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CFP Retirement Wealth Management 
Abnormal Returns
SEPTEMBER 16, 2024
standarddeviationspod.com) Retirement Retirees go back to work for any number of reasons. investmentnews.com) A checklist if a client gets laid off near retirement age. thinkadvisor.com) Investing William Bernstein on the challenges for investors nearing retirement. riabiz.com) CFP professionals make more money.
Wealth Management
FEBRUARY 6, 2025
Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.
217
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Abnormal Returns
MARCH 10, 2025
Advisortech The CFP Board has released guidelines for using AI. citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. flowfp.com) Stop using this phrase in retirement planning. thinkadvisor.com) Why clients may feel like they can't have enough assets in retirement.
162 
Abnormal Returns
JULY 3, 2023
Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. investmentnews.com) Retirement It's inevitable we will see more older workers. klementoninvesting.substack.com) The reasons why people un-retire. matts-newsletter-7a3f46.beehiiv.com) Thankfully advisers lead the list.
240 
Abnormal Returns
SEPTEMBER 18, 2023
wiredplanning.com) Christine Benz and Jeff Ptak talk retirement income with Kelli Hueler, CEO and founder of Hueler Companies. riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management. riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC.
264 
Abnormal Returns
DECEMBER 23, 2024
(investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement. citywire.com) Retirement Retirement from farming is just different. crr.bc.edu) Early retirement often leads to taking Social Security early. citywire.com) Retirement Retirement from farming is just different.
Abnormal Returns
JUNE 3, 2024
Podcasts Dan Haylett talks with Jamie Hopkins about rewiring the way we think about retirement and its underlying assumptions. humansvsretirement.com) Bogumil Baranowski talks with Brian Portnoy of Shaping Wealth about the search for funded contentment. kitces.com) The 100,000th person has gotten their CFP designation.
278 
Abnormal Returns
OCTOBER 9, 2023
Podcasts Dan Haylett talks with George Kinder on the true impact of Life Planning on retirement. wiredplanning.com) Michael Kitces talks with Brett Danko who is the Founder of Brett Danko Educational Center, and the CEO and Managing Partner for Main Street Financial Solutions. alphaarchitect.com) Should you have a friend as a client?
299 
Wealth Management
FEBRUARY 6, 2025
Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.
130 
Abnormal Returns
AUGUST 28, 2023
mywealthplanners.com) The CFP Board wants to encourage pro bono planning. investmentnews.com) Practice management How choosing an advisory niche makes for better marketing efforts. taps.substack.com) Advisers Wade Pfau on why tax planning in retirement is so challenging. kitces.com) The SEC is focusing on RIA marketing.
246 
Nerd's Eye View
NOVEMBER 21, 2023
Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. Welcome back to the 360th episode of the Financial Advisor Success Podcast !
246 
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. As more workers consider the growing appeal of semi-retirement, some ask — is working part-time in retirement a good idea?
102 
Darrow Wealth Management
FEBRUARY 13, 2025
If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). Finding the right financial advisor is so important.
52 
Nerd's Eye View
OCTOBER 17, 2023
Read More.
Carson Wealth
AUGUST 25, 2022
How much do I need for retirement?” Your financial needs in retirement can depend on dozens of factors – some known and some unknown. One or two million dollars may seem like a lot of money to have set aside for retirement. A Retirement Reality Check. The concept of retirement continues to evolve with the world around us.
Darrow Wealth Management
NOVEMBER 20, 2023
If you think retirement planning moves stop at retirement, think again. Although it won’t make sense in every situation, retirement can be a unique opportunity for Roth conversions for some investors. For high earners, converting an IRA to a Roth IRA while you’re still working could be the worst time of all.
95 
Darrow Wealth Management
OCTOBER 1, 2022
Is retiring with a mortgage a good idea? Retiring with a mortgage doesn’t typically pose a financial risk, and at times it’s the best financial decision. But paying off a mortgage before retirement has upsides also. Here’s when it may – and may not – make sense to pay off a mortgage before retiring.
96 
Darrow Wealth Management
DECEMBER 23, 2022
Congress is once again poised to make sweeping changes to the retirement and tax rules in the last two weeks of the year. retirement changes. retirement changes. In the new bill, the age when retirees must begin drawing from non-Roth tax-deferred retirement accounts would increase to 73 in 2023 and 75 in 2033.
99 
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.
