WiserAdvisor

MAY 29, 2025

Its a great way to invest in strong performers while maintaining balance in your portfolio. Retirement accounts : Opening an Individual Retirement Account (IRA) is one of the smartest long-term moves you can make. IRAs offer tax advantages and encourage consistent, long-term investing.

Accounting

International College of Financial Planning

JULY 2, 2025

Whether it’s investment planning, retirement planning, tax strategy, estate management, insurance planning, or holistic money management, the CFP designation proves that you can deliver advice that is both competent and client-centric. What makes the CFP credential so respected?

Financial Planner

Financial Symmetry

JULY 28, 2025

Planning for the long game, projections from major investment firms suggest international stocks and US value companies could outpace trendy US growth stocks over the next decade. The key lesson is to focus on a globally diversified, evidence-backed investment plan. 03:40] Tariff uncertainty challenges markets. [08:08]

Marketing

International College of Financial Planning

JULY 11, 2025

The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. It means asking better questions, filtering out noise, and grounding every action in logic, not emotion. And this is precisely what the CFP® certification is built to instil. It builds a mindset.

CFP

WiserAdvisor

JUNE 4, 2025

They want a financial strategy that takes every aspect of their life into account, such as their income situation, investment goals, debt, risk appetite, and more. Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning.

Financial Planning

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! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Financial Planner

Workable Wealth

NOVEMBER 25, 2020

When you actively contribute to your workplace retirement account, invest in a separate portfolio , and funnel money into your savings account, it can be difficult to open – let alone manage – another account. IRAs are a great addition to your retirement savings journey. Do you plan on using the funds for K-12, college, or both?

Taxes

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.

Financial Planner

Wealth Management

JUNE 11, 2025

Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning.

Wealth Management

Trade Brains

JULY 3, 2025

If your monthly salary is in the range of ₹30,000–₹50,000 Invest 10%–15% Before aggressively investing and for your emergency fund (emergency savings should arrange for at least 3 months of expenses!)

Investments

Harness Wealth

JULY 31, 2025

The 2025 tax year brings inflation-adjusted brackets that could affect investment planning, with long-term capital gains thresholds increasing by approximately 2.8% Net Investment Income Tax on top of regular capital gains rates, making tax-efficient investing strategies particularly important for those above certain income thresholds.

Taxes

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.

Portfolio

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. With everything happening in the world right now, its natural to feel a bit unsettled. Economic uncertainty, shifting policies, and global events can make it difficult to know what comes next.

Marketing

Abnormal Returns

MARCH 26, 2025

podcast.moneywithkatie.com) Investing Everyone needs an investing plan, even a mediocre one. bestinterest.blog) How to de-risk a portfolio headed into retirement. (podcasts.apple.com) Katie Gatti Tassin talks wealth inequality with Matt Bruenig.

Financial Planner

Wealth Management

OCTOBER 5, 2023

Protecting the average retiree in a confusing landscape of investment planning vs. financial planning.

Wealth Management

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 (..)

Financial Planner

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 (..)

Financial Planner

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. investmentnews.com) Lifetime income Americans need more help managing retirement income. thinkadvisor.com) Five steps to create a paycheck in retirement.

Wealth Management

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 (..)

Financial Planner

Nerd's Eye View

NOVEMBER 3, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations.

Financial Planner

Nerd's Eye View

AUGUST 30, 2024

Nonetheless, given that adding services requires an investment on the part of the firm (often in the form of increased staffing to offer high-touch services and add needed expertise), firms appear to be analyzing the costs and benefits of offering these services in-house versus adding value to clients by referring them to trusted professionals in these (..)

Financial Planner

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.

Financial Planner

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.

Retirement

Integrity Financial Planning

OCTOBER 9, 2023

When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well.

Retirement

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.

Financial Planner

Nerd's Eye View

AUGUST 2, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),

Financial Planner

Nerd's Eye View

AUGUST 2, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),

Financial Planner

WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. Here are 5 benefits of hiring a financial advisor after you retire: 1.

Financial Advisor

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!).

Financial Advisor

Nationwide Financial

DECEMBER 7, 2022

For people nearing retirement, these challenges can be even more daunting. A market downturn at the start of retirement, hitting portfolio values when retirees begin to take account withdrawals, can be unsettling, even for seasoned investors. Many near-retirees see their highest portfolio values just before retirement.

Retirement

Darrow Wealth Management

AUGUST 30, 2022

Jump-starting (or catching up on) retirement savings by investing the money in a brokerage account. Developing an asset allocation and investment plan that suits you , which may be different than who left you the inheritance. Inherited IRA or retirement account. Shoring up college funds. What not to do?

Accounting

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. This can be a mistake.

Retirement

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. This can be a mistake.

Retirement

WiserAdvisor

DECEMBER 15, 2023

According to a survey, a significant majority of Americans, approximately 80%, share the common notion that the point of working hard in your adult life is so you can enjoy a nice retirement. After years of dedicated labor and hard work, the prospect of a peaceful retirement appeals to everyone.

Financial Advisor

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.

Retirement Planning

The Financial Literates

MARCH 18, 2022

If you have crossed your thirties or forties, then sometimes you must have probably found yourself dreaming about post-retirement life. You might have questions like: Where will you live – same home/city or somewhere else? How much are you going to travel? How are you going to spend and enjoy the luxuries?

Retirement

The Financial Literates

MARCH 18, 2022

If you have crossed your thirties or forties, then sometimes you must have probably found yourself dreaming about post-retirement life. You might have questions like: Where will you live – same home/city or somewhere else? How much are you going to travel? How are you going to spend and enjoy the luxuries?

Retirement