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In advance of National Make a Will Month this August, now is the time to start preparing your client conversations around estate planning. Most clients avoid the topic for the same reasons. It feels uncomfortable, they assume it is only for the wealthy, or they plan to get to it later. The advisors who break through that…
One of the most common questions we hear from designation holders: where do I find the required list of approved CE courses? Here is the answer that surprises many alumni. There is no required catalog. You have the flexibility to choose the CE provider and courses that best fit your practice, your interests, and your…
The Real Work Isn't About the Numbers When markets drop or life upends, clients don't call asking for a portfolio rebalance. They call because fear is louder than reason. And that's where you matter most. Here's the shift: Emotional conversations follow a pattern. Your job is to interrupt panic and move the client toward…
Estate planning is much more than drafting a will. It's an ongoing process that should evolve as a client's life, family, and financial situation change. However, one of the most common—and potentially costly—oversights is failing to review and update beneficiary designations. Many clients assume their will or trust…
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Your Designation Doesn't Keep You Current—You Do You earned your CFP, CRPC, AAMS, or FPQP because you proved you knew the material at that moment. But financial regulations, tax law, and best practices don't stay still. Neither should your knowledge. Here's what you need to know: The Timeline You have two ways to think…
Hi! I am confused about funding an HSA from an IRA. Is this allowed only one time? Is there a max limit on funding an HSA from an IRA? Is it a rollover or a transfer?
I have my CFP exam on Saturday - and today I started getting an Internal error 500 on the test prep materials! Anyone else?
An estimated 80 trillion dollars or more is expected to move between generations over the next two decades. It is one of the largest wealth shifts in history, and it comes with a hard truth for advisors: the majority of heirs leave their parents' advisor after receiving an inheritance. The advisors who keep those…
If your clients have questions about Social Security this year, they are not alone. Here is what advisors should have on their radar in 2026. The COLA rose to 2.8 percent, up from 2.5 percent last year. That translates to roughly 56 dollars more per month for the average retiree. But Medicare is eating into it. Part B…
Whether you're deep in your studies, newly designated, or a seasoned professional — staying connected to the financial planning community isn't just nice to have. It's a career strategy. Here are five practical ways to keep your finger on the pulse of the industry: Get Active on LinkedIn LinkedIn is one of the most…
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