Nerd's Eye View

OCTOBER 6, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

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Financial Planner CFP Certification Communication 246

Nerd's Eye View

FEBRUARY 10, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that according to CFP Board leaders, “everything is on the table” when it comes to the organization’s announced competency standards review.

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Financial Planner CFP Certification Retirement Planning 246

Nerd's Eye View

DECEMBER 13, 2024

Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)

Financial Planner 246

Financial Planner CFP Retirement Certification 246

Nerd's Eye View

OCTOBER 11, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the ads – (..)

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Financial Planner CFP Financial Planning Retirement Planning 246

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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Financial Planner Retirement Retirement Planning Advertising 246

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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Financial Planner Certification Retirement Planning Retirement 246

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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Financial Planner Retirement Planning CFP Financial Planning 243

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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Financial Advisor Retirement Planning CFP Clients 232

Nerd's Eye View

DECEMBER 6, 2023

Notably, while many financial coaches satisfy the majority of these requirements – they are in the business of offering advice to clients and are compensated as such – they often steer clear of making specific securities recommendations, focusing instead on areas like budgeting, debt management, savings, and retirement planning.

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Investing Investments Retirement Planning Financial Advising 246

Tobias Financial

APRIL 1, 2025

We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence.

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CFP Fee Only Retirement Planning Wealth Advisor 52

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. would be “How do I plan for retirement?“ Social Security is a federal retirement plan originally created under the Social Security Act of 1935.

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Retirement Planning Retirement Planning Certified Financial Planner 98

Million Dollar Round Table (MDRT)

NOVEMBER 17, 2024

By Jamie McIntyre, CFP When you sell, it implies that the client’s main interest is you. What clients want are solutions to help them achieve what they want out of life. They want solutions to their problems and to achieve their goals.

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Clients CFP Financial Advisor Insurance 98

Nerd's Eye View

SEPTEMBER 6, 2022

We also talk about how, after listening to industry podcasts on his commute while working in the traditional corporate finance world, Andy’s eyes were opened to the possibilities of financial planning which led him to pursuing his CFP marks (along with some other designations) before he ever quit his old job to launch his new firm (to ensure (..)

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Tax Planning Financial Advisor Retirement Clients 246

Your Richest Life

JUNE 14, 2024

Will you be supporting anyone else during your retirement? Physician Retirement Planning: What will your expenses really look like? Odds are you are not actually going to need $200k to live on once you retire. However, for many high income earners, a 401(k) is just not enough to cover their full retirement savings needs.

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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

Nerd's Eye View

OCTOBER 17, 2023

What's unique about Brad, though, is how he built a multi-billion-dollar advisory firm not by moving 'upmarket' to gather multi-millionaire clients, but instead leveraged his 401(k) retirement plan advisory firm to begin offering comprehensive financial planning to the employees of large companies as an added employee benefit, and in the process scaled (..)

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Financial Planning Planning Wealth Management Retirement Planning 130

Million Dollar Round Table (MDRT)

JANUARY 29, 2023

By Kennedy Sumarlie, CFP Most of the time, retirement plans and children’s education fund-related products require long-term discipline and consistent financial commitment. When I encounter a client who may be hesitant about long-term planning, I often use simple explanations.

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Clients Financial Planning Planning Retirement Planning 98

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning.

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Certification CFP Certified Financial Planner Financial Planning 52

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

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Planning Retirement Planning Taxes Retirement 142

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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CFP Certification Certified Financial Planner Financial Planning 52

International College of Financial Planning

SEPTEMBER 23, 2024

One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. Let’s dive in.

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CFP Certified Financial Planner Certification Financial Planner 52

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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CFP Certified Financial Planner Certification Financial Planner 52

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 content spans the entire CFP Board’s 72 Principal Knowledge Topics.

