Abnormal Returns

MARCH 4, 2024

(institutionalinvestor.com) Advisers Meghaan Lurtz, "When it comes to connecting emotions to goals, reflection questions can be an excellent way to help prospects identify the particular emotions that motivate them the most, which will ultimately help them stick to their financial plan."

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Recruitment Estate Planning Financial Planning Retirement 279

Abnormal Returns

MAY 6, 2024

Podcasts Brendan Frazier talks with Emily Koochel about the difference between behavioral finance and financial psychology. wiredplanning.com) Steve Chen talks with Jordan Hutchison, Vice President of Technology for RFG Advisory, about the evolving landscape of financial planning. kitces.com) What is financial planning?

Estate Planning 260

Estate Planning Valuation Financial Planning Planning 260

Carson Wealth

DECEMBER 20, 2024

While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals. government.

Financial Planning 98

Financial Planning Planning Estate Planning Taxes 98

Nerd's Eye View

FEBRUARY 5, 2024

This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients – which on the one hand capitalizes on advisor demand for workflow solutions tailored (..)

Estate Planning 246

Estate Planning Financial Planning Planning Wealth Management 246

Integrity Financial Planning

AUGUST 28, 2022

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Get in touch with us to find out how we can help you create a financial plan for your retirement and the future. A Will vs. a Trust.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

Abnormal Returns

SEPTEMBER 9, 2024

Podcasts Michael Kitces talks financial wellness with Zack Hubbard. Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors. youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice. kitces.com) How planning changes for the child-free.

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Financial Planner Estate Planning CFP Financial Advice 277

Nerd's Eye View

JANUARY 8, 2024

For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. In the context of the financial planning industry, whereas Financial Advice 1.0 Specifically, Financial Advice 3.0

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Financial Advice Medicine Financial Planning Estate Planning 245

Integrity Financial Planning

OCTOBER 23, 2023

Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough to warrant one.

Estate Planning 93

Estate Planning Planning Distribution Financial Planning 93

Abnormal Returns

SEPTEMBER 4, 2023

advisorperspectives.com) The language of financial planning can get in the way of life planning. thereformedbroker.com) IPO wealth is a unique financial planning opportunity. fa-mag.com) Substance abuse issues complicate the estate planning process. Then explain how you will address them."

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Estate Planning Retirement Financial Planning Planning 264

Nerd's Eye View

APRIL 3, 2023

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

Estate Planning 246

Estate Planning Financial Planning Wealth Management Clients 246

Nerd's Eye View

JUNE 19, 2024

The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., how to minimize the burden of estate taxes and avoid the public spectacle of the probate process). at age 21 or 30) or stagger distributions at multiple ages.

Estate Planning 190

Estate Planning Distribution Assets Planning 190

Nerd's Eye View

JUNE 19, 2024

The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., how to minimize the burden of estate taxes and avoid the public spectacle of the probate process). at age 21 or 30) or stagger distributions at multiple ages.

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Estate Planning Clients Distribution Assets 189

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

Financial Planner 244

Financial Planner Certified Financial Planner Financial Planning CFP 244

Integrity Financial Planning

MAY 23, 2023

An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in the event of your passing. Contact us today to get started!

Estate Planning 95

Estate Planning Planning Healthcare Medical 95

Nerd's Eye View

AUGUST 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the ups (..)

Financial Planner 246

Financial Planner Taxes Financial Planning Estate Planning 246

Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. 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

Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Abnormal Returns

MARCH 20, 2023

(investmentnews.com) What it's like to make a mid-career shift to financial planning. financial-planning.com) Adviser outreach should have a specific purpose. advisorperspectives.com) A shocking number of people don't have a will or estate plan. thinkadvisor.com)

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Abnormal Returns

JUNE 28, 2023

savantwealth.com) What is an estate plan? thomaskopelman.com) New parents face their own financial planning challenges. bestinterest.blog) The Private College 529 Plan flies below the radar. (awealthofcommonsense.com) "Die With Zero" recommends a very different trajectory than traditional personal finance.

