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50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Nerd's Eye View

In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession.

CFP 246
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Retirement Reading Roundup

Random Roger's Retirement Planning

Barron's has a bunch of articles on retirement in this week's issues. First is some harsh medicine that " Older Workers Are Fooling Themselves When It Comes to Work,Money, and Caregiving." The article contends that people have talked themselves into "wanting" to work longer because of how low retirement balances are.

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#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Nerd's Eye View

We also talk about Rob's journey from getting an undergrad in Kinesiology and starting med school to moving into accounting and then ultimately becoming a financial planner through the program at UCLA (because financial planning was the perfect blend of helping people the way he wanted to in medicine, and working with numbers the way he did in accounting), (..)

Clients 130
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At The Money: Behavior Beats Intelligence

The Big Picture

I think one analogy here would be think about health and medicine. It seems obvious we should have a long term perspective in, in financial planning and investing. How important is it for us to be able to adjust our plans to changing circumstances? We also have to leave room for chance when making long term plans?

Math 273
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Motel 6 or Four Seasons? Preparing, Not Panicking, for Retirement

Investing Caffeine

These are all interesting and important questions, but preparation for retirement is much more important than panicking over issues you have no control over. For many investors, however, the more important questions to ask and answer relate to your retirement strategy. Diversification: How diversified are your investments? .

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10 Wednesday AM Reads

The Big Picture

Bloomberg ) • Roth vs. Traditional 401(k): Where to Put Your Money for Retirement? Mason explore how predictive technology is reshaping everything from markets to medicine. Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. Here are some solutions.

Medicine 130
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Scenarios when advisors should be aware of possible elder financial abuse

Million Dollar Round Table (MDRT)

By Matt Pais, MDRT Content Specialist It is generally easy to tell when something criminal is taking place or when someone is taking advantage of an individual who is mentally impaired, said Dr. Bennett Blum, a clinical associate professor of psychiatry at the University of Arizona College of Medicine.