Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Financial Planner 209

Financial Planner Compliance CFP Clients 209

MainStreet Financial Planning

APRIL 4, 2024

If your child is a sophomore in high school right now, this year is super important for your college funding plan! To be eligible for financial aid (grants & student loans) for college your child will need to submit your tax return as part of their FAFSA application when applying to colleges in their senior year.

Taxes 74

Taxes Retirement Planning Financial Planning Retirement 74

Abnormal Returns

OCTOBER 19, 2022

Investing A bear market provides different opportunities for different generations. awealthofcommonsense.com) Why now is a great time to get started investing. dariusforoux.com) College More states are requiring high school seniors to complete the FASFA application.

Financial Advice 147

Financial Advice Financial Planning Planning Investing 147

Clever Girl Finance

MARCH 29, 2024

Keep reading to learn more about how capitalized interest works and how borrowers can avoid it or pay it off on their student loans. How capitalized interest works on student loans Expert tip: Don’t skip over reading your loan agreement How do you end up with a capitalized interest student loan?

Education 75

Education Accounting Planning Assets 75

Darrow Wealth Management

DECEMBER 23, 2023

If you’re looking for gift ideas for a child, adult, parent, or relative for a holiday, birthday, or special occasion, consider one of these financial or investment gift ideas. Investment gift ideas for kids There are several options for the children and teenagers on your list that aren’t toys. Here are some ideas.

Taxes 78

Taxes Wealth Management Education Planning 78

The Big Picture

MARCH 12, 2023

The Atlantic ) • US gun violence makes international students and their parents think twice about studying abroad : Every mass shooting brings questions about the safety of visiting or studying in the U.S. An Idaho community college may never be the same. ( An Idaho community college may never be the same. ( in assets.

Media 242

Media Government Assets Investing 242

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Abnormal Returns

FEBRUARY 17, 2024

insidehook.com) Autos Higher income countries invest more in road safety. washingtonpost.com) College Why universities should urge students to study overseas. abnormalreturns.com) There is no holy grail in investing. EVs How automakers and buyers got out of sync in the EV space.

Food 217

Food Math Financial Advising Startup 217

Good Financial Cents

JULY 6, 2022

Helping kids pay for college can be a wonderful gift, yet parents and families should always conduct due diligence before they take out any type of loan. Student boy happy with an excellent mark. School or college pupil showing parents a test with good grade, great study achievement. Science, education concept.

Education 94

Education Accounting Planning Banking 94

Nerd's Eye View

MAY 12, 2023

The study also highlighted the importance of advisors taking the time to build trust with clients and to understand a client’s goals and needs, as this can not only differentiate an advisor from those providing purely transactional investment advice, but also could promote client retention, even in years of poor market performance.

Financial Planner 207

Financial Planner Tax Planning Clients Valuation 207

The Big Picture

JANUARY 14, 2024

The Escambia County School District, located in the Florida panhandle, has removed several dictionaries from its library shelves over concerns that making the dictionaries available to students would violate Florida law. Popular Information ) • Why America hates its children : Kids are worse off in America than in any other rich country.

Insurance 130

Insurance Portfolio Management Financial Market Retirement 130

Clever Girl Finance

NOVEMBER 25, 2023

How do student loans work? Student loans can be a useful way to fund your education and there are many types of student loans available for undergraduate students. Table of contents How do student loans work? Expert tip: Don’t borrow more than you need How does student loan interest work?

Education 72

Education Budgeting Planning Government 72

International College of Financial Planning

JANUARY 15, 2024

These programs provide exceptional learning opportunities, greatly benefiting working professionals and students managing various commitments. An intriguing aspect is its diverse educational offerings, including financial courses through the International College of Financial Planning.

Certification 52

Certification Financial Planner Certified Financial Planner Financial Planning 52

Nationwide Financial

OCTOBER 14, 2022

Whether your client has young children of their own, teenage grandkids heading to college, or wants to help finance college for someone else in the family, it’s wise to encourage your clients to create a financial plan for doing so. Why Clients Need a Financial Plan for College. How does a college savings plan affect taxes?

