This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
I had the opportunity to share my thoughts on SEP IRAs with Rachel Hartman of US News & World Reports for her fine article titled, “What is a SEP IRA?” She lists much of the basics in her article, including Contribution Limits, Tax Benefits, as well as how to open a SEP IRA and the deadlines for “S” Corps (9/15) and “C” Corps (10/15).
I had the opportunity to share my thoughts on Social Security with Tracey Longo at Financial Advisor Magazine for her article Advisors Concerned As Covid Speeds Projected Social Security Shortfall. We are a fiduciary, fee-only financial planning, and wealth management firm in Yardley, Pennsylvania (that’s in Bucks County).
If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. This profession requires additional licensing if you wish to get in helping clients buy bonds, securities, or insurance. What Does a Financial Advisor Do? CFP ( Certified Financial Planner ).
In her article, 10 Reasons Why Talking To Kids About Money Is More Important Than Ever , Olya details why we need to have honest conversations with our kids about money. . We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania (that’s in Bucks County).
Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. I thought my answers from the article mentioned above might provide some food for thought: I had a client for whom we did a financial plan in February.
He is a flat fee advisor; not a licensed insurance agent. Feeonly advisors can now purchase annuities for their clients without having to be licensed agents. Mettler says he does not have a securities license for this reason. Scott Salaske , CEO of Firstmetric. They told him to read the FAQs (lol)!
Only professional financial advisors can access DFA, whereas anyone can access Vanguard’s funds. As a result of the interview, I was quoted in this article, The Quarter of Reckoning at Dimensional Fund Advisors (RIA Intel, May 20, 2020). We only do Estate Planning work and I am licensed in Pennsylvania and New Jersey.
In his article, 7 of the Best 401(k) Funds for Millennials , Whittaker details seven of the best 401(k) funds for millennials saving for retirement. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania (that’s in Bucks County).
I recently was interviewed for an article in a national publication on retirement income, given the current market and job losses. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania. We only do Estate Planning work and I am licensed in Pennsylvania and New Jersey.
Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. If you are a fiduciary financial advisor, be prepared to defend the fiduciary standard and explain why you uphold it, what it means, and how your practice is operationally different as a result.
JR: That article was a big deal, obviously, the CFP Board reacted to that in a number of ways, to spend a lot of money and try to basically, I think to CFP Board’s credit they are the masters of spin, actually, I think they spunt it into… The messaging afterwards was, this is a wake-up call to us. Okay, so this is a list I have.
If someone, listen, you always start, I always start at the bottom of the article. There’s not significant licensing, you know, that that takes place. HAMBURGER: And you can scale it down to a single user license. Now you buy a license. How much of that is just self-interest talking? RITHOLTZ: Right.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
52 
Let's personalize your content