Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Financial Planner 246

Financial Planner Compliance CFP Clients 246

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k).

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

The Chicago Financial Planner

FEBRUARY 8, 2023

Is my Social Security subject to taxes once I reach my full retirement age? Your full retirement age (FRA) is a key number for many aspects of Social Security. Related to this, if you are working into retirement your wages or self-employment income are subject to FICA and Medicare taxes regardless of your age.

Taxes 291

Taxes Retirement Financial Planner Financial Advisor 291

The Chicago Financial Planner

OCTOBER 21, 2021

Saving for retirement is a major undertaking for most of us. Health savings accounts (HSA) provide another vehicle to save for retirement. An HSA can serve as an additional retirement savings vehicle on top of your IRA or 401(k) to help cover healthcare and other retirement expenses. Click To Tweet. The Bottom Line.

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

MainStreet Financial Planning

MARCH 7, 2025

The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Instead, they provide objective, conflict-free financial advice at a predictable cost. Are There Any Benefits to AUM-Based Advisors?

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. As someone saving for retirement , what should you do now? During the financial crisis there were many stories about how our 401(k) accounts had become “201(k)s.” FINANCIAL WRITING.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

The Chicago Financial Planner

FEBRUARY 6, 2022

In spite of what was said on PBS Frontline The Retirement Gamble and elsewhere in the press, in my opinion 401(k) plans are one of the best retirement savings vehicles available. Here are 4 steps to make sure that your 401(k) plan is working hard for your retirement. There are a number of retirement plan options to consider.

Retirement Planning 189

Retirement Planning Retirement Financial Planner Planning 189

The Chicago Financial Planner

OCTOBER 20, 2021

In today’s world of early or semi-retirement, many people wonder when they should begin taking their Social Security benefits. Full retirement age. Your full retirement age or FRA is the age at which you become eligible for a full, unreduced retirement benefit. NEW SERVICE – Financial Coaching. FINANCIAL WRITING.

Retirement 192

Retirement Financial Planner Taxes Distribution 192

The Chicago Financial Planner

FEBRUARY 5, 2022

Approaching retirement and want another opinion on where you stand? Check out my Financial Review/Second Opinion for Individuals service for detailed guidance and advice about your situation. NEW SERVICE – Financial Coaching. FINANCIAL WRITING. Check out this new service to see if it’s right for you.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

The Chicago Financial Planner

FEBRUARY 3, 2022

Approaching retirement and want another opinion on where you stand? Check out my Financial Review/Second Opinion for Individuals service for detailed guidance and advice about your situation. Financial coaching focuses on providing education and mentoring regarding the financial transition to retirement.

Asset Allocation 190

Asset Allocation Financial Planner Marketing Marketing 190

The Chicago Financial Planner

JUNE 13, 2022

Approaching retirement and want another opinion on where you stand? Check out my Financial Review/Second Opinion for Individuals service for detailed guidance and advice about your situation. Financial coaching focuses on providing education and mentoring on the financial transition to retirement.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

The Chicago Financial Planner

AUGUST 24, 2021

Approaching retirement and want another opinion on where you stand? Check out my Financial Review/Second Opinion for Individuals service for more detailed advice about your situation. Financial coaching focuses on providing education and mentoring on the financial transition to retirement.

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

The Chicago Financial Planner

DECEMBER 5, 2021

For those of you who are self-employed it is important that you save for your own retirement. Check with your financial or tax advisor as to how much you will be able to contribute. Some self-directed retirement account platforms allow Solo 401(k)s as well. The Solo 401(k) can be a great self-employed retirement plan.

Retirement Planning 155

Retirement Planning Retirement Financial Planner Accounting 155

Nerd's Eye View

SEPTEMBER 25, 2023

In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson.

CFP 246

CFP Financial Planning Planning Certification 246

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. You can make your mark in this field with the proper education and a little effort.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

Nerd's Eye View

JULY 18, 2022

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

CFP 246

CFP Recruitment Sales Certification 246

MainStreet Financial Planning

JULY 11, 2024

As a parent and financial planner, ensuring that we make the smartest financial decisions for our families is crucial. Each has unique benefits and drawbacks, and understanding these can help you decide which fits best with your financial situation, risk tolerance, and goals.

Planning 92

Planning Risk Tolerance Education Investing 92

International College of Financial Planning

SEPTEMBER 3, 2021

When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Your Richest Life

JULY 17, 2024

But I have personally seen small adjustments (like automating a savings goal or allocating a bit more towards retirement) compound into major changes. Money lesson #3:Prioritize retirement savings. There are so many competing money goals that can pull your attention away from saving for retirement.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

International College of Financial Planning

FEBRUARY 23, 2024

In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

James Hendries

SEPTEMBER 27, 2022

You want to retire comfortably when the time comes. The truth is, saving for your retirement and your child’s education at the same time can be a challenge. Know what your financial needs are. Answering the following questions can help you get started: For retirement: How many years until you retire?

Education 52

Education Retirement Retirement Planning Financial Planner 52

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. FP designation. It reveals everything about finance to you.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Validea

MARCH 14, 2023

In this episode of the Education of a Financial Planner, we discuss the key considerations investors should keep in mind when planning for retirement early in their careers.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planner 52

Validea

APRIL 24, 2023

In this episode of the Education of a Financial Planner, we take a detailed look at Monte Carlo simulation and how it is used in retirement planning. The look at the inputs that are used, how the simulation works and how to interpret the results.

Retirement Planning 52

Retirement Planning Retirement Financial Planner Planning 52

Your Richest Life

MAY 16, 2023

Too many new physicians end up buying a house or a car immediately, before getting a handle on loans and retirement savings. Make sure you’ve started your retirement savings. But others will turn to a financial planner to help get their finances on track.

Financial Planner 102

Financial Planner Retirement Planning CFP 102

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Conferred Degrees.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

eMoney Advisor

DECEMBER 19, 2022

Financial planning is inherently a helping profession. I feel fortunate to have a career as a financial planner, dedicating every day to helping others make the best life decisions they can with their money. Understanding cultural values can make you a better financial planner. Support Financial Education.

Financial Planner 52

Financial Planner Financial Planning Education CFP 52

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. Regular income post-retirement is essential.

Certified Financial Planner 40

Certified Financial Planner Financial Planner Retirement Planning Retirement 40

Steve Sanduski

APRIL 8, 2025

In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. Bill, Matt, and their team have become such experts in these companies’ retirement and benefit programs that even their HR professionals call Keen Wealth with questions. Maintaining a consistent client experience while growing.

Engineering 52

Engineering Communication Financial Planning Clients 52

Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

MainStreet Financial Planning

APRIL 4, 2023

This is an asset that, if needed, can be accessed as a valuable cash flow for seniors in retirement to meet your living expenses or goals. She provides the education clients deserve so they can make wise and informed decisions. This session will help answer the questions: What is a Reverse Mortgage? What are the risks and benefits?

Financial Planner 98

Financial Planner Financial Planning CFP Education 98

Indigo Marketing Agency

MARCH 19, 2025

Instead of a headline like Optimize Your Wealth Portfolio for Maximum Returns, try something easier to comprehend like: Grow Your Retirement Savings Faster. Example: Instead of: Financial freedom is just a strategy awayfind out how to make your money work for you. Keep your headline straightforward so it grabs attention quickly.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 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. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

CFP 52

CFP Financial Planning Planning Certification 52