Nerd's Eye View

OCTOBER 17, 2023

Brad is the Co-Founder & CEO of Intellicents, an independent RIA with 12 offices across the country and headquartered in Albert Lea, Minnesota, that oversees $6 billion in assets under management for more than 3,000 client households. Read More.

Financial Planning 130

Financial Planning Planning Wealth Management Retirement Planning 130

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification? Financial planning has emerged as one of the most rewarding career paths in the modern financial sector.

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Nerd's Eye View

FEBRUARY 21, 2023

Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households. Welcome back to the 321st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danqin Fang.

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

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

Carson Wealth

DECEMBER 13, 2022

CFP ® , Director of Consumer Investment Research . RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager. Financial Advisors and Wealth Managers have a common knowledge and skill sets. What Do Wealth Managers Do? Craig Lemoine, Ph.D., Why the confusing variety?

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.

CFP 52

CFP Financial Planning Planning Certification 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants. CFP Course Study at ICOFP : .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

International College of Financial Planning

SEPTEMBER 23, 2024

One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. Let’s dive in.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Steve Sanduski. Ron Carson…need we say more? Taylor Schulte .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. This plan may cover estate and retirement planning, college savings, debt management, and more. Here, we focus on two such studies.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

International College of Financial Planning

FEBRUARY 23, 2024

Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Carson Wealth

APRIL 18, 2023

Carson Wealth announced the partnership of Overland Park-based, wealth management firm, Integrated Wealth. Jack Lindsey started Integrated Wealth in 1984, with a vision of creating a client-first financial services firm, dedicated to providing professional service with a personalized touch.

Wealth Management 83

Wealth Management CFP Professional Services Clients 83

Darrow Wealth Management

JANUARY 29, 2024

However, at death, a living trust can provide two key benefits compared to owning assets not held in trust. What happens to my assets after I die? Before diving into a discussion on the benefits of living trusts, it’s important to first understand what happens to different types of assets after someone dies.

Estate Planning 93

Estate Planning Distribution Taxes Assets 93

Indigo Marketing Agency

APRIL 28, 2023

Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. If your firm name clearly states what you do and who you do it for, I would include the name, such as Financial Advisor with Women & Wealth Financial Group.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Darrow Wealth Management

MARCH 11, 2024

A securities-backed line of credit (SBLOC) allows investors to get cash by borrowing against their investable assets versus liquidating their portfolio. In the right situation, a line of credit on your investment assets to buy a home is a great strategy. Should you use a securities-backed line of credit to buy a home?

Wealth Management 96

Wealth Management Accounting Taxes Portfolio 96

Darrow Wealth Management

MAY 6, 2024

If your parent had a trust, the individual(s) named in the trust documents as successor trustee will control the distribution of the trust assets. Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation. You might also be the successor trustee or co-trustee.

Estate Planning 100

Estate Planning Distribution Accounting Valuation 100

Darrow Wealth Management

DECEMBER 5, 2022

If you itemize your deductions, you can take a charitable deduction for the fair market value of the asset, up to 30% of adjusted gross income (AGI) for federal taxes. Donor-advised funds charge fees and privately held assets require a valuation. The post Donating Stock to Charity appeared first on Darrow Wealth Management.

Taxes 97

Taxes CFP Wealth Management Valuation 97

FMG

FEBRUARY 27, 2023

Guelich Capital Management Led by a mother-son team, Founder and President Connie C. Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Guelich Capital Management’s team focuses on designing customized strategies to organize all facets of the financial lives of their clients.

Financial Advisor 98

Financial Advisor CFP Financial Planning Planning 98

Carson Wealth

MARCH 7, 2024

By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Develop Your Personal Asset Allocation Now that have your 401(k) and IRA open and funded, how can you determine the correct asset allocation for each?

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 143

Darrow Wealth Management

MARCH 6, 2023

Morgan Asset Management analysis using data from Bloomberg. stock and bond indices, which isn’t necessarily representative of a truly diversified portfolio which may include international investments and different weightings of asset classes for example. Source: J.P. But what about after a top 10 worst year, such as 2022?

