eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Financial Planning Association chapters.

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Tobias Financial

OCTOBER 12, 2023

Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. Our Wealth Advisor Catalina Franco-Cicero , MS, CFP®, CTS was recently featured in Morningstar, sharing her thoughts on the unique challenges facing Hispanic households and how to help mitigate them.

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International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

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International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.

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MainStreet Financial Planning

NOVEMBER 14, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When : Thursday, November 21st at 6:45 pm ET | 3:45 pm PT ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! Topics we’ll cover include: 1.

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eMoney Advisor

FEBRUARY 7, 2023

We also offer financial planning firms access to a more diverse talent pool. Like me, the remarkable professionals below are doing their part to change the financial planning landscape. Dr. Cherry is also the founder of Concurrent Financial Planning, where he helps clients pursue what he calls “life-money balance.”

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eMoney Advisor

DECEMBER 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.

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eMoney Advisor

NOVEMBER 7, 2022

Most importantly, you can build your clients’ confidence during this time of change by educating them about their switch options and even illustrating those “light switch” moments in a financial planning platform. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

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eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

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International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

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International College of Financial Planning

JULY 20, 2022

To become a certified financial planner (CFP), you must learn about risk analysis in-depth. Here are some of the key things you learn in risk analysis under CFP certification. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world.

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International College of Financial Planning

MARCH 9, 2024

Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning.

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International College of Financial Planning

OCTOBER 26, 2023

Real estate planning is a crucial undertaking that every adult and family should prioritize. Engaging in this vital process is not just a mere task—it’s a proactive measure in the broader spectrum of financial planning. Collaborating with a financial advisor significantly reduces the margin for error in planning.

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eMoney Advisor

DECEMBER 5, 2022

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners. CFP®, Sarah D, and Emily Purdon, CFP®, EA.

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Tobias Financial

APRIL 8, 2025

At Tobias Financial Advisors, were here to help you navigate times like these with clarity and confidence. 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.

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International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s ongoing evolution reflects the CFP Board’s commitment.

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Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. I would need more information before being able to discern if Tammy is a fiduciary and as such, would be required to act in her client’s best interest. .

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WiserAdvisor

NOVEMBER 21, 2022

What’s tricky about financial planning is that not every strategy is designed for every person. As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. What is a Certified Financial Planner?

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Your Richest Life

NOVEMBER 1, 2024

For investors, understanding these dynamics is crucial for making informed decisions in election years. 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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MainStreet Financial Planning

MAY 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 5-16-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register Here!

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Your Richest Life

MARCH 8, 2024

But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. First, arm yourself with the information that will make you feel more confident. Taking Time Off: Financial Planning for Women Women are still the primary caretakers, both for children and other family members.

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Your Richest Life

NOVEMBER 26, 2024

Check out our post, Retirement Planning: What Will Work Best for You? , for more information. Money tips for your 40s 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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MainStreet Financial Planning

AUGUST 3, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 8-15-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register here! Register Here!

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Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Steve Sanduski. Taylor Schulte .

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International College of Financial Planning

NOVEMBER 18, 2024

I reached out to an advisory service, and they helped me create my first financial plan. I wanted to understand exactly where my money was going, make informed decisions, and reduce my dependency on outside advice. Looking back, I realize that it took me 20 years to fully appreciate the importance of financial planning.

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FMG

FEBRUARY 27, 2023

Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Guelich Capital Management’s team focuses on designing customized strategies to organize all facets of the financial lives of their clients. Amy Braun-Bostich MSFP, CFP®, CFS®, APMA®, CLTC® is the founder and CEO of the firm.

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Your Richest Life

NOVEMBER 12, 2024

That extra bit of preparation goes a long way in making the holidays both merry, and financially healthy. 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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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?

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Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

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MainStreet Financial Planning

FEBRUARY 7, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 2-20-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

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Your Richest Life

FEBRUARY 15, 2022

Even if you’re a spontaneous traveler, this year it’s still probably for the best to plan things out well in advance. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.

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Envision Wealth Planning

APRIL 10, 2022

A lack of a sense of control is a primary factor for those employees reporting high or overwhelming financial stress. A CERTIFIED FINANCIAL PLANNER™ professional (CFP®) can help you get control. A CFP to combat financial stress. A CFP® professional takes an oath to keep your financial interests ahead of their own.

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Your Richest Life

FEBRUARY 24, 2025

Managing Investments During a Financial Crisis 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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Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. Financial paraplanners can be recent college graduates with no work experience, or may also be career changers with an extensive background in other areas that can add more value to an RIA owner, such as tax professionals.

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MainStreet Financial Planning

APRIL 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 4-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here! appeared first on MainStreet Financial Planning.

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MainStreet Financial Planning

AUGUST 2, 2024

In this edition, we’ve gathered valuable resources and tips to help you and your children start the school year strong, including must-read books, top online tools, informative podcasts, updates on financial literacy initiatives in California , etc.

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Your Richest Life

NOVEMBER 11, 2022

Update Your Estate Plan. If this year brought major changes to your family, like births, deaths or marriages, you might need to update the information on your estate plan. Here’s a guide to reviewing your estate plan. For more information on the services offered, contact Katie today. About Your Richest Life.

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