Nerd's Eye View

SEPTEMBER 25, 2023

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 223

CFP Financial Planning Planning Certification 223

Nerd's Eye View

JUNE 16, 2023

Among other highlighted areas of interest, the regulator also flagged whether certain “ineligible persons” have been compensated for testimonials or endorsements and advisors’ use of third-party ratings in advertisements.

Financial Planner 198

Financial Planner Advertising Clients Taxes 198

Nerd's Eye View

NOVEMBER 11, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that as enforcement of the SEC’s new marketing rule began on November 4, advisory firms are taking a variety of approaches. Enjoy the ‘light’ reading! Read More.

Financial Planner 170

Financial Planner Retirement Planning Compliance Clients 170

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Financial Planner 195

Financial Planner Ethics Financial Advisor Clients 195

Nerd's Eye View

FEBRUARY 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC’s proposed “Safeguarding Rule” would significantly increase the number of investment advisers deemed to have custody of client assets and increase paperwork requirements for advisers (..)

Financial Planner 214

Financial Planner Tax Planning Taxes Clients 214

Nerd's Eye View

SEPTEMBER 23, 2022

While the new rule allows financial advisors to proactively use testimonials (from clients), endorsements (from non-clients), and highlight their own ratings on various third-party websites, the SEC’s warning suggests that advisory firms will want to take care to abide by the compliance requirements linked to the new rule.

Financial Planner 194

Financial Planner Compensation Planning Compliance Insurance 194

Nerd's Eye View

JANUARY 15, 2024

For financial advisors, an ongoing client service model often means finding ways to keep clients engaged and progressing toward their goals outside of the 1 or 2 typical client review meetings each year. On the one hand, this means that advisors can choose any cadence for sending a newsletter (weekly, monthly, etc.)

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Clients Communication Financial Advisor Wealth Management 186

Nerd's Eye View

DECEMBER 26, 2022

This year has been challenging for many financial advisors as they help their clients (and their own firms!) Yet in practice, this means that an article once missed is often never seen again, ‘overwritten’ (or at least bumped out of your Inbox!) navigate a volatile market environment (in both stocks and bonds – oof!)

Financial Advisor 175

Financial Advisor Financial Advice Estate Planning Planning 175

Nerd's Eye View

MARCH 15, 2023

Risk management is a key part of many financial advisors’ value propositions. For instance, ensuring clients maintain the proper insurance coverage based on their needs is an important part of the financial planning process. stealing a client’s financial assets that are accessible online), identity theft (i.e.,

Management 203

Management Clients Wealth Management Insurance Coverage 203

Nerd's Eye View

DECEMBER 9, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees. Five research-derived strategies for getting promoted.

Financial Planner 184

Financial Planner Recruitment Retirement Planning Retirement 184

Carson Wealth

MARCH 7, 2024

By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Although there are some basic guidelines, your financial life is as unique as your fingerprint. Goals will evolve, and thus our plan must evolve as well.

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 143

Nerd's Eye View

OCTOBER 7, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that amid the current bear market, usage of robo-advisors and other digital advice tools has plummeted, according to a recent study.

Financial Planner 176

Financial Planner Retirement Planning Retirement Economy 176

Trade Brains

DECEMBER 7, 2023

7 Best Personal Finance Course s: Mastering personal finance as a beginner is a pivotal step toward financial well-being. In this article, we guide you through the list of top personal finance courses designed for beginner to intermediate-level learners. You can enroll in the course here.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Darrow Wealth Management

MAY 3, 2024

What to Do With a Sudden Cash Windfall Wondering what to do with a sudden financial windfall? Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. Deciding what to do with a cash windfall always comes down to your personal goals and financial situation.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Abnormal Returns

JANUARY 12, 2023

Strategy Why you likely won't identify the next financial fraud ahead of time. nytimes.com) Should ChatGPT be used to write Wikipedia articles? cnbc.com) Fund management Tidal Financial Group is helping to convert a SMA into a ETF. abnormalreturns.com) Personal finance links: finding a new plan.

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Startup Financial Advising Insurance Media 130

Clever Girl Finance

APRIL 29, 2024

When it comes to financial decisions, such as saving money and building wealth, we can all probably come up with several excuses as to why we haven’t done certain things. And everyone can likely make a long list of bad financial decisions they have made. What is the best financial decision? Can you relate?

Budgeting 83

Budgeting Planning Accounting Investing 83

MainStreet Financial Planning

NOVEMBER 9, 2023

Many of our clients have used Mint and it has been a favorite of MainStreet Financial Planning for many years. YNAB – YNAB stands for “You Need a Budget” and it is one that I have personally used and recommend to friends and clients. month or if you pay all at one time it is $99.99/year year or $8.33/month.

Budgeting 97

Budgeting CFP Financial Advisor Financial Planning 97

Truemind Capital

MAY 3, 2024

Recently, an article by The Ken titled – Why more 40-somethings are becoming ‘unwilling retirees’ brings the spotlight back to this topic. The FIRE (Financial Independence Retire Early) concept has become more critical now. Remember, you will get loans for almost every big financial event but not for your retirement.

