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. Both plans allow for contributions up your tax filing date, including extensions for the prior tax year. FINANCIAL WRITING. You deserve a comfortable retirement.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Abnormal Returns

DECEMBER 5, 2022

advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless. kitces.com) The financial planning process is becoming increasingly collaborative and less one-way. Here are 101 action items.

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

The Chicago Financial Planner

OCTOBER 21, 2021

The money goes into the account on a pre-tax basis much like a traditional 401(k) or IRA. This is a great opportunity for those who earn too much to make pre-tax contributions to a traditional IRA. Those who have made the maximum contributions to their 401(k) have another pre-tax savings option available to them as well.

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

The Chicago Financial Planner

OCTOBER 20, 2021

Any money that may have been withheld from your benefits such as taxes or Medicare premiums. Social Security and income taxes . Regardless of your age or the source of your income, Social Security benefits can be taxed based upon your income level. The tax levels are: Tax filing status. FINANCIAL WRITING.

Retirement 192

Retirement Financial Planner Taxes Distribution 192

MainStreet Financial Planning

OCTOBER 3, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 10-17-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! It seems like everyone is getting into real estate investing these days!

Taxes 98

Taxes Investing Investments CFP 98

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

eMoney Advisor

APRIL 4, 2023

While your clients may spend time and money to get their estate properly organized, there are additional steps financial professionals can take to help them prepare their children to receive their inheritance. Financial professionals should stress the importance of getting an early start with estate planning. Sources: 1.

Education 97

Education Financial Advisor Clients Planning 97

The Chicago Financial Planner

DECEMBER 5, 2021

Check with your financial or tax advisor as to how much you will be able to contribute. It’s best to check with your tax or financial advisor regarding the latest date for contributions. Check out my Financial Review/Second Opinion for Individuals service for detailed guidance and advice about your situation.

Retirement Planning 155

Retirement Planning Retirement Financial Planner Accounting 155

eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. Website: irs.gov/individuals/irs-tax-volunteers.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

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

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

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

Your Richest Life

JULY 17, 2024

Paying off student loans , saving for your child’s education or paying off your mortgage are goals that many people have, but don’t forget to support yourself, too. That’s why we typically prefer passive investing , with a balance of low portfolio expenses, minimal trading costs and tax efficiency.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

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

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

eMoney Advisor

MARCH 1, 2023

1 In my fifteen years in the financial services industry, I have observed that women are often much more impacted by the financial decisions being made earlier on, whether that’s due to a divorce, outliving their spouse, or choices made in their career. It is incredibly important for women to have a voice at the financial table.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

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

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

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. They are the architects of financial well-being, crafting comprehensive plans that address various facets of personal finance.

Financial Planner 40

Financial Planner Investment Advisor Certified Financial Planner Investing 40

eMoney Advisor

FEBRUARY 1, 2023

Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks. 2 Amidst all of this uncertainty, what can help individuals be more resilient in coping with financial stress?

Financial Planner 93

Financial Planner Clients Financial Advisor Financial Planning 93

Steve Sanduski

APRIL 8, 2025

Building your credibility as a thought leader via marketing and educational events. And then pivoting over into, ‘Who does your taxes? ’ All the things that any financial planner going through a process would talk about up to and including now, pivoting over into the assets, getting truthful about where someone stands.

Engineering 52

Engineering Communication Financial Planning Clients 52

eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

James Hendries

SEPTEMBER 27, 2022

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. The first step is to determine your financial needs for each goal. You want to retire comfortably when the time comes. You also want to help your child go to college. Should they be?

Education 52

Education Retirement Retirement Planning Financial Planner 52

eMoney Advisor

FEBRUARY 7, 2023

Financial planners, there is no better time than now to make a few digital connections to help expand your knowledge and advance our profession. As a woman of color in the financial services industry, I’m acutely aware of the progress needed toward diversity. Approximately 1.9 She has an incredible life story.

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

Harness Wealth

SEPTEMBER 18, 2024

These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions. And you’ll see in our Q&A below, that tax advisors can bring estate planning into the conversation early on in a client relationship.

Taxes 52

Taxes Clients Planning Estate 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

Indigo Marketing Agency

MARCH 19, 2025

Example: Instead of writing something like: With our advanced wealth management strategies, we help high-net-worth individuals maximize tax-efficient investments while securing generational wealth. Try using shorter, more common words like: We help you save money on taxes and grow your investments. Book a free call today.

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

OCTOBER 26, 2023

The Financial Planner will ensure that the Estate Planning strategy is curated in terms of client requirements, estate complexity and requirements of the legal heirs /other parties. Collaborating with a financial advisor significantly reduces the margin for error in planning.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Ballast Advisors

OCTOBER 6, 2023

Claim the Home Energy Audit Tax Credit: IRS Guidance Explained 7 Tips to Navigate Healthcare Over 65 What’s Happening in the World of Higher Education? 2022 Key Numbers Plan Your Finances as You Would Your Exercise 2021 Year-End Tax Tips 1 2 3 Next »

Financial Planning 52

Financial Planning Planning Financial Planner Healthcare 52

eMoney Advisor

MARCH 7, 2023

wealth transfer by 2045, the stakes are high for financial planners who want to build multigenerational practices. Many financial planners make a check of beneficiary designations and titling a regular part of their service calendar for this very reason. Thankfully, you don’t have to do it all alone.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Clever Girl Finance

JANUARY 22, 2024

When handled with care and used wisely, receiving a large sum of money provides a great opportunity to improve your financial situation. Table of contents What is a financial windfall? 10 steps to manage a financial windfall Expert tip: Keep living your life normally Factoring in taxes How do you deal with sudden financial windfall?

Management 98

Management Certified Financial Planner Financial Planner Consulting 98

Your Richest Life

JUNE 12, 2023

After years of education and training, many physicians begin their careers with some hefty student loan debt. Once you become a parent, it can be intimidating to put money aside for your child’s education, especially if you’re still paying off your own. So it’s important that you put yourself on a path toward success there first.

Education 59

Education Accounting Financial Planner Planning 59

International College of Financial Planning

SEPTEMBER 23, 2024

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. c) Industry Recognition The CFP® designation is globally recognized as a mark of excellence in financial planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Zoe Financial

APRIL 17, 2023

Implementing these strategies can help reduce tax bills, save more, and achieve financial goals sooner. The deadline for tax filing is around the corner. Besides meeting all the requirements for this date, have you considered the impact of implementing long-term tax strategies on your wealth?

Taxes 40

Taxes Retirement Accounting Tax Planning 40

Validea

MARCH 31, 2025

How Schwager found discretionary trading less emotionally taxing than systematic approaches. Jack Schwagers personal realization that he wasnt suited for trading and how he found his strength in curating trading wisdom. The necessity of adapting trading strategies as markets evolve over time.

Risk Management 52

Risk Management Media Management Taxes 52