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 Investments 130

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 245

Financial Planner Certified Financial Planner Financial Planning CFP 245

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

Steve Sanduski

FEBRUARY 18, 2025

But, to a growing segment of clients and prospects, these investments are almost as important as their 401(k)s. Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals.

Financial Planning 52

Financial Planning Planning Valuation Clients 52

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 97

Financial Planning Planning Estate Planning Assets 97

The Big Picture

MAY 29, 2024

But 60 percent is for average Americans, um, which is the typical mass affluent, and being able to do the legal and the tax and get them top shelf investments because we’ve got the scale in place already from serving so many high-net worth families. I like the idea of a captain as the single point of contact for all financial matters.

Risk Management 290

Risk Management Taxes Estate Planning Financial Planner 290

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

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

Nerd's Eye View

SEPTEMBER 5, 2022

Orion (re-)partners with Apex Clearing with an integrated financial-planning-and-digital-account-opening experience for younger clients with smaller accounts.

Financial Advisor 241

Financial Advisor Estate Planning Accounting Taxes 241

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

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

MainStreet Financial Planning

MARCH 7, 2025

In contrast, a fee-only, flat-fee financial planner provides transparent pricing, unbiased advice, and comprehensive financial planningwithout taking a percentage of your investments. Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments.

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

Carson Wealth

JANUARY 8, 2025

They consider your current financial situation, risk tolerance, and future objectives to help develop a comprehensive plan. This personalized approach can help you make financial decisions that are well-informed and strategically sound. The post Why Should I Hire a Financial Advisor?

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

Carson Wealth

JANUARY 4, 2024

Your 20s are about taking career and money risks while simultaneously building a foundation of positive financial behavior and savings. Invest in yourself. When you’re in your 20s and just getting started in your career, take time to invest in yourself. It’s true from both an investment standpoint and a life standpoint.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

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

FEBRUARY 22, 2023

And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? As the quarterback of your clients’ financial team, you can foster harmony among the generations through an age-old tool: The family meeting. Estate Plan Basics.

Estate Planning 75

Estate Planning Planning Education Clients 75

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

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

WiserAdvisor

NOVEMBER 4, 2022

For these reasons and several others, it is essential to follow specific financial planning tips for dual-income families. If you wish to learn about financial strategies that can help dual-income families plan their finances better, consider seeking the services of a professional financial advisor for the same.

Financial Planning 93

Financial Planning Planning Taxes Financial Advisor 93

MainStreet Financial Planning

NOVEMBER 8, 2024

Harvest Tax Losses If you have investments that have declined in value, consider selling them to offset capital gains from other investments—a strategy known as tax-loss harvesting. The post Save on Taxes with These 5 Year-End Financial Tips appeared first on MainStreet Financial Planning.

Taxes 97

Taxes Medical Consulting Education 97

Ballast Advisors

MAY 8, 2023

Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In this blog, we’ll dive deep into some lessons they’ve learned and the role that financial planning plays in supporting their goals.

Financial Planning 98

Financial Planning Planning Financial Planner Retirement 98

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

NAIFA Advisor Today

APRIL 12, 2024

Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. You will learn: The basics of estate planning and its key components. Strategies for aligning different types of financial assets with your estate plan.

Estate Planning 52

Estate Planning Planning Financial Planning Assets 52

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. A financial advisor provides personalized guidance to help manage and grow your wealth.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Integrity Financial Planning

JUNE 27, 2023

The Foundations of Financial Planning Proper financial planning is widely considered the first step to building generational wealth. [1] 1] Retirees should work to evaluate their current financial situation and develop a comprehensive plan in order to achieve their wealth-building goals.

Retirement 98

Retirement Healthcare Financial Planning Estate Planning 98

Yardley Wealth Management

SEPTEMBER 24, 2021

The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. Garry offers the following advice for investors who are shell-shocked and don’t know where to turn in taking the first step in creating a financial plan: Have a plan.

Financial Planning 52

Financial Planning Planning Wealth Management 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

eMoney Advisor

MARCH 23, 2023

Holistic financial planning incorporates a client’s total life and financial circumstances into their plan. The purpose is to go beyond helping clients achieve financial goals by supporting them in living a more meaningful life. Getting started with holistic planning is not always straightforward, however.

Financial Planning 69

Financial Planning Planning Clients Estate Planning 69

Steve Sanduski

APRIL 8, 2025

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. It’s a title that speaks to his firm’s intentional, comprehensive planning process. Keen Wealth’s checklist-driven financial planning process.

Engineering 52

Engineering Communication Financial Planning Clients 52

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Carson Wealth

JULY 12, 2022

By Craig Lemoine, Director of Consumer Investment Research . 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. . Common degrees used in financial planning include: .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Million Dollar Round Table (MDRT)

JULY 21, 2022

Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

AdvicePay

JUNE 13, 2024

Much like the maintenance of a car ensures its longevity and optimal performance, financial planning demands both one-time and ongoing attention. This approach allows you to engage these clients by charging a fee that’s covered through their monthly cash flow.

Insurance Coverage 87

Insurance Coverage Financial Planning Estate Planning Tax Planning 87

Harness Wealth

NOVEMBER 12, 2024

The conversion from a Traditional IRA to a Roth IRA is a taxable event, with income taxes due on any pre-tax contributions and investment earnings converted. Consider 529 Plans A 529 Plan is a tax-advantaged investment account specifically designed to fund education costs.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

WiserAdvisor

APRIL 19, 2024

While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.

Estate Planning 45

Estate Planning Planning Distribution Accounting 45

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. Life happens. We’re here to help!

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Financial Planning Taxes Planning Tax Planning 52