eMoney Advisor

NOVEMBER 7, 2022

In my book— Flipping a Switch: Your Guide to Happiness and Financial Security in Later Life — I discuss over 15 financial engagement topics to support clients as they go from someone saving for retirement to a retiree who must now manage those savings. Creating Financial Organization and Simplification for Clients.

Financial Planning 107

Financial Planning Retirement Planning Taxes 107

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. What is a financial plan?

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Financial Planning Association chapters.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. 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. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Ballast Advisors

MAY 8, 2023

Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In this blog, we’ll dive deep into some lessons they’ve learned and the role that financial planning plays in supporting their goals.

Financial Planning 98

Financial Planning Planning Financial Planner Retirement 98

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

eMoney Advisor

JANUARY 31, 2023

But my thinking changed when I realized that as a planning-led firm, we should be providing more to our clients than market updates—we were missing a big opportunity. Developing topics, engaging speakers, and creating presentation content are all time-consuming and require careful advanced planning.

Education 103

Education Financial Planning Clients Planning 103

Nerd's Eye View

APRIL 15, 2024

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!).

Marketing 240

Marketing Marketing Engineering Media 240

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 74

Financial Planning Planning Budgeting Retirement 74

Nerd's Eye View

AUGUST 24, 2022

In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreement when describing the RIA’s services and fees.

Electronics 242

Electronics Clients Retirement Planning Financial Advice 242

Nerd's Eye View

JULY 2, 2024

What's unique about Kristopher, though, is how his firm has scaled to more than a billion dollars of AUM while specializing in working with clients whose personal and financial lives touch both the United States and the United Kingdom, a niche for which there is no set 'playbook' to learn the tax, estate, and other planning expertise needed to serve (..)

Financial Advisor 200

Financial Advisor Clients Planning Wealth Management 200

AdvicePay

JANUARY 5, 2024

Beyond the pages of our report, our collective achievements reached new heights, processing over 1 million transactions and facilitating $500 million in financial planning fees through our platform.

Wealth Management 95

Wealth Management Financial Advisor Financial Planning Management 95

Nerd's Eye View

AUGUST 24, 2022

In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreement when describing the RIA’s services and fees.

Electronics 238

Electronics Clients Retirement Planning Financial Advice 238

Abnormal Returns

OCTOBER 23, 2023

(wealthmanagement.com) Creative Planning A profile of Peter Mallouk, CEO of Creative Planning. riabiz.com) AI Is AI an existential threat to the business of financial advice? advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. riabiz.com) The upside of pro bono financial planning.

Compliance 163

Compliance Estate Planning Financial Advice Financial Advisor 163

Nerd's Eye View

SEPTEMBER 8, 2022

However, the advice given to clients is not always the only useful offering provided, as the process through which financial advisors deliver their advice can also be an important part of their value proposition. developing a valuable offering for consumers.

Financial Planner 189

Financial Planner Financial Advice Financial Advisor Financial Planning 189

Nerd's Eye View

FEBRUARY 26, 2024

The good and bad news of this shift has been the emergence of a near-dizzying array of growth tactics, including blogging, webinars, social media, podcasts, paid search, lead-generation services, and (of course) good old-fashioned cold-calling and networking (to name just a few!). Read More.

Marketing 245

Marketing Marketing Sales Clients 245

XY Planning Network

DECEMBER 18, 2023

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

Financial Advisor 102

Financial Advisor Compliance Clients Marketing 102

Nerd's Eye View

JANUARY 15, 2024

And because (at least from the client's perspective) it feels as though the message is being sent to them directly, an email newsletter can feel like a much more direct and personal mode of communication than other content channels such as blogs, podcasts, and videos that are openly accessible to everyone.

Clients 246

Clients Communication Financial Advisor Wealth Management 246

Integrity Financial Planning

OCTOBER 23, 2023

Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough to warrant one.

Estate Planning 93

Estate Planning Planning Distribution Financial Planning 93

Integrity Financial Planning

JULY 31, 2023

Defined-Benefit Let’s start with a defined-benefit plan. These types of plans commonly come in the form of pension plans. [1] 1] A pension plan guarantees a certain level of retirement benefit based on your salary and how many years you worked for the company. [2]

Planning 98

Planning Retirement Planning Retirement Accounting 98

Leading Advisor

OCTOBER 30, 2024

What is the “Shame of Selling” and how does it affect your financial planning business? What are the signs you might be experiencing it, and… The post Is Shame of Selling Hurting Your Financial Planning Business? appeared first on Leading Advisor - Simon Reilly.

