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📈 5 Ways to Stay Connected in the Financial Planning Industry
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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Summer Industry Check-In: What Financial Planners Should Be Watching in 2026
Summer is a great time to step back from coursework, client meetings, and exam prep to take a broader look at where the financial planning profession is headed. Here are a few trends shaping the industry right now: 🤖 AI Is Becoming a Core Skill Artificial intelligence is rapidly moving from experimentation to everyday use…
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Finding A Business Attorney
Does anyone have a suggestion on how to find attorneys that specialize in Buy/Sell Agreements for the Businesses within the Construction Industry?
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Brain Block
Hello, I am starting chapter 7 and I am losing so much focus. I feel that it is so much information, that my brain has maxed out on what more it can consume. Any ideas of how to help remove the block. At this point, I feel that I am only reading words. I am not retaining any of the material. Help, please, anyone. Thanks
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Tax Strategy (Before It’s Too Late)
Early Roth Conversion Planning (Don’t Wait Until Q4) Roth conversions are one of the most powerful planning tools—but timing matters more than most clients realize. Too often, the conversation doesn’t happen until Q4… when options are limited and decisions feel rushed. Mid-year is where advisors can be more strategic.…
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What’s one client planning priority that’s changed most in Q2?
We’re far enough into the year to start seeing real shifts in client conversations. What felt urgent in Q1 isn’t always what clients are focused on now. Are you seeing more conversations around: • Cash flow and spending habits? • Market volatility and risk tolerance? • Tax strategy adjustments? • Retirement timing changes?…
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📋 Advisors: What’s the most common estate planning mistake you’re seeing in 2026?
💬 What estate planning gap are you seeing most with clients right now? Estate planning isn’t just for the ultra-wealthy—it’s a critical part of every financial plan. Yet, many clients still have major gaps that can create challenges for their families down the road. For financial professionals, identifying these gaps early…
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Faculty Research Spotlight: Stock Market Index Overconcentration
Recent faculty research from the College for Financial Planning® is gaining strong engagement across both academic and industry audiences. The article, “Stock Market Index Overconcentration” by Khurram Naveed, Todd Feldman, and Barclay Roper, was recently featured through The Market Lens platform and discussed by Larry…
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💬 Now that tax season is over—what’s the first thing you prioritize with your clients?
Tax season might be behind us, but for financial professionals, this is where the real planning begins. April is a critical time to turn tax insights into strategy and help clients stay on track for the rest of the year. 💡 Here are a few smart next steps advisors often focus on: • Reviewing tax returns for planning…
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Happy Tax Day to our Financial Planning Community
For financial planners, this season goes far beyond filing deadlines. It is helping clients make sense of tax implications, navigating last minute decisions, and connecting tax strategy to long term financial plans. You have been in the details while also keeping the bigger picture in focus for your clients and that is no…