Nerd's Eye View

AUGUST 25, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work.

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Nerd's Eye View

APRIL 28, 2023

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

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Nerd's Eye View

APRIL 14, 2023

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

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Nerd's Eye View

MAY 6, 2024

This month's edition kicks off with the news that self-directed retirement planning software provider NewRetirement has raised a $20M Series A round as the company demonstrates that its DIY tools really do turn a subset of consumers into bona fide prospects for financial advisors.

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Carson Wealth

AUGUST 25, 2022

often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. A better question than “What’s my magic number?” would be “How do I plan for retirement?“ Most Americans are covered by Social Security.

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Retirement Planning Retirement Planning Certified Financial Planner 98

Your Richest Life

JUNE 14, 2024

A very general rule of thumb is to put at least 15-20 percent of your income toward retirement. But again, that number can vary based on when you started saving for retirement, and how much you’re able to save. You can also get to that number by asking yourself some fundamental questions: What age do you plan to retire?

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Retirement Planning Retirement Planning Fee Only 52

Your Richest Life

APRIL 15, 2024

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. You can use multiple accounts to help boost your savings.

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Retirement Planning Retirement Planning Taxes 52

Million Dollar Round Table (MDRT)

MAY 7, 2023

By Adam Thomas Rex, CFP, AIF I think our best innovation recently has been related to the planning arc of our business. Obviously, there is a limited number of hours in the day, and you can only replicate yourself so much. But we are passionate about our business, and we think that everybody needs good financial planning.

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International College of Financial Planning

MARCH 9, 2024

This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.

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Your Richest Life

NOVEMBER 26, 2024

They are the people who do retire, but end up returning to the workforce. According to data from Rand, 39 percent of workers 65 and older went back to work after retiring. These numbers show that retirement is becoming a more fluid concept, with many people opting for a “second act” career, side gig or part time work.

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Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. He also hosts the Stay Wealthy Retirement Show , which has been ranked on Forbes Top 10 Retirement Podcasts. Steve Sanduski. Taylor Schulte . Lazetta Braxton.

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Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. In recent years, a number of states developed a sort of workaround for business owners to navigate the SALT cap. The TCJA has many provisions that are set to expire (sunset) at the end of 2025.

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Taxes Tax Planning Planning Estate Planning 101

Tobias Financial

APRIL 11, 2023

Therefore, before thinking about how much money you will need, it is crucial to think through your expectations for retirement. There are several key factors that could impact the number such as plans to work in retirement, traveling, hobbies, grandkids, and healthcare.

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Investing Caffeine

MAY 3, 2023

Hope is Not a Strategy We have lived through an endless number of scary headlines in some shape or fashion throughout our lifetimes. These are all interesting and important questions, but preparation for retirement is much more important than panicking over issues you have no control over. . Slome, CFA, CFP ® Plan.

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Retirement Retirement Planning Financial Advisor Planning 59

International College of Financial Planning

OCTOBER 26, 2023

Building Relationships: Beyond the numbers and charts, their profession’s heart is the bond they share with their clients. For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time.

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Envision Wealth Planning

MARCH 16, 2022

As a CERTIFIED FINANCIAL PLANNER ™ (CFP®), I often hear from millennial women, “But Mr. Brewer I don’t have any money to invest!” Your company may have automatically enrolled you in an employer-sponsored retirement plan knowing that you would likely not miss it. That money is for your retirement!

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International College of Financial Planning

SEPTEMBER 3, 2021

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. The CFP designation is highly respected around the world and financial planners with this designation are preferred by most investors.

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International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. CFP ( Certified Financial Planner ).

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Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

APRIL 28, 2023

We are planning for 40 people at most. We are limiting the number of spots intentionally to allow for more peer-to-peer interaction and practical, hands-on learning. To achieve this, I researched and got proposals from a number of different hotels in different parts of the country.

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Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ve partnered with the experts at The Retirement Learning Center to update advisors on how the retirement plan landscape has been altered by the 2020 economic crisis. Save your spot today! So I’ll let John take it away from here.

