Abnormal Returns

JULY 26, 2023

monevator.com) Five things college graduates need to do to put their finances in order. washingtonpost.com) Wealth What wealth looks like is different for everyone. whitecoatinvestor.com) A look at ways to provide inter-generational wealth transfer absent a trust including 529 plans.

Fiduciary Duty 204

Fiduciary Duty Retirement Financial Advisor Economy 204

Abnormal Returns

MAY 24, 2023

morningstar.com) Peter Lazaroff talks with Carl Richards about what 'real' financial planning means. morningstar.com) How do you get money out of a 529 plan? blairbellecurve.com) How to think about creating and managing wealth. humbledollar.com) Post-college is the time to experiment in your career. It’s your life.

Distribution 212

Distribution Education Financial Planning Retirement 212

Abnormal Returns

SEPTEMBER 7, 2022

wsj.com) Student loans Don't pay a spouse's college loans off without a prenup. bloomberg.com) Student loan forgiveness is a good time to revisit your financial plan. humbledollar.com) Personal finance Jack Raines, "Experiences are our opportunities to cash in our other forms of wealth for something memorable." Choose wisely.

Retirement 243

Retirement Financial Planning Assets Investing 243

Abnormal Returns

SEPTEMBER 19, 2022

(goodlifeproject.com) Future Proof How the Future Proof 'wealth festival' was different. Neal, "No one expects to come to a wealth management industry event and get a sunburn." (riabiz.com) Morgan Stanley ($MS) now has relationships with 16.5 2,200 people came out this year. Next year will make this one look like a dress rehearsal."

Wealth Management 130

Wealth Management Financial Planning Clients Retirement 130

Carson Wealth

APRIL 25, 2024

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being. Let’s break each one down.

Financial Planning 97

Financial Planning Planning Retirement Insurance Coverage 97

Wealth Management

JUNE 7, 2023

The Wells Fargo Sports and Entertainment Program will enable advisors to brandish the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation, created by the College For Financial Planning.

Wealth Management 95

Wealth Management Clients Financial Planning Planning 95

International College of Financial Planning

JANUARY 15, 2024

Let’s discuss financial planning courses online and get an insight into its ability and success. Embracing Financial Planning Courses Online versus On-Campus Learning The advent of online financial planning courses marks a pivotal shift in educational methodologies. It focuses on broadening a student’s skillset.

Certification 52

Certification Financial Planner Certified Financial Planner Financial Planning 52

Nerd's Eye View

NOVEMBER 21, 2023

Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. Welcome back to the 360th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Suzanne Powell.

Clients 187

Clients Financial Advisor Wealth Management CFP 187

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Abnormal Returns

JULY 29, 2023

bloomberg.com) EVs A consortium of automakers is planning to build out a U.S. variety.com) Colleges David Deming, "The bottom line is that going to an Ivy-Plus college really matters, especially for high-status positions in society." forklightning.substack.com) Change these twelve colleges and you change the country.

Financial Advising 224

Financial Advising Startup Transportation Food 224

Carson Wealth

APRIL 19, 2024

Congratulations, recent college graduate! Tips for Success While the 50/20/30 budget rule provides a helpful framework, mastering your finances requires discipline and strategic planning. Plan for the unexpected : Life is unpredictable, so be prepared for emergencies by maintaining an adequate emergency fund.

Budgeting 143

Budgeting Retirement Strategic Planning Accounting 143

Darrow Wealth Management

DECEMBER 23, 2023

For kids, consider opening a 529 college savings account for the benefit of the child. Anyone can open a college savings account for another person. It’s important to avoid over-funding a 529 plan , especially if uncertain about the child’s plans for higher education. Here are some ideas.

Taxes 78

Taxes Wealth Management Education Planning 78

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. From there, they collaborate with you to develop a tailored financial plan.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

Financial Advice 87

Financial Advice Planning Fee Only Financial Planning 87

MainStreet Financial Planning

JUNE 13, 2023

Babies are adorable, but having a family will have an impact on…your relationships, your health & well-being, and your wealth. Taking the time to develop a plan will help you and your partner get on the same page and strengthen your bond so you can enjoy your growing family. Plan for family leave from work.

Insurance Coverage 92

Insurance Coverage Healthcare Budgeting Estate Planning 92

The Big Picture

APRIL 11, 2024

It’s probably just the merest of coincidences that the 1929 crash and the Great Depression followed… Soon after, World War 2 broke out; once that was resolved, 40 million GI’s returned home with cash in their pocket and the GI bill paying for college. That powered the decades-long boom that came after the war.

Commission 350

Commission Taxes Management Electronics 350

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. In the financial planning profession, graduate degrees are generally listed behind a name, while undergraduate degrees tend to be omitted. . Conferred Degrees.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

FMG

FEBRUARY 27, 2023

Retire Secure Financial Planning Managing Principal Nancy Tani, CFP®, JD, MBA , Retire Secure Financial Planning is a financial planning and investment management firm serving the greater Chicago area. and “How do you help clients implement their financial plans?” Ascension College Planning Angela M.

