eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

eMoney Advisor

FEBRUARY 1, 2023

Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks. 2 Amidst all of this uncertainty, what can help individuals be more resilient in coping with financial stress?

Financial Planner 93

Financial Planner Clients Financial Advisor Financial Planning 93

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Validea

MARCH 31, 2025

How Schwager found discretionary trading less emotionally taxing than systematic approaches. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Most Great Traders Failed First: These Key Rules Saved Them | Practical Lessons from Jack Schwager appeared first on Validea's Guru Investor Blog.

Risk Management 52

Risk Management Media Management Taxes 52

eMoney Advisor

MARCH 1, 2023

1 In my fifteen years in the financial services industry, I have observed that women are often much more impacted by the financial decisions being made earlier on, whether that’s due to a divorce, outliving their spouse, or choices made in their career. It is incredibly important for women to have a voice at the financial table.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Robert B. Ritter Jr.

JANUARY 31, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using InsMark’s Wealthy and Wise® Advanced System.) estate planning has escaped the tax bombs Democrats wanted to drop. It looks like U.S.

Taxes 40

Taxes Estate Planning Financial Services Planning 40

Validea

APRIL 4, 2025

Main Topics Covered: Tariffs Explained: A deep dive into how tariffs function as a corporate tax, their impact on domestic companies, and the challenges of passing costs to consumers. Here is What It Means for Investors appeared first on Validea's Guru Investor Blog. The Market is Down.

Marketing 52

Marketing Marketing Budgeting Manufacturing 52

Indigo Marketing Agency

MARCH 19, 2025

Example: Instead of writing something like: With our advanced wealth management strategies, we help high-net-worth individuals maximize tax-efficient investments while securing generational wealth. Try using shorter, more common words like: We help you save money on taxes and grow your investments. Book a free call today.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

eMoney Advisor

FEBRUARY 7, 2023

Financial planners, there is no better time than now to make a few digital connections to help expand your knowledge and advance our profession. They’re active on social networks, podcasts, and blogs that I hope you will connect with and follow. percent of Certified Financial Planner™ professionals in the U.S.

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. They are the architects of financial well-being, crafting comprehensive plans that address various facets of personal finance.

Financial Planner 40

Financial Planner Investment Advisor Certified Financial Planner Investing 40

Harness Wealth

SEPTEMBER 18, 2024

These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions. And you’ll see in our Q&A below, that tax advisors can bring estate planning into the conversation early on in a client relationship.

Taxes 52

Taxes Clients Planning Estate Planning 52

Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution. Tax Deductions .

Financial Planning 52

Financial Planning Taxes Planning Certified Financial Planner 52

Robert B. Ritter Jr.

OCTOBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) This is a re-release of Blog #214 due to several needed edits. It’s an analysis of a Roth Conversion with the income tax paid by a Reverse Mortgage coupled with Indexed Universal Life — all illustrated with Wealthy and Wise®. So what is it?

Financial Services 40

Financial Services Taxes Certified Financial Planner Financial Planner 40

Robert B. Ritter Jr.

MAY 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”

Taxes 40

Taxes Financial Services Planning Certified Financial Planner 40

International College of Financial Planning

MARCH 12, 2025

Fact-check everything: Follow SEBI-registered advisors, reputed financial planners, and research from credible sources. Understand taxes: Capital gains, dividend taxes, and exit loads can eat into your returnsplan accordingly. Think long-term: The goal isnt to get rich overnightits to build wealth sustainably.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Steve Sanduski

APRIL 8, 2025

And then pivoting over into, ‘Who does your taxes? ’ All the things that any financial planner going through a process would talk about up to and including now, pivoting over into the assets, getting truthful about where someone stands. What’s their life look like? What’s their relationship with money?

Engineering 52

Engineering Communication Financial Planning Clients 52

eMoney Advisor

MARCH 7, 2023

wealth transfer by 2045, the stakes are high for financial planners who want to build multigenerational practices. Many financial planners make a check of beneficiary designations and titling a regular part of their service calendar for this very reason. Thankfully, you don’t have to do it all alone.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Midstream Marketing

DECEMBER 6, 2024

Writing helpful blog posts that talk about common money problems and give good advice to the target audience. Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. You can try blog posts, infographics, videos, webinars, and social media updates.

Marketing 52

Marketing Marketing Media Engineering 52

Robert B. Ritter Jr.