Retirement Planning 245

Retirement Planning Estate Planning Retirement Wealth Management 245

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.

Education 244

Education Financial Planning Estate Planning CFP 244

Abnormal Returns

NOVEMBER 6, 2024

greatergood.berkeley.edu) The laws of financial health are pretty simple. marknewfield.substack.com) How to look for holes in your financial plan. contessacapitaladvisors.com) Four steps to an estate plan. fastcompany.com) What to do if you receive a financial windfall.

Estate Planning 174

Estate Planning Tax Planning Retirement Taxes 174

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

SEPTEMBER 3, 2024

Welcome to the 401st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Zack Hubbard.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Abnormal Returns

MAY 29, 2023

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." rationalreminder.libsyn.com) Austin, TX RWM is coming to Austin, TX!

Wealth Management 242

Wealth Management Estate Planning Financial Advising Banking 242

Nerd's Eye View

OCTOBER 18, 2022

What's unique about Louis, though, is how he and his partner (in anticipation of a shift in the financial advisory industry to more automated client services nearly 10 years ago) developed a robo-advice technology prototype to help clients have their investments managed at a very low cost… which then struggled to gain traction with consumers, (..)

Financial Planning 130

Financial Planning Planning Management Investing 130

Nerd's Eye View

OCTOBER 25, 2024

Also in industry news this week: The SEC this week released its list of priorities for 2025 examinations, which include advisers' use of Artificial Intelligence tools, adviser recommendations of complex investment products, and broker-dealers' compliance with Regulation Best Interest CFP Board has introduced a refreshed ad campaign encouraging students (..)

Financial Planner 246

Financial Planner Financial Advisor Estate Planning Compliance 246

Carson Wealth

SEPTEMBER 27, 2023

By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways. As of 2023, that exclusion is $12.92

Estate Planning 96

Estate Planning Insurance Planning Taxes 96

Carson Wealth

OCTOBER 25, 2023

Consult with an estate planning attorney in your state for specific guidance. Benefits for Blended Families Trust planning can be one of the most powerful avenues for settling your affairs, taking care of your loved ones and carrying out your wishes. The use of trusts involves a complex web of tax rules and regulations.

Estate Planning 105

Estate Planning Planning Assets Taxes 105

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

Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. What is a financial plan?

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

Nerd's Eye View

NOVEMBER 29, 2022

We also talk about how Anh began her career as an attorney, but decided to move away from the more transactional short-term relationship of litigation, and then, it was while she was working for Goldman Sach’s Ayco, that she realized that she could have a greater impact on her clients’ lives through financial planning and ultimately decided (..)

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Abnormal Returns

NOVEMBER 27, 2024

(nextavenue.org) Lessons learned from Warren Buffett's estate planning, including 'Tell your kids you are proud of them.' bloomberg.com) Financial disasters Another case where reaching for yield can be disastrous. axios.com) Financial planning A financial plan can help you navigate forks in the road.

Portfolio 148

Portfolio Financial Planning Estate Planning Planning 148

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 246

Tax Planning Compliance Taxes Financial Advisor 246

Clever Girl Finance

AUGUST 15, 2022

Having a solid personal financial planning process is the first step in achieving your financial goals. Instead, you can leverage the same steps that financial advisors and Certified Financial Planners (CFPs) use to create financial plans for their clients. What is a financial plan?

Financial Planning 97

Financial Planning Planning Certified Financial Planner Financial Planner 97

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

Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Once the divorce is finalized, a crucial (but often overlooked) part of the process is updating estate documents and beneficiary designations.

Financial Planning 84

Financial Planning Planning Estate Planning Taxes 84

Nerd's Eye View

AUGUST 23, 2024

financial planning, CRM, portfolio management), while taking a more tailored approach to selecting tech in other categories. The survey found that most firms fall into the middle category, utilizing tech in categories that provide an assessed high return on investment (e.g., Read More.

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Financial Planner Retirement Estate Planning Clients 245