Financial Advisor 98

Financial Advisor CFP Financial Planning Wealth Management 98

Clever Girl Finance

JUNE 12, 2023

Let’s talk about saving money for your child via custodial accounts and education plans. Parent-owned custodial accounts for minors are a great way to pass on generational wealth to your children or grandchildren. College is obviously a large expense, and custodial accounts and 529b plans may be the answer.

Accounting 64

Accounting Education Taxes Planning 64

Integrity Financial Planning

APRIL 11, 2023

But expenses need to be differentiated from other kinds of monetary transactions if you want to grow your wealth. There are many ways to invest, like buying stocks, bonds, or even paying for tuition and enrolling in college. Similarly, college tuition is considered an investment. That’s where investments can help!

Investing 97

Investing Investments Financial Planning Planning 97

International College of Financial Planning

JANUARY 31, 2024

Investment and Portfolio Management: Crucial for asset and wealth managers, these skills involve understanding investing principles, portfolio construction, and risk-return analysis. Note: Financial training programs are a gateway to enhanced professional capabilities, increased marketability, and a wealth of new career opportunities.

Certification 52

Certification Education Financial Planning Wealth Management 52

Clever Girl Finance

AUGUST 22, 2022

But wealth accumulation might be something you haven't thought about. But how do you create wealth? Is wealth accumulation only for the rich and famous? While some are born into it, many others spent a long time accumulating their wealth. What is wealth accumulation? But building wealth doesn't happen overnight.

Wealth Accumulation 97

Wealth Accumulation Budgeting Estate Planning Insurance 97

The Big Picture

SEPTEMBER 4, 2023

Wall Street Journal ) • Denmark pays students to go to college. A Wealth of Common Sense ) • Recession Signal From Yield Curve May Not Work, ECB Says : Deep inversion has previously been a red flag of recession Years of bond buying has compressed term premium, says ECB. But free education does have a price.

Strategic Planning 269

Strategic Planning Education Sales Consulting 269

International College of Financial Planning

MARCH 9, 2024

By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning. Their adeptness lies in crafting bespoke financial plans that align with the distinct aspirations and life goals of their clients, providing a tailored approach to economic well-being.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Envision Wealth Planning

JULY 12, 2023

Misunderstood Student Loan Repayment Issues Most of our clients have a professional degree gained from going to college. Unfortunately, many people, not coming from wealthier families, found themselves needing to take on student loan debt to fund their college education. Ready to get started?

Nonprofit 98

Nonprofit Taxes Education Planning 98

The Big Picture

MAY 11, 2023

This is the next generation of the wealth management industry, and they showed up in droves because they want to be cutting-edge and stay ahead of the curve. Our 2022 FP had attendees from all over the country and the world, with an average age far younger than the typical financial conference.

Wealth Management 152

Wealth Management Portfolio Management Management Investment Advisor 152

International College of Financial Planning

OCTOBER 17, 2023

The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial. Financial planning software offers CFPs the advantage of tracking market trends, analyzing data, and making informed decisions. Management platforms offer a holistic view of a client’s wealth management needs.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Carson Wealth

NOVEMBER 29, 2023

How to Plan for Long-Term Care Coverage You should start with your financial advisor. Together, you can map out a plan for what kind of care you want to receive and how you’ll pay for that care when you need it. 3 Putting together a solid long-term care plan can be a gift to your family members so they don’t have to make that choice.

Planning 143

Planning Insurance Assets Financial Advisor 143

Nerd's Eye View

APRIL 4, 2023

Marc is the Founder of Fairhaven Wealth Management, an independent RIA based in Wheaton, Illinois, that oversees more than $1 billion in assets under management for 450 client households. Welcome to the 327th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Marc Horner.

Financial Advisor 130

Financial Advisor Marketing Marketing Recruitment 130

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Carson Wealth

JUNE 14, 2022

I often find college savings at the top of my pile of financial stressors. Some of us want to pay as much of our children’s college costs as we can. College costs continued to rise for the 2021/2022 academic year. Fold in the extras of everyday living, and college costs grow to around $30,000 annually per in-state student.

Planning 52

Planning Distribution Accounting Taxes 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize. This notion couldn’t be further from the truth.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

International College of Financial Planning

DECEMBER 4, 2023

Understanding the Need for Qualified Financial Advisors Financial advisors are experts who provide investment, retirement, and overall financial planning advice, aiding clients in better managing their finances. Expertise and Knowledge Recognition: Globally acknowledged, the CFP® is often seen as the pinnacle in financial planning.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

The Big Picture

MAY 16, 2023

Bloomberg ) • The audacious plan to trigger Credit Suisse’s CDS : Can a bond that no longer exists trigger a default? Now College Graduates Are Leaving, Too. Economists have lamented the growing coastal concentration of their wealth. A politics of resentment in America has fed on it, too.

Economy 256

Economy Economics Education Government 256

Harness Wealth

MAY 25, 2023

The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential. Fixed Fee A flat fee charged for a specific service.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52