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Retirement Economics Retirement Planning Financial Planning 52

Indigo Marketing Agency

JANUARY 17, 2022

Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Jim Blankenship Jim Blankenship is a CFP® professional who specializes in Social Security, income tax, and personal finance. You can connect with Cullen on Twitter. You can follow him on Twitter. Guess what?

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Nerd's Eye View

FEBRUARY 7, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year.

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Tucker Advisors

APRIL 4, 2023

But the Bureau of Labor data shows that something else has also occurred over the last four decades: People lost their pensions (defined benefit plans) and were forced into defined contribution plans, usually in the form of 401(k)s. Conversely, workers who only have 401(k)s or defined contribution plans, rose from 9 to 34%.

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Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. In recent years, a number of states developed a sort of workaround for business owners to navigate the SALT cap. The TCJA has many provisions that are set to expire (sunset) at the end of 2025.

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Taxes Tax Planning Planning Estate Planning 52

Carson Wealth

JULY 26, 2023

By Odaro Aisueni, CFP ® , Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind.

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Planning Retirement Taxes Financial Advisor 52

Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. in English Language and Literature.

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Harness Wealth

JUNE 1, 2023

This plan may cover estate and retirement planning, college savings, debt management, and more. Tax Planning: Financial advisors can help manage your tax liability, advising on strategies to minimize capital gains taxes, maximizing tax-efficient investments in retirement accounts, and charitable giving.

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WiserAdvisor

AUGUST 8, 2022

Certified Financial Planner (CFP). Further, it helps to check the number of clients the manager is attending to at a time. Ultra high-net-worth retirement planning: One of the biggest concerns for most investors, irrespective of their net worth, can be to live a similar lifestyle in retirement as before.

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Envision Wealth Planning

MAY 23, 2022

Moore , CFP® of Financial Staples is an incredible example of someone who is able to make rational choices for the client regardless of what it means for her. Moore, CFP. #2 Ethical Financial Advisors listen to what a client really needs. I’ve had a few clients receive large windfalls from an IPO. Here’s an example.

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Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

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Financial Planner CFP Financial Advisor Retirement Planning 246

Abnormal Returns

DECEMBER 16, 2024

morningstar.com) How sensitive are retirement planning models to capital market assumptions? advisorperspectives.com) The number of people taking the CFP exam is at a record high. (riabiz.com) What Vanguard and Robinhood ($HOOD) have in common. Then check out our weekly e-mail newsletter.

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Wealth Management Financial Advising Retirement Planning CFP 130

Steve Sanduski

APRIL 8, 2023

What’s your retirement number? Back in 2008, ING ran a “Your Number” marketing campaign with print, web, and TV ads showing different people busy with their daily routines carrying a large orange six- or seven-figure number in dollars. Imagine that you arrived at your number. Pick a number in your head.

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Retirement Planning Retirement Planning Certified Financial Planner 52

Sara Grillo

APRIL 11, 2022

Today, I have Rick Perry with me, who is an hourly advisor, a CFP charter holder, and the host of the Bogle heads podcast, which has over 1 million views. It’s all your number… How much are you managing it? Okay, how do you come up with that number? And go to the next person, do the same thing.

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Carson Wealth

DECEMBER 20, 2022

CFP ® , Director of Consumer Investment Research. Financial advisors and wealth managers help identify and develop a plan designed to meet their clients’ financial goals. Working with a financial advisor can help you define and prioritize goals and map a plan for success. Craig Lemoine, Ph.D., What Are Fiduciary Advisors?

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Sara Grillo

AUGUST 26, 2024

In addition to his professional endeavors, he volunteers his time mentoring those who want to break into the field of Product Management and works with a number of student blockchain organizations to educate as many as possible about the future crypto will have as a technology. They love to travel, bake, and swim.

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License Financial Advisor Certified Financial Planner CFP 52

Good Financial Cents

APRIL 10, 2023

Incomes considered “poor” here could put you in the “rich” or “wealthy” categories in a number of developing countries. Ad Make your retirement plan work for you by investing in a Roth IRA. I could have bought 1,400 shares of $VOO , but decided my backyard paradise was a better investment.

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Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. What we’ve seen in 2022 is that there were a number of hacks. Wright: So is cash.

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