Nerd's Eye View

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.

Planning 246

Planning Distribution Assets Retirement Planning 246

Nationwide Financial

AUGUST 14, 2022

Our paycheck impact tool can be utilized to help clients calculate how their income could impact their 401(k) and retirement savings plans. Budgeting is an important step in helping your clients manage their money, helping to ensure they are controlling their debts and have money available to invest.

Clients 59

Clients Retirement Planning Retirement Budgeting 59

International College of Financial Planning

SEPTEMBER 23, 2024

d) Comprehensive Knowledge Though the CFP® challenge pathway allows you to bypass some foundational courses, the program still covers all critical areas of financial planning. Estate Planner: Specialize in advising clients on how to manage their assets, taxes, and inheritance for efficient wealth transfer.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. They help prepare a retirement plan based on a client’s financial needs and goals.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

FMG

OCTOBER 6, 2022

Redtail — Redtail CRM is a web-based, full-featured, and easy-to-use client management solution built for financial advisors. Learn more about how Redtail and FMG Suite work hand-in-hand to help you target your ideal clients and develop strong relationships. CRM Gives You a Window Into the Future.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

International College of Financial Planning

JULY 10, 2023

Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investments 52