XY Planning Network

JULY 23, 2024

Add to that the burdens of everyday life—or, heaven forbid, a major life-changing event—that can almost make you feel like your dream career is unattainable. We're excited to lead off with a powerful story about how community became a critical success factor for XYPN Member Leland Gross CFP®, the founder of PeaceLink Financial Planning.

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Fee Only Compliance CFP Financial Services 96

Nerd's Eye View

JANUARY 10, 2023

In this episode, we talk in-depth about how Lisa realized that by visiting Coca-Cola’s headquarters consistently and engaging employees in-person about their financial issues, she could become known as a familiar and trusted financial expert in the Coca-Cola community, how Lisa leveraged writing white papers about preparing for retirement and (..)

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Clients CFP Financial Advisor Wealth Advisor 130

XY Planning Network

APRIL 3, 2023

That’s why we invited XYPN members Raquel Hinman, CFP® , and Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ to share tips and tools they use to increase productivity in their firms.

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Financial Advisor CFP Compliance Management 88

XY Planning Network

MAY 22, 2023

Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

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CFP Planning Management Fee Only 93

Tobias Financial

APRIL 8, 2025

Our Portfolio Manager, Chad NeSmith, CFA, CFP was recently quoted in an Associated Press article discussing how retirees are reacting to the market volatility spurred by the latest tariff announcements. At Tobias Financial Advisors, were here to help you navigate times like these with clarity and confidence.

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Portfolio Risk Tolerance Marketing Marketing 52

Darrow Wealth Management

FEBRUARY 13, 2025

For example, Darrow Wealth Management specializes in working with clients who have equity compensation like stock options or are experiencing a sudden wealth or liquidity event from selling their business or receiving an inheritance. You can also search for a planner on the CFP board website. On the investment side, it’s the CFA.

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Fee Only Financial Advisor Financial Planner Certified Financial Planner 54

Your Richest Life

NOVEMBER 12, 2024

Include events you want to attend, trips you’d like to take, gifts you plan to buy, etc. 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. Start with a brain dump of your ideal 2024 holiday season. From there, you can edit.

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Budgeting Fee Only Planning CFP 52

Nationwide Financial

FEBRUARY 14, 2023

Industry partners include the Employee Benefit Research Institute , the Defined Contribution Institutional Investment Association (DCIIA) , the American Retirement Association , the Certified Financial Planner Board of Standards (CFP Board) , and The American College of Financial Services.

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Financial Services CFP Certified Financial Planner Certification 98

Your Richest Life

JANUARY 27, 2025

The markets are fickle, and prone to quick swings based on even seemingly minor events. 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. However, there are some significant downsides to using an active investing approach.

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Investing Investments Risk Tolerance Portfolio 52

Darrow Wealth Management

AUGUST 29, 2022

Gaining a historical perspective can help expectations for investors and reframe events into a more appropriate context. The markets are constantly moving in response to a multitude of factors: news, economic data, expectations, interest rates , earnings, geopolitical events, etc. With so many headwinds, what if this time is different?

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Investing Investments CFP Wealth Management 105

Your Richest Life

MARCH 12, 2025

Extended travel or dealing with a major life event could also warrant requesting an extension. 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.

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Taxes Fee Only Electronics CFP 52

FMG

FEBRUARY 27, 2023

Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Amy Braun-Bostich MSFP, CFP®, CFS®, APMA®, CLTC® is the founder and CEO of the firm. Childers, EA, CFP®, and offers comprehensive financial planning services to their prospects. Ascension College Planning Angela M.

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Financial Advisor CFP Financial Planning Planning 98

eMoney Advisor

APRIL 6, 2023

Maybe you want to start with simple goals-based financial plans, but over time work your way to a practice focused on complex financial plans for life events such as selling a business. An example is the eMoney Accelerate program, staffed by CFP® professionals and planning process designers.

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CFP Financial Planning Clients Planning 76

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. Fund a specific event or project? But there are also financial benefits that can go along with charitable giving. What do you want to do for that organization?

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Taxes Distribution Financial Advisor Assets 52

Your Richest Life

MARCH 31, 2023

Accounts with less than that amount should be protected in the event of a bank failure. 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. For more information on the services offered, contact Katie today.

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Banking Insurance Accounting Fee Only 105

Darrow Wealth Management

MARCH 6, 2023

Geopolitical events, new highs, new lows, recessions, bear markets, interest rate hikes just to name a few (you can see how these played out here ). Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

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Marketing Marketing Wealth Management Portfolio 105

Steve Sanduski

NOVEMBER 12, 2024

Broadening the client experience to include world-class events (like an African safari!) Sometimes we put our CFP hat on and say, yes, I can solve those problems for you. The importance of Mindfulness and Emotional Social Intelligence (“MESI”). Identifying ideal client personas. and charitable missions.

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Accounting Clients Financial Advice Estate Planning 52

MainStreet Financial Planning

JULY 23, 2024

As a CFP® practitioner, I spend a few hours per month on continuing education. Meaghan uses examples to illustrate how the right insurance can save you from having to use your savings and compromising your financial plan in the event something unexpected happens in life. The average American already spends over 5.3% What can we do?

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Insurance Insurance Coverage Medical Financial Planning 98

XY Planning Network

MAY 22, 2023

Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

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CFP Planning Management Fee Only 52

Your Richest Life

MAY 31, 2023

Plan Out Your Summer Fun Summer can be a fun, busy time of year, full of vacations, barbecues, sporting events and pool days. The good news is that summer is the perfect time to assess where you’re at, and make a plan for the rest of the year. Plan ahead for your summer activities.

