Wealth Management

OCTOBER 29, 2024

Financial Planning and Information Services represents Hightower’s fifth investment this year and follows news last week that it will take a majority stake in NEPC, an institutional consulting firm.

Consulting 278

Consulting Financial Planning Planning Investing 278

Carson Wealth

JULY 3, 2024

Consulting a tax advisor or attorney can help develop strategies for minimizing tax liability and staying compliant. Plan for Your Retirement As a small business owner, it’s essential to plan for your retirement independently since you may not have the benefit of employer-sponsored retirement plans.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Nerd's Eye View

JULY 18, 2023

Welcome back to the 342nd episode of the Financial Advisor Success Podcast ! Nancy is the Founder and CEO of Smarter Divorce Solutions, a consulting firm based in Phoenix, Arizona that provides financial expertise to individuals and couples (and sometimes, mediators and attorneys) going through the divorce process.

Financial Planning 230

Financial Planning Planning Financial Advisor Financial Planner 230

The Big Picture

SEPTEMBER 28, 2022

You must have a Financial Plan , so it is clear what you are investing for, and so you can see how you are progressing towards those goals. Financial Plan. This means it must be suitable for the amount of Risk you are comfortable with. You must Save enough money relative to your income by living within your means.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Carson Wealth

APRIL 25, 2024

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.

Financial Planning 97

Financial Planning Planning Retirement Insurance Coverage 97

Nerd's Eye View

APRIL 10, 2023

The 2023 Technology Tools for Today (T3) Advisor Conference, held last month in Tampa, Florida, featured a large gathering of financial advisors and representatives across the fintech industry attending the 2½-day conference.

Financial Advisor 242

Financial Advisor Financial Planning Planning Consulting 242

MainStreet Financial Planning

NOVEMBER 8, 2024

Consult with a tax professional to navigate the complexities and avoid wash-sale rules. By implementing these strategies before December 31, you can optimize your tax situation and set a strong financial foundation for the upcoming year.

Taxes 98

Taxes Medical Consulting Education 98

eMoney Advisor

MARCH 1, 2023

As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Nerd's Eye View

MARCH 18, 2025

What's unique about Ali, though, is the path of how he built an advisory business by helping (high-net-worth) business owners achieve their financial goals while being true to their entrepreneurial mindset and drive (which can sometimes conflict with ‘standard' financial planning advice), which was so successful that he eventually sold his advisory (..)

Financial Advisor 130

Financial Advisor Clients Financial Planning Taxes 130

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Financial Planning Association chapters.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Nerd's Eye View

APRIL 29, 2024

In the implementation phase, financial advisors can review the estate planning documents to ensure they are appropriate to meet their client's needs and confirm that the client actually executes the documents. Read More.

Estate Planning 246

Estate Planning Clients Planning Financial Advisor 246

Nerd's Eye View

MARCH 7, 2024

As while serving in a fiduciary capacity to create a comprehensive financial plan in the client's best interest can result in providing solutions that cascade into the emotional, life-changing, and even social-impact tiers of the Elements of Value Pyramid, sometimes without the client ever realizing they had needs in those areas.

Financial Planning 130

Financial Planning Planning Marketing Marketing 130

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Nerd's Eye View

JANUARY 13, 2025

Building on the back of our popular Advisor Technology Map and Directory, in 2025, we'll also be developing a new Advisor Services Map to make it easier to find whatever consultants, coaches, outsourcing partners, or other solutions advicers may be seeking (and like our AdvisorTech Map, will be openly available to the entire advicer community).

Financial Advice 148

Financial Advice Ethics Financial Planning Education 148

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

eMoney Advisor

NOVEMBER 7, 2022

Most importantly, you can build your clients’ confidence during this time of change by educating them about their switch options and even illustrating those “light switch” moments in a financial planning platform. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

Nerd's Eye View

AUGUST 8, 2022

This can be done in several ways, such as describing a 'path' (of three or fewer steps) the prospect will be guided to follow to achieve their goals, or creating a 'call to action' for what the client will need to do to get their plan in motion (e.g., scheduling a complimentary consultation or downloading a free sample financial plan).

