Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

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Walkner Condon Financial Advisors

JANUARY 13, 2023

US Expat Financial Advisor. A Bear Market in Search of a Recession: 2022 Recap & 2023 Market Preview. In his cover story for this year’s outlook, Syl Michelin, Walkner Condon’s resident Chartered Financial Analyst, addresses the question of whether we’re headed toward a recession. Financial Advisor.

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Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Between 0.5%

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NAIFA Advisor Today

MAY 4, 2023

Financial Advisors are in the best position possible to be of service to their clients during this recent wave of banking news. When I say, "financial advisor," I am talking about a real intelligence advisor, not a robo artificial intelligence advisor.

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eMoney Advisor

JANUARY 20, 2023

Act provisions: Updated RMD Rules: Your software should account for the increase in RMD age to 73 in 2023 and to 75 in 2033. We’ll be taking an in-depth look at recent tax law updates for 2023, focusing on SECURE 2.0 Register now for the 2023 Tax Legislation Insights, Secure 2.0 Pending approval from the CFP Board

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NAIFA Advisor Today

NOVEMBER 17, 2022

NAIFA President Lawrence Holzberg , LACP, LUTCF, is pleased to announce that Adam Sachs , CFP®, CLU®, ChFC®, CLTC, AIF®, a Financial Advisor with Centinel Financial Group , LLC, in Needham, MA, is the recipient of the inaugural 2023 NAIFA President’s Citation. in front of over 300 NAIFA members.

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Million Dollar Round Table (MDRT)

SEPTEMBER 17, 2024

“It’s important for everybody to understand how fast this (AI) is going to change,” said Eric Schmidt, the former CEO and chairman of Google, in 2023. Reach out to other financial advisors who use AI to learn about some of its time-saving benefits as well as how to use it appropriately.

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eMoney Advisor

MAY 1, 2023

For these reasons and more, the work of these trailblazing financial planners deserves a spotlight for Asian American and Pacific Islander Heritage Month. John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. Here are eight of their stories to enjoy. ” Achieving the No.

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MainStreet Financial Planning

NOVEMBER 9, 2023

Monarch – Monarch was started by Mint’s first product manager and has most of the same capabilities as well as a few additional benefits such as adding an additional user or allowing your financial advisor to have access to view your budget as well. month or if you pay all at one time it is $99.99/year year or $8.33/month.

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Walkner Condon Financial Advisors

FEBRUARY 21, 2023

How much can I contribute to my 401(k) in 2023? If you are age 50 or older you are eligible to contribute an extra $7,500 for a total of $30,000 in 2023. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. This is an increase from the $20,500 you could contribute in 2022.

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Carson Wealth

DECEMBER 28, 2022

Kevin Oleszewski , CFP ® , MST, EA, Senior Wealth Planner . There are a number of strategies to deploy when deciding which accounts are right for you so it’s wise to seek counsel from a financial advisor and tax professional. While there are limits to how much you can contribute,  the IRS has bumped them up for 2023. .

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Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

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Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

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eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. Foundation for Financial Planning.

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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. CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention.

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Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

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Covisum

MARCH 7, 2023

Are you a financial advisor who wants to learn more about Roth conversion automation and how to differentiate your practice? Then join us for an informative webinar presented by Joe Elsasser, CFP ® , Founder and President of Covisum and a practicing financial advisor, on March 22, 2023, at 1 p.m.

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Walkner Condon Financial Advisors

DECEMBER 13, 2022

My Financial Approach for Career Compensation in 2023. My plan for next year is to contribute the maximum amount to my 401k (which is $22,500 for 2023). I’m also going to still contribute the maximum amount to my IRA ($6,500 for 2023). FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. ABOUT THE AUTHOR.

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Tobias Financial

MAY 4, 2023

Tobias Financial Advisors is proud to announce that our COO Edgar Collado, CEPA® and our Wealth Advisor Franklin Gay, CFP®, EA will serve as presenters at the NAPFA Spring 2023 National Conference in San Diego on May 13th, 2023. appeared first on www.tobiasfinancial.com.

