eMoney Advisor

NOVEMBER 15, 2022

Here are a few more reasons to apply it in your financial planning practice. To start, gratitude can support your clients’ commitment to pursuing their financial goals. So, how can you leverage gratitude in your financial planning practice? Attendees will be eligible to earn 1 CFP® CE credit.

Financial Planning 76

Financial Planning Planning Clients CFP 76

Investing Caffeine

MAY 2, 2022

Slome, CFA, CFP®. Peter Lynch, arguably one of the greatest all-time investors (see Inside the Brain of an Investing Geniu s ), said it best when he stated, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”.

Electronics 59

Electronics Economy CFP Investments 59

Tucker Advisors

APRIL 4, 2023

But the Bureau of Labor data shows that something else has also occurred over the last four decades: People lost their pensions (defined benefit plans) and were forced into defined contribution plans, usually in the form of 401(k)s. Conversely, workers who only have 401(k)s or defined contribution plans, rose from 9 to 34%. “I

Retirement 75

Retirement Financial Advisor Planning Accounting 75

International College of Financial Planning

FEBRUARY 3, 2024

Skill India Mission The government’s budget allocation to Skill India Mission through 2014-23 is a testament of their commitment to have a skilled workforce with more than 1.4 The post Investing in the Future: Budget 2024’s Impact on Financial Markets appeared first on International College of Financial Planning.

Budgeting 52

Budgeting Financial Market Investments Investing 52

Good Financial Cents

APRIL 10, 2023

A good example of this is Warren Buffet, who still lives in the home he bought in 1958 and drives a 2014 Cadillac XTS. Ad An emergency fund is an essential part of everyone's financial plan Using a High-Yield Savings Account means you’re earning more than you would in a typical savings account. Ads by Money. Ads by Money.

Investing 110

Investing Investments Assets Accounting 110

Indigo Marketing Agency

JANUARY 25, 2025

Michael Kitces Reason to Follow: Deep insights into financial planning and wealth management Michael Kitces continues to dominate as a thought leader in financial planning. His podcasts, Experiments in Advisor Marketing and Stay Wealthy Retirement Show , provide actionable marketing and financial planning strategies.

Financial Advisor 52

Financial Advisor Education CFP Clients 52