MainStreet Financial Planning

JULY 27, 2022

Forbes magazine evaluated some of the top plans and scored them based on plan benefits and prices. appeared first on MainStreet Financial Planning. My parents have pet insurance for their dogs, and it has been a great asset for them. The post Is Pet Insurance For You?

Insurance 98

Insurance Medicine Planning Medical 98

Your Richest Life

JULY 15, 2022

Listed as a D Magazine Best Financial Planner for the seventh year in a row. Named an Investopedia Top 100 Financial Advisor for the third time. As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. . Working with over 40 families on an ongoing basis.

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

Midstream Marketing

NOVEMBER 12, 2024

This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financial planning. This keeps your audience informed about financial planning.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

NAIFA Advisor Today

DECEMBER 2, 2022

On December 6, NAIFA-National Trustee and Gateway Insurance and Financial Services Vice President Aprilyn Chavez-Geissler will be a featured speaker for the webinar "Beyond Sentiment: The Business Benefits of DEI," presented by Financial Planning magazine.

Financial Services 52

Financial Services Financial Planning Insurance Planning 52

MainStreet Financial Planning

FEBRUARY 16, 2024

I love hard copy magazines to flip through for ideas. The post Prioritizing Health: The Key to Financial Success appeared first on MainStreet Financial Planning. Here’s to a year filled with health, happiness, and boundless prosperity.

Accounting 90

Accounting Financial Planning Planning Banking 90

eMoney Advisor

JUNE 8, 2023

“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach.

CFP 85

CFP Financial Planning Clients Financial Planner 85

AdvisorPR

OCTOBER 12, 2023

“The Financial Planning Association has launched a program to help its members work better with the media. ” Read the full article in Financial Advisor Magazine. ” Read the full article in Financial Advisor Magazine.

Media 52

Media Digital Media Financial Advisor Financial Planning 52

Your Richest Life

AUGUST 4, 2023

When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible. Your Richest Life turns nine this month!

Financial Planner 98

Financial Planner Financial Counseling Fee Only Clients 98

Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. She was also named a Top 10 Financial Advisor by Investopedia. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Carson Wealth

FEBRUARY 27, 2024

By Erin Wood, CFP ® , Senior Vice President, Financial Planning and Advanced Solutions If we’re to believe everything we see in magazine and TV ads, retirement is a time of leisurely bike rides with your spouse, lunching with friends and exploring hobbies like painting or ceramics, all done in joyful contemplation.

Retirement 52

Retirement CFP Financial Planning Insurance 52

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. In my blog posts, I talk a lot about the importance of reflecting on the past in financial planning. Your Richest Life is ten!

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

Inside Information

APRIL 26, 2023

Every so often one or the other of the professional magazines will give us a ’40 under 40’ list of candidates to watch for in the future, and I have to admit that I can’t resist looking at the list. And it turns out that all of the future leaders of the financial planning profession are wirehouse brokers. Wait; what?!?

Financial Planner 40

Financial Planner Financial Planning Planning Financial Advisor 40

Clever Girl Finance

MARCH 19, 2024

Plus, building a board for your money can easily be integrated into your financial planning process. As you develop a plan, simply create a board to go with it. For example, you can go the old-school route by cutting out words and images from old magazines, this is my format of choice.

Retirement 98

Retirement Budgeting Accounting Planning 98

Tobias Financial

AUGUST 5, 2024

We are thrilled to announce that Tobias Financial Advisors made the Worth Magazine’s 2024 Leading Advisors List. Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.

Financial Advisor 52

Financial Advisor Investment Advisor Wealth Management Commission 52

Yardley Wealth Management

OCTOBER 26, 2020

I had the opportunity to share my thoughts on Social Security with Tracey Longo at Financial Advisor Magazine for her article Advisors Concerned As Covid Speeds Projected Social Security Shortfall. Please contact us if you’d like to discuss your financial plan. As always, hang in there. .

Wealth Management 52

Wealth Management Estate Planning Financial Planning Retirement Planning 52

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium!

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Clever Girl Finance

OCTOBER 29, 2022

You can dive into a new book , browse the newspapers, or check out your favorite magazines. First, gather up any old magazines or newspapers you have lying around. That said, you need to create a clear plan to achieve them—and that starts with getting clear about what you want to accomplish. Create a financial plan.

Budgeting 64

Budgeting Financial Planning Planning Accounting 64

Inside Information

FEBRUARY 26, 2025

Beyond that, Mahoney strengthened the Journal of Financial Planning by hiring a real journalist: Danielle Andrus, former editor of Investment Advisor magazine, and began rejuvenating the national conference with staff who had direct experience with national meetings.

Financial Planning 40

Financial Planning Communication Investment Advisor Planning 40

FMG

JUNE 27, 2023

Have A Tale To Tell via Financial Advisor Magazine If you’re looking to connect on a more personal level, then story-telling is a great way to do this. Good story-telling is a crucial part of marketing especially as more advisors focus on the human side of financial planning and marketing. Read more here.

