability, home, etc.) Now that you are aware of what to plan, let’s get into exactly how to create your financial plan. How to make a financial plan Below, you’ll find twelve steps for how to make a financial plan.
List of Financial Advisors for small accounts
Sara Grillo
AUGUST 25, 2023
Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. Clients are given full access to our entire offering (investments, retirement, college, insurance, tax, estate, etc.) Note: Ryan holds both insurance and FINRA licenses. 56 Capital Partners www.56capitalpartners.com
Crafting a Legacy: The Road to Financial Advisory Mastery
International College of Financial Planning
JANUARY 15, 2024
Curriculum and Faculty: The Pillars of Excellence The financial planning curriculum focuses on investment strategy, taxation, retirement planning, insurance, portfolio management and estate planning, and. Experience and knowledge come with a financial advisor and make your investments meaningful.
How do Financial Advisors Help in the Accumulation of Retirement Income?
WiserAdvisor
DECEMBER 15, 2023
These professionals meticulously assess your financial situation, income level, and retirement goals to tailor personalized strategies. For instance, they can guide you on leveraging employer-sponsored retirement plans, such as a 401(k) with employer matches, to optimize your contributions and harness the full benefits of the accounts.
Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers
International College of Financial Planning
MARCH 31, 2023
The program comprises of six modules that cover a range of topics related to wealth management: Module 1: Introduction to Wealth Management Introduction to Wealth Management Wealth Management Process Wealth Management Strategies Module 2: Financial Planning & Analysis Introduction to Financial Planning Analysis of Financial Statements (..)
What are the Different Types of Financial Advisors?
WiserAdvisor
JUNE 2, 2023
These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. They help prepare a retirement plan based on a client’s financial needs and goals.
The Impact of Financial Planner Certification or CFP® on Career Growth
International College of Financial Planning
FEBRUARY 23, 2024
This globally recognized credential, offered by the Financial Planning Standards Board India (FPSB India), sets a high standard for financial planning competence, and acquiring it can open doors to numerous opportunities in wealth management, private banking, financial advisory, and investment planning.
Preparing for the CFP Exam: Effective Tips and Strategies for Success
International College of Financial Planning
JULY 10, 2023
These encompass a wide array of subjects such as professional conduct and regulation, general principles of financial planning, and specific areas like estate planning, tax planning, investment planning, retirement planning, risk management, and insurance planning.
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5 Tell Tale Signs You Might Need a Financial Advisor
Gen Y Planning
APRIL 3, 2023
For example, if you’re having a child , you might be overwhelmed with new financial considerations: college planning, life insurance, childcare costs, etc. Going abroad, you’ll have to consider potential foreign taxes, visas, travel costs, extra insurance, etc. Thus, investing is a financial plan’s bread and butter.
What is Portfolio Rebalancing?
Park Place Financial
MARCH 14, 2022
Constant proportion portfolio insurance (CPPI): In CPPI, investors design their asset allocation around a base value of their portfolios. The importance of rebalancing a portfolio cannot be overstated, especially for those with a wide variety of investments. This approach helps your portfolio return to its original allocation rapidly.
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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”
Sara Grillo
AUGUST 14, 2023
The broker-dealer and insurance industries are still built around being opaque. Insurance is opaque. For example, there is nothing that says that an insurance agent’s recommendations can’t be made in the best interests of clients. Consumer Federation of America The ambiguity and the lack of clarity is detrimental.
What’s Your “Enough” Number? And How Can It Help You Live Your Best Life
Gen Y Planning
NOVEMBER 1, 2022
But have you thought about the practicality of that choice, like the ongoing maintenance, property taxes, extended vacancy, travel costs, insurance, etc.? . What type of insurance coverage do you have? Ongoing investments. Are you maxing out your 401k or other workplace retirement plan? Charitable giving.
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How Often Should You Rebalance Your 401(k)?
WiserAdvisor
APRIL 25, 2023
Constant Proportion Portfolio Insurance (CPPI) CPPI is a rebalancing strategy that states that your risk appetite increases with your wealth. Either way, you must evaluate how your current allocation fits your investment plan. As you grow in your career or earn more money, your ability to take risks will also increase.
Letter of Final Wishes (LFW)
Dear Mr. Market
APRIL 6, 2022
As you’ll see in our LFW template, the following should be clearly written down so that there is no ambiguity and your final wishes are properly honored: List of personal contacts List of all financial, legal, and business contacts Exact location of all legal documents List of all financial/insurance accounts and associated files, documents, (..)
How Job-Oriented Courses After 12th Can Transform Your Career Path
International College of Financial Planning
JUNE 25, 2024
RFPA Course The Registered Financial Prosperity Advisor (RFPA) program, offered by the International College of Financial Planning (ICOFP) in collaboration with Bajaj Capital, is a prime example of an effectively designed short-term course.
Top Mutual Funds For SIP In 2023
Trade Brains
FEBRUARY 14, 2023
Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! They’ll tell you how they’ve made a massive amount of wealth and the next investment opportunity that they’ve set their eyes on. What is SIP?
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The 5 Pillars of Retirement Planning You Should Be Aware of
WiserAdvisor
MARCH 13, 2024
Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. These pillars provide a comprehensive framework for building a resilient and sustainable plan. Diversification lies at the heart of investment planning. It also minimizes errors and oversights.
How to invest 1 million dollars in the current market
WiserAdvisor
MARCH 2, 2023
As with any investment, it is essential for wealthy individuals to carefully consider their investment goals and risk tolerance before investing in alternative investments. Annuities can provide a reliable source of income in retirement and can also offer tax-deferred growth potential.
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Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
You can learn about the stock market, bonds, budgeting, retirement planning, and saving. There are instances where you may not need a financial advisor: You’ve automated your finances Have you decided to automate your finances so you’re hitting your savings and investment goals? The list is endless.
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
You can learn about the stock market, bonds, budgeting, retirement planning, and saving. There are instances where you may not need a financial advisor: You’ve automated your finances Have you decided to automate your finances so you’re hitting your savings and investment goals? The list is endless.
This year’s Wild Crypto Debate
Sara Grillo
AUGUST 26, 2024
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.
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Rich vs. Wealthy: What’s the Difference?
Good Financial Cents
APRIL 10, 2023
If you’re a family with two car loans and you’re making the average payment, this means you’re forking over $1,288 in car payments per month without even accounting for the costs involved in license plates, auto insurance , gas, and other expenses. Ad Make your retirement plan work for you by investing in a Roth IRA.
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How To Invest $100K? 4 Investment Ideas
Clever Girl Finance
SEPTEMBER 7, 2023
Contribution limits might mean you have to invest part of your 100k elsewhere, but investing in retirement is still a great place to start. Common retirement accounts There are three common types of retirement plans: 401k, individual retirement accounts, and defined benefit plans.
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Best High-Yield Investments for 2022
Good Financial Cents
AUGUST 1, 2022
Johnson , PhD, CFA, CAIA, Professor of Finance, Heider College of Business, Creighton University and co-author of several books, including The Tools and Techniques Of Investment Planning, Strategic Value Investing and Investment Banking for Dummies. In general, growth stocks work best for retirement plans.
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Crypto – just a rock, or a good investment? (debate got wild)
Sara Grillo
APRIL 10, 2023
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.
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Should you die and go to hell before selling an annuity?
Sara Grillo
NOVEMBER 14, 2022
In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent. The insurance policies will lapse.
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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning
WiserAdvisor
NOVEMBER 21, 2022
Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Opening Individual Retirement Accounts (IRAs) and managing your 401(k). Retirement planning, estate planning, tax planning.
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