eMoney Advisor

FEBRUARY 1, 2023

At the 2022 Financial Planning Association National Conference, I and fellow researchers Dr. Sonya Lutter and Dr. Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks.

Financial Planner 93

Financial Planner Clients Financial Advisor Financial Planning 93

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. What’s up with these “advice-only financial planners?” What is an advice-only financial planner?

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Financial Planner CFP Financial Planning Education 52

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.

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CFP Financial Planning Clients Financial Planner 85

eMoney Advisor

MAY 25, 2023

Nearly 3 in 4 married or cohabitating Americans say financial decisions have caused tension in their relationship, and 1 in 5 American couples say money is their most prominent relationship challenge. For the answer to that, look to the field of financial psychology. The Psychology of Financial Planning. April 27, 2022.

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Financial Planner Financial Planning Clients CFP 88

eMoney Advisor

NOVEMBER 10, 2022

Londell McMillan said in a 2022 hearing. As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out. Many financial planners offer clients a secure online vault where they can upload estate planning documents.

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Estate Planning Clients Planning Financial Planner 78

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 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.

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Financial Planning Clients Planning Estate Planning 97

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Steve Sanduski. Taylor Schulte . Lazetta Braxton.

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Financial Advisor CFP Financial Services Education 116

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. 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.

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Financial Planning Planning CFP Financial Advisor 98

Your Richest Life

DECEMBER 1, 2022

A 2022 study from the American Psychological Association found that 65 percent of respondents felt that finances were a significant source of stress. . There are many paths to financial success, and you have to find your own. Goals are great, and they can help you make real progress in your financial life.

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Certified Financial Planner CFP Financial Planning Financial Planner 95

Your Richest Life

NOVEMBER 11, 2022

As 2022 winds down, now is the ideal time to set yourself up for success in the new year. If you’ve struggled with staying on track, you could also seek out the help of a Certified Financial Planner to assist you in making a plan that works for you. If so, when, how or why did they fail? Increase Retirement Account Savings.

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Certified Financial Planner Estate Planning Financial Planning Planning 110

Walkner Condon Financial Advisors

AUGUST 5, 2022

Now past the halfway point of 2022, we are seeing how this has played out. Jonathon Jordan, CFP®, CEPA. Financial Advisor, PARTNER. Jonathon Jordan is a Certified Financial Planner ™ and Certified Exit Planning Advisor at Walkner Condon Financial Advisors. per gallon nationally as of Aug.

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Certified Financial Planner Financial Advisor Financial Planner Fee Only 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

eMoney Advisor

APRIL 25, 2023

1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners. Sources: 1.

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Financial Planning Planning Financial Planner Clients 84

Your Richest Life

APRIL 14, 2023

According to the 2022 HomeLight Top Agent Insights Survey, simple curb appeal upgrades can have major ROI. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future. How Much House Can You Afford?

Marketing 105

Marketing Marketing Financial Planner Sales 105

Carson Wealth

AUGUST 25, 2022

Talk to a Financial Advisor Today. Meet with a qualified financial planner to develop your plan for retirement. A Certified Financial Planner (CFP®) professional or Investment Advisor can work with you to build a plan before you reach retirement. 12/10/2019.

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Retirement Planning Retirement Planning Certified Financial Planner 98

MainStreet Financial Planning

JUNE 27, 2022

Hosted by: Cynthia Flannigan , CFP®. CPA/PFS, CFP, EA, USTCP, AEP. also known as Securing a Strong Retirement Act of 2022 (HR2954), builds on the SECURE Act and its significant changes to retirement. Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified. Guest commentator: Larry Pon.

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Tax Planning Certified Financial Planner Retirement Taxes 52

Indigo Marketing Agency

JANUARY 17, 2022

To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. 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.

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Financial Advisor CFP Financial Services Education 52

Your Richest Life

JUNE 30, 2023

2022 tax refunds were about 10 percent smaller than they were last year, and for those who owed money, they tended to owe more than they expected. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future.

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Taxes Retirement Accounting Financial Planner 78

eMoney Advisor

NOVEMBER 9, 2022

Tips for Incorporating Greater Cultural Humility into Financial Planning. For financial planners who want to better understand the impact of culture on money, there are some specific steps they can take to incorporate greater cultural humility into their practice. ” In The Psychology of Financial Planning.

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Financial Planning Planning Certified Financial Planner Financial Planner 78

Carson Wealth

DECEMBER 1, 2022

CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,? In other words, your 20s present a financial challenge. . Retirement plans, such as 401(k) and 403(b) plans, allow employees to contribute a portion of their salary up to a federal limit ($20,500 in 2022). Craig Lemoine, Ph.D.,

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Retirement Planning Risk Tolerance Retirement Budgeting 72

eMoney Advisor

DECEMBER 12, 2022

Small firms are also much more likely to require their advisors to be certified financial planners (CFP® professionals), which creates a level of fiduciary trust with clients that complements an increased focus on planning. eMoney Leading with Planning Research, May 2022, Advisors n=360.

