Nerd's Eye View

JULY 25, 2022

2022 was a year that began with high hopes as households were slowly re-emerging from pandemic shutdowns, markets were reaching new highs, and most advisory firms had growing momentum.

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Financial Planning Education Estate Planning CFP 244

Million Dollar Round Table (MDRT)

JANUARY 3, 2023

Olson, CFP, MSFS Books are a source of fresh ideas that spark growth in my career as a financial advisor. Below are my five favorite book club picks from 2022. Not only did I enjoy the book, but a highlight of my year was talking with the author during a 2022 MDRT EDGE session. I hope you will find them as insightful as I did.

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CFP Financial Advisor Communication 98

Nerd's Eye View

JULY 19, 2023

CFP certificants and CFA charterholders) have CE requirements to retain their credentials, IARs without such credentials haven’t traditionally had any ongoing CE requirements. In 2022, the first states to adopt the new Model Rule implemented their IAR CE requirements, and by 2024, at least 15 states will have begun requiring IAR CE.

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Education Investing Investments CFP 49

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

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Financial Planner Certified Financial Planner Financial Planning CFP 245

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

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CFP Fiduciary Duty Financial Advice Financial Advisor 62

International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification? Financial planning has emerged as one of the most rewarding career paths in the modern financial sector.

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CFP Financial Planner Certification Certified Financial Planner 52

Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.

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Financial Advisor Financial Advice Ethics Financial Planning 245

Abnormal Returns

JANUARY 2, 2023

kitces.com) Jamie Hopkins & Ana Trujillo Limón talk with Dave Yeske, CFP, founder and Managing Director of YeskeBuie about the role of emotions in financial planning. thinkadvisor.com) Advisers Inflation, and falling markets, put the hurt on wealth in 2022. wiredplanning.com) SECURE 2.0 A deep dive into SECURE Act 2.0

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Distribution Financial Advice CFP Financial Planning 130

Validea

OCTOBER 12, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. So as we entered 2022, many investors expected that if we got a bear market, that same formula would continue to work. The post A Look at How a Variety of Risk Management Approaches Have Worked in 2022 appeared first on Validea's Guru Investor Blog.

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Risk Management Management Asset Allocation Portfolio 115

Walkner Condon Financial Advisors

JANUARY 13, 2023

For the first time since 2018, the S&P 500, along with most other major indices had a negative return for the calendar year in 2022. We explore the investing trends that developed – or continued to develop – in 2022, and look toward the year ahead in our third annual market outlook. Mitch DeWitt, MBA, CFP®. READ GUIDE.

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Financial Advisor Marketing Marketing CFP 98

Abnormal Returns

JANUARY 23, 2023

thereformedbroker.com) FutureProof 2022 was a resounding success. kitces.com) CFP candidates are becoming more diverse. (wealthmanagement.com) Future Proof Registration is open for the second FutureProof wealth festival set to go off in Huntington Beach, CA in September. Sign up for the next go-round.

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Wealth Management Financial Advising CFP Communication 130

NAIFA Advisor Today

OCTOBER 19, 2022

Advisor Today is pleased to announce the winners of its 2022 4 Under 40 awards: Scott Blake , MBA, of Blake Wealth Partners ( Northwestern Mutual ) in Columbus, OH, loyal member since 2018; Eric Bottolfsen , MBA, of GoldBook Financial ( MassMutual ) in Scottsdale, AZ, loyal member since 2017; Matthew Daley , MBA, FSCP, LACP, LUTCF, of the Daley Agency (..)

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CFP Wealth Management Management 98

Million Dollar Round Table (MDRT)

SEPTEMBER 17, 2024

By Antoinette Tuscano, MDRT senior content specialist OpenAI’s ChatGPT debuted in November 2022 and quickly hit 100 million users, becoming the fastest-growing application in internet history, according to the International Monetary Fund. AI can be so useful in our businesses,” agreed Carla Brown, FPFS, CFP , a seven-year MDRT member.

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CFP Financial Advisor Communication Clients 106

Validea

DECEMBER 21, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. 2022 has been a challenging year for investors. Here are our five most read articles of 2022. 2022 was a year of bad news. The rapid rise and fall of ARK Investments and its flagship ARK Innovation ETF was one of the bigger stories of 2022. Inflation was up.

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Investing Investments CFP Portfolio 59

eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.

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Financial Planning Planning Financial Planner CFP 101

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women. Britepaths.

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Financial Planning Planning Financial Planner CFP 107

Your Richest Life

SEPTEMBER 12, 2022

2022 Fall and Winter Travel Prep. 2022 Holiday Spending and Inflation. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. The post 2022 Inflation and End-of-Year Prep appeared first on Your Richest Life. About Your Richest Life.

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Budgeting Fee Only Financial Planning Planning 59

Million Dollar Round Table (MDRT)

DECEMBER 5, 2023

Olson, CFP, MSFS Belonging to a book club, especially an MDRT book club, is an investment in yourself. Powell also spoke at 2022 MDRT EDGE. It’s a fantastic way to meet other MDRT members as you discuss your biggest takeaways from business books that can change the way you approach your life professionally — and sometimes personally.

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CFP Economics Sales Management 110

Million Dollar Round Table (MDRT)

DECEMBER 27, 2022

Williams, CFP, CLU Business planning helped MDRT member Kevin Williams become one of the top earners for his company. Excerpted from his 2022 MDRT Annual Meeting presentation, he shares a few of his tips for consistent success: 1. By Kevin R. Plan/vision. We all need to have a plan.

