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Weekend Reading For Financial Planners (November 30–December 1)

Nerd's Eye View

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

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The Best Of Weekend Reading 2024: Top 24 Articles You Might Have Missed

Nerd's Eye View

And as 2024 draws to a close, we wanted to highlight 24 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

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Estate Planning 101

Integrity Financial Planning

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. There could be other reasons to update your retirement account beneficiaries, such as marriage, divorce, or the birth of a new child or grandchild. A Will vs. a Trust.

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Top 10 Tips for Financial Advisor Marketing Campaigns

Midstream Marketing

Do you specialize in retirement planning for small business owners? You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. Including video marketing in your plan can improve communication with clients. Each client is different.

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How to Work with a Financial Advisor

Carson Wealth

Having proper estate planning documents can help ensure your assets pass where, when, and how you want them to. Saving monthly for retirement can create meaningful assets to help boost any shortfalls. Gather information about your employee benefits including retirement plans, group insurance policies and other employee benefits.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

eMoney Advisor

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.