Weekend Reading For Financial Planners (January 25–26)
Nerd's Eye View
JANUARY 24, 2025
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Weekend Reading For Financial Planners (December 14–15)
Nerd's Eye View
DECEMBER 13, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study indicates that surveyed advisory firms that raised their fees in the last year saw almost identical 97% client retention rates as firms that lowered their fees (with the firms raising their fees bringing (..)
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Weekend Reading For Financial Planners (April 27-28)
Nerd's Eye View
APRIL 26, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.
Weekend Reading For Financial Planners (April 20-21)
Nerd's Eye View
APRIL 19, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)
Weekend Reading For Financial Planners (August 24-25)
Nerd's Eye View
AUGUST 23, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study indicates that while financial advisory firms are largely satisfied with their tech stacks, they take a range of approaches to applying tech: from "innovators" that invest in tech to differentiate themselves from (..)
Weekend Reading For Financial Planners (July 6-7)
Nerd's Eye View
JULY 5, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent U.S.
Weekend Reading For Financial Planners (Jan 28-29)
Nerd's Eye View
JANUARY 27, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.
Weekend Reading For Financial Planners (Dec 24-25)
Nerd's Eye View
DECEMBER 23, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.
Weekend Reading For Financial Planners (January 13-14)
Nerd's Eye View
JANUARY 12, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without (..)
Weekend Reading For Financial Planners (February 24-25)
Nerd's Eye View
FEBRUARY 23, 2024
Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.
Enhance Your Financial Planner SEO Using SEM
Midstream Marketing
NOVEMBER 7, 2024
Key Highlights Learn how to improve your financial planner’s online visibility by using SEO and SEM wisely. Introduction In financial planning, it is key to know about search engine optimization (SEO) and search engine marketing (SEM). Digital marketing strategies are crucial for the success of financial planners.
How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+
MainStreet Financial Planning
MARCH 7, 2025
The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Instead, they provide objective, conflict-free financial advice at a predictable cost.
Fee Only 
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Financial Planning For Freelancers: 8 Tips To Budget And Save
Clever Girl Finance
DECEMBER 23, 2024
That’s where financial planning for freelancers comes in. As a freelancer, youre your own boss, accountant, and financial planner all rolled into one. Table of contents Why financial planning for freelancers is crucial 1. Create a realistic budget 2. Its exhilaratingand, lets be honest, a little overwhelming.
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Budgeting For Couples: How To Budget As A Couple
Clever Girl Finance
JULY 16, 2023
Budgeting as a couple is critical in managing your household finances. Your budget not only allows you to plan and track where the money will be spent, but it enables you to direct the course of your finances together. It also helps you stay on the same page on your financial goals. What is the best budget for a married couple?
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4 Steps to Make Your 401(k) Work as Hard as You Do
The Chicago Financial Planner
FEBRUARY 6, 2022
Look at your budget, determine how much you can afford to defer each pay period and get started. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Please contact me with any thoughts or suggestions about anything you’ve read here at The Chicago Financial Planner.
How to Become a Financial Planner
International College of Financial Planning
APRIL 20, 2022
If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. It includes budgeting, saving, and investing.
Adviser links: tuning out the noise
Abnormal Returns
DECEMBER 11, 2023
citywire.com) Behavior Why people don't like visiting their financial planner. contessacapitaladvisors.com) The financial planning profession has recognized the importance of behavioral factors. riabiz.com) Advisers Lessons learned from two years of Kindness Financial Planning.
The Accidental Financial Planner
Walkner Condon Financial Advisors
MAY 26, 2023
During this time, Alicia took an elective personal finance class and mastered Excel to meticulously budget her student loans and wages so she wouldn’t run out of money before the end of the semester, eventually earning a degree in Marketing from the University of Wisconsin-La Crosse.
10 Money Lessons I’ve Learned as a Financial Planner
Your Richest Life
JULY 17, 2024
This is why everyone needs a budget, because no matter how much money you have coming in, you should still have a plan for it. Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture.
