Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. In its most recent report on U.S.

Financial Planner 224

Financial Planner CFP Professional Services Financial Planning 224

Nerd's Eye View

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance.

Education 237

Education CFP Certification License 237

International College of Financial Planning

SEPTEMBER 3, 2021

After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Many times, it happens that the idea of choosing a financial advisor fills you with fear and dread. How to Compensate Financial Advisors?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Good Financial Cents

JANUARY 6, 2023

Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money.

Investing 91

Investing Investments Accounting Certification 91

Clever Girl Finance

NOVEMBER 25, 2023

Think you don’t have enough money to start investing? You can learn how to start investing for beginners today, even if you start your investing journey with just $100. Table of contents What is investing? Why is investing important? When should you start investing? How should a beginner start investing?

Investing 71

Investing Investments Risk Tolerance Accounting 71

Good Financial Cents

AUGUST 11, 2022

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Ad Robo-Advisors move with the market to ensure your investments.

Investing 110

Investing Investments Marketing Marketing 110

Good Financial Cents

FEBRUARY 1, 2023

Investing in a guaranteed interest account is a great way to secure your money, as there is very little risk. Guaranteed interest accounts provide reliable, consistent returns and can be used for short-term savings or to supplement other investments in your portfolio. What Are The Best Investments With Guaranteed Returns?

Accounting 94

Accounting Investing Investments Insurance 94

Sara Grillo

AUGUST 26, 2024

Here’s this year’s joust which got a leeetle bit rowdy as these financial advisors hash it out. I am a CFA® charterholder and I used to be a financial advisor. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

License 52

License Financial Advisor Certified Financial Planner CFP 52

International College of Financial Planning

MARCH 9, 2024

This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Good Financial Cents

DECEMBER 13, 2022

But where should you invest your $15,000? Table of Contents 16 Ways to Invest $15,000 in 2023. Auto-Pilot Investing. Invest in Fractional Shares. Hire a Robo-Advisor . Invest in Crypto . Invest in Art and Collectibles . Certificates of Deposit (CDs) . Invest in Digital Real Estate .

Investing 87

Investing Investments Accounting Certification 87

WiserAdvisor

FEBRUARY 14, 2024

You can also consider unique investment ideas that align with your interests and goals. A financial advisor can help you identify hobbies that can be turned into wealth-creating avenues. A financial advisor can help you identify hobbies that can be turned into wealth-creating avenues.

Investing 59

Investing Investments Retail Banking 59

Sara Grillo

APRIL 10, 2023

Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

Investing 52

Investing Investments CFP Financial Advisor 52

WiserAdvisor

MARCH 16, 2023

This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. Here you will enter information about the financial professional or firm.

License 80

License Financial Advisor Investment Advisor Certification 80

MainStreet Financial Planning

MARCH 29, 2023

Money Market mutual funds Money market funds are investment products that allow consumers to earn interest in a lower-risk environment than the stock market. Treasury bonds, corporate bonds and other short-term, low-risk investments. Be sure to get one that invests mostly in government treasuries to offset this risk.

Certification 85

Certification Accounting Banking Insurance 85

Carson Wealth

SEPTEMBER 5, 2022

Securities are assets that have a value determined by any number of influencing factors. Factors like the issuer’s financial condition, the broader market conditions, and the regulatory environment all can play a role in the value of a security. To be considered a security, an investment must meet four key criteria.

Commission 52

Commission Certification Financial Advisor Assets 52

Walkner Condon Financial Advisors

JUNE 2, 2023

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. CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

WiserAdvisor

MAY 31, 2022

Most often, until someone has been a victim of financial fraud, they fail to recognize the growing intensity of these crimes. However, the numbers tell a different story. million consumers filed a fraud report, the highest number since 2001. Apart from these, investment frauds are also quite common. In 2021, over 2.8

Investing 52

Investing Investments License Accounting 52

Darrow Wealth Management

APRIL 25, 2023

In addition to making funeral arrangements and notifying family and friends, another priority is alerting your estate planning attorney and financial advisor. Also consider: Getting multiple copies of the death certificate, at least five Asking a friend/relative to watch the house during the funeral or memorial service.

Estate Planning 102

Estate Planning Accounting Taxes Retirement 102

Workable Wealth

SEPTEMBER 30, 2020

Welcome back to the third part of our investment lexicon series. In part one, we introduced the concept of financial markets and discussed their broad reach. stock market and its many intricacies, including what it is, ways of tracking it, and strategies to approach investing in it. Your investments need a place to live.

Portfolio 52

Portfolio Investing Investments Government 52

Good Financial Cents

DECEMBER 26, 2022

Recently a reader sent in this question about it: “I’ve been investing in a Roth IRA for several years thanks to your blog! Roth IRAs have a number of benefits, including: Tax-free growth: The money in your Roth IRA grows tax-free, which can result in a larger balance over time. What are The Benefits of a Roth IRA?

Retirement 85

Retirement Taxes Risk Tolerance Accounting 85

Clever Girl Finance

NOVEMBER 20, 2023

Get a death certificate Two weeks after the death of a loved one is when you should start going through the process of closing accounts, organizing the estate, and initiating probate if necessary. You’ll need a death certificate for most of these tasks, so starting there is a good idea. You now need to learn how to invest 100k.