Financial Planning 64

Financial Planning Clients Planning Taxes 64

The Big Picture

NOVEMBER 20, 2023

Worth mentioning: MSCI notes over $30 trillion is invested globally using ESG strategies. Nuance can get lost when investing strategies become politicized, Perhaps a little history might help shed some light on the subject.2 No wonder socially responsible investing has become so politicized – that is a lot of cash up for grabs.

Taxes 180

Taxes Portfolio Investing Investments 180

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. Work Profiles: Diving Deeper Investment Advisor: Investment advisors are specialists who focus on the nuances of investment opportunities.

Financial Planner 40

Financial Planner Investment Advisor Certified Financial Planner Investing 40

Good Financial Cents

SEPTEMBER 8, 2023

Having more than one type of debt is common, and that’s especially true once you graduate from college and start your first “real job.” It’s also common to have other random debts to cover, including student loans. Next Up, Student Loans 4. Which debts should you pay off first? Other Unsecured Debts 3.

Budgeting 75

Budgeting Retirement Investing Investments 75

Nerd's Eye View

MARCH 26, 2024

What's unique about Michael, though, is that since 2021 he has been able to grow WinCap Financial at a rate of more than $10M of AUM per year through consistently reaching out to leads purchased through SmartAsset, spending $5K/month that turns into $10K in recurring revenue in less than 100 days, an average of more than 4X the return on financial (..)

Financial Advisor 130

Financial Advisor Clients Wealth Management Communication 130

Good Financial Cents

AUGUST 4, 2022

The best student loans can help you borrow money for college without going broke. While most borrowers should focus on federal student loans first, private student lenders can help you fill in funding gaps so you can get through school and graduate on time. Student loan refinancing. Ads by Money. Parent loans.

Planning 98

Planning Government Education Certification 98

MainStreet Financial Planning

FEBRUARY 3, 2023

Why does anyone go to college, anyway? Our guest, Beth Probst, Founder and CEO of At The Core , has inspired parents of college-bound students to think strategically about how to select the best-fit college, major, and career so they don’t end up wasting precious time, energy, and money. Is it worth it?

Financial Planning 52

Financial Planning CFP Planning Clients 52

Ballast Advisors

AUGUST 23, 2023

2023 survey revealed a notable shift in public opinion over the past decade about the value of a college degree: 56% of Americans think a four-year college degree isn’t worth the cost due to students graduating with significant debt and a lack of specific job skills vs. 42% who believe college is worth it.

Education 40

Education Engineering Communication Taxes 40

International College of Financial Planning

JANUARY 31, 2024

Unlocking New Career Pathways: Investment in financial training is synonymous with investing in one’s career growth. Investment and Portfolio Management: Crucial for asset and wealth managers, these skills involve understanding investing principles, portfolio construction, and risk-return analysis.

Certification 52

Certification Education Financial Planning Wealth Management 52

Abnormal Returns

AUGUST 28, 2022

allstarcharts.com) Books A review of "The Case for Long-Term Value Investing: A Guide to the Data and Strategies That Drive Stock Market Success" by Jim Cullen. blogs.cfainstitute.org) Five insights from Jay Mason's "The Investing Oasis: Contrarian Treasures in the Capital Markets Desert." less than other college graduates.

Financial Advising 147

Financial Advising Education Media Economy 147

The Big Picture

NOVEMBER 22, 2022

These three gentlemen said we’re lacking the ability to tap into a very rich, diverse talent pool, including historically black colleges and universities. And so as you get ready to go to college, and you start thinking about what your career going to look like, it’s going to be primarily academic for you.