How to Treat Yourself Without Blowing Your Financial Goals
Your Richest Life
MARCH 15, 2023
Planning means including a set amount into your budget each month for fun purchases, or creating savings funds for those extras that you really want. When you’ve built a “treat yourself” fund into your budget, you know exactly how much you can spend without blowing your financial plans. This achieves a couple different things.
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New Physician Financial Success Tips
Your Richest Life
MAY 16, 2023
If you’ve never been a consistent budgeter, you might fall into the same old habits – just with more money. But others will turn to a financial planner to help get their finances on track. Whichever route you choose, make sure you’re getting advice from reliable sources, and choose a financial planner who’s right for you.
Weekend Reading – Is Inflation Dead?
Discipline Funds
NOVEMBER 17, 2023
And the only way that disaster happens is if your financial planner is making irrational projections about asset returns and your asset allocation. In fact, the current environment doesn’t look that much different than what we experienced in the 80s and 2010s where the budget deficit was consistently 4-6% of GDP.
Difference Between Investment Advisor & Financial Planner: Which Is Right for You?
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 Budget 2023’s: Sector-wise Highlights
International College of Financial Planning
MARCH 8, 2023
The Union Budget is one of the year’s most anticipated events for both companies and individuals. The financial budget for this year (2023) is important as it sets the tone for the economy in the following year. Health and Education : The budget has allocated INR 3.06 Infrastructure : The budget has earmarked INR 5.54
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Financial Planning For Freelancers: 8 Tips To Budget And Save
Clever Girl Finance
DECEMBER 23, 2024
That’s where financial planning for freelancers comes in. As a freelancer, youre your own boss, accountant, and financial planner all rolled into one. Table of contents Why financial planning for freelancers is crucial 1. Create a realistic budget 2. Its exhilaratingand, lets be honest, a little overwhelming.
Budgeting 52
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Get Ahead on Your Financial Goals This Summer
Your Richest Life
MAY 31, 2023
You can also set a budget each week or month for fun extras, like ice cream outings or passes to the local waterpark. Financial Goals: Track Your Spending If you haven’t been great about tracking your spending this year, summer can be a prime time to establish a new habit. Plan ahead for your summer activities.
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Tariffs Are Here. The Market is Down. Here is What It Means for Investors
Validea
APRIL 4, 2025
DOGE Initiative: Examination of the Department of Government Efficiency (DOGE) as a propaganda tool and realistic estimates of potential budget savings. National Debt Concerns: Perspectives on whether the U.S. national debt poses an immediate crisis or a creeping inflationary risk, with insights from Cullen Roche and Andy Constan.
Marketing 52
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Mothers and Money: How Three Generations of Women Approach Financial Planning
Ballast Advisors
MAY 8, 2023
Jean and her husband worked hard to realize their financial goals, being a snowbird in Florida, golfing, traveling, and loving on eight great-grandchildren. Jean admits she still worries about money, but working with a financial planner has helped give her peace of mind. We followed the advice of our financial planner.
Raising a Financially Literate Teenager
MainStreet Financial Planning
JULY 31, 2024
As a financial planner, I often question if I am doing enough to equip my daughter with the financial life-skills she needs to become a strong, independent, and savvy woman. Financial education has always been a cornerstone of my career. Where has the time gone?
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Investing in the Future: Budget 2024’s Impact on Financial Markets
International College of Financial Planning
FEBRUARY 3, 2024
Following the announcement of the interim Budget, the Indian stock markets traded more or less flat as there were no shocks or surprises for the market– rather the focus was kept on inclusive growth and prosperity with fiscal prudence. The Budget presents encouraging fiscal indicators, with a notable decrease in the fiscal deficit to 5.8%
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A Look at Tiller Money
MainStreet Financial Planning
NOVEMBER 14, 2023
With the exit of the Mint online budgeting app at the end of 2023, we have been asked by clients what other options are available. I was attracted to this tool because it worked with spreadsheets, and once created, a Tiller sheet can be shared with other family members, or even one’s financial planner, to be viewed or edited.
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At the Money: Smart Spending vs. Not Spending
The Big Picture
JUNE 19, 2024
In today’s ATM, we discuss how to spend intelligently, within your budget, on the things that hep create lasting memories. Full transcript below. ~~~ About this week’s guest : Carl Richards is a Certified Financial Planner and creator of The New York Times Sketch Guy column. They focus on the cost, not the budget.