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Good Financial Cents

DECEMBER 14, 2022

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. Chief Financial Officer. In short, they are financial planning counselors who help people protect their assets.

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Zoe Financial

FEBRUARY 21, 2023

Published February 21st, 2023 Reading Time: 3 minutes Written by: The Zoe Team When it comes to managing your money, knowing who to turn to can be challenging. Depending on your situation, you may need the help of a financial advisor or an accountant. When looking for a financial advisor, ensure they’re certified.

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Zoe Financial

JANUARY 12, 2023

Zoe's Vetting Process to Find Top Financial Advisors. Published January 12th, 2023 . You should be able to trust that the financial advisors you’re considering to hire already “pass the test.” When looking for an advisor, you should be mindful of various factors. Reading Time: 7 minutes.

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eMoney Advisor

JUNE 8, 2023

The financial advisor onboarding process sets the tone for the advisor-client relationship. 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. Sources: 1.

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Zoe Financial

APRIL 21, 2023

Having a meeting with your financial advisor is probably the best idea for your child. Your financial advisor can also be their financial advisor, and they can slowly start working on a personalized plan of their own. Ready to Grow Your Wealth?

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Walkner Condon Financial Advisors

FEBRUARY 28, 2023

Current Yield: 4.62% yield to maturity as of 2/16/2023 on BIL , an example of a 1-3 month treasury ETF. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. appeared first on Walkner Condon Financial Advisors. A one year treasury bond at time of writing is right at 5%.

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Carson Wealth

AUGUST 31, 2022

Scott Budd, CFP ®. Need help finding a financial advisor in your area? Give us a call today so we can match you with an advisor who will put your needs first. . Centers for Medicare and Medicaid Services, “CMS Releases Projected 2023 Medicare Basic Part B Average Premium.” Senior Wealth Planner .

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Carson Wealth

FEBRUARY 2, 2023

By Kevin Oleszewski CFP ® , MST, EA , Senior Wealth Planner Multiple retirement savings vehicles are available but having options can be overwhelming. The maximum contribution amount to Traditional and Roth IRAs in 2023 is $6,500, and those age 50 and over may also make a catch-up contribution of an additional $1,000.

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Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). I am a CFA® charterholder and financial advisor marketing consultant. January 11 th , 2023.

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Zoe Financial

DECEMBER 23, 2022

Written by: Lea Ann Knight, CFP® Zoe Network Advisor. Written by: Lea Ann Knight, CFP® Zoe Certified Advisor. Considering how unexpected 2022 has been, below are a few steps you might take before kicking off 2023. January 16, 2023. Zoe’s Vetting Process to Find Top Financial Advisors.

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Sara Grillo

APRIL 10, 2023

I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short.

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Tobias Financial

DECEMBER 22, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

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Tobias Financial

DECEMBER 19, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

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International College of Financial Planning

NOVEMBER 16, 2023

Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have. For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly.

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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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Darrow Wealth Management

OCTOBER 23, 2023

In a state like Massachusetts with a low estate tax exemption (recently increased to $2M in 2023), the executor may need to sell the house to pay the tax if the heir(s) don’t have liquidity from other sources. Before keeping a home you inherit, discuss the numbers with your financial advisor.

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Walkner Condon Financial Advisors

AUGUST 13, 2022

The tax code allows you to contribute more money in a given year to a 401(k) than an IRA (for 2023 you can contribute $22,500 to your 401(k) and $6,500 to your IRA unless you are over the age of 50 you can contribute $30,000 to the 401(k) and $7,500 to your IRA). Mitch DeWitt, CFP®, MBA. FINANCIAL ADVISOR.

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Zoe Financial

APRIL 3, 2023

Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Learning from a family tradition like no other.

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