Abnormal Returns

JUNE 28, 2023

Mack talks with Goldstone — a manager of investment research at Condor Capital Wealth Management and co-author of Condor's "Robo Report." financial-planning.com) Retirement How a Flexible Spending Strategy works in retirement, with some caveats. savantwealth.com) What is an estate plan?

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Retirement Planning Estate Planning Retirement Wealth Management 245

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 276

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. A little planning now avoids big headaches later. But not this year. Not for you.

Budgeting 97

Budgeting Financial Planning Estate Planning Planning 97

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

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Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

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

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

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Estate Planning Clients Media Wealth Management 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.

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Financial Planner Estate Planning Startup Communication 246

Abnormal Returns

MARCH 20, 2023

(investmentnews.com) What it's like to make a mid-career shift to financial planning. marknewfield.substack.com) Advisers need to be able to help clients with cash management. financial-planning.com) Adviser outreach should have a specific purpose. thinkadvisor.com)

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Estate Planning Retirement Communication Financial Planning 245

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

Abnormal Returns

SEPTEMBER 11, 2023

kitces.com) Christine Benz and Jeff Ptak talk with Cynthia Haddad, an expert on financial planning for people with disabilities and their families. riabiz.com) The biz Creative Planning is going to be flexible holding onto PIF advisers. investmentnews.com) Why the global wealth management is a growth business.

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Wealth Management Estate Planning Financial Advice Financial Planning 147

Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. There are many different types of trusts, each designed to address specific estate planning needs.

Estate Planning 52

Estate Planning Financial Planning Planning Taxes 52

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.

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Estate Planning Planning Financial Planner Clients 83

Abnormal Returns

OCTOBER 23, 2023

riabiz.com) AI Is AI an existential threat to the business of financial advice? advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. investmentnews.com) Advisers Why the myth of a big wealth transfer from Baby Boomers persists. riabiz.com) The upside of pro bono financial planning.

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Compliance Estate Planning Financial Advice Financial Advisor 162

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

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Wealth Management Management Risk Tolerance Retirement Planning 59

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.

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Financial Planning Planning Wealth Management Estate Planning 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. Estate Planning : Ensuring your wealth is passed on according to your wishes.

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Financial Advisor Strategic Planning Estate Planning Retirement 40

Zoe Financial

DECEMBER 5, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 5, 2023 Watch Time: 3 minutes Transcript: Welcome to this week’s Wealth Management Digest. Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days.

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Wealth Management Management Financial Planning Taxes 52

Carson Wealth

DECEMBER 13, 2022

Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager.

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Wealth Management Financial Advisor Management Financial Planner 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

International College of Financial Planning

JUNE 30, 2022

Hiring a wealth manager is one of the biggest financial decisions you’ll make. Hiring a wealth manager is a long-term investment, so it’s important to find someone who will take the time to get to know your goals, values, and long-term goals. Factors to be considered before hiring a wealth manager. .

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Wealth Management Management Financial Planner Tax 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.

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CFP Financial Planning Planning Certification 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 .

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Estate Planning Economics Planning Financial Planner 52

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

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

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Financial service professionals like Tammy climb a competence stairway to work with clients. Common degrees used in financial planning include: .

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Financial Advising Financial Planning Ethics Financial Services 98

Yardley Wealth Management

JULY 10, 2020

The post Is Financial Planning a Pandemic Necessity? appeared first on Yardley Wealth Management, LLC. Is Financial Planning a Pandemic Necessity? By Michael Garry Yardley Wealth Management . Please contact us if you’d like to discuss your financial plan.

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Financial Planning Planning Wealth Management Estate Planning 40

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

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Financial Planning Planning Financial Planner Wealth Management 52

Integrity Financial Planning

FEBRUARY 10, 2023

It can also be helpful to have a dialogue with your family about how to manage the wealth you are going to pass down to them. [3] 3] One in four adults in the US said that their parents did not provide them with money lessons when they were children, which shows how little we talk with our kids about money and how to manage it. [4]

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Estate Planning Communication Financial Planning Education 95

Harness Wealth

JUNE 30, 2023

Whether you’re building equity in a primary residence or buying a vacation home or investment property, understanding how to best prepare for, and manage, a real estate purchase is a critical piece of any personal financial plan. and Financial Planning for Estate Planning.

Financial Planning 52

Financial Planning Planning Financial Planner Taxes 52

Darrow Wealth Management

OCTOBER 28, 2024

Don’t discount your non-financial goals and what you plan to do after you sell. Create a formal financial plan. A comprehensive financial plan can help you analyze whether the sale proceeds will allow you to maintain your lifestyle and what variables you can play with to optimize the outcome.

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Sales Taxes Estate Planning Planning 97

International College of Financial Planning

APRIL 25, 2024

Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice. From there, they collaborate with you to develop a tailored financial plan.

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Certification CFP Certified Financial Planner Financial Planning 52

Dear Mr. Market

DECEMBER 3, 2024

As someone deeply entrenched in financial planning and chronologically standing on the threshold of pre-retirement, the book was more than just a leisure read—it was a revelation. How often do we advise clients to leave sizable estates while overlooking the profound, immediate impact those same funds could have?

Financial Planner 59

Financial Planner Retirement Planning Financial Planning Retirement 59

International College of Financial Planning

MAY 29, 2023

The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field.

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Wealth Management Management Estate Planning Financial Planner 40

Darrow Wealth Management

OCTOBER 1, 2024

Choosing whether to fund a trust with your assets is an important decision in the estate planning process. A will and a trust are two different estate planning tools. Discuss your estate plan in detail with your attorney. Top 3 Benefits of Living Trusts appeared first on Darrow Wealth Management.

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Assets Estate Planning Distribution Taxes 98

Yardley Wealth Management

JUNE 6, 2023

The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Financial planning services can assist with developing a comprehensive estate plan.

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Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Darrow Wealth Management

JUNE 14, 2023

Engage a sudden wealth advisor and build your team Many individuals experiencing a sudden wealth event didn’t have a financial advisor before the windfall. And if you are working with a professional, ensure they’re equipped to handle your new financial reality.

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Management Wealth Management Wealth Advisor Taxes 96