Nerd's Eye View

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Financial Planner 246

Financial Planner Nonprofit CFP Advertising 246

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

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. It will make you a better financial planner.”

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Carson Wealth

NOVEMBER 3, 2022

Talk to your advisor about whether a conversion would make sense for your overall financial goals. While most of us think of making donations to nonprofits in cash, there are other advantageous ways to support an organization. Donate valuable assets that aren’t cash.

Taxes 98

Taxes Distribution Accounting Nonprofit 98

Walkner Condon Financial Advisors

APRIL 27, 2023

Related Reading: What to do With Your Previous Job’s 401(k) Plan If you work for a university, public school, or a 501(c)(3) tax-exempt organization (more commonly referred to as a charitable organization or nonprofit), you may have participated in a 403(b) plan. A 403(b) is similar to a 401(k) in many ways.

Retirement Planning 52

Retirement Planning Distribution Certified Financial Planner Retirement 52

Walkner Condon Financial Advisors

APRIL 13, 2022

If you work for a university, public school, or a 501(c)(3) tax-exempt organization (more commonly referred to as a charitable organization or nonprofit), you may have participated in a 403(b) plan. Please reach out if we can be valuable to you when it comes to your financial planning needs.

Retirement Planning 52

Retirement Planning Certified Financial Planner Distribution Retirement 52

Good Financial Cents

MARCH 28, 2023

As a financial planner, I get a lot of concerned questions from my clients regarding their investments. One recently asked me: What exactly happens if the brokerage firm I’m custodied with goes out of business?

Investing 83

Investing Investments Insurance Accounting 83