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!
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 (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 (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 (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.
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.
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!).
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. You can use multiple accounts to help boost your savings.
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.
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.
Identifying the four stages of transition for widows
Million Dollar Round Table (MDRT)
JULY 21, 2022
Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning.
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. Many employers offer matching contributions for 401(k)s and other investment plans.
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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. Developing a disciplined approach to investing can help you separate emotions from decision-making and focus on a well-thought-out investment strategy.
How Much Should I Be Saving in My 20s?
Carson Wealth
DECEMBER 1, 2022
Take Advantage of Retirement Plans and Matching Contributions. Most employer retirement plans allow you to save on a tax-deferred basis, meaning that contributions into these types of accounts are not considered in calculating your taxable income. . 2 Time value of money calculations performed at [link] ?
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. Despite the positive statistics, disparities in income, workplace discrimination, and lower inheritance rates persist, impacting long-term wealth accumulation.
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.
DIY Money Management vs. Hiring a Professional For Your Financial Needs
WiserAdvisor
AUGUST 26, 2022
Also, remember that DIY strategies will only work when you think independently and bring some discipline to your investment process. Plan wisely for your retirement. Retirement planning is essential for everyone, but it is especially crucial if you manage your finances independently.
Management 101
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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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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. Dear Mr. Market: Ah, the start of a new yearthe smell of fresh planners, gym memberships, and resolutions destined to be abandoned by February. But not this year. Not for you.
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Why You Should Avoid Focusing on Retirement Taxes
Talon Wealth
AUGUST 26, 2023
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. As such, you must be aware of any tax implications arising from your investments during your working years.
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Why You Should Avoid Focusing on Retirement Taxes
Talon Wealth
OCTOBER 26, 2023
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. As such, you must be aware of any tax implications arising from your investments during your working years.
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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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How Much Should I Have Saved in My 40s?
Carson Wealth
JANUARY 17, 2023
Discretionary expenses include money spent traveling, eating out, contributing to savings and retirement plans or occasional purchases and upgrades. Maximize Your Retirement Plan Savings . Employers often match a portion of this contribution to a retirement plan as an employer benefit.
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
Arun Thukral, New CFP Framework is different from other financial courses as it focuses on the practical aspects of financial planning. CFP course covers topics such as investment planning, retirement planning, estate planning, and tax planning. What new CFP course cover?
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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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.
An Insight into Investment Advisor Courses and Training Programs
International College of Financial Planning
NOVEMBER 10, 2021
Chartered Financial Analyst (CFA) – If you have set your eyes on becoming an Investment Advisor this is one of the best courses to take. Retirement Planning Course – Retirement planning is gaining huge popularity among Indians. As the saying goes CFPs don’t have to hunt for jobs as jobs hunt for them.
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.
4 Financial Strategies to Leverage if your Portfolio is Worth Millions
Park Place Financial
MARCH 10, 2022
Increasing tax-deferred savings, such as an employer-sponsored retirement plan, to lower your taxable income . Suspending compensation from certain investments to have better control of taxation . Retirement Plans [contact-form-7] Sign-Up for your Complimentary Financial Review Signup. March 14, 2022. |.
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How Often Should You Rebalance Your 401(k)?
Darrow Wealth Management
OCTOBER 29, 2024
While that can certainly make life easier, an age-based investment isn’t always the best choice. But depending on the investment options in the retirement plan, as the balance grows, it may be advantageous to customize your asset allocation. Time-based rebalancing The timing of a rebalance can vary.
What To Do With The Money From The Sale Of Your Business
Darrow Wealth Management
OCTOBER 28, 2024
Financial planning and investing the proceeds from a business sale Any time you’re investing a lump sum in the market, there’s a lot to consider. A liquidity event is a great opportunity to develop a long-term investment plan. Will you retire after selling the business?
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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.
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.
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.
Why is Market Volatility Important?
Park Place Financial
MARCH 16, 2022
It’s often recommended that investors reaching retirement age should have a larger emergency fund that includes two years or more of non-market assets. Follow Your Long-Term Investment Plan. If you invest in stocks long enough, you are sure to encounter market volatility over time. RELATED BLOG POSTS. Related Posts.
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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.
Delay These 7 Actions Until Your Retirement Is Finalized
WiserAdvisor
SEPTEMBER 8, 2023
Delaying specific actions until your retirement is finalized can help you better prepare for this significant life transition. You may consult with a financial advisor to understand how to prepare for retirement and the importance of adopting a prudent approach to retirement planning.
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15 Financial Advisor Website Calculators
Midstream Marketing
SEPTEMBER 24, 2019
People who have inherited an IRA or some other type of retirement plan account can use this calculator to find out more about the estimated annual withdrawals that they might have to take in certain situations. Investment Planning. Retirement Planning. Beneficiary RMD Calculator.
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 (..)
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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How Often Should You Check Your Retirement Account Balance?
WiserAdvisor
SEPTEMBER 6, 2023
Consult with a professional financial advisor who can help create a balanced strategy toward retirement planning and portfolio reviewing, ensuring both financial stability and peace of mind on your journey toward retirement. This can help you establish a strong foundation and craft your investment strategy.
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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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