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CFP Business Planning Planning Clients 98

MainStreet Financial Planning

JANUARY 18, 2023

In 2022, the average American paid between about $100,000 – $200,000 for a four-year college education. The post How a CFP® saves for college education expenses appeared first on MainStreet Financial Planning. Just thinking about becoming a parent, sets off worries about how to save for a college education.

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Education CFP Retirement Planning 52

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Steve Sanduski. Learn more about Grace on LinkedIn. Taylor Schulte .

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Financial Advisor CFP Financial Services Education 116

Nationwide Financial

FEBRUARY 14, 2023

Industry partners include the Employee Benefit Research Institute , the Defined Contribution Institutional Investment Association (DCIIA) , the American Retirement Association , the Certified Financial Planner Board of Standards (CFP Board) , and The American College of Financial Services.

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Financial Services CFP Certified Financial Planner Certification 98

eMoney Advisor

DECEMBER 15, 2022

Over the next decade, more than a third of advisors (37 percent) are estimated to be retiring, according to a 2022 Cerulli Associates study. There are 93,643 CFP® professionals in the United States, with 46 percent of them in the 50 and older age bracket. That program saw 380 graduates in 2022 and 495 in 2021. population.

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Financial Planner CFP Certified Financial Planner Financial Advisor 74

eMoney Advisor

JUNE 8, 2023

I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s Sources: 1. Gallup, “U.S.

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CFP Financial Planning Clients Financial Planner 85

Your Richest Life

MAY 30, 2022

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. The post Buying a House in 2022: What You Should Know appeared first on Your Richest Life. What to Consider Before You Upsize Your Home. About Your Richest Life.

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Fee Only CFP Budgeting Financial Planning 59

Walkner Condon Financial Advisors

JUNE 2, 2023

Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

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Financial Planning Planning CFP Financial Advisor 98

Your Richest Life

FEBRUARY 27, 2023

Additionally, the 2022 standard deduction increased to $25,000 for married filing jointly, an $800 increase from last year. In 2022, if your AGI was over $43,000, you could take 20% of the credit. Also note that there was an above-the-line deduction for charitable donations the past two years, but there is not one for 2022.

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Taxes Fee Only CFP Financial Planning 105

Your Richest Life

JANUARY 27, 2025

For example, research from S&P Global found that over the 20-year period ending in 2022, only about 4.1% About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. of professionally managed portfolios in the U.S. The post Active vs.

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Investing Investments Risk Tolerance Portfolio 52

Indigo Marketing Agency

JANUARY 17, 2022

Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Jim Blankenship Jim Blankenship is a CFP® professional who specializes in Social Security, income tax, and personal finance.

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Financial Advisor CFP Financial Services Education 52

Your Richest Life

APRIL 5, 2022

Here are some tips for putting that money to the best possible use in 2022: Avoid impulse tax refund spending. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. The post How to Use Your Tax Refund in 2022 appeared first on Your Richest Life.

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Taxes Accounting Budgeting Fee Only 52

FMG

AUGUST 23, 2022

Maybe you don’t have enough time or you might not be confident enough to start…whatever the reason may be, this podcast with Matt Halloran and Meg Bartlet CFP®, MS , founder and lead planner at Flow Financial Planning, LLC is for you! The post Trending This Tuesday, August 23, 2022 appeared first on FMG Suite.

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Clients Financial Advisor CFP Planning 52

Investing Caffeine

JANUARY 2, 2024

Although 2023 closed with a festive explosion, 2022 ended with a bearish growl. Effectively, 2023 was a reverse mirror image of 2022. In 2022, the stock market fell -19% (S&P) due to a spike in inflation. For the year just ended, much of the year felt like a party, but 2022 felt more like a funeral.

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Economy CFP Accounting Investing 98

Darrow Wealth Management

DECEMBER 5, 2022

If you want to make a gift for the 2022 tax year – act now. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. A donor-advised fund is the easiest way to donate stock to charity. You can set up a fund easily at institutions like Schwab, Fidelity, or Vanguard.

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Taxes CFP Wealth Management Valuation 97

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

The ABLE account contribution amount is capped at $16,000 for 2022. As of 2021, there is a subtraction on your Wisconsin income up to the annual gift exclusion limit ($15,000 in 2021, $16,000 in 2022) for the account owner. candidate for cfp® certification. How much can I contribute to an ABLE account? How We Can Help.

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Accounting Financial Advisor Certification CFP 98

eMoney Advisor

APRIL 6, 2023

In a 2022 advisor technology study, 56 percent said they chose each tool on an individual basis, with an average of five tech vendors per practice. An example is the eMoney Accelerate program, staffed by CFP® professionals and planning process designers. 2022 InvestmentNews Advisor Technology Study, January 2022, Advisory firms n=201.

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CFP Financial Planning Clients Planning 76

Your Richest Life

SEPTEMBER 2, 2022

2020 or 2021 income applies, but 2022 income does not. Your loans must have been disbursed as of June 30, 2022. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. You must have federal loans; private loans don’t apply.

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Planning Fee Only Taxes CFP 102

Darrow Wealth Management

AUGUST 8, 2022

In early 2022, the IRS proposed new changes, and if enacted, some inherited IRA beneficiaries will need to take RMDs again and could face big penalties. It’s probable that the IRS would waive penalties as the announcement only came in February 2022 and still isn’t law. What the IRS proposal wouldn’t change.

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Distribution Retirement Taxes Accounting 92