Darrow Wealth Management
AUGUST 14, 2023
Who doesn’t love the sound of an early retirement? But before focusing solely on whether you can retire early financially , also consider what you plan to do after retiring early. Retirement is a major lifestyle change. First, individuals retiring early may find their friends don’t have the same luxury.
82 
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.
52 
International College of Financial Planning
DECEMBER 29, 2024
The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.
52 
Carson Wealth
DECEMBER 13, 2022
CFP ® , Director of Consumer Investment Research . RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager. Financial Advisors and Wealth Managers have a common knowledge and skill sets. What Do Wealth Managers Do? Craig Lemoine, Ph.D., Why the confusing variety?
International College of Financial Planning
JUNE 10, 2022
CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants. CFP Course Study at ICOFP : .
52 
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.
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.
52 
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.
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.
Abnormal Returns
DECEMBER 12, 2022
Podcasts Daniel Crosby talks with Alex Murguia and Wade Pfau about insights into the four retirement income styles. kitces.com) What the CFP Board is saying about cryptocurrencies. standarddeviationspod.com) Brendan Frazier talks with Jeremy Keil, advisor at Keil Financial Partners, about guiding client conversations.
130 
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.
52 
Carson Wealth
JULY 12, 2022
She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . CFP ® – CERTIFIED FINANCIAL PLANNER. The CFP ® designation was first issued in the 1970s and is recognized today as an industry standard in financial planning certifications. Retirement.
International College of Financial Planning
FEBRUARY 23, 2024
Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.
FMG
FEBRUARY 27, 2023
Guelich Capital Management Led by a mother-son team, Founder and President Connie C. 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.
Harness Wealth
JUNE 1, 2023
When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. This plan may cover estate and retirement planning, college savings, debt management, and more.
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. As more workers consider the growing appeal of semi-retirement, some ask — is working part-time in retirement a good idea?
52 
Indigo Marketing Agency
APRIL 28, 2023
Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. If your firm name clearly states what you do and who you do it for, I would include the name, such as Financial Advisor with Women & Wealth Financial Group.
eMoney Advisor
DECEMBER 15, 2022
Here, we take a look at projected job growth for financial advisors, the predicted wave of retirements, the demographics of financial planners, and more. A Wave of Retirements Expected. Over the next decade, more than a third of advisors (37 percent) are estimated to be retiring, according to a 2022 Cerulli Associates study.
Darrow Wealth Management
MARCH 11, 2024
Depending on the lender, retirement accounts may not be eligible for this type of loan. Interest-only payments will also give borrowers more flexibility while they wait for liquidity to retire the line of credit. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.
Nationwide Financial
FEBRUARY 14, 2023
According to a Nationwide Retirement Institute® Diverse Markets White Paper, decades of research show that Black consumers tend to express higher levels of generalized distrust than whites. However, we must first understand the challenges individuals and communities of color face in order to create change, make an impact and deliver results.
Darrow Wealth Management
DECEMBER 23, 2023
For young workers, a Roth IRA is usually the best way to supercharge retirement savings and help expose teens to investing. After-tax Roth savings also grow tax-deferred and can be tapped tax-free in retirement. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.
92 
Darrow Wealth Management
MARCH 31, 2023
How different assets are taxed matters a lot during asset division Money in retirement accounts will be fully taxable as regular income (unless in a Roth account when funds can be tax-free when holding periods are met). Retirement accounts: IRAs vs 401(k)s. Update retirement plan beneficiary designations.
International College of Financial Planning
DECEMBER 4, 2023
Understanding the Need for Qualified Financial Advisors Financial advisors are experts who provide investment, retirement, and overall financial planning advice, aiding clients in better managing their finances. Expertise and Knowledge Recognition: Globally acknowledged, the CFP® is often seen as the pinnacle in financial planning.
Darrow Wealth Management
OCTOBER 24, 2022
Mandatory withdrawals from retirement accounts begin for most taxpayers at age 72. If you need the money from your retirement accounts to meet cash flow needs, there’s less room for optimization. The easiest way is often selling investments in a retirement account and transferring cash to a taxable brokerage account.
74 
International College of Financial Planning
JANUARY 15, 2024
Curriculum and Faculty: The Pillars of Excellence The financial planning curriculum focuses on investment strategy, taxation, retirement planning, insurance, portfolio management and estate planning, and. The Importance of Financial Advisory Certifications In the field of finance, certifications like CFP® hold a lot of significance.
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