article thumbnail

Weekend Reading For Financial Planners (April 29-30) 2023

Nerd's Eye View

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

article thumbnail

Personal finance links: ignoring the lottery

Abnormal Returns

msn.com) New year Ten words for 2023 including 'Simplify.' bestinterest.blog) The return on certificates of deposit are once again worth a look. (genyplanning.com) Why you should choose simplicity over complexity: the case against FSAs. abnormalreturns.com) This startup site is designed to provide people with information about divorce.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements. Read More.

Education 246
article thumbnail

Weekend Reading For Financial Planners (Feb 11-12)

Nerd's Eye View

Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested limits the pool of potential CFP professionals at a time of high demand for advisor talent.

article thumbnail

Meet the First Wave of XYPN LIVE 2023 Speakers!

XY Planning Network

ICYMI, XYPN LIVE 2023 is taking the Network south to Atlanta, GA for three power-packed days of networking, education, and inspiration. The XYPN LIVE 2022 conference earned a Choir Score of 81, resulting in a Silver Choir Certification for our diverse and inclusive lineup of speakers on the LIVE stage.

article thumbnail

Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

I hope you'll continue the journey along with us in 2023 and beyond! has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself. Read More.

Ethics 245
article thumbnail

16 Ways to Invest $30,000 in 2023

Good Financial Cents

With that in mind, I wanted to review some of my top suggestions for investing $30,000 in 2023. Table of Contents 16 Best Ways to Invest $30,000 in 2023. Certificates of Deposit . 16 Best Ways to Invest $30,000 in 2023. Certificates of Deposit. Certificates of Deposit. Index Funds . Invest in ETFs.

Investing 108