Financial Planning 52

Financial Planning Planning Financial Advisor 52

Integrity Financial Planning

NOVEMBER 7, 2023

There are many important birthdays when it comes to retirement planning. Here are 4 important birthdays to make note of as you set up your financial future: Catch-Up Contributions Begin at Age 50 When you reach age 50, you can contribute more to your retirement accounts than you were able to when you were younger. [1]

Retirement Planning 91

Retirement Planning Retirement Planning Accounting 91

Integrity Financial Planning

MAY 23, 2023

An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in the event of your passing. Contact us today to get started!

Estate Planning 95

Estate Planning Planning Healthcare Medical 95

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming for financial independence, the importance of a structured approach should be emphasized. It also minimizes errors and oversights.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

The Chicago Financial Planner

FEBRUARY 5, 2022

That said, they did play in the AFC in their first year of existence but that’s getting too technical for this blog post. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Take stock of where you are. Photo credit: Flickr.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

eMoney Advisor

APRIL 4, 2023

Start Estate Planning Early: It’s an important step in creating a legacy where taking the right approach and creating a specific structure can improve the likelihood of its success. Financial professionals should stress the importance of getting an early start with estate planning. Sources: 1. Cerulli Associates.

Education 97

Education Financial Advisor Clients Planning 97

Carson Wealth

DECEMBER 27, 2023

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. While this is by no means an exhaustive or comprehensive list of financial planning tools, these three broad areas will get you headed in the right direction.

Planning 89

Planning Retirement Planning Insurance Taxes 89

XY Planning Network

AUGUST 19, 2024

Transitioning from a solo operation to a dynamic team can be a game-changer for boutique financial planning firms. In this blog, we’ll explore how a well-defined culture enhances employee engagement and satisfaction and directly impacts your bottom line.

Financial Planning 88

Financial Planning Planning Management Fee Only 88

Integrity Financial Planning

DECEMBER 8, 2023

Financial planning is a crucial aspect of leading a balanced and comfortable life. Financial planning involves setting financial goals, budgeting, and making informed decisions about investments to meet those goals. Plus, it’s a great way to motivate others to embark on their financial planning journey.

Financial Planning 93

Financial Planning Retirement Planning Budgeting 93

Integrity Financial Planning

JUNE 27, 2023

The Foundations of Financial Planning Proper financial planning is widely considered the first step to building generational wealth. [1] 1] Retirees should work to evaluate their current financial situation and develop a comprehensive plan in order to achieve their wealth-building goals.

Retirement 98

Retirement Healthcare Financial Planning Estate Planning 98

Integrity Financial Planning

OCTOBER 6, 2023

Once you’ve established your goals, it’s time to create an action plan. Adjust and Stay Flexible Over Time Finally, monitor your plan regularly and be willing to make necessary adjustments. The post Make Your Money Work for Your Happiness, Not the Other Way Around appeared first on Integrity Financial Planning, Inc.

Financial Planning 98

Financial Planning Retirement Planning Accounting 98

Integrity Financial Planning

DECEMBER 29, 2022

Plan Ahead! When it comes to your retirement, planning ahead is the name of the game. If you have questions about how to fit your retirement strategy with your lifestyle and make the most of your savings and investments, Click HERE to sign up for a complimentary review with us at Integrity Financial Planning today.

Financial Planning 98

Financial Planning Retirement Planning Retirement Planning 98

Integrity Financial Planning

JANUARY 27, 2023

Instead, we can take the time to slow down and truly enjoy the moments we have planned. The value of appreciating what we have, both material possessions and financial security, is a lesson that will always bring us joy and enable us to grow and thrive during retirement.

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Retirement Financial Planning Planning 97

Integrity Financial Planning

APRIL 11, 2023

Whether you are an entrepreneur launching your business or considering helping pay for your family’s college expenses, knowing the difference between expenses and investments is one of the best ways to increase your financial literacy. If you’d like to discuss your financial plan further, contact us for a complimentary meeting. [1-2]:

Investing 97

Investing Investments Financial Planning Planning 97

Integrity Financial Planning

APRIL 27, 2023

Click HERE to sign up for a complimentary review of your financial picture with us at Integrity Financial Planning, and we can help you to organize your financial plans for the future. The post A Spring Cleaning Checklist appeared first on Integrity Financial Planning, Inc.

Financial Planning 97

Financial Planning Planning Retirement 97

Integrity Financial Planning

DECEMBER 13, 2022

As someone planning to withdraw from these accounts while interest rates are high, you may lock in losses or receive less than you anticipated as the value of your investments has decreased. Whether it is an adjustable-rate mortgage or even a credit card plan, the increase in interest rates could lead to higher expenses. 1] [link]. [2]

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Financial Planning Accounting Economy Retirement 97