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Financial Planners

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Check out the latest news from the Financial Planner Community.

🩺 Open Enrollment Season: Helping Clients Look Beyond the Premium
November is a timely reminder that healthcare decisions can also be financial planning decisions. With many employers holding open enrollment in the fall and the Medicare Annual Enrollment Period running October 15 through December 7, clients may be reviewing healthcare coverage, benefits, and anticipated expenses for the…
🗓️ Year-End Tax Moves: What Should Be Reviewed Before December 31?
As the year winds down, holiday plans and busy schedules can push financial housekeeping to the bottom of the list. But waiting until tax filing season may mean missing opportunities that needed attention before December 31. For financial planners, a year-end review is a chance to help clients connect tax decisions with…
🏦 Retirement Contributions: Making the Most of the Final Months of the Year
The end of the year is a useful checkpoint for retirement savings. With a few pay periods remaining, clients may still have time to adjust contributions, review employer benefits, and make progress toward their long-term goals. The conversation starts with more than “Have you maxed out your account?” It’s an opportunity to…
🎁 Holiday Spending Without Derailing Financial Goals
The holiday season brings opportunities to celebrate, travel, and spend time with the people who matter most. It can also bring financial pressure—from gift exchanges and family gatherings to last-minute purchases and unexpected expenses. For financial planners, this is an opportunity to help clients create a spending plan…

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🎁 Holiday Spending Without Derailing Financial Goals
The holiday season brings opportunities to celebrate, travel, and spend time with the people who matter most. It can also bring financial pressure—from gift exchanges and family gatherings to last-minute purchases and unexpected expenses. For financial planners, this is an opportunity to help clients create a spending plan…
🏦 Retirement Contributions: Making the Most of the Final Months of the Year
The end of the year is a useful checkpoint for retirement savings. With a few pay periods remaining, clients may still have time to adjust contributions, review employer benefits, and make progress toward their long-term goals. The conversation starts with more than “Have you maxed out your account?” It’s an opportunity to…
🗓️ Year-End Tax Moves: What Should Be Reviewed Before December 31?
As the year winds down, holiday plans and busy schedules can push financial housekeeping to the bottom of the list. But waiting until tax filing season may mean missing opportunities that needed attention before December 31. For financial planners, a year-end review is a chance to help clients connect tax decisions with…
🩺 Open Enrollment Season: Helping Clients Look Beyond the Premium
November is a timely reminder that healthcare decisions can also be financial planning decisions. With many employers holding open enrollment in the fall and the Medicare Annual Enrollment Period running October 15 through December 7, clients may be reviewing healthcare coverage, benefits, and anticipated expenses for the…
🛡️ The Role of Insurance in a Financial Plan: More Than Just a Policy
When we think about financial planning, investments, retirement, and savings often come to mind first. But an important part of a comprehensive financial plan is also asking: What happens financially when the unexpected happens? That’s where insurance and risk management can play an important role. Insurance can help…
💰 Emergency Funds: Is 3–6 Months Still the Rule?
For years, one of the most common financial planning guidelines has been to keep three to six months of essential expenses in an emergency fund. But is there really a one-size-fits-all number? An emergency fund can provide an important financial cushion when the unexpected happens—from a job loss or major home repair to an…
where can i find the answers for the revies questions after every chapter?
Beyond Investments: The Many Pieces of Financial Planning
When people hear the words financial planning, investing is often one of the first things that comes to mind. Stocks. Bonds. Retirement accounts. Portfolio performance.But financial planning can extend far beyond investments.A comprehensive financial plan brings together many areas of a person’s financial life. Each piece…
October is Financial Planning Month!
For more than 50 years, the College for Financial Planning®—a Kaplan Company has been part of the growth and evolution of the financial planning profession through education, professional development, and lifelong learning. Financial Planning Month is a great opportunity to recognize the work financial professionals do…
📆October Events!
Evolving Fiduciary Rules: What Advisors Need to Know October 15 | 12:00-1:00 PM ET | Register Here Your Career Path: Explore a Master's in Personal Financial Planning October 20 | 2:00 - 3:00 PMT ET | Register Here Credentials That Matter: CFP® Certification October 21 | 12:00-1:00PM ET | Register Here From Guessing to…