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!
Investment Planning 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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Weekend Reading For Financial Planners (December 14–15)
Nerd's Eye View
DECEMBER 13, 2024
Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)
Weekend Reading For Financial Planners (May 18-19)
Nerd's Eye View
MAY 17, 2024
Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)
Weekend Reading For Financial Planners (August 26-27)
Nerd's Eye View
AUGUST 25, 2023
Also in industry news this week: The SEC settled its first charges related to its new marketing rule with a firm that advertised 2,700% annual returns A survey suggests that older Americans prefer the term "longevity" to "aging", perhaps informing the way advisors discuss related issues with their clients From there, we have several articles on retirement (..)
Weekend Reading For Financial Planners (Nov 5-6)
Nerd's Eye View
NOVEMBER 4, 2022
From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations.
Weekend Reading For Financial Planners (Jan 14-15)
Nerd's Eye View
JANUARY 13, 2023
From there, we have several articles on retirement planning: The latest rules for 2023 Required Minimum Distributions from inherited retirement accounts. Why relying on Treasury Inflation-Protected Securities (TIPS) to support the bulk of retirement income needs could be risky.
The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed
Nerd's Eye View
DECEMBER 25, 2023
Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.
42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!
Dear Mr. Market
DECEMBER 31, 2024
Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. A little planning now avoids big headaches later. Happy Planning and best to you in 2025!
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Retirement Planning: What Will Work Best for You?
Your Richest Life
APRIL 15, 2024
Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. Some 457 plans can allow for Roth contributions and in-plan rollovers.
Financial Planning for the Latino Community
Tobias Financial
OCTOBER 12, 2023
Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. According to Catalina, empowering the Latino community financially requires knowledge, advocacy, and strategic planning.
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. Zack is also skilled in presenting, emceeing, event planning, program management, and social media.
Is COVID-19 affecting your Retirement Planning? Here’s what you should do.
Yardley Wealth Management
OCTOBER 7, 2020
The post Is COVID-19 affecting your Retirement Planning? Is COVID-19 affecting your Retirement Planning? Retirement Planning Financial Planning Risk. Over their lifetimes, most people have heard warnings and advice from retirement advisors about various aspects of their plans.
Tax Strategies for High-Income Earners 2025
Yardley Wealth Management
FEBRUARY 4, 2025
From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning. It’s triggered by large deductions, multiple dependents, or significant capital gains, requiring careful planning of deductions and income recognition. Click here and contact us for more information.
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Identifying the four stages of transition for widows
Million Dollar Round Table (MDRT)
JULY 21, 2022
This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Discuss more advanced estate planning, charitable planning and special family issues.
Tips to Save for Retirement
Talon Wealth
OCTOBER 26, 2023
Retirement planning can be intimidating, especially if you need help figuring out where to start. Determine When to Start Saving When it comes to saving for retirement, earlier is almost always better. Create a Budget Creating a budget allows you to track your expenses and ensure you’re saving enough for retirement.
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Investing for Retirement: Strategies for Long-Term Success
Yardley Wealth Management
SEPTEMBER 10, 2024
The post Investing for Retirement: Strategies for Long-Term Success appeared first on Yardley Wealth Management, LLC. Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline.
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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently
eMoney Advisor
FEBRUARY 9, 2023
If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. People in this stage may have just graduated from college and recently joined the working world.
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. These figures can serve as a valuable reference point for individuals planning their retirement.
12 Steps To Creating A Solid Financial Plan For Yourself
Clever Girl Finance
MARCH 19, 2024
No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?
How Much Should I Be Saving in My 20s?
Carson Wealth
DECEMBER 1, 2022
Meeting with a qualified financial planning professional can help you begin building positive and lasting behaviors.?? . Take Advantage of Retirement Plans and Matching Contributions. Employers often match a portion of this contribution to a retirement plan as an employer benefit. . Million after 40 years!
DIY Money Management vs. Hiring a Professional For Your Financial Needs
WiserAdvisor
AUGUST 26, 2022
Are you good with numbers, accounting, and financial planning? If yes, then DIY financial planning might be a good option for you. On the other hand, if you tend to struggle with budgeting or find financial planning overwhelming, then professional money management could be a better solution. What is DIY financial planning?
Management 101
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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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Halftime Reading
Random Roger's Retirement Planning
FEBRUARY 9, 2025
The point is to understand that a portfolio that is valid for a long term investment plan will have periods where it lags in a frustrating manner. In real life, the Mystery Fund isn't suitable as a one portfolio solution despite being in the ballpark. The result is close but the fund isn't valid for that purpose.
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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. From there, they collaborate with you to develop a tailored financial plan.