Communication 245

Communication Consulting Clients Numbers 245

Nerd's Eye View

AUGUST 8, 2022

This can be done in several ways, such as describing a 'path' (of three or fewer steps) the prospect will be guided to follow to achieve their goals, or creating a 'call to action' for what the client will need to do to get their plan in motion (e.g., scheduling a complimentary consultation or downloading a free sample financial plan).

Marketing 241

Marketing Marketing Communication Consulting 241

Darrow Wealth Management

JANUARY 16, 2025

These rules can be very complex and nuanced so its essential to consult with a tax professional and trust and estates attorney to understand the specific rules and current law in your state. Though there can be exceptions (again consult a tax advisor and attorney!), Darrow Wealth Management does not provide tax or legal advice.

Assets 98

Assets Estate Planning Taxes Wealth Management 98

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

eMoney Advisor

DECEMBER 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

eMoney Advisor

FEBRUARY 7, 2023

We also offer financial planning firms access to a more diverse talent pool. Like me, the remarkable professionals below are doing their part to change the financial planning landscape. Dr. Cherry is also the founder of Concurrent Financial Planning, where he helps clients pursue what he calls “life-money balance.”

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 91

Financial Planning Planning Budgeting Retirement 91

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

eMoney Advisor

MARCH 16, 2023

Along the way, I’ve gathered six key insights about financial planning for Millennials. However, sometimes it gets to be too much when it comes to financial topics. Then we do the financial plan and tax planning around that—it’s been a lot of fun. I would say that’s accurate.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. Holistic financial planning goes beyond traditional financial planning to help clients achieve the best outcomes as defined by their individual needs.

Financial Planning 78

Financial Planning Planning Clients Wealth Management 78

eMoney Advisor

APRIL 25, 2023

1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

Nerd's Eye View

OCTOBER 11, 2022

Welcome back to the 302nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Libby Greiwe.

Financial Advisor 246

Financial Advisor Clients Consulting Financial Services 246

eMoney Advisor

DECEMBER 21, 2022

Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. Whereas cash flow-based financial planning involves a precise approach to meeting goals based on the money flowing into and out of a household every month.

Financial Planning 76

Financial Planning Planning Budgeting Clients 76

Carson Wealth

JANUARY 8, 2025

Accountability and Progress Tracking Regular consultations with a financial advisor can help provide accountability, helping you stay on track with your financial plan. They can help you monitor your progress, adjust strategies as needed, and keep you informed about changes that may affect your financial situation.

Financial Advice 67

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 67

Carson Wealth

JANUARY 4, 2024

If you have student, personal or car loans, credit card debt or a mortgage, you need to have a plan on how to pay them off – and which ones to tackle first. While from a behavioral standpoint some suggest you should tackle low balance accounts first, a financial planning approach suggests you tackle high interest rate debt first.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

WiserAdvisor

OCTOBER 11, 2022

Most people start financial planning with the goal of growing their finances through savings and investments. But financial planning is not limited to increasing your wealth alone. However, you can adopt certain tax and financial planning strategies to lower your tax output. Keep reading to find out.

Financial Planning 80

Financial Planning Accounting Taxes Planning 80

eMoney Advisor

JANUARY 31, 2023

Our webinar series provides an additional means to remind our non-planning clients that planning is a core part of the service we provide. Nothing is more satisfying than having one of these clients reach out to see how they can help secure their future by taking their financial planning journey to the next level.

Education 103

Education Financial Planning Clients Planning 103

Abnormal Returns

DECEMBER 11, 2023

Podcasts Daniel Crosby talks 'respecting reality' with the head of Black Flag Venture, a boutique creative and marketing consulting firm. citywire.com) Behavior Why people don't like visiting their financial planner. contessacapitaladvisors.com) The financial planning profession has recognized the importance of behavioral factors.

Financial Planner 147

Financial Planner Financial Advising Financial Planning Budgeting 147

Abnormal Returns

APRIL 24, 2023

Podcasts Michael Kitces talks operational efficiency with Charesse Spiller who is Founder and Principal Consultant for Level Best. investmentnews.com) Annuities are coming to a 401(k) plan near you. kitces.com) What financial advisers want from their asset managers. humbledollar.com)

Financial Advising 147

Financial Advising Consulting Financial Planning Education 147