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Budgeting Retirement Financial Planner Insurance 105

Your Richest Life

OCTOBER 1, 2022

And don’t forget to take pictures of your belongings and valuables, so you can present them to your insurance in the event of a disaster. It’s also helpful in the event of something like a job loss, or a surprise expense. Make sure you know what your insurance policy covers, as well as what it doesn’t. Water Supply.

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Food Insurance Certification Fee Only 104

Nationwide Financial

DECEMBER 8, 2022

In the video at the bottom of this blog, leaders from two FARE member firms are joined by an HBCU student and a young professional pursuing her CFP certification to discuss best practices for attracting diverse talent, and why it matters.

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Financial Services Recruitment Certification CFP 52

Tobias Financial

OCTOBER 13, 2024

We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! Franklin will share his knowledge during the “Practical Applications Working with Allied Professionals” panel.

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Certified Financial Planner Financial Planner Financial Planning Wealth Advisor 52

Darrow Wealth Management

JULY 30, 2024

Typically, equity-based compensation is subject to vesting requirements: time, performance, liquidity events, perhaps multiple factors. Regardless of how long you want to hold the stock, M&A activity, repurchase rights, and other events can interfere. Make sure you’re comfortable with the vesting requirements.

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Taxes Tax Planning Startup Valuation 102

Darrow Wealth Management

MARCH 11, 2024

A SBLOC can offer investors the flexibility to repay the loan on their timeline, get a regular mortgage down the road when rates fall, or create bridge financing before an upcoming liquidity event. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

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Accounting Wealth Management Taxes Portfolio 104

Tobias Financial

JANUARY 7, 2024

We are thrilled to announce and celebrate our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® for her recent appointment as the Vice Chair of the Professional Advisors Council (PAC) at the Community Foundation of Broward. This appointment is a testament to her dedication, expertise, and commitment to philanthropy in our community.

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Estate Planning CFP Financial Advisor Planning 52

FMG

APRIL 5, 2023

Ruffalo, CFP® , who shares his experience at a doctor’s visit where they want to bill for potential unforeseen costs. Share Current Events People are always wanting to be informed on any new events or important updates. For example. we have Anthony R. Think of infographics as “information at a glance.”

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Media Financial Advisor CFP Clients 52

Investing Caffeine

JANUARY 2, 2024

Geopolitical events in Russia or the Middle East are always difficult to predict, and we have a presidential election in 2024, which could always negatively impact sentiment. Slome, CFA, CFP® Plan. Source: Yardeni.com What could go wrong? There are always plenty of unforeseen issues that could slow or reverse our economic train.

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Economy CFP Accounting Investing 98

eMoney Advisor

FEBRUARY 1, 2023

Using Theory to Understand How We Manage Stress Lazarus and Folkman’s stress and coping theory suggests that when faced with a stressor or stressor event, we first go through what they call a primary appraisal. During this appraisal, we unconsciously evaluate our ability to cope or overcome that stressor event.

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Financial Planner Clients Financial Advisor Financial Planning 93

Darrow Wealth Management

AUGUST 14, 2023

In addition to traditional routes like an animal rescue group or Boys and Girls club, consider becoming a volunteer at the local marathon or PGA event. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. There are also tons of ways to volunteer.

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Retirement Planning Wealth Management CFP 93

Sara Grillo

APRIL 28, 2023

This is a professional event, not a camping trip, and for that reason I chose the hotel that offered the highest professional quality of experience for the price charged. Cody Garrett, CFP Advice-only planner and financial planning enthusiast, Cody pioneered the concept of delivering planning on a project basis.

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CFP Taxes Sales Financial Advisor 52

Darrow Wealth Management

NOVEMBER 14, 2022

It can be tempting it can be to make changes to your portfolio after recent events. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. If there’s a reason to trade, make sure recency bias isn’t influencing the decision. Chasing the market. turns out to be an unwise decision.

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Marketing Marketing Accounting Portfolio 105

FMG

FEBRUARY 22, 2023

As a refresher, some of the most popular forms of marketing include: Events Webinars Social Media Email Marketing SEO/Website Traffic Podcasts Video/YouTube PPC Read on to see real-life examples of financial advisors using some of these marketing tactics and how they worked for them. Looking to start planning events for your firm?

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Marketing Marketing Financial Advisor Media 52

Validea

OCTOBER 12, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. But I think it is interesting when we get a risk-off event, particularly one like this that is very different than the others we have seen, to look at how various risk-managed strategies hold up. For the last 40 years, managing risk for investors has been pretty easy.

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Risk Management Management Asset Allocation Portfolio 115

Covisum

MARCH 12, 2024

Beginning March 14th and running monthly through September, Founder and President of Covisum Joe Elsasser, CFP ® will be presenting a 7-part webinar series, Retirement Delivered , showcasing the framework that top advisors are using to deliver dramatic value to clients, grow their practices and feel good about the impact they make in their client’s (..)

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Retirement CFP Clients 52

Yardley Wealth Management

SEPTEMBER 24, 2021

“If history is any evidence, the market will continue to rise (and fall) after current world events have resolved. Founder and CEO Michael Garry is a CERTIFIED FINANCIAL PLANNER practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®).

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Financial Planning Planning Wealth Management Estate Planning 52

Investing Caffeine

MAY 2, 2022

The good news is that after the stock market eventually bottomed (S&P 500) around each of these events, one year later, stock prices rebounded on average approximately +32% , and prices moved even higher in the following two years. Slome, CFA, CFP®. Source: TradingView chart with Sidoxia notations. So, that’s the bad news.

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Electronics Economy CFP Investing 59