Marketing 99

Marketing Marketing Wealth Management Portfolio 99

eMoney Advisor

DECEMBER 15, 2022

That’s because the advisors expected to retire control 40 percent of total industry assets, or roughly $10.4 There are 93,643 CFP® professionals in the United States, with 46 percent of them in the 50 and older age bracket. The CFP ranks have been growing steadily each year, with 5,512 people having passed the CFP exam in 2022.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Yardley Wealth Management

JUNE 6, 2023

The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death. Advisors may charge a percentage of AUM as their fee.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Darrow Wealth Management

OCTOBER 21, 2024

Nationally Recognized Wealth Advisor in Stock Compensation Selection of media appearances by Kristin McKenna CFP®, President of Darrow Wealth Management and a nationally recognized specialist in employee stock options and equity compensation. appeared first on Darrow Wealth Management.

Taxes 114

Taxes Wealth Management Planning Media 114

Nerd's Eye View

MARCH 14, 2023

Nancy is the CEO and Founder for Benchmark Wealth Management, an independent RIA affiliated with LPL Financial based in Memphis, Tennessee, that oversees nearly $340 million in assets under management for almost 1000 client households. Welcome back to the 324th episode of the Financial Advisor Success Podcast !

Management 130

Management Financial Advisor Clients CFP 130

Darrow Wealth Management

JULY 1, 2024

Optimize your investments with asset location If investors haven’t already been working to optimize their tax situation with asset location, now is the time. Asset location means utilizing the tax treatment of different investment accounts to your advantage when investing across your portfolio. Are You Ready?

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Darrow Wealth Management

MARCH 31, 2023

A key part of the process from a financial standpoint is dividing the assets. Generally, couples split the value of their assets 50-50 (though not always). But that doesn’t mean the actual assets are just split down the middle, and some assets are much more favorable from a tax perspective than others.

Financial Planning 97

Financial Planning Planning Estate Planning Assets 97

Nationwide Financial

FEBRUARY 14, 2023

Members include Advisor Group , Capital Group/American Funds , Franklin Templeton , Huntington Bank , Miami Life , Morgan Stanley , M Financial Group , NFP , RBC Wealth Management , Swiss Re , and Nationwide.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Darrow Wealth Management

MAY 22, 2023

So when the federal funds rate goes up, it can have an outsized impact on shorter term interest rates on assets like Treasury bills (T-bills). This is a central reason that holding cash isn’t a way to build wealth or even preserve it over time. Holding cash isn’t going to help build or preserve wealth over time.

Investing 102

Investing Investments Accounting Wealth Management 102

Darrow Wealth Management

NOVEMBER 20, 2023

If you have a large pool of pre-tax assets, when RMDs kick in you could have little protection against the highest tax brackets. Depending on your financial situation, asset mix/level, state of residency, etc., Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Retirement 95

Retirement Distribution Taxes Accounting 95

Carson Wealth

AUGUST 25, 2022

A personal balance sheet should record assets (items you own, use or enjoy) and liabilities (amounts you owe institutions or other people). Consider breaking assets into three columns: cash, investment assets and personal property. Liabilities can be broken into secured and unsecured categories.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

Darrow Wealth Management

SEPTEMBER 7, 2023

When a pre-IPO exercise is off the table At Darrow Wealth Management, we specialize in planning for a sudden liquidity event , typically from stock options following an IPO or acquisition. This is a way for the shares to fund the exercise without dipping into your diversified assets/cash reserves.

Wealth Management 82

Wealth Management Taxes Tax Planning Valuation 82

Darrow Wealth Management

OCTOBER 23, 2023

Of all the types of assets, real estate is usually the most emotional. Though separate issues, the estate will still need liquidity, which can impact what assets are available for beneficiaries and the nature of that distribution. Real estate is an illiquid asset, so you’ll need outside resources. To limit taxable gains.

Taxes 92

Taxes Distribution Estate Planning Wealth Management 92

Darrow Wealth Management

SEPTEMBER 25, 2023

Think of it as a way to help protect your assets for the cost of a light fixture. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. Don’t Ignore These Key Insurance Risks appeared first on Darrow Wealth Management.

Insurance 97

Insurance Insurance Coverage Certification Wealth Management 97