Darrow Wealth Management

SEPTEMBER 7, 2023

Although the spread is still considerable, at the 22% statutory withholding rate for non-qualified stock options (if under $1M), the tax due with simple hypothetical math is ‘only’ about $38,500. Now, the main hurdle is coming up with $325k to buy the stock.

Wealth Management 82

Wealth Management Taxes Tax Planning Valuation 82

Sara Grillo

MAY 16, 2022

Jon Luskin, CFP. Cody Garrett, CFP, is an advice-only financial planner. Wall Street is very good at taking advantage of people who either aren’t good at math or don’t like doing it, which is why the AUM model has persisted over time. Pay attention, get it in writing, and do the math for yourself.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

International College of Financial Planning

DECEMBER 4, 2024

Fostering Financial Responsibility Early On Just as we teach children subjects like math and science, financial literacy deserves a place in the school curriculum. If we introduce children to money management at an early age, we can help mitigate future financial anxieties and foster their overall well-being.

Education 40

Education Budgeting Math Management 40

The Better Letter

MARCH 14, 2024

Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money.

Numbers 84

Numbers Medicine Math Marketing 84

The Better Letter

MARCH 16, 2023

The maths are exactly the same. These sorts of math problems are the focus of this week’s TBL. Math Problems As this TBL goes live, just 16 games and one day of the NCAA Tournament are in the books, yet my bracket is a mess. We notice the unlikelihood of 100 in a row because of the pattern. Thanks for reading. quintillion.

Math 95

Math Numbers Medicine Marketing 95

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Big Picture

JULY 29, 2024

And and on a related issue, you’re on the board of advisors for the CFP parent company. 00:46:07 [Speaker Changed] So I was, until very recently on the board of directors for the CFP board and what I, 00:46:14 [Speaker Changed] And this is certified financial planner. Tell us a little bit about what you do with them.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. They eventually get a CFP and they go to the advisory side. What was the career plan? 00:01:48 [Savita Subramanian] Yeah.

Numbers 147

Numbers Management Banking Marketing 147

Aleph

JANUARY 14, 2023

Jan 10, 2023 CFP? link] Maybe, and it might be good to replace geometry with analytic geometry, but adding data science and probability will leave most STEM majors underprepared for college math. Jan 08, 2023 Also, the article is wrong when it states that current math pedagogy favors boys over girls.

Math 59

Math Assets Banking Government 59

The Better Letter

JANUARY 11, 2024

That’s why the markets are much more of a mind game than a math game. And that’s why markets will always be exceedingly hard, even when the math seems easy or the future seems certain. Stop with the math.` Beyond the present lies imagination. And lots of surprises. Also interesting. The most optimistic.

Economy 97

Economy Economics Math Banking 97