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Planning Certified Financial Planner Financial Planning Education 82

eMoney Advisor

FEBRUARY 16, 2023

Financial Planning for a Lifetime You’ve just spent six months working with a new client to implement a financial plan. Much like private banking offers a way to handle all aspects of banking for high-net-worth individuals, financial planners can extend their services to help older clients with better digital engagement.

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Financial Planning Clients Planning Estate Planning 75

Sara Grillo

JANUARY 9, 2023

Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. We’ll cover: What does it mean for financial planning to be transparent?

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Park Place Financial

SEPTEMBER 8, 2022

These professionals work with wealthy people, helping them manage their assets and offering related financial assistance. Certified Financial Planner (CFP) . Contact us today to learn more about personal financial management or to schedule your complimentary financial checkup. . March 16, 2022. |.

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Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Your Richest Life

JUNE 12, 2023

Act became law in December 2022, it changed the 529 rules to allow beneficiaries to roll over up to $35,000 into a Roth IRA. However you choose to save, just make sure that saving for your children’s college education fits within the financial goals you have for yourself. After the SECURE 2.0

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Education Accounting Financial Planner Planning 59

Carson Wealth

DECEMBER 7, 2022

CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,  Managing Partner, Wealth Solutions  . If you’re under significant debt pressure, consider talking with a Certified Financial Planner Professional or an Accredited Financial Counselor who specializes in consumer credit and debt management.   .

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Financial Planner Insurance Retirement Planning Retirement 52

Your Richest Life

AUGUST 31, 2023

Here are some resources to help you assess your budget: Busting Top Budget Myths Budget Like a Pro in Six Steps – Part 1 Budget Like a Pro in Six Steps – Part 2 Prepare for holiday spending The average American family expected to spend $932 on holiday shopping in 2022, a number that has been steadily increasing over time.

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Budgeting Financial Planner Taxes CFP 52

Carson Wealth

JANUARY 17, 2023

CFP ®   , Director of Consumer Investment Research   . Retirement plans, such as 401(k) and 403(b) plans, allow employees to contribute a portion of their salary up to a federal limit ($20,500 in 2022). Meeting with a qualified financial planner is critical in your 40s. Craig Lemoine, Ph.D., Welcome to your 40s.

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Retirement Planning Financial Planner Retirement Certified Financial Planner 52

Your Richest Life

NOVEMBER 9, 2023

months in January of 2022, and has since bumped up to 3.3 Appliances, for example, have seen a price decrease of 10 percent since 2022. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future.

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Marketing Marketing Budgeting Financial Planner 52

Sara Grillo

MAY 16, 2022

From the company’s website, as of May 16th, 2022: Single people. This includes unlimited financial guidance for all of life’s adventures including all meetings, texts, e-mails, and calls. Services provided include investment management and financial planning. Jon Luskin, CFP. Measure Twice Financial.

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Financial Advisor Financial Advice Financial Planner Assets 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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Marketing Marketing Economy Financial Planner 52

Park Place Financial

MARCH 15, 2022

Planning for retirement can be overwhelming, but a certified financial planner (CFP) can provide the assurance you need about this life transition. At Park Place Financial, our CFPs work collaboratively to craft customized retirement plans for all our clients. July 6, 2022. |. April 26, 2022. |.

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Retirement Retirement Planning Certified Financial Planner Medical 40

Sara Grillo

AUGUST 14, 2023

In 2022, 34 Scholars, advisors and former regulators spoke on ten panel on fiduciary issues to advisors, policy makers, consumers and the media. From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors. She obtained her CFP designation in 2003.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Good Financial Cents

DECEMBER 14, 2022

In short, they are financial planning counselors who help people protect their assets. A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. Bureau of Labor Statistics (2022, Sep.8) Hedge Fund Manager.

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Budgeting Compliance Accounting Insurance 88

Zoe Financial

APRIL 17, 2023

Which is best for you, traditional pre-tax or Roth after-tax saving, is a question most easily answered with the help of a financial planner who can evaluate your lifetime tax rates. With careful planning and execution, you can secure your financial future and achieve your long-term goals. In addition, Secure Act 2.0,

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Taxes Retirement Accounting Tax Planning 40

Tucker Advisors

APRIL 4, 2023

I think that the research now bears out that people’s health outcomes and longevity both increase when they work longer,” said Bridget Sullivan Mermel, CFP®, CPA, host of “The Chicago Money Show” and the YouTube channel, “Friends Talk Financial Planning.” Why not retire? The largest number of Americans have zero saved for retirement.”

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Retirement Financial Advisor Planning Accounting 75