Certification 89

Certification Accounting Insurance Planning 89

Darrow Wealth Management

MAY 6, 2024

Get death certificates. If your parent had a financial advisor, ask them to share relevant documents with you to help you get up to speed. The estate account will need to get a separate Employer Identification Number (EIN). A financial advisor can help with brokerage and trust accounts, but also consider other property.

Estate Planning 110

Estate Planning Distribution Valuation Taxes 110

WiserAdvisor

JANUARY 8, 2023

The record inflation and the global financial turmoil caused by the Ukraine-Russia war are other striking concerns. However, as you look ahead to 2023, there are a number of key trends and concerns that you may want to keep an eye on. The country saw extreme inflationary periods, impacting salaries, purchasing powers, and investments.

Financial Advisor 52

Financial Advisor Investing Investments Portfolio 52

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Out of all the finance jobs available to college graduates, financial managers are some of the highest-paying, with high demand for workers in this field. Financial Examiner.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

WiserAdvisor

AUGUST 8, 2022

For instance, a house or car is not considered when ascertaining their net worth, but stock market investments, cash, and virtual assets like cryptocurrencies are. Evidently, the financial concerns high-net-worth individuals face are more magnified than other investors. Certified Trust and Financial Officer (CTFA).

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

eMoney Advisor

MAY 30, 2023

Growing up, I often acted as a translator for my parents and helped them with financial documents. I didn’t know it then, but that was the start of my journey to becoming a financial advisor. Now I’m several months into my first post-graduate job as a Financial Planning Associate at Ronald Blue Trust.

Financial Planning 52

Financial Planning Financial Advisor Planning Communication 52

Harness Wealth

MARCH 5, 2024

In this guide, we’ll explore the average fees of tax advisors in the US for 2024. Fixed per-service fees: Some tax advisors charge a set fee for individual services that allows for predictable but flexible billing based on the number and complexity of services. Between $200 and $1,500 per annual tax filing.

Taxes 52

Taxes Tax Planning Ethics Education 52

Walkner Condon Financial Advisors

NOVEMBER 9, 2023

There are places where you can put your money that offer better interest rates without taking on the risk of investing in the market, and we will also touch on some that are extremely conservative that may be of interest as well for folks that have money in brokerage accounts. first appeared on Walkner Condon Financial Advisors.

Accounting 40

Accounting Banking Insurance Financial Advisor 40

WiserAdvisor

OCTOBER 28, 2022

It is essential to know what these are to lower the overall costs and make an informed decision that benefits you and does not financially harm your growth. However, if the individual chose an IRA, the total incurred cost amounted to 0.65% for the same investment. These can be restricted in terms of financial growth.

Taxes 52

Taxes Retirement Accounting Commission 52

WiserAdvisor

DECEMBER 29, 2022

You can also consult with a professional financial advisor who can advise you on which strategies to adopt to build wealth and secure your future. If you are struggling financially, here are some things you need to know about how to build wealth: 3 steps to building wealth. A financial advisor can help you with this decision.

Financial Advisor 52

Financial Advisor Taxes Financial Planning Education 52

Darrow Wealth Management

MAY 6, 2024

Get death certificates. If your parent had a financial advisor, ask them to share relevant documents with you to help you get up to speed. The estate account will need to get a separate Employer Identification Number (EIN). A financial advisor can help with brokerage and trust accounts, but also consider other property.

Estate Planning 52

Estate Planning Distribution Valuation Taxes 52

Zoe Financial

JUNE 6, 2023

Eye-opening and jaw-dropping reactions are expected when we look at the numbers related to high education over the last two decades. You can find out if your state has such a program by talking to a financial advisor or even conducting a quick Google search. Did You Know? You can also use up to $10k for K-12 education.

Education 52

Education Taxes Financial Advisor Planning 52

Good Financial Cents

AUGUST 9, 2022

One way is to invest in Series I Bonds. Another option is to invest in TIPS, which stands for Treasury Inflation-Protected Securities. Ad Leave your economic planning and investment management to Online Financial Advisors. A financial advisor can help you get your finances in order and plan for the future.

Government 52

Government Taxes Accounting Investments 52

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio. This is huge!

Management 80

Management Investing Investments Accounting 80

Clever Girl Finance

FEBRUARY 17, 2022

Meaning, it’s not money that’s locked up in long-term investments or physical objects. Your net worth that's liquid is all the financial resources you’ve acquired that are immediately accessible to you. So, this would include your checking account, savings account, money market accounts, and any certificates of deposit.

Assets 52

Assets Retirement Accounting Investments 52

Good Financial Cents

SEPTEMBER 2, 2022

Most people are well aware that investing is the key to building long-term wealth, yet that doesn’t mean that getting started is easy. In fact, all new investors face a huge learning curve when it comes to figuring out how to invest and where to invest their extra money. So, how do you start investing exactly?

Investing 91

Investing Investments Accounting Portfolio 91