Nerd's Eye View

JULY 25, 2022

Which is relevant already in 2022 for any advisors who are registered in one of the 3 states (as their home state, or simply a state in which they have more than the de minimis number of clients) that has already rolled out the IAR CE obligation – Maryland, Mississippi, and Vermont – and will be relevant for far more advisors in the years (..)

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

Nerd's Eye View

JULY 4, 2023

What's unique about Melissa, though, is how she originally built her career following a path of becoming a partner in a large ensemble firm, but when she finally got the opportunity to make partner she still had an external lawyer review the partnership documents and the company’s operating agreement like a prenup – hoping for the best (..)

Financial Advisor 246

Financial Advisor CFP Clients Assets 246

Nerd's Eye View

MAY 6, 2024

Especially given that NewRetirement has already managed to get some sizable 401(k) providers and recordkeepers to offer the software on a paid basis to their own plan participants … which means NewRetirement is effectively getting paid to market its own advice services (a marketing funnel that pays for itself!?).

Financial Advisor 233

Financial Advisor Retirement Planning CFP Clients 233

MainStreet Financial Planning

NOVEMBER 14, 2024

Passing on Your Legacy: Planning for Smooth Asset Transfer Hosted by: Vida Jatuils , CFP® & Anna Sergunina , CFP® Guest: Barry W. Join Anna Sergunina, CFP® and Vida Jaulis, CFP®, and guest estate planning expert Barry W. Finkelstein Are you prepared for how your assets will pass to your loved ones?

Assets 52

Assets Planning Estate Planning CFP 52

Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Financial Planner 246

Financial Planner Compliance CFP Clients 246

Investment Writing

MARCH 18, 2025

It can be distracting if writing styles are inconsistent within and across documents published by your firm. Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read. Why create style guidelines for your financial services firm?

Financial Services 103

Financial Services Healthcare CFP Numbers 103

International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification? Financial planning has emerged as one of the most rewarding career paths in the modern financial sector.

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

MainStreet Financial Planning

OCTOBER 3, 2023

Real Estate Investing & Taxes Hosted by: Vida Jatulis , CFP® Guest Speaker : Robert Colon, EA, CFP®, CWS®, CRPC®, Please join MainStreet Financial Planner Vida Jatulis, CFP® and her guest Robert Colon, EA, CFP® for a conversation about taxes and real estate investing.

Taxes 98

Taxes Investing Investments CFP 98

Carson Wealth

JANUARY 3, 2023

CFP ® , Director of Consumer Investment Research . Before we dive into the estate planning documents you need to have, it helps to understand how property passes after a death. What Documents Do You Need for Estate Planning? . The following are some of the key documents you should consider including in your estate plan.

Estate Planning 52

Estate Planning Planning Insurance Financial Advisor 52

International College of Financial Planning

OCTOBER 26, 2023

A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy. Empowerment Through Education A quintessential trait of genuine CFP® professionals is their commitment to enlightening the clients.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Million Dollar Round Table (MDRT)

MARCH 10, 2024

Dipp Metzger, CFP, MSFS In working with the affluent — clients with a net worth between $5 million to $250 million — I’ve found they value simplicity, especially when they have complex financial planning issues. Streamlining plans I streamline financial plans for clients with what I call a document review. By Elizabeth M.

Clients 105

Clients Financial Planning CFP Planning 105

Million Dollar Round Table (MDRT)

JULY 21, 2022

CFP While the journey through grief and widowhood is unique to each widow, it will likely progress through four stages of transition. At this point, you can introduce the idea of preparing for future relationships with pre-commitment documents and reviewing important money discussions that should be addressed with future partners.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

Your Richest Life

OCTOBER 1, 2022

Disaster Preparedness Financial Documents. On the topic of finances, don’t forget your important documents. Even if you’ve digitized all of your important documents, you still might need physical copies as a backup. Here are some documents to have ready to go if you need to evacuate or run to a storm shelter.

Food 104

Food Insurance Certification Fee Only 104

Your Richest Life

MARCH 12, 2025

If you are missing documents or important information, that could be a good reason to extend your filing deadline. About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. So, when should you file an extension?

Taxes 52

Taxes Fee Only Electronics CFP 52

eMoney Advisor

DECEMBER 6, 2022

The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. If you’ve prompted your clients to think ahead about evacuation planning, a home inventory, and a plan for documents, then they’ll be more likely to get out of harm’s way when necessary.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

Darrow Wealth Management

MAY 6, 2024

If your parent had a trust, the individual(s) named in the trust documents as successor trustee will control the distribution of the trust assets. Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Gather tax documents and consult a CPA for help.

Estate Planning 100

Estate Planning Distribution Valuation Accounting 100

Carson Wealth

MARCH 26, 2024

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. From the business : Legal business name and all DBA names Physical address (not a P.O.

License 129

License Tax Planning CFP Taxes 129

Steve Sanduski

FEBRUARY 18, 2025

How advisors can help clients properly value, insure, and document their collections The tax implications of buying, selling, and trading collectibles. Tom Ruggie and I discuss: The confluence of factors driving the rise in collectibles as investments. Fractional collectible investments.

Financial Planning 52

Financial Planning Planning Valuation Clients 52

Carson Wealth

JULY 12, 2022

They can draft wills, trusts and legal documents as well as represent clients during life transitions. . CFP ® – CERTIFIED FINANCIAL PLANNER. The CFP ® designation was first issued in the 1970s and is recognized today as an industry standard in financial planning certifications. ChFC ® – Chartered Financial Consultant.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. One source interviewed for this article feels that a CFP® certificant who is a virtual paraplanner shouldn’t be charging less than $75/hour, which may then scale up with experience.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Carson Wealth

DECEMBER 10, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy The emotional and psychological benefits of charitable giving are well documented. Document your strategy. But there are also financial benefits that can go along with charitable giving. Diversify your contributions.