MARCH 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the InsMark Loan-Based Split Dollar System) Editor’s Note: This blog presents a sizzling loan-based split-dollar plan. Still, such a strategy can look terrific if you know […].

Recruitment 40

Recruitment Taxes Financial Services Planning 40

Carson Wealth

JULY 12, 2022

Quite a bit of discovery from one sentence filled with planner-speak! . Financial service professionals like Tammy climb a competence stairway to work with clients. In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Robert B. Ritter Jr.

FEBRUARY 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Other than the principal owners, who are the key executives of any business? Minority-owner executives. These are often the firm’s key personnel. Anyone else?

Financial Services 40

Financial Services Planning Certified Financial Planner Wealth Management 40

Validea

NOVEMBER 28, 2023

We discuss tax loss harvesting, how we look at the process of evaluating investment strategy changes, RMD considerations and a lot more.

Taxes 52

Taxes Portfolio Planning Investing 52

Park Place Financial

MARCH 10, 2022

Financial Strategies for Millionaires to Leverage. Reduce Tax Payments. Taxes are inevitable, but the amount you pay each year doesn’t have to be. There are several actions you can take to avoid higher tax rates and retain more money, including: . Switching income tax to capital gains . RELATED BLOG POSTS.

Portfolio 52

Portfolio Certified Financial Planner Financial Planner Healthcare 52

eMoney Advisor

DECEMBER 5, 2022

When the resolved conflict is about money it can enhance their likelihood of achieving desired financial goals. By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Robert B. Ritter Jr.

SEPTEMBER 8, 2021

The post Blog #213: Missed our May 2021 Virtual Symposium? first appeared on Bob Ritter's Blog, ideas for financial service professionals. (You don’t need to be licensed for any InsMark products to view our Symposium site.) If you are interested, don’t delay — registration is available only […].

License 40

License Financial Services Certified Financial Planner Wealth Management 40

Zoe Financial

APRIL 17, 2023

Implementing these strategies can help reduce tax bills, save more, and achieve financial goals sooner. The deadline for tax filing is around the corner. Besides meeting all the requirements for this date, have you considered the impact of implementing long-term tax strategies on your wealth?

Taxes 40

Taxes Retirement Accounting Tax Planning 40

eMoney Advisor

JUNE 8, 2023

It provides financial planners like you with practical knowledge as well as techniques and tactics to foster candid conversations, with examples and sample dialogue. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. Sources: 1.

CFP 85

CFP Financial Planning Clients Financial Planner 85

eMoney Advisor

DECEMBER 12, 2022

Small firms are also much more likely to require their advisors to be certified financial planners (CFP® professionals), which creates a level of fiduciary trust with clients that complements an increased focus on planning. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

Planning 82

Planning Certified Financial Planner Financial Planning Education 82

International College of Financial Planning

OCTOBER 26, 2023

The Financial Planner will ensure that the Estate Planning strategy is curated in terms of client requirements, estate complexity and requirements of the legal heirs /other parties. Collaborating with a financial advisor significantly reduces the margin for error in planning.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Clever Girl Finance

DECEMBER 1, 2022

Plan for taxes. Yup, taxes! Taxes are annoying, but they're certainly not going away anytime soon. So make sure your long-term income projections include taxes. Not planning for taxes can impact your cash flow in a major way. You should also check out our blog post on how to reduce your taxable income!

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Park Place Financial

NOVEMBER 29, 2022

For instance, a trust can decrease your tax liability and protect you from some legal trouble, such as lawsuits. Internal Revenue Service (IRS) provides actuarial tables , which dictate the assets that estate tax rules value and are defined by interest rates. In some cases, grantors appoint themselves as trustees. .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

International College of Financial Planning

MARCH 13, 2023

Mutual funds have become a popular investment for individuals looking to grow their wealth and achieve their financial goals. Investors who are not experts on the stock market can rely on professional financial planners and brokers to help them choose the right investments.

Investing 52

Investing Investments Financial Planner Investment Planning 52

Robert B. Ritter Jr.

DECEMBER 29, 2021

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Reasons to Act Now You should acquire your life insurance as soon as you determine its usefulness.

Financial Services 40

Financial Services Insurance Certified Financial Planner Wealth Management 40

International College of Financial Planning

SEPTEMBER 23, 2024

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. c) Industry Recognition The CFP® designation is globally recognized as a mark of excellence in financial planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52