Retirement Planning 52

Retirement Planning Retirement Planning Education 52

Your Richest Life

FEBRUARY 13, 2024

Couples and Finances: Your Money Personality Type If you want a fun way to talk about your finances, try learning more about your money personality types. I like Money Habitudes , which is a game-like assessment that teaches you about the six main types of money personality types.

Budgeting 52

Budgeting Financial Planner CFP Planning 52

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming for financial independence, the importance of a structured approach should be emphasized.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. Foundation for Financial Planning.

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Financial Planning Planning Financial Planner CFP 107

MainStreet Financial Planning

OCTOBER 3, 2023

I recently sat down with a reporter doing an article on single mothers. Setting up and taking care of my own household, juggling work, and raising a small person took all my time and energy. What financial struggles are unique to single mothers? How can single mothers make sure they’re taking care of themselves too, financially?

Estate Planning 95

Estate Planning Financial Planner Insurance Retirement 95

MainStreet Financial Planning

APRIL 15, 2024

The estate planning documents may be done, but is there anything else to really feel comfortable that you’ve prepared all you could when you pass away? After my mom passed, I had been helping my dad get his estate planning documents and other financial activities in order.

Planning 52

Planning Estate Planning Numbers Insurance 52

Darrow Wealth Management

JANUARY 29, 2024

This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. The US has 50 states – each with their own tax laws and estate planning opportunities. Other living trust benefits State estate tax planning.

Estate Planning 79

Estate Planning Distribution Taxes Wealth Management 79

Tobias Financial

AUGUST 22, 2023

Our Wealth Advisor Catalina Franco-Cicero , MS, CFP®, CTS was recently quoted in Financial Planning, sharing her thoughts on paying off student loan debt. She also believes that it’s essential for financial advisors to be prepared to educate and guide younger generations who will likely be burdened with significant student loan debt.

Taxes 52

Taxes Financial Planning Wealth Advisor CFP 52

Zoe Financial

DECEMBER 18, 2023

On Tuesday, we saw an article that Apex is confidentially submitting a draft registration statement on form S-1 to the SEC. There is no news coming from Apex; this is just an article that came out in Citywire & Wealthmanagement.com because they obviously saw the registration with the SEC. Economies and markets fluctuate.

Wealth Management 52

Wealth Management Management Taxes Economics 52

Integrity Financial Planning

NOVEMBER 3, 2023

A Deep Dive into Topics Unlike online articles that often skim the surface of issues, magazines provide an in-depth exploration of various topics. Sometimes people get financial information overload, too. Sources : [1] [link] The post Become a Magazine Person in Retirement appeared first on Integrity Financial Planning, Inc.

Retirement 96

Retirement Education Financial Planning Food 96

Tobias Financial

MARCH 20, 2024

In a recent MarketWatch article spotlighting tax filing options for married couples, our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, shared valuable insights on the choices between filing jointly or separately. Feel free to reach out to us for personalized guidance and support.

Taxes 52

Taxes CFP Education Planning 52

Clever Girl Finance

MARCH 29, 2024

Articles related to budgeting and saving Try the biweekly budget to manage your finances! Personally, I’ve found using this budget game-changing. The process is not complex as long as you plan things out and set aside some time to prepare it. A biweekly budget is a budget that considers a person getting paid every 14 days.

Budgeting 82

Budgeting Planning Accounting Management 82

Sara Grillo

APRIL 19, 2024

One of the biggest fears that people have, when they are looking for a financial advisor, is this: “Is it truly impossible for an advisor to say wire themselves a few million dollars from a client’s account?” Do your own diligence when you are seeking financial advice. It is called advice-only planning. Read it here.

Financial Advisor 97

Financial Advisor Financial Advice Accounting Compliance 97

Tobias Financial

MARCH 20, 2024

In a recent MarketWatch article spotlighting tax filing options for married couples, our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, shared valuable insights on the choices between filing jointly or separately. Feel free to reach out to us for personalized guidance and support.

Taxes 52

Taxes CFP Education Planning 52

WiserAdvisor

OCTOBER 20, 2023

Navigating the complexities of personal finance demands both reflection and foresight. A deep dive into our financial history reveals patterns, offers lessons, and provides benchmarks for improvement. Each past decision, be it an investment choice or a spending habit, contributes to our current financial status.

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Financial Planning Planning Financial Advisor Wealth Accumulation 96

eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

MainStreet Financial Planning

JUNE 29, 2023

Social Security can be a confusing topic and everyone’s social security strategy is specific to their circumstances, life expectancy, financial situation, etc. The post 5 Facts You Should Know About Social Security Retirement Benefits appeared first on MainStreet Financial Planning.

Retirement 90

Retirement Financial Planning Taxes Planning 90

WiserAdvisor

APRIL 19, 2024

While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.

Estate Planning 59

Estate Planning Planning Distribution Accounting 59

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. And in our research for this article, we were happy to learn that we are trending in the right direction. Hannah put together a varied and diverse group of speakers that both inspired and directed my future path in financial planning.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Carson Wealth

DECEMBER 27, 2023

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. While this is by no means an exhaustive or comprehensive list of financial planning tools, these three broad areas will get you headed in the right direction.

Planning 89

Planning Retirement Planning Insurance Taxes 89