Recruitment 140

Recruitment Engineering Investing Investments 140

The Big Picture

NOVEMBER 17, 2022

Others who actually invest somewhat like the Berkshire Hathaway chairman fare better. The firm was co-founded by Apollo, Ares, and Oaktree with a $90 Million seed funding for initiatives to recruit students at Historically Black Colleges and Universities. . • The ‘Next Warren Buffett’ Curse Isn’t Always Fatal : Eddie Lampert Jr.,

Recruitment 245

Recruitment Advertising Economics Sales 245

Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Abnormal Returns

DECEMBER 10, 2022

axios.com) Energy We need to invest more to support the electric grid. om.co) College Why you can't just trust college's financial aid letters. wsj.com) You won't be able to keep AI out of the hands of students. (axios.com) Transport More transit systems are making bus rides free.

Food 243

Food Financial Advising Media Transportation 243

International College of Financial Planning

OCTOBER 17, 2023

These platforms play a pivotal role, from monitoring investments to ensuring risk mitigation. This proactive approach helps optimize investments and ensure clients receive the best financial advice possible. The personalized approach of adaptive learning increases student engagement.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Integrity Financial Planning

JANUARY 19, 2023

Financial Knowledge for Ages 14-17 This is a time when teenagers get ready for college. They’re figuring out who they are and often start to pick up specific interests that they want to invest in, such as makeup, video games, or a stylish sneaker collection. The most important topics at this stage may be budgeting and investing.

Budgeting 86

Budgeting Financial Planning Accounting Retirement 86

Clever Girl Finance

JUNE 12, 2023

In addition to being useful for education, custodial accounts have multiple purposes, from college to wealth building. College is obviously a large expense, and custodial accounts and 529b plans may be the answer. The Saving For College survey found that 40% of parents had saved up over $30,000 for their kid’s college.

Accounting 64

Accounting Education Taxes Planning 64

Your Richest Life

JUNE 12, 2023

After years of education and training, many physicians begin their careers with some hefty student loan debt. Look into 529 Plans It’s tricky to save for college because you might not know exactly what your child will want to do, what kind of higher education they’ll pursue, or how much it’ll cost.

Education 59

Education Financial Planner Accounting Planning 59

Carson Wealth

JUNE 14, 2022

Craig Lemoine, Director of Consumer Investment Research. I often find college savings at the top of my pile of financial stressors. Some of us want to pay as much of our children’s college costs as we can. Some of us want to pay as much of our children’s college costs as we can. I proudly fall in the middle.

Planning 52

Planning Distribution Accounting Taxes 52

International College of Financial Planning

OCTOBER 26, 2023

Investment Oversight:  Post the formulation of your financial plan, the next step is to channel your assets into fruitful investments. A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Nationwide Financial

OCTOBER 18, 2022

As college costs rise, qualified tuition plans, or 529 college savings plans, can be an option for clients to save for their child or grandchild’s (or even their own!) These accounts can help your clients’ beneficiaries save for college and the funds can be used for various expenses relating to K-12 and higher education.

Clients 98

Clients Planning Education Taxes 98

Walkner Condon Financial Advisors

MAY 26, 2023

She worked her way through college by taking advantage of government loans and grants. I thought financial services only entailed selling insurance or investments and I knew that was something that I didn’t want to do,” said Alicia. By high school Alicia was financially independent.

Financial Planner 52

Financial Planner Medical Budgeting Financial Services 52

Nerd's Eye View

JULY 5, 2022

In this episode, we talk in-depth about how and why, after almost a decade of practicing family law and helping clients through divorce, Patrick made the transition to a financial advisor to better help his clients navigate the financial challenges that come with divorce, how Patrick leverages the professionalism, trust, and the connections he built (..)

Financial Advisor 190

Financial Advisor Clients Assets Management 190

MainStreet Financial Planning

JANUARY 18, 2023

I always like to point out that there are student loans that can be used to help with college costs, but there are no “retirement loans”. Just thinking about becoming a parent, sets off worries about how to save for a college education. It is all over the news that college costs are rising at a quick pace.

Education 52

Education CFP Retirement Retirement Planning 52