News and Updates

Financial advisors often assist their clients with deciding when to file for Social Security benefits, helping them choose between filing prior to their Full Retirement Age (FRA) for a reduced benefit, filing at FRA for the ‘full’ benefit, or delaying benefits after FRA until (at the latest) age 70 to increase the monthly benefit by Read More... The post Getting Comfortable Delaying Social Security With Six-Month ‘Reversible’ Delays first appeared on Kitces.com .

Welcome back to the 257th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Beth Jones. Beth is the co-founder of Third Eye Associates, an independent RIA in the Hudson Valley of New York that oversees $125M of assets under advisement for nearly 200 client households. What's unique about Beth, though, Read More... The post #FA Success Ep 257: Deepening Client Relationships By Going Deeper For Clients In Transition, With Beth Jones first appeared on Kitces.com .

The Certified Financial Planner (CFP) designation is one of the most respected credentials for financial advisors and the process to earn it is rigorous. Candidates must fulfill education, experience, and ethics requirements, in addition to passing the comprehensive CFP Exam, a 170-question, multiple-choice test taken across two 3-hour sessions in one day. Material on the Read More... The post How To Choose The Best CFP Exam Review Program (For You) first appeared on Kitces.com .