Articles by FPA NexGen
- Money & Life
The Overlooked Connection Between Financial Planning and Emotional Well-Being
Financial stress, uncertainty, and major life transitions can also influence how people think, feel, and make decisions over time.
- Money & Life
The Invisible Language of Money
What Your Face Reveals While Talking About Money.
- Money & Life
Tax Season Is Over. Now What? Turning This Year’s Return Into Next Year’s Strategy
April is Financial Literacy Month, but financial clarity doesn’t come from filing, it comes from reflecting.
- Opinion
Comms To Cash Flow: My Journey to a Wealth Management Career
I couldn’t pay off my credit card in full—a principle I’d been raised with—and the anxiety of that was keeping me up at night.
- Opinion
The Need Is Real: Why Latino Communities Need More Than Financial Education
There is a real financial planning gap in Latino communities, and I do not think our profession should pretend otherwise.
- Opinion
Pivot Corner: Starting Over with Purpose at 42
At 42 years old, most people aren’t walking onto a college campus for the first time. They’re established. Settled into careers.
- Opinion
Women Are the Market So Why Are Advisors Still Missing the Mark?
March marks Women’s History Month, a time to celebrate progress, but also to ask whether financial planning is truly meeting the mark.
- Research
Consider This Alternative Way To Invest in the S&P 500
The Equal-Weighted S&P 500 index is an effective way to bolster diversification and take advantage of broader market opportunities
- Money & Life
What You Need To Know About Trump Accounts
Established as part of the One Big Beautiful Bill OBBBA to create a tax-advantaged savings and investment account for children under the age of 18.
- Money & Life
How To Plan for 2025 Year-End Mutual Fund Capital Gain Distributions
Mutual funds are a popular way to access professionally managed equity strategies, usually with the intent of driving outperformance.
- Opinion
Is the 4% Rule Outdated?
Today’s retirees can likely withdraw 4.7% instead of 4%. Going one step further, he even suggests that 5.25–5.5% might be safe.
- Money & Life
Rhymes With Fired
When an untimely life event accelerates their retirement date, retirees may find themselves without a regular income stream
- Money & Life
How To Reduce Illinois Estate Taxes Through Smart Estate Planning
Illinois residents are subject to more restrictive estate tax exemptions. Illinois has an estate tax exemption of just $4 million per person #estate
- Money & Life
5 Smart Moves To Recession: Proof Your Finances
For a turbulent economy and volatile markets is always a smart move. Here are five steps you can take to make your financial life more recession-resilient:
- Money & Life
Financial Advisory Fees: How Much Should You Really Be Paying?
Awareness of the AUM fee you are being charged by your financial advisor is an important step in building long term wealth #advisors #fees
- Market Intelligence
An Alternative Way To Invest in the S&P 500
The Equal-Weighted S&P 500 strategy is an effective way to bolster diversification and take advantage of broader market opportunities #markets
- Practice Growth
The 5 Essential COIs
Building and leveraging a strong network is important for many careers, but it is integral for an advisor. #advisors #growth
- Practice Growth
Tax Knowledge That Can Make You Stand Out as an Advisor
At a high level, here are a few areas of tax knowledge that can make you stand out even more as a trusted advisor for your clients #advisors #taxes
- Money & Life
Income Too High To Contribute to Your Roth IRA? Enter the Backdoor Roth IRA
Even if your income is above the Roth thresholds, there’s still a way to fund your account. Enter the Backdoor Roth IRA strategy. #Roth
- Practice Growth
Understanding Money Scripts Through Your Genogram
Better understand these inherited beliefs and break free from limiting money behaviors, financial advisors and individuals can use a valuable tool #advisor
- Future of Advice
The Importance of Professional Networking as a Young Financial Planner
Five main reasons professional networking isn’t a waste of time and can be the launching pad for some amazing opportunities #advisors
- Research
Net Unrealized Appreciation (NUA) Retirement Planning & Tax Optimization
Declaring NUA can lead to tax savings compared to selling employer stock and withdrawing the proceeds from an IRA. #NUA
- Practice Growth
Creating a Service Calendar Around Value Adds and Client Touchpoints
Meeting these unanticipated needs makes it difficult for someone to ever want to go anywhere else. #advisors #CX #value
- Opinion
Understanding the 5 Money Personalities
To make a point and make it clearly, you need to know not just what you’re trying to say, but who you’re saying those words to. #personality
- Practice Growth
CFP vs CFA vs CAIA: Which Should You Study For?
All three certifications are related to finance, they have distinct differences in terms of the type of knowledge they provide. #advisor
- Practice Growth
So You’re a Certified Financial Planner: Now What?
Not an exhaustive list but a resource to get you going on your journey to additional education in financial planning. #education #advisors
- Practice Growth
The Good, Bad, and Ugly of Adding Tax Services to Your Practice
Before going all in on this additional service for your clients, it’s wise to understand the good, bad, and ugly. #taxes #advisors
