-
Tax Strategy (Before It’s Too Late)
Early Roth Conversion Planning (Don’t Wait Until Q4) Roth conversions are one of the most powerful planning tools—but timing matters more than most clients realize. Too often, the conversation doesn’t happen until Q4… when options are limited and decisions feel rushed. Mid-year is where advisors can be more strategic.…
-
What’s one client planning priority that’s changed most in Q2?
We’re far enough into the year to start seeing real shifts in client conversations. What felt urgent in Q1 isn’t always what clients are focused on now. Are you seeing more conversations around: • Cash flow and spending habits? • Market volatility and risk tolerance? • Tax strategy adjustments? • Retirement timing changes?…
-
📋 Advisors: What’s the most common estate planning mistake you’re seeing in 2026?
💬 What estate planning gap are you seeing most with clients right now? Estate planning isn’t just for the ultra-wealthy—it’s a critical part of every financial plan. Yet, many clients still have major gaps that can create challenges for their families down the road. For financial professionals, identifying these gaps early…
-
Faculty Research Spotlight: Stock Market Index Overconcentration
Recent faculty research from the College for Financial Planning® is gaining strong engagement across both academic and industry audiences. The article, “Stock Market Index Overconcentration” by Khurram Naveed, Todd Feldman, and Barclay Roper, was recently featured through The Market Lens platform and discussed by Larry…
-
💬 Now that tax season is over—what’s the first thing you prioritize with your clients?
Tax season might be behind us, but for financial professionals, this is where the real planning begins. April is a critical time to turn tax insights into strategy and help clients stay on track for the rest of the year. 💡 Here are a few smart next steps advisors often focus on: • Reviewing tax returns for planning…
-
Happy Tax Day to our Financial Planning Community
For financial planners, this season goes far beyond filing deadlines. It is helping clients make sense of tax implications, navigating last minute decisions, and connecting tax strategy to long term financial plans. You have been in the details while also keeping the bigger picture in focus for your clients and that is no…
-
🌷 What Advisors Should Be Doing in April (Preparing for Summer 2026)
April isn’t just about tax season—it’s also a key planning window for financial professionals before summer schedules and client availability start to shift. Whether you’re a CFP® student, designation holder, or early-career advisor, now is the time to get ahead. 💡 Here’s what to focus on this month: 📁 1. Post-Tax Season…
-
📊 Social Security Optimization Strategies in 2026
When it comes to retirement planning, Social Security timing can make a significant impact on long-term financial outcomes. As we move through 2026, it’s more important than ever for financial professionals—and future CFP® certificants—to understand how to help clients optimize their Social Security benefits. 💡 Key…
-
April is Financial Literacy Month
April is Financial Literacy Month, a meaningful reminder of the role education plays in helping individuals build confidence and clarity in their financial lives. For our College for Financial Planning alumni, this work is personal. The knowledge and skills you developed here continue to show up in the way you guide,…
-
📈 Inflation Trends & Portfolio Positioning
Inflation continues to play a key role in shaping investment strategy and portfolio construction. Understanding how inflation impacts asset allocation is essential for long-term planning. Rising prices affect purchasing power, interest rates, bond yields, equity performance, and cash flow projections — making proactive…