Nerd's Eye View

APRIL 4, 2024

In other professional industries like accounting and law, the training and development of newly minted CPAs and attorneys are often provided by the largest firms who hire and train in bulk each year, knowing full well that many new hires will move on in just a few years.

Financial Planner 246

Financial Planner CFP Professional Services Financial Planning 246

Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Here are some key considerations when financial planning for a divorce. Generally, couples split the value of their assets 50-50 (though not always).

Financial Planning 104

Financial Planning Planning Estate Planning Assets 104

Steve Sanduski

FEBRUARY 18, 2025

Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Things such as valuation, insurance, storage, and the succession plan.

Financial Planning 52

Financial Planning Planning Valuation Clients 52

Tobias Financial

DECEMBER 15, 2024

When it comes to financial planning, working with an advisor who understands both tax law and financial strategy can offer significant benefits. Financial planning is not just about setting one goal – its a continual process of making decisions that shape your financial future.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planning CFP 52

Nerd's Eye View

JULY 9, 2024

We also talk about how Alex's firm now segments clients into 5 service tiers based on their assets under management and revenue (and the actual differences in services the firm provides to clients at each level), how Alex tracks his clients' individual preferences to create what he calls "Wow Factors", such having their favorite soda on the table when (..)

Financial Advisor 245

Financial Advisor Clients CFP Planning 245

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 (..)

Financial Planner 246

Financial Planner Compliance CFP Clients 246

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

CFP 52

CFP Financial Planning Planning Certification 52

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

International College of Financial Planning

SEPTEMBER 23, 2024

The financial planning sector is booming, offering countless opportunities for individuals to build a rewarding career. With the global demand for financial advisors rising, gaining the right credentials has become crucial for long-term success. What Is the CFP® Challenge Pathway? Let’s dive in.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Financial service professionals like Tammy climb a competence stairway to work with clients. Common degrees used in financial planning include: .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

International College of Financial Planning

OCTOBER 26, 2023

Real estate planning is a crucial undertaking that every adult and family should prioritize. Engaging in this vital process is not just a mere task—it’s a proactive measure in the broader spectrum of financial planning. Collaborating with a financial advisor significantly reduces the margin for error in planning.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Darrow Wealth Management

FEBRUARY 13, 2025

The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). This is another reason to use multiple avenues when looking to find a financial advisor. You can also search for a planner on the CFP board website. Do you have a unique situation?

Fee Only 54

Fee Only Financial Advisor Financial Planner Certified Financial Planner 54

MainStreet Financial Planning

JULY 6, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 7-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Exclusive for Current Clients Register Here! When you register, we’ll confirm you have your log in and password. Register Here!

Financial Planning 52

Financial Planning Planning CFP Clients 52

International College of Financial Planning

NOVEMBER 18, 2024

I began to realize that understanding the financial side of things was crucial. During my MBA, I was introduced to finance and accounting for the first time, and it was a game-changer for me. We studied financial statements like income statements, balance sheets, and cash flow reports—things I had never paid attention to before.

Education 52

Education Financial Planning Consulting Management 52

Tobias Financial

MARCH 27, 2024

We’re thrilled to announce that our CEO, Marianela Collado , CPA/PFS, CFP®, CDS ®, has recently been named Personal Financial Planning (PFP) Champion by The American Institute of Certified Public Accountants (AICPA).

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Tobias Financial

MARCH 27, 2024

We’re thrilled to announce that our CEO, Marianela Collado , CPA/PFS, CFP®, CDS ®, has recently been named Personal Financial Planning (PFP) Champion by The American Institute of Certified Public Accountants (AICPA). Please join us in congratulating Marianela on this achievement.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Million Dollar Round Table (MDRT)

JUNE 4, 2024

Forte, FCII, CFP There should always be a holistic nature to financial planning. They will inevitably say, “Well, I moved home a year ago; I used this great lawyer,” or, “I work very closely with my accountants and they’re really good.” By Alessandro M. This is music to their ears.

Professional Services 100

Professional Services CFP Insurance Financial Advice 100

MainStreet Financial Planning

MARCH 2, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 3-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here!

Planning 93

Planning Financial Planning CFP Clients 93

Yardley Wealth Management

SEPTEMBER 24, 2021

The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. Garry offers the following advice for investors who are shell-shocked and don’t know where to turn in taking the first step in creating a financial plan: Have a plan.

Financial Planning 52

Financial Planning Planning Wealth Management Estate Planning 52

Nerd's Eye View

FEBRUARY 21, 2023

What's unique about Danqin, though, is how she planned and executed a very intentional career path in the financial services industry that involved her leaving her homeland China, embracing a new language and culture in the United States while achieving her Master’s degree in Financial Planning, and proactively creating opportunities for herself (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

MainStreet Financial Planning

AUGUST 8, 2022

The MainStreet Financial Planning Discussion Club. Hosted by: Jennifer Bush , CFP®. Have A Financial Conversation. Be On Our Parent’s Accounts. The post Chalk Talk – Parenting Aging Parents appeared first on MainStreet Financial Planning. “MainStreet Chalk Talk”. 30-45 minutes. Register here!

