Financial Planners

Home

2026 Annual Limits: A Handy Guide for Planning Professionals
Did you know? The College for Financial Planning offers a handy resource to make annual limits easy to access and use. The 2026 Annual Limits Quick-Reference Guide is a concise, faculty-curated document designed for students, alumni, and financial planning professionals. It provides the most up-to-date annual limits and…
Tax-Efficient Withdrawal Sequencing — What Are You Doing in Practice?
As we move deeper into tax season and planning conversations, tax-efficient withdrawal sequencing is becoming one of the most important strategies advisors should understand — especially when helping clients optimize retirement income. The big question: 👉 Are you withdrawing from taxable, tax-deferred, or Roth accounts…
ETFs Continue to Transform Portfolio Construction
Exchange-traded funds (ETFs) have become one of the most widely used investment tools among financial advisors. Over the past decade, the ETF market has grown dramatically, expanding from about $2.2 trillion in assets in 2015 to more than $13.5 trillion in 2025, with nearly 5,000 products now available to investors. Why…
Fintech, AI Agents, and Stablecoins
As AI agents become more capable, they will increasingly act on behalf of people and organizations. They will book services, purchase data, pay for software access, and interact with digital marketplaces. But there is a practical issue that does not get discussed enough: the payment rails they are expected to use. Most…

College for Financial Planning® Alumni
Our goal is to help you forge lasting connections and advance your career with your alumni network.
Financial Planners Professional Community
Open chat for aspirational and active financial planners to share questions, solutions, experiences and connections.

What’s One Client Win You’re Proud Of This Year?
Behind every financial plan is a real person — and real progress. Maybe it was: Helping a client retire confidently Guiding someone through market volatility Navigating a complex tax strategy Supporting a business owner through succession planning Coaching a client through a tough behavioral money moment Helping a family…
🚀 Bitcoin & Financial Advice — What’s Your Perspective?
Bitcoin continues to gain attention in client conversations — especially with ETF adoption and increased institutional exposure. Yet many financial advisors still approach it cautiously. That raises an important question: 👉 Is your hesitation about Bitcoin based on risk management… regulation… valuation concerns… or client…
Question ID: 1435345?
Despite being a 4% shareholder, why wouldnt the corporation be allowed to include Anna's compensation with it's operations and reduce the taxable liability (that is then shared with Anna as a pass-through)?
How Are You Incorporating AI Into Your Practice?
AI is everywhere in 2026 — but how is it actually showing up in your day-to-day work? Are you using it for: Client communication drafts? Meeting prep or recap notes? Portfolio analysis? Marketing content? Workflow automation? Research support? Compliance review assistance? 👇 We’d love to hear from you: How are you using AI…
What’s the Biggest Client Planning Trend You’re Seeing in 2026?
Client priorities are constantly evolving — and this year feels especially dynamic. Are you noticing more conversations around: Tax strategy and Roth conversions? AI and tech integration in planning? Retirement income planning? Estate and legacy conversations? Behavioral finance and emotional decision-making? Business…
Fintech, AI Agents, and Stablecoins
As AI agents become more capable, they will increasingly act on behalf of people and organizations. They will book services, purchase data, pay for software access, and interact with digital marketplaces. But there is a practical issue that does not get discussed enough: the payment rails they are expected to use. Most…
🌿 National Organize Your Home Office Day — Reset, Refresh, Refocus!
Your workspace impacts your productivity, creativity, and mindset more than we realize. National Organize Your Home Office Day is the perfect excuse to: ✨ Clear the clutter ✨ Organize your files & digital documents ✨ Refresh your desk setup ✨ Rearrange for better workflow ✨ Create space that inspires focus For financial…
ETFs Continue to Transform Portfolio Construction
Exchange-traded funds (ETFs) have become one of the most widely used investment tools among financial advisors. Over the past decade, the ETF market has grown dramatically, expanding from about $2.2 trillion in assets in 2015 to more than $13.5 trillion in 2025, with nearly 5,000 products now available to investors. Why…
What’s the Most Valuable Soft Skill for Financial Advisors — and Why?
Technical expertise gets you in the door… but soft skills build lifelong client relationships. Is it: Empathy? Active listening? Emotional intelligence? Communication clarity? Confidence? Adaptability? Trust-building? Conflict resolution? In today’s planning environment — where clients are navigating market volatility,…
Qualified Charitable Distributions (QCDs) — Strategy Refresh
Qualified Charitable Distributions (QCDs) are a powerful tax-planning tool for clients who are 70½+ and want to support charities while reducing taxable income. With changing retirement timelines and evolving tax environments, it’s worth revisiting how we think about QCDs in 2026. 💡 Why QCDs matter: They allow IRA owners…