Personal Financial Planning news for consumers, advisors & PFP degree students at Florida's Universities. Chairman Financial Planning Association of Tampa Bay
Tampa, FL
Joined September 2013
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Financial Literacy Advocate: pleased to introduce Florida’s new mandate requiring a half credit course in Financial Literacy to graduate from Florida’s high schools, beginning with juniors in 2025-2026 school year.
My greatest opportunity to help others with my professional knowledge and advice. Report: Americans may lack longevity literacy sbne.ws/r/RPnQ
Here's how the Financial Planning Association of Florida volunteers build the profession and how you can benefit: youtube.com/watch?v=zBCwAHv-…
FEI&I Summit Webinar Series - Policy nefe.org/financial-education…
The Financial Planning Association of Florida advocated for a high school graduation requirement in Financial Literacy. Get familiar if you believe this is important to our nation's Next Generation. FEI&I Summit Webinar Series - Policy nefe.org/financial-education…
The University of South Florida is the home of Florida's first Personal Financial Planning Baccalaureate degree program in the Muma College of Business. And now usf.edu/news/2024/usf-breaks…
While people at the top are seeing flush retirement accounts, surging prices has caused... fa-mag.com/news/bull-market-…
How does the Financial Planning Association of Florida benefit every professional Financial Planner and every citizen in the State of Florida? Florida's Financial Planning Month, degree programs, high school requirements youtu.be/zBCwAHv-JhY?si=HWja… via @YouTube
For those who do not know, my clients continue to be shocked as I apply the 4% Rule to their Retirement Income Planning. #FASuccess Ep 198: How The Creator Of The 4 Percent Rule Applied It For His Clients And His Own Retirement, With Bill Bengen kitces.com/blog/bill-bengen-…
IRS Sets 401(k), IRA Contribution Limits for 2025
IRA =$7,000. 401(k) = $23,500. Here's more detail:thinkadvisor.com/
As demand increases for lifelong protected income, it has become more important to understand the application of contract provisions in these type of tax-deferred accounts. A Look At Real-Life Annuity Solutions fa-mag.com/news/a-look-at-re…
Top 10 Tech Tips For Wealth Managers Today. Answering the question "HOW DO I?" Personal Financial Planning students at State of Florida's University PFP degree programs are interested in practice management info like this. fa-mag.com/news/sponsored-co…
Michael Zmistowski retweeted
Victor Ricciardi’s three books are now available “Investor Behavior” and “Financial Behavior” are extensive collections of behavioral finance and his new book “Advanced Introduction to Behavioral Finance” is a basic overview. The three books cover over 1,400 pages of extensive knowledge and important issues in behavioral finance.
Available on Amazon at: amazon.com/Victor-Ricciardi/…
#behavioralfinance #behaviouralfinance #financialbehavior #cfp #cfa #financialplanner #financialplanning #investorbehavior #book #ursinuscollege
FREE FOR USF STUDENTS in PFP Program.
Registration portal is
PlanningTampaBay.org/2024-Oc…
MAJOR CHANGES IN COLLEGE PLANNING
Wed, Oct 30, 2024 1:00 to 2:00 PM via ZOOM
New rules around the 529 plans & other college contributions. Colleges have also shifted their admin policies.
Some reasonable caution here re; future Federal Reserve interest-rate cuts. Remember the big differences between interest income and interest expense.thinkadvisor.com/2024/10/04/…
WORLD FINANCIAL PLANNING DAY
Wed, Oct 9, 2024
11:00 AM - 12:00 PM (ET) via ZOOM
Register Now at PlanningTampaBay.org
Join us in celebrating with an insightful conversation featuring James Lee, CFP®, CRPC®, AIF®, Founder of Lee Investment Management & 2024 FPA past President.