The Irrelevant Investor

AUGUST 25, 2018

million at the start of 2017, had been charged $128,000 in commissions that year — nearly 10 percent of its valu e, and about 10 times what many financial planners would charge to manage accounts that size. After about six months, she learned that the account, worth roughly $1.3

Ethics 52

Ethics Commission Financial Planner Financial Advisor 52

Yardley Wealth Management

MARCH 1, 2022

Work with a financial planner or tax professional to determine how and when to exercise your options for maximum tax-efficiency. You receive a financial windfall, such as an inheritance. Engage a tax-wise professional financial planner to facilitate the acquisition. You buy a business.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Yardley Wealth Management

MARCH 1, 2022

Work with a financial planner or tax professional to determine how and when to exercise your options for maximum tax-efficiency. . You receive a financial windfall, such as an inheritance. . Engage a tax-wise professional financial planner to facilitate the acquisition. . You buy a business. . Good for you!

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Park Place Financial

JANUARY 9, 2023

The standard deduction was significantly increased under the Tax Cut and Jobs Act of 2017 and was also indexed for inflation, setting a precedent for future years. Park Place Financial adheres to its fiduciary duty to put clients’ needs above our interests. How to Choose a Personal Financial Advisor. Tax Deductions . 0 Comments.

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Financial Planning Taxes Planning Certified Financial Planner 52

Harness Wealth

JUNE 30, 2023

In this article, we’ll dive into the many tax and financial considerations of buying and selling real estate, how real estate fits into estate planning, and the role that a wealth manager or financial planner can play in guiding your decision-making.

Financial Planning 52

Financial Planning Planning Financial Planner Taxes 52

BlueMind

MAY 26, 2022

Preemptive Measures to Deal with Difficult Clients Valerie Adelman is a 25-year veteran in the field and a certified financial planner with the Financial Asset Management Corp. Related: How Financial Advisors Should Engage With Female Clientele? in New York City. Make sure to document everything.

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Clients Certified Financial Planner Financial Advisor Financial Planner 52

Sara Grillo

AUGUST 14, 2023

From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors. In 2008, Kelly began working directly with clients as a financial planner. She has helped hundreds of clients achieve their financial and life goals. 2017, January 18 th ). link] Schnase, Lorna A.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Gen Y Planning

MARCH 1, 2022

The mortgage interest on your home loan: If you bought your house after December 16, 2017, you can deduct the interest you paid on the first $750,000 of the loan. . Check with your CPA or financial planner to see if this could be an option for you! There are three typical deductions homeowners may have heard of. But that’s okay!

Taxes 52

Taxes Government Accounting Healthcare 52

eMoney Advisor

NOVEMBER 10, 2022

As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out. With proactive legal and financial advice, the conflict over his name and likeness, large tax bill, and lengthy settlement process wouldn’t have been a foregone conclusion.

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Estate Planning Clients Planning Financial Planner 78

Sara Grillo

AUGUST 26, 2024

James is the father of three energetic boys and 1 Bernadoodle: Oliver, Henry, William, and Louie; and husband to Anya Giles since 2017. Robert Wright Robert Wright, CFP® serves as a Financial Planning Professional at Advocacy Wealth Management with over 10 years of experience in the financial planning and services industry.

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License Financial Advisor Certified Financial Planner CFP 52

Fortune Financial

FEBRUARY 4, 2024

The share of non-retirees who thought their retirement saving was on track was also below the shares who thought their saving was on track in 2017 through 2020.” Integration into Comprehensive Financial Planning NUA is not a standalone tactic but a component of a broader financial strategy.

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Retirement Retirement Planning Distribution Taxes 59

Sara Grillo

APRIL 10, 2023

James is the father of three energetic boys and 1 Bernadoodle: Oliver, Henry, William, and Louie; and husband to Anya Giles since 2017. In addition to his formal Education Robert Wright holds his FINRA Series 7 and 66 licenses, is a CERTIFIED FINANCIAL PLANNER Professional and holds Georgia Resident Life and Health Insurance License.

Investments 52

Investments Investing CFP Financial Advisor 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.

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CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.

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CFP Financial Planner Ethics Financial Planning 80

Harness Wealth

APRIL 11, 2025

Budget Reconciliation: Tracking the 2025 Trump Tax Cuts By Tax Foundation Extending the expiring 2017 Tax Cuts and Jobs Act (TCJA) would decrease federal tax revenue by $4.5 This week, we start with analysis on the $4.5 Did you miss last weeks edition? You can find it here. trillion from 2025 through 2034. Long-run GDP would be 1.1

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Taxes Retirement Financial Planner Accounting 52