Nerd's Eye View

AUGUST 19, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

Financial Planner 189

Financial Planner CFP Clients Planning 189

Your Richest Life

NOVEMBER 12, 2024

Shop early and watch for sales Many people assume Black Friday and Cyber Monday deals are the best of the holidays, but that’s not always the case. Online and in-store retailers offer discounts all season long, and some are even better than the typical sale days. For more information on the services offered, contact Katie today.

Budgeting 52

Budgeting Fee Only Planning CFP 52

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical. Getting professional help is key here as trying to negotiate a sale directly with a buyer might be short-sighted.

Sales 97

Sales Estate Planning Wealth Advisor Taxes 97

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Steve Sanduski. Michael Kitces. Taylor Schulte .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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.

Financial Advisor 98

Financial Advisor CFP Financial Planning Planning 98

Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. Many hold the FPQP ( Financial Planner Qualified Professional ) designation, although it is believed by some to fall short of imparting the skills to make a true paraplanner. Any range for what these jobs usually pay?

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

MainStreet Financial Planning

NOVEMBER 30, 2022

Last month, MainStreet’s Vida Jatulis , CFP® shared her post about Joyful Holiday Spending. Sell your stuff – put the extra things you no longer use up for sale. The post Using Credit Card Cashback Rewards for Holiday Spending appeared first on MainStreet Financial Planning. Earn extra income – put your skills to use.

CFP 98

CFP Planning Financial Planning Sales 98

NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner CFP 52

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. This fee covers not only investment management, but also financial planning. We do not charge a separate fee for financial planning services.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Sara Grillo

DECEMBER 13, 2024

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.

Financial Planning 52

Financial Planning Compliance Financial Planner Fee Only 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose. What is a Certified Financial Planner (CFP)?

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

International College of Financial Planning

JULY 10, 2023

Their tasks include regularly reviewing the credit histories of existing and potential customers to assess their creditworthiness and ensure their contributions to the company’s sales. The post Mastering Finances with a Certified Investment/Financial Advisor appeared first on International College of Financial Planning.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investments 52

Your Richest Life

JUNE 30, 2023

Six Financial Planning Moves for Your 40s Contribute to an HSA or FSA Health savings accounts (HSAs) and flexible spending accounts (FSAs) are another great way to save money on your tax bill each year. If you go this route, just make sure you don’t re-purchase the same investment thirty days before or after the sale.

Taxes 78

Taxes Retirement Accounting Financial Planner 78

International College of Financial Planning

SEPTEMBER 3, 2021

Who is a financial advisor or a certified financial planner? The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. Hire a Financial Advisor who is a CFP®.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Darrow Wealth Management

JULY 30, 2024

Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. If you’re expecting liquidity from equity compensation, our advisors can help you build a financial plan and investment strategy to manage a windfall.

Taxes 102

Taxes Tax Planning Startup Valuation 102

Darrow Wealth Management

NOVEMBER 20, 2023

Particularly for individuals who are holding a lot of cash or have proceeds from a windfall such as the sale of a business, a multi-year Roth conversion strategy is worth considering. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Retirement 103

Retirement Distribution Taxes Accounting 103

Your Richest Life

AUGUST 10, 2024

The last time that happened was in 2019, and retailers responded by starting their Black Friday and holiday sales early. That will likely be the case this year, too, so if you’re planning on shopping any holiday sales, start looking earlier in November. For more information on the services offered, contact Katie today.

Taxes 52

Taxes Budgeting Fee Only Planning 52

Your Richest Life

SEPTEMBER 12, 2022

If you feel you’ve spent more than you wanted to this year, you might need to plan a little earlier to look for deals or wait for items to go on sale. . Here are some additional resources for helping you manage your budget and prepare for downtimes: Managing Investments During a Financial Crisis. About Your Richest Life.

Budgeting 59

Budgeting Fee Only Financial Planning Planning 59

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium!

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. CDs just don’t make sense given the other options available in my opinion.

Accounting 98

Accounting Banking Certification Financial Advisor 98

Your Richest Life

MAY 30, 2022

While it’s not wise to jump into a sale without careful consideration, if you know your must haves in a home in advance, you might spend less time deliberating about putting in an offer. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Fee Only 59

Fee Only CFP Budgeting Financial Planning 59

Darrow Wealth Management

JULY 1, 2024

Especially on the estate planning side, attorneys and tax professionals will likely be in high demand as 2026 nears and legislative clarity improves. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. Check out this blog post to learn your options and the pros and cons of each option.