What To Do With The Money From The Sale Of Your Business
Darrow Wealth Management
OCTOBER 28, 2024
Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires careful planning. If you are expecting a sudden windfall , develop a plan to allocate the proceeds and reinvest in your future. Are you planning to retire? Create a formal financial plan.
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Strategies for Navigating the Financial Services Industry With John D. Richardson
NAIFA Advisor Today
DECEMBER 20, 2023
As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management. He serves as a NAIFA leader and has held several leadership roles at the local, state, and national levels.
Why You Should Avoid Focusing on Retirement Taxes
Talon Wealth
AUGUST 26, 2023
We all know retirement is an important milestone that requires careful planning. Of course, one of the most important aspects of retirement planning is managing retirement taxes. Taxes can significantly impact the amount of money you’ll have for retirement.
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Why You Should Avoid Focusing on Retirement Taxes
Talon Wealth
OCTOBER 26, 2023
We all know retirement is an important milestone that requires careful planning. Of course, one of the most important aspects of retirement planning is managing retirement taxes. Taxes can significantly impact the amount of money you’ll have for retirement.
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An Exclusive Talk on New Certified Financial Planner (CFPCM) Certification With Mr Arun Thukral, Former MD & CEO – Axis Securities
International College of Financial Planning
JANUARY 18, 2023
He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” The new framework provides the tools to meet the highest financial planning standards.
How Much Should I Have Saved in My 40s?
Carson Wealth
JANUARY 17, 2023
Consider the following five steps to take planning for retirement in your 40s: . Align Your Current Spending and Savings Plans with Future Goals . Discretionary expenses include money spent traveling, eating out, contributing to savings and retirement plans or occasional purchases and upgrades.
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.
Market volatility shouldn’t derail retirement goals
Nationwide Financial
DECEMBER 7, 2022
There’s value in staying invested in that asset allocation and not trying to time the market’s ups and downs or succumbing to fear when markets turn tumultuous. Retirement planning is a long-term process with many risks and challenges for investors.
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An Insight into Investment Advisor Courses and Training Programs
International College of Financial Planning
NOVEMBER 10, 2021
This has led to the constant lookout for Investment Advisors who are trained to offer clients the right advice and direction concerning investments based upon investment goals, the length of the investment, and the risk appetite. Retirement Planning Course – Retirement planning is gaining huge popularity among Indians.
4 Financial Strategies to Leverage if your Portfolio is Worth Millions
Park Place Financial
MARCH 10, 2022
FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person. Diversify your Investment Portfolio.
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Structured Product Benefits
Park Place Financial
NOVEMBER 29, 2022
Discover some of the benefits of structured products and their value for investment. These pre-packaged investments usually feature assets connected to interest and an additional. Investment Planning with Park Place Financial. simply need guidance with investment planning, turn to Park Place Financial for customized.
Crafting a Legacy: The Road to Financial Advisory Mastery
International College of Financial Planning
JANUARY 15, 2024
Let’s discuss financial planning courses online and get an insight into its ability and success. Embracing Financial Planning Courses Online versus On-Campus Learning The advent of online financial planning courses marks a pivotal shift in educational methodologies. The college has vast course options to choose from.
Market Moves: Tariffs, AI, and the Push-Pull of Prices
Tobias Financial
MARCH 12, 2025
You may be wondering how all of this impacts your financial future and the plans youve worked hard to build. We know market swings can be unsettling, but we encourage you to focus on your long-term financial plan rather than short-term fluctuations. These concerns are understandable, and youre not alone in feeling this way.
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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.
How Often Should You Rebalance Your 401(k)?
Darrow Wealth Management
OCTOBER 29, 2024
Consider the following: The equity portion of the portfolio has grown at a much higher rate than the bonds , creating an investment mix that is more heavily weighted in stocks than planned. While that can certainly make life easier, an age-based investment isn’t always the best choice. Why does this matter?
The Impact of Financial Planner Certification or CFP® on Career Growth
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).
Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers
International College of Financial Planning
MARCH 31, 2023
About Integrated Diploma in Wealth Management Program The Integrated Diploma in Wealth Management is designed to provide students with a broad understanding of wealth management, financial planning, investment management, and risk management.
Preparing for the CFP Exam: Effective Tips and Strategies for Success
International College of Financial Planning
JULY 10, 2023
The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financial planning concepts. Over the years, the CFP exam has undergone refinements in line with the evolution of the financial planning profession.
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5 Good Elements of a Financial Advisor
International College of Financial Planning
OCTOBER 5, 2021
Hence, you must have a passion for finance and always stay ahead in the game.The laws, regulations, and compliance requirements concerning investment, planning, and finance keep changing regularly and you must stay abreast with them. Investments, tax planning, retirement planning is a dynamic field.
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