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…
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…
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…
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…
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…
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…
Fall can be a great time to check in with clients, revisit their goals, and identify planning opportunities before the end of the year. Here are a few conversations worth having: 💰 Year-End Tax Planning “Are there any tax-related decisions we should be thinking about before December 31?”Reviewing income, retirement…
The best way for me to study is by making flashcards. I was thinking of using the quiz questions from each chapter to do so but don't want it to be a waste of my time if you don't think it will really help me on the Final Exam. Have you known other students to study this way and be successful?
The financial planning profession continues to evolve, and 2027 is likely to bring new opportunities for financial professionals to adapt how they serve clients, use technology, and build their expertise. Here are a few trends worth watching: 🤖 AI and Technology AI is becoming increasingly integrated into financial…
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