Taxes 52

Taxes Distribution Financial Advisor Assets 52

International College of Financial Planning

DECEMBER 4, 2023

Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors. Expertise and Knowledge Recognition: Globally acknowledged, the CFP® is often seen as the pinnacle in financial planning. How to Enroll in CFP® Classes at ICOFP?

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Validea

DECEMBER 14, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. One of the things we did with clients that we found helpful was to create a document up front that outlined the worst stock market declines in history and the worst underperforming periods for the factor strategies we follow. 2022 has certainly been a challenging year for markets.

Accounting 127

Accounting Portfolio CFP Investing 127

Million Dollar Round Table (MDRT)

DECEMBER 14, 2023

Beth Lachance Hesson, CFP, CLU , a 29-year MDRT member from Midhurst, Ontario, Canada, experienced this when hiring a new administrator and discovering that the role, previously occupied by her son, was not documented. You’re not alone, and many MDRT members have seen the need to simplify this process of communication and staffing.

CFP 52

CFP Communication Management 52

Darrow Wealth Management

APRIL 25, 2023

While it’s possible to organize financial documents ahead of time, there’s no way to truly prepare for the death of a spouse. Kristin McKenna, CFP® first published an abbreviated version of this article on Forbes. Obtain all relevant tax documents, including W-2s and 1099s, and consult a CPA for help.

Estate Planning 85

Estate Planning Accounting Taxes Retirement 85

Darrow Wealth Management

MARCH 31, 2023

Once the divorce is finalized, a crucial (but often overlooked) part of the process is updating estate documents and beneficiary designations. To split a workplace retirement plan like a 401(k), 403(b), or a pension plan, a court-issued document called a qualified domestic relations order (QDRO) is required.

Financial Planning 97

Financial Planning Planning Estate Planning Assets 97

Carson Wealth

NOVEMBER 28, 2022

CFP ® , Director of Consumer Investment Research . And guardianship documents help a court determine who should care for your children or other dependents if you pass. A will, trust documents and guardianship agreements are never chiseled in stone. Craig Lemoine, Ph.D., But it’s not just set-it-and-forget it.

Estate Planning 69

Estate Planning Planning Distribution Financial Advisor 69

Walkner Condon Financial Advisors

APRIL 21, 2023

What is a Certified Financial Planner (CFP) ? A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board). CFP s must also meet ongoing continuing education requirements to maintain their certification. Alicia Vande Ven , M.S.,

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Yardley Wealth Management

JUNE 6, 2023

This plan can include a living trust, a legal document that allows assets to pass to beneficiaries without going through probate court. A certified financial planner (CFP) designation indicates that an advisor has met certain standards of education, experience, and ethics.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Carson Wealth

OCTOBER 6, 2022

Kevin Oleszewski, CFP ® , Senior Wealth Planner. The employee benefits business has its own language and most workers — even if they read all of their onboarding documents — won’t necessarily understand the content. I blame it largely on the failure of employers to educate in a coherent and easy-to-understand fashion.

Education 98

Education Insurance Planning Retirement 98

eMoney Advisor

NOVEMBER 10, 2022

Many financial planners offer clients a secure online vault where they can upload estate planning documents. There are also many stories of planners catching mistakes after clients share documents, such as estate paperwork that lacks the proper signatures. Attendees will be eligible to earn 1 CFP® CE credit.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Your Richest Life

AUGUST 10, 2024

Find spaces for important documents, receipts and forms, so you know exactly where they’ll be when you need them. For digital clutter, you can save and sort important emails, get rid of documents that you don’t need, and create an organization system for anything you’ve saved or might need as the year wraps up.

Taxes 52

Taxes Budgeting Fee Only Planning 52

Darrow Wealth Management

JANUARY 29, 2024

And since trust documents aren’t part of the public record, all this can be done with discretion. When you die, the person you appoint as successor trustee will be legally responsible for distributing the assets in the living trust according to the terms you’ve specified in the trust document.

Estate Planning 93

Estate Planning Distribution Taxes Wealth Management 93

BlueMind

JULY 15, 2022

For a CFP (certified financial planner) or RIA, the obligation to acquire complete data and provide recommendations in accordance with it is even more crucial. Conduct interviews and request questionnaires, surveys, records, and documents. Have everything signed, documented, copied, and safely stored.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

International College of Financial Planning

JULY 9, 2022

A CFP certified financial planner is there to help you when you don’t have the time, willingness, or ability to manage your finances on your own. To better construct a program and recommendations for you, your CFP may have you fill out a form or give an interview. Sometimes, you’ll seek an extra set of eyes on your decision-making.

Certified Financial Planner 40

Certified Financial Planner Financial Planner Retirement Planning Retirement 40

Walkner Condon Financial Advisors

APRIL 17, 2023

What is a Certified Financial Planner (CFP)? A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board). Additionally, CFPs must adhere to ethical and professional standards, including a fiduciary duty to act in the best interests of their clients.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

Carson Wealth

NOVEMBER 5, 2022

CFP ® , Director of Consumer Investment Research? . Power of attorney documents allow someone to make decisions on your behalf if you become incapacitated. . You’ll pay an attorney for a consultation and likely to draft documents. Craig Lemoine, Ph.D., Estate Planning isn’t fun to think about. No one wants to talk about dying.

Estate Planning 52

Estate Planning Planning Retirement Planning Financial Planner 52