Financial Planning 95

Financial Planning CFP Medical Retirement 95

Million Dollar Round Table (MDRT)

MAY 7, 2023

By Adam Thomas Rex, CFP, AIF I think our best innovation recently has been related to the planning arc of our business. But we are passionate about our business, and we think that everybody needs good financial planning. But we are passionate about our business, and we think that everybody needs good financial planning.

CFP 98

CFP Financial Planner Retirement Planning Retirement 98

Your Richest Life

JANUARY 4, 2023

Few things about financial planning are absolutely certain, but one thing is: expensive emergencies are going to happen. You also want to avoid keeping it in your main checking account. Those accounts also don’t typically yield much growth on your investment. . Try a high-yield savings account.

Accounting 105

Accounting Fee Only Financial Planning CFP 105

Your Richest Life

MARCH 8, 2024

But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. Sit down together, go over your financial progress and ensure that you’re on the same page. Taking Time Off: Financial Planning for Women Women are still the primary caretakers, both for children and other family members.

Financial Planning 59

Financial Planning Planning Medical Retirement Planning 59

Your Richest Life

OCTOBER 31, 2022

Beyond a 401(k,) there are some other accounts that can boost your finances in retirement: Solo 401(k) – If you’re self-employed, a Solo 401(k) can get you many of the benefits of an employer’s 401(k) plan. You can open this account with a brokerage firm, and then you can buy and sell investments like mutual funds and ETFs.

Retirement 110

Retirement Accounting Taxes Retirement Planning 110

MainStreet Financial Planning

JANUARY 31, 2025

Cash: Once we started considering a kitchen remodel, we began funneling all discretionary funds into our high-yield savings account. My husband also paused his employee stock purchase plan contributions so we could direct those dollars to high-yield savings too. My kitchen remodel was 99.9% Here are my before and after pictures.

CFP 52

CFP Budgeting Planning Financial Planning 52

Your Richest Life

DECEMBER 1, 2022

I talk about some of those options in my “How to Adjust Your Financial Plan” post. So open all the credit card statements, look at your accounts, and move forward knowing you have the full picture in mind. Watching others and trying to adapt your plan to theirs is a surefire way to get you off course.

Certified Financial Planner 95

Certified Financial Planner CFP Financial Planning Financial Planner 95

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors. Three Creeks Capital – Ryan A.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

eMoney Advisor

JANUARY 20, 2023

The act introduces 92 provisions that will impact your clients and their financial plans, whether they’re in, nearing, or still years away from retirement. Act, but to also understand how your financial planning software provider is adapting to reflect these changes. and eMoney Analysis (1 CFP® CE Credit*) webinar.

Financial Advisor 89

Financial Advisor Retirement CFP Financial Planning 89

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. 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. What should financial advisors do?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Your Richest Life

FEBRUARY 15, 2022

Build in a good buffer for your trip to account for those kinds of expenses as well. . Even if you’re a spontaneous traveler, this year it’s still probably for the best to plan things out well in advance. The post How to Fit Travel into Your Financial Plan appeared first on Your Richest Life. Get Trip Insurance.

Financial Planning 52

Financial Planning Planning Insurance Fee Only 52

MainStreet Financial Planning

AUGUST 2, 2024

The collection covers everything from setting up the “Three Jars” (Save, Give, Spend) and deciding on allowances, choosing the best savings and investment accounts, and recommending books and other resources for teaching kids about money.

Budgeting 97

Budgeting CFP Education Financial Planning 97

Envision Wealth Planning

APRIL 10, 2022

If you are like most people you need an accountability coach and maybe someone to help you figure out how to pay down the debt. A lack of a sense of control is a primary factor for those employees reporting high or overwhelming financial stress. A CERTIFIED FINANCIAL PLANNER™ professional (CFP®) can help you get control.

Financial Planning 52

Financial Planning Planning Certified Financial Planner CFP 52

MainStreet Financial Planning

JANUARY 18, 2023

That is why your retirement savings plan is a priority. Make sure that you are making regular annual contributions to your employer sponsored retirement plan at work or other retirement account before you even consider saving for your kids’ college education. Open a parent owned 529 plan.

Education 52

Education CFP Retirement Planning 52

Your Richest Life

MARCH 31, 2023

The FDIC insures up to $250,000 per depositor, per insured bank, for each account ownership category. Accounts with less than that amount should be protected in the event of a bank failure. If you have more than $250,000 in any account (or $500,000 in a joint account,) it’s very important to diversify where your money is stored.

Banking 105

Banking Insurance Accounting Fee Only 105

Your Richest Life

MARCH 15, 2023

When you’ve built a “treat yourself” fund into your budget, you know exactly how much you can spend without blowing your financial plans. Second, planning requires you to put a bit more thought into what you’re treating yourself with. This could be a friend, spouse or financial planner who helps you weigh spending decisions.

Budgeting 111

Budgeting Financial Planner Planning Financial Planning 111

Your Richest Life

JUNE 3, 2024

The truth is, only good things can come from looking at all your accounts, your spending, your savings, etc., And you work that into your budget to make sure you’re allocating more funds to those accounts for the rest of the year. Note: You can enroll or change what you’re contributing to your retirement accounts throughout the year.

Budgeting 97

Budgeting Taxes CFP Retirement 97