CFP 59

CFP Financial Advisor Fee Only Certification 59

Sara Grillo

APRIL 28, 2023

plus the cost of sales tax. Tickets go on sale on May 10th, 2023. Despite my efforts to minimize costs, there are contractual and statutory obligations that must be met (Missouri state sales tax, service and taxes on event items such as food, beverage, and AV, ticket processing fees, etc.) Deeper , different – and better!

CFP 52

CFP Taxes Sales Financial Advisor 52

Indigo Marketing Agency

JANUARY 17, 2022

Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. You can follow him on Twitter.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Carson Wealth

FEBRUARY 7, 2023

By Paul West, Managing Partner, CFP ® , CAP ® , CExP Business owners: do you know that the first $10,000,000 of business sale proceeds could be tax-free? IRS Section 1202 allows for a federal income tax gain exclusion – in some instances – from the sale of small business stock. Stock acquired before 2/18/09 has a 50% exclusion.

Taxes 52

Taxes Sales CFP Planning 52

Carson Wealth

AUGUST 28, 2022

CFP® , Director of Consumer Investment Research  . Financial advisors provide financial planning or investment guidance to clients. Financial advisors may work for themselves, with small firms or large organizations. They generally provide advice to help their clients pursue their financial goals. .

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

The Irrelevant Investor

MARCH 17, 2021

Obtained a professional designation: Designations like the CFA, CFP, CPA, etc. I figured, why try and build a book for scratch when there are advisors with decades of experience, significant goodwill built into their client base, and their businesses will be available for sale in 5-10 years? This was how I got in.

Wealth Management 52

Wealth Management Clients Financial Advisor Financial Planning 52

Zoe Financial

APRIL 8, 2025

Published: April 9th, 2025 Reading Time: 7 minutes Written by: Keith Corbett, CFP Equity compensation is a type of non-cash benefit that some employers offer employees as part of their total compensation package. Each stage presents unique opportunities and risks that require careful planning. What is Equity Compensation?

Taxes 52

Taxes Financial Advisor Planning Startup 52

Indigo Marketing Agency

JULY 13, 2024

A good marketing ROI is 5:1 ; your marketing strategy should generate $5 in sales for every $1 spent. You wouldn’t wait until the market has crashed to reach out to your clients about their financial plan and portfolio performance. We even have a few CFP ® professionals and CPAs on staff!

Financial Advisor 98

Financial Advisor Marketing Marketing Communication 98

Zoe Financial

APRIL 8, 2025

Published: April 24th, 2025 Reading Time: 7 minutes Written by: Keith Corbett, CFP Equity compensation is a type of non-cash benefit that some employers offer employees as part of their total compensation package. Each stage presents unique opportunities and risks that require careful planning. What is Equity Compensation?

Taxes 52

Taxes Financial Advisor Planning Startup 52

Inside Information

OCTOBER 30, 2021

Could one of those sentences state that a brokerage firm, broker-dealer or other sales organization will NOT, ever, use the word ‘fiduciary’ in its disclosure, and so consumers should look for that word? “It’s a great idea,” says Rostad. Or will brokers go back to winning sales contests? Acknowledging reality.

CFP 40

CFP Commission Investments Investing 40

Sara Grillo

AUGUST 14, 2023

The standard, however, is often used haphazardly, invoked as a sales tool by dual-registered advisors who want to virtue signal, only to be abandoned in a legal context by those same advisors who backpedal into being “just a salesperson.” Let’s talk about it. It’s about how you behave and the operational standards you follow.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. This can lead to financial instability in the long run. These milestones can often bring unique financial challenges for physicians.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Investing Caffeine

OCTOBER 2, 2023

Yes, it’s true, despite a dramatic surge in mortgage rates over the last few years, the housing market remains strong due to a very tight supply of homes available for sale. Slome, CFA, CFP® Plan. Rates Up, Housing Prices Up? is not that appealing. Under this scenario, you are likely to stay put and not sell your home.

Economics 52

Economics Economy CFP Government 52

Investing Caffeine

AUGUST 2, 2024

As investors rotated out of technology (-3.3% – Technology Select Sector SPDR Fund / XLK), a good chunk of those sales rotated into small cap stocks (+10.3% – iShares Russell 2000 ETF / IWM) and value stocks (+5.1% – iShares Russell 1000 Value ETF / IWD). Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

CFP 52

CFP Investments Investing Economy 52