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CFP Certified Financial Planner Financial Planner Financial Planning 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. But we are passionate about our business, and we think that everybody needs good financial planning. Hey, you need to be saving into your qualified retirement plan.” “You

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CFP Financial Planner Retirement Planning Retirement 98

Steve Sanduski

APRIL 8, 2023

As I think about the nature of retirement planning, it is highly left-hemisphere focused. What’s missing from retirement planning, and financial planning in general, is the value, nuance, and context that right-hemisphere thinking brings to the table. What does all this have to do with retirement planning?

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Retirement Planning Retirement Planning Certified Financial Planner 52

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

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Financial Planner Certification CFP Certified Financial Planner 52

Tobias Financial

OCTOBER 12, 2023

Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. Despite the positive statistics, disparities in income, workplace discrimination, and lower inheritance rates persist, impacting long-term wealth accumulation.

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Financial Planning Planning Wealth Accumulation Strategic Planning 98

Carson Wealth

JULY 12, 2022

Three broad financial planning designations include: . CFP ® – CERTIFIED FINANCIAL PLANNER. Using the CFP ® designation behind your name requires three years of experience, taking courses in financial planning, investments, risk management, estate planning, retirement planning, education planning and psychology.

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Financial Advising Financial Planning Ethics Financial Services 98

Darrow Wealth Management

FEBRUARY 13, 2025

The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). The CERTIFIED FINANCIAL PLANNER professional (also CFP professional) designation is often considered the gold standard for financial planners. Do you have a unique situation?

Fee Only 52

Fee Only Financial Advisor Financial Planner Certified Financial Planner 52

Darrow Wealth Management

APRIL 15, 2024

It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in some capacity after retiring early. A partial retirement helps with the emotional transition There are two phases of retirement planning: time and money.

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Retirement Retirement Planning Insurance Medical 102

Million Dollar Round Table (MDRT)

JULY 21, 2022

CFP While the journey through grief and widowhood is unique to each widow, it will likely progress through four stages of transition. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. By Laura H. Mattia, Ph.D.,

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Charitable Planning Estate Planning Retirement Planning Tax Planning 97

International College of Financial Planning

JULY 9, 2022

When we are busy working to earn a living and spending time with our family, first thing needs to think about is Retirement Planning. Generally, people think about Retirement planning after retirement. To plan for retired life important thing is financial plan.

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Certified Financial Planner Financial Planner Retirement Planning Retirement 40

MainStreet Financial Planning

JANUARY 18, 2023

Retirement is a big expense as well. That is why your retirement savings plan is a priority. Make sure that you are making regular annual contributions to your employer sponsored retirement plan at work or other retirement account before you even consider saving for your kids’ college education.

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Education CFP Retirement Planning 52

Darrow Wealth Management

DECEMBER 23, 2022

would permit employers to make matching contributions to an employee’s 401(k) and 403(b) retirement plan, even if the worker isn’t saving themselves. Keep in mind, matching contributions are often voluntary so it would be up to the plan as to whether to adopt this provision. The Secure Act 2.0 Other Roth changes. So stay tuned!

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Retirement Retirement Planning Distribution Taxes 99

Your Richest Life

NOVEMBER 26, 2024

Healthcare costs, assisted living, travel and general living expenses are all important retirement considerations, and your 401(k) might not stretch enough to cover those costs for as long as you need them to. Catch-up contributions and additional retirement savings vehicles, like IRAs, can help you increase your retirement savings.

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Retirement Planning Fee Only Financial Planning 52

Million Dollar Round Table (MDRT)

MAY 9, 2024

By Matt Pais, MDRT Content Specialist If your clients have enough money for retirement but worry about how to generate their income, Adrian George, CFP, TEP , breaks down their savings into five areas: Minimum guaranteed income Risk management Discretionary spending Toys Estate goals This connects their assets to what they want to achieve, rather than (..)

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Retirement Clients CFP Risk Management 105

Carson Wealth

FEBRUARY 2, 2023

By Kevin Oleszewski CFP ® , MST, EA , Senior Wealth Planner Multiple retirement savings vehicles are available but having options can be overwhelming. Whether an employer-sponsored retirement plan is offered affects the income limits for contribution deductibility. It’s not that dissimilar to choosing what to eat.

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Distribution Retirement Planning Retirement Taxes 98