eMoney Advisor

JANUARY 12, 2023

Volunteers say: “The Savvy Ladies Helpline is an amazing tool to help those who might not be as knowledgeable on financial topics.” The organization is also hosting a series of free webinars on divorce topics in 2023. Want to keep exploring this topic? E&O insurance: Yes, for all pro bono volunteers.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Indigo Marketing Agency

JULY 27, 2023

Proactively Address Fees Rather than waiting for clients to bring up the topic of fees, take the initiative to address them head-on. It can be off-putting to many prospective clients if advisors avoid the topic of fees or wait for the client to ask first. Use personalized language that addresses your prospect’s specific pain point.

Financial Planning 52

Financial Planning Financial Advisor Clients Communication 52

Cornerstone Financial Advisory

AUGUST 14, 2023

On the other hand, alimony payments may be taxable income for the recipient and tax-deductible for the payer depending on the specific divorce or separation instrument. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest.

Marketing 52

Marketing Marketing Taxes Economics 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Given that 90% of married women will end up needing to manage their own finances at some point due to divorce or widowhood, it’s important that advisors take the initiative to educate their clients and encourage both spouses to engage in financial planning discussions. Whether it’s an objective topic (e.g.,

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Investing Caffeine

MARCH 1, 2022

For example, what topics below would you select to grab the most attention? Messy Divorce or Wedding Celebration? In choosing a winning topic, the saying goes, “what bleeds, leads.” Hurricane or Sunshine? High Speed Car Chase or Cat Saved from Tree? Bloody Murder or Baby’s Birthday? Impeachment or Bipartisan Legislation. ·

Economics 59

Economics Accounting Advertising CFP 59

Indigo Marketing Agency

AUGUST 25, 2021

Depending on your niche or client needs, you could bring on any of the following experts: Divorce lawyer Estate planning attorney Mortgage broker Real estate agent Your options are pretty much endless. Then you share it with both of your networks so prospects can learn more about both of you and your areas of expertise.

Clients 52

Clients Financial Advisor Estate Planning Planning 52

Clever Girl Finance

AUGUST 15, 2022

In fact, finances in marriage are one of the leading causes of divorce in America. You can choose weekly or monthly meeting times and even plan in advance what money topics you're going to discuss. You can talk about one topic over dinner and save the other topics for a separate occasion. Be flexible.

Communication 69

Communication Accounting Budgeting Planning 69

Cornerstone Financial Advisory

NOVEMBER 6, 2023

These paycheck checkups are a great practice when something happens in your life that may change your tax status, such as getting married or getting divorced, having a baby, getting a new job, or getting a raise or promotion at work. You can also adjust your withholding status if you want to change your withholding due to other circumstances.

Marketing 102

Marketing Marketing Taxes Economics 102

Carson Wealth

SEPTEMBER 19, 2022

They can provide advice on a variety of topics, such as: Cash flow management. Where divorce, selling a business, being laid-off, inheriting money or losing a loved one are very dramatic and sudden transitions. Credit planning. Saving for big purchases. Retirement planning. Estate planning. Wealth management.

Financial Advisor 52

Financial Advisor Financial Planning Wealth Management Wealth Accumulation 52

Steve Sanduski

MAY 16, 2023

A second client is a blunt-talking advisor who rocked an unscripted recent video about a controversial topic, and he nailed it! For more details on this topic, read my blog post on Finding Your Voice. Take any life-changing event like marriage, divorce, childbirth, or winning the lottery.

Financial Planning 52

Financial Planning Planning Financial Advisor Financial Advice 52

The Richer Geek

NOVEMBER 17, 2021

By 13 he was working as a busboy, helping his recently-divorced mom, and picking up some of his own tabs. By 13 he was working as a busboy, helping his recently-divorced mom, and picking up some of his own tabs. A valuable lesson was learned: If you don’t deal with your money, your money will deal with you.

Retirement 52

Retirement Taxes Education Investing 52

Cornerstone Financial Advisory

AUGUST 21, 2023

These paycheck checkups are a great practice when something happens in your life that may change your tax status, such as getting married or getting divorced, having a baby, getting a new job, or getting a raise or promotion at work. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 3, 2023

Dependents living with the taxpayer for more than six months of the year (remember the special rules for divorced or separated parents or parents who live apart). This material was developed and produced by FMG Suite to provide information on a topic that may be of interest.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 30, 2023

You should especially check your withholding after a significant life change, such as a marriage, divorce, new child, a move, or major changes in the tax law. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. How much should you withhold?

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 15, 2022

Checking your withholding status may be a good idea to consider if you have experienced a change that may affect your tax status, such as: Going through a marriage or divorce. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. Having or adopting a child.

Marketing 59

Marketing Marketing Taxes Economics 59

Harness Wealth

FEBRUARY 20, 2024

The exam covers a wide array of tax topics, including tax preparation for individuals and businesses, client representation, and tax practice and procedures. Education and Employment To become an EA, one must pass the IRS’s Special Enrollment Examination (SEE).

Taxes 52

Taxes License Education Tax Planning 52

eMoney Advisor

MARCH 23, 2023

1 Holistic planning, by our definition, includes firms that offer 10+ services in-house, review plans at least once per year, and are comfortable with all types of in-depth conversations, including some of the toughest ones like divorce or physical health. Establish technology workflows. Expand your expertise. Niche your services.

