Business Planning, Financial Planner and Retirement Planning

Weekend Reading For Financial Planners (Dec 17-18)

Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks.

Financial Planner

Financial Planner CFP Financial Advisor Retirement Planning

Weekend Reading For Financial Planners (Nov 12-13)

Nerd's Eye View

NOVEMBER 11, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that as enforcement of the SEC’s new marketing rule began on November 4, advisory firms are taking a variety of approaches.

Financial Planner

Financial Planner Retirement Planning Compliance Clients

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 series of measures that will have significant impacts on the world of retirement planning.

Financial Planner

Financial Planner Retirement Planning Financial Planning Budgeting

Webinars

Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape

MORE WEBINARS

Weekend Reading For Financial Planners (Jan 7-8)

Nerd's Eye View

JANUARY 6, 2023

How planning specializations can help firms and their advisors stand out from the pack. From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement.

Financial Planner

Financial Planner Retirement Planning Commission Retirement

Weekend Reading For Financial Planners (Sept 3-4)

Nerd's Eye View

SEPTEMBER 2, 2022

We also have a number of articles on retirement planning: New research suggests that while the average senior will amass hundreds of thousands of dollars in health care expenses in retirement, the net cost they have to pay is not nearly as high.

Financial Planner

Financial Planner Strategic Planning Retirement Planning Retirement

Weekend Reading For Financial Planners (Dec 10-11)

Nerd's Eye View

DECEMBER 9, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees.

Financial Planner

Financial Planner Recruitment Retirement Planning Retirement

Weekend Reading For Financial Planners (Dec 31-Jan 1)

Nerd's Eye View

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” ” has brought a wide range of changes to the world of retirement planning.

Financial Planner

Financial Planner Retirement Planning Clients Planning

#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko

Nerd's Eye View

SEPTEMBER 6, 2022

We also talk about how, after listening to industry podcasts on his commute while working in the traditional corporate finance world, Andy’s eyes were opened to the possibilities of financial planning which led him to pursuing his CFP marks (along with some other designations) before he ever quit his old job to launch his new firm (to ensure (..)

Tax Planning

Tax Planning Financial Advisor Retirement Clients

Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

Clients

Clients Planning Financial Planner Financial Planning

Adding More “Right Hemisphere” Thinking to the Retirement Planning Process

Steve Sanduski

APRIL 8, 2023

As I think about the nature of retirement planning, it is highly left-hemisphere focused. What’s missing from retirement planning, and financial planning in general, is the value, nuance, and context that right-hemisphere thinking brings to the table. What does all this have to do with retirement planning?

Retirement Planning

Retirement Planning Retirement Planning Certified Financial Planner

Succession and Retirement Planning for Entrepreneurs

Ballast Advisors

APRIL 13, 2023

Understand the prospects and limitations of your business including when and how you’ll add to your retirement savings. Despite the best business plan, it is too easy to assume that your business is your retirement plan—and that could be a very costly mistake. Be smart about risk.

Retirement Planning

Retirement Planning Retirement Planning Taxes

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.

Wealth Management

Wealth Management Management Risk Tolerance Retirement Planning

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.

Wealth Management

Wealth Management Management Risk Tolerance Retirement Planning

31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

Good Financial Cents

APRIL 19, 2023

You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions.

Accounting

Accounting Investments Investing Media

Financial Advisor Source

Weekend Reading For Financial Planners (Dec 17-18)

Weekend Reading For Financial Planners (Nov 12-13)

Webinars

Trending Sources

Weekend Reading For Financial Planners (Dec 24-25)

Webinars

Weekend Reading For Financial Planners (Jan 7-8)

Weekend Reading For Financial Planners (Sept 3-4)

Weekend Reading For Financial Planners (Dec 10-11)

Weekend Reading For Financial Planners (Dec 31-Jan 1)

#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko

Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients

Adding More “Right Hemisphere” Thinking to the Retirement Planning Process

Succession and Retirement Planning for Entrepreneurs

How to Choose the Right Wealth Management Firm in Kansas City

How to Choose the Right Wealth Management Firm in Kansas City

31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

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