Media 52

Media Financial Advisor Clients Financial Planning 52

FMG

SEPTEMBER 29, 2023

In addition, join a financial organization to gain credibility and become more established in the industry. Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX. Allowing you to network with others in the industry and get your name out.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Investing Caffeine

MARCH 1, 2022

If you were the chief executive of a newspaper, television, or magazine company, what headline stories would you run to generate the most viewers and readers? Which subjects will you choose to make me impulsively grab a magazine in the grocery line, keep me glued to the television news, or suck me in to click-bait advertisements on the web?

Economics 59

Economics Accounting Advertising CFP 59

FMG

SEPTEMBER 6, 2023

Additionally, if you join financial organizations, that is a great way to gain credibility and become even more established in the industry. Prominent Financial Planning, LLC Next, we have Prominent Financial Planning, LLC. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Inside Information

MARCH 29, 2023

I go back so far that I wrote about the very first financial planning software programs: Financial Profiles, Leonard Systems, IFDS, PLANMAN, etc. And believe it or not, people were talking seriously about the threat of AI-powered planning and automated financial plans way back in those early days.

Financial Planner 40

Financial Planner Medicine Financial Planning License 40

Clever Girl Finance

AUGUST 19, 2022

In recent years, we’ve seen a rise in digital nomads , as reported by Forbes Magazine. And while you're switching careers, consider creating a financial plan for yourself to help you organize your income. You can work alone from anywhere in the world. The lifestyle choice is relatively simple. The choice is yours.

Accounting 94

Accounting Math Clients Management 94

Clever Girl Finance

DECEMBER 13, 2023

For example, consider heading to the library to check out books or magazines instead of paying for online subscriptions or going to the bookstore. And remember, for financial help, there are plenty of free online resources for budgeting, saving, and investing. One excellent option is to look for free community resources.

Budgeting 97

Budgeting Planning Financial Planning Accounting 97

Steve Sanduski

APRIL 8, 2023

Writing in Prospect Magazine about McGilchrist, Nick Spencer said , “The left hemisphere is better at ‘how’ and ‘what,’ while the right is better at ‘why’—though McGilchrist points out that both are capable of addressing either set of inquiries depending on context.” The left explains, the right understands. But let’s face reality.

Retirement Planning 52

Retirement Planning Retirement Planning Certified Financial Planner 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Investment Writing

JUNE 6, 2022

I got the idea for this article from reading “Time Crunch: 13 marketing tips that will take you 10 minutes or less” in the Journal of Financial Planning (July 2016). You can also riff on the titles that appear on a magazine cover. .” Generate ideas by reading an article—any article.

Marketing 59

Marketing Marketing Media Startup 59

Inside Information

NOVEMBER 29, 2022

In a couple of weeks, I’m going to be flying to Seattle to attend the Financial Planning Association’s 2022 national conference—my first in six or seven years. Back then, I moved around from session to session to session, taking copious notes of everything that was said, and came back with… nothing.

Communication 40

Communication Financial Planning Planning Economy 40

Indigo Marketing Agency

DECEMBER 18, 2019

Impact Communications was started in 1993 by the one and only Marie Swift, who is known for her thought leadership in the financial services space. Her work has been published by Forbes.com, MarketWatch.com, Barron’s , The Wall Street Journal , NAPFA Advisor magazine, and MorningstarAdvisor.com. .

Financial Advisor 52

Financial Advisor Marketing Marketing Compliance 52

Clever Girl Finance

NOVEMBER 20, 2023

Get rid of subscriptions and services The cost of cable, streaming services, cell phones, magazines, and more will continue to be charged to the deceased unless you cancel the accounts. This will help the executor know what needs to be paid by the estate and also give you a list of services that need to be canceled.

Certification 107

Certification Accounting Insurance Banking 107

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Inside Information

DECEMBER 29, 2022

As you know, I read the trade magazines (including online sources like Advisor Perspectives and kitces.com) and report on the various articles, This gives me some insight not only into trends in the profession, but into the reporting on them.

Clients 40

Clients Financial Advisor Financial Planning Planning 40

Inside Information

JULY 25, 2024

I can tell you that when I was editor of Financial Planning magazine, I discovered that there is a whole public relations ecosystem churning out favorable press releases and miscellaneous announcements that they would position as ‘news.’ Executive hires are very important for you to be aware of.

Fee Only 40

Fee Only Commission Recruitment Advertising 40

Inside Information

APRIL 26, 2024

I’m in the early stages of writing a book about my experiences over 40+ years in the financial planning profession (is anybody going to want to read it?). Otherwise (and you read this in our industry magazines in articles written by credulous writers) that they will be crushed by the increasingly enormous competition.

Fee Only 40

Fee Only Professional Services Clients Management 40

Clever Girl Finance

JUNE 12, 2023

From gym memberships to magazine subscriptions to cable, too many people have paid subscriptions sitting around that they barely use. Not having insurance or having inadequate insurance can mess up your financial plans in the event that something unplanned happens.

Budgeting 101

Budgeting Insurance Accounting Food 101

The Big Picture

MAY 7, 2024

And so I ended up working at Business Week Magazine for almost 13 years. You know, you put it off every day and you shouldn’t, nobody here that listens to this show should not have a financial plan even if they did it themselves. It was either go drive a Frito-Lay truck or a Macy’s management program. It was fun.

Startup 147

Startup Advertising Engineering Numbers 147