Financial Planning 69

Financial Planning Planning Clients Estate Planning 69

Indigo Marketing Agency

JANUARY 17, 2022

The author of seven national bestsellers, he does an excellent job of breaking complex topics down into plain language. Chris Chen Chris Chen is a CFP® professional, dad, sailor, and wealth strategist who specializes in retirement planning, investment management, and divorce planning at Insight Financial Strategists.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Cornerstone Financial Advisory

JANUARY 16, 2024

This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. Married filing jointly: Taxpayers who are married can file a joint tax return with their spouse. When a spouse passes away, the widowed spouse can usually file a joint return for that year.

Marketing 98

Marketing Marketing Taxes Economics 98

Discipline Funds

FEBRUARY 14, 2024

I’ll just peek into the work I’ve been doing on the “Holy Grail” since I am taking a pretty different approach to this topic. My book will cover the pros and cons of many popular strategies with the goal of helping investors better understand the strategies and how they might be a good or bad fit.

Investing 52

Investing Investments Portfolio Portfolio Management 52

Indigo Marketing Agency

JULY 23, 2020

You want to cover the topics and questions your ideal clients are thinking about, but where should you start? We send out a blog post to their email list on a topic like “Common Financial Mistakes Pre-Retirees Make.” Instead, you can create a timely and relevant blog post that helps educate them on a specific topic.

Financial Advisor 52

Financial Advisor Clients Education Financial Planning 52

Clever Girl Finance

OCTOBER 19, 2023

If you are facing money troubles , illness, or divorce, it will impact your work life. Determine your topic and who your ideal audience is. There’s a lot going on in your personal life Of course, it’s not going to be business as usual if you have a lot going on in your personal life.

Planning 60

Planning Clients License Wealth Accumulation 60

Cornerstone Financial Advisory

MAY 15, 2023

This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. Married filing jointly: If a taxpayer is married, they can file a joint tax return with their spouse. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 59

Marketing Marketing Medical Taxes 59

Clever Girl Finance

JUNE 15, 2023

How can you make the topic of finance more fun with your partner? With money being one of the leading causes of divorce, it’s important to talk about it before you say, “I do.” Not sure how to bring up the topic? How can you make the topic of finance more fun with your partner?

Budgeting 70

Budgeting Communication Planning Retirement 70

Sara Grillo

APRIL 11, 2022

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. So please subscribe!

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

SEPTEMBER 19, 2022

So — RITHOLTZ: Last question on this topic, how different is venture in New York versus California, or is there really no big difference? And actually, it’s harder to get rid of VC than it is to get a divorce. And we’ve always been extremely competitive in winning deals in the West Coast.

Valuation 293

Valuation Investing Investments Engineering 293

Clever Girl Finance

OCTOBER 12, 2023

Women and investing is a topic that doesn’t get mentioned often enough, but it is extremely important. billion worth of stock after her divorce from Bill Gates. Women’s financial plans are unique, so their investing strategies should be, too. Ariel Investments manages over $17 billion in assets.

Investing 77

Investing Investments Risk Tolerance Accounting 77

Brown Advisory

SEPTEMBER 3, 2015

Although the divorce rate has fallen for many years, the emotional and financial costs from a split-up are often very high. Among other benefits, these agreements can ensure an inheritance does not go to a descendant’s ex-spouse by clarifying the holdings of a couple and how they would split their assets in the event of divorce or death.

Estate Planning 52

Estate Planning Assets Distribution Compliance 52

Clever Girl Finance

OCTOBER 30, 2023

It gives you the opportunity to share information with an audience that is interested in your topic. Occupational therapists, cognitive behavioral therapists and divorce therapists are all popular services that people require. Starting a blog today has never been easier. You can have a site up and running within minutes.

Recruitment 52

Recruitment Engineering Certification Communication 52

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). Is selling annuities to them the answer? Let’s talk about it. So please subscribe! Let’s talk about it.

Insurance 59

Insurance Financial Advisor Retirement License 59

The Big Picture

JUNE 6, 2023

My wife of 21 years is about to divorce me because I’m too cheap. Remember, she was about to divorce him. SETHI: This is my favorite topic, Barry, because nobody really talks about it and it’s very politically incorrect. One is an over spender; one is an under spender. I brought him on the show with his wife.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Indigo Marketing Agency

OCTOBER 25, 2019

These numbers are not up for debate, and I think it plays into your topic today on acquisition, because what they did is they looked at ADVs from five years ago, and then looked at the AUM change to the end of ’18, and the numbers directionally didn’t surprise me, but the gap shocked me. Three, really spend time detailing.

Clients 52

Clients Financial Advisor Planning Numbers 52

BlueMind

APRIL 25, 2022

Whether your client is a woman who is single, married, divorced, or otherwise, how you interact and communicate will be a testament to your commitment to serving the female gender as per their needs. Money can be an emotional topic for women. Educate Your Female Client. Be Better Prepared. They don’t assume to be know-it-alls.

Financial Advisor 52

Financial Advisor Clients Communication Wealth Management 52

The Irrelevant Investor

AUGUST 9, 2018

I'm going to try, as many have before me, to shine a little light on this often misunderstood topic. A leap that is completely divorced from the reality of economics or competition or supply and demand or basic corporate finance. Furthermore, buybacks are coming at the expense of things like wages today and investment in the future.

Economics 52

Economics Distribution Investing Investments 52

The Irrelevant Investor

SEPTEMBER 13, 2021

I don't remember money being a major topic of conversation growing up. So when he and my mother got divorced, I'm sure he felt an awful lot of financial pressure. Maybe not everything I wanted, but I was just fine. I knew my dad worked hard to provide for his kids and for his parents, who relied on him to make ends meet.

Portfolio 52

Portfolio Planning Marketing Marketing 52