Financial Planners

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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…
🚨 Register Now: March 18 Webinar — Taxes, Macro-Trends & the OBBB Shake-Up
Global markets are shifting — and proactive client guidance has never been more important. Join us on March 18, 2026 | 10:00 – 11:00 AM MDT for an insightful session designed to help advisors turn regulatory and economic changes into actionable strategies for clients. We’ll explore: 🔹 Key 2026 IRS annual limit changes you…
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…

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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…
🚨 Register Now: March 18 Webinar — Taxes, Macro-Trends & the OBBB Shake-Up
Global markets are shifting — and proactive client guidance has never been more important. Join us on March 18, 2026 | 10:00 – 11:00 AM MDT for an insightful session designed to help advisors turn regulatory and economic changes into actionable strategies for clients. We’ll explore: 🔹 Key 2026 IRS annual limit changes you…
SECURE 2.0 Updates Advisors Should Be Discussing
Whether you’re actively advising clients or studying for a designation like CRPC®, AAMS®, FPQP® or CRPS®, understanding the latest retirement legislation is critical — and SECURE 2.0 is one of the biggest developments advisors should be aware of in 2026. This law continues to reshape retirement planning — from contribution…
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…