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Money Personality and Your Relationship
Your Richest Life
FEBRUARY 13, 2023
This is where a budget comes in handy. A budget might feel restrictive at first, but it can actually be very freeing for a spontaneous, especially if it includes some categories for guilt-free spending. If you desire a financially secure future, you might need to cut back on spending. Figure out what you want most.
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Ten Steps To Creating A Solid Financial Plan For Yourself
Clever Girl Finance
DECEMBER 1, 2022
Let’s start by creating a list of things you’ll need to have or build on your journey to financial security. A monthly budget to help you keep your expenses below your income. A debt pay-off and spending plan (using your budget). How to make a financial plan for your marriage. Review your financial plan frequently.
Why You Should Continue Meeting With Your Financial Advisor
WiserAdvisor
SEPTEMBER 1, 2022
So, if you want a hassle-free financial journey, you can seek your advisor’s counsel and meet them on a regular basis. You need help creating a budget. Budgeting is one of the most important aspects of financial planning. When your income is nominal, you may be able to manage the entire budgeting process independently.
How To Create A Strategic Financial Planning Process For Yourself
Clever Girl Finance
AUGUST 15, 2022
Having a solid personal financial planning process is the first step in achieving your financial goals. Instead, you can leverage the same steps that financial advisors and Certified Financial Planners (CFPs) use to create financial plans for their clients. Why is it important that I have a financial plan?
Financial Planning for Young Professionals: Tips and Strategies for a Secure Financial Future
International College of Financial Planning
MAY 1, 2023
Key Components of Financial Planning for Young Professionals Budgeting and expense management The first step towards effective financial planning is to create a budget. A budget aids in monitoring your income and expenses, allowing you to identify areas where costs can be reduced, or savings can be increased.
The State of the Financial Services Industry
The Irrelevant Investor
JULY 30, 2019
Jason Zweig and Andrea Fuller pulled no punches yesterday in their piece, Looking for a Financial Planner? For example, the Journal uncovered that more than 60 Certified Financial Planners filed for bankruptcy within the past decade. The Go-To Website Often Omits Red Flags.
Advertising for Financial Advisors: Strategies for Success
Midstream Marketing
OCTOBER 29, 2024
Strong advertising can boost your marketing efforts as a financial planner. When you display your skills and show your commitment to their financial health, it makes you a reliable partner. They help you work better and use your advertising budget wisely. Start by using a small budget.
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Margaret’s Tragedy
Yardley Wealth Management
OCTOBER 12, 2022
I would also recommend that Margaret enlist the help of a financial planner, who can help her set a budget and undertake the next step: detection. She will also need to make a separate list of any assets or liabilities (such as a mortgage) she is sure the family has.
Taking Control of Your Finances: Why Financial Planning Matters
International College of Financial Planning
MARCH 11, 2023
This blog post explains why financial planning is important and how it can benefit you in the future Understanding the Importance of Financial Planning: Financial planning involves setting financial goals, creating a budget, saving and investing managing debt, and planning for retirement and estate.
12 Steps To Creating A Solid Financial Plan For Yourself
Clever Girl Finance
MARCH 19, 2024
Create a list of things to plan for How to make a financial plan Expert tip: Consider your needs for each life stage Determine the type of financial plan you need Tips on how to frequently review your financial plan What is a financial plan using an example? Is a financial plan the same as a budget?
Five Ways to Combat Money Stress
Your Richest Life
DECEMBER 1, 2022
There are many paths to financial success, and you have to find your own. If you do want guidance on getting there, try enlisting a Certified Financial Planner Professional who will help you create a plan catered to your needs and goals. . Set yourself up for success.
Goal-based Financial Planning for All Life Stages
eMoney Advisor
DECEMBER 21, 2022
Goal-based planning is a good option when you don’t have all the client’s financial details, but they’re asking for help reaching specific individual goals, such as setting a budget, saving for an emergency fund, or paying off a student loan. It’s also a good choice for clients who are new to financial planning.
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