Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

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eMoney Advisor

FEBRUARY 7, 2023

We also offer financial planning firms access to a more diverse talent pool. Like me, the remarkable professionals below are doing their part to change the financial planning landscape. Dr. Cherry is also the founder of Concurrent Financial Planning, where he helps clients pursue what he calls “life-money balance.”

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MainStreet Financial Planning

NOVEMBER 8, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 11-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! 31, 2023 appeared first on MainStreet Financial Planning.

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Indigo Marketing Agency

DECEMBER 19, 2022

That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Check out the list below.

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MainStreet Financial Planning

NOVEMBER 9, 2023

Many of our clients have used Mint and it has been a favorite of MainStreet Financial Planning for many years. As we approach the end of 2023 – now is a great time to review your budget and think through some of your financial goals for 2024 and a budgeting tool could help get back on track. year or $8.33/month.

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Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

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Your Richest Life

NOVEMBER 12, 2024

In 2023, 34 percent of Americans went into debt for the holidays, by an average amount of $1,028. That extra bit of preparation goes a long way in making the holidays both merry, and financially healthy. The post Your Guide to a Financially Healthy Holiday Season appeared first on Your Richest Life.

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eMoney Advisor

JANUARY 20, 2023

The act introduces 92 provisions that will impact your clients and their financial plans, whether they’re in, nearing, or still years away from retirement. Act, but to also understand how your financial planning software provider is adapting to reflect these changes. and eMoney Analysis (1 CFP® CE Credit*) webinar.

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Financial Advisor Retirement CFP Financial Planning 89

Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential. Between 0.5%

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Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. This includes a review of traditional IRA contributions, which may lower adjusted gross income (AGI).

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Carson Wealth

DECEMBER 28, 2022

Kevin Oleszewski , CFP ® , MST, EA, Senior Wealth Planner . While there are limits to how much you can contribute,  the IRS has bumped them up for 2023. . Be Tax Smart in 2023 . The post How to Leverage Tax-Advantaged Accounts in 2023 appeared first on Carson Wealth. Traditional IRAs .

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Your Richest Life

OCTOBER 31, 2022

For one thing, there are limits to how much you can contribute to your 401(k) plan. The 2023 maximum contribution limit is $22,500 for those under 50, plus a $7,500 catch-up for employees 50 or older. . The limit for 2023 is $6,500. The Roth IRA income requirements for 2023 are: Less than $218,000 for married filing jointly.

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Good Financial Cents

DECEMBER 14, 2022

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. Chief Financial Officer. In short, they are financial planning counselors who help people protect their assets.

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Budgeting Compliance Accounting Insurance 88

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

How much can I contribute to my 401(k) in 2023? If you are under the age of 50, the maximum amount you can contribute (called an elective deferral) to your employer sponsored 401(k) plan is $22,500. If you are age 50 or older you are eligible to contribute an extra $7,500 for a total of $30,000 in 2023. Alicia Vande Ven , M.S.,

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eMoney Advisor

JUNE 8, 2023

“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s

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eMoney Advisor

MAY 25, 2023

Here we demonstrate four practical strategies based on financial psychology research that can help you take your client experience for couples to the next level. ” 3 When thinking about power dynamics in a marriage, it’s important to factor in that the financial contributions in American marriages have changed.

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Financial Planner Financial Planning Clients CFP 88

Your Richest Life

MARCH 31, 2023

March 2023 marked a historic month for U.S. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. The top spot belongs to the 2008 Lehman Brothers collapse.)

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International College of Financial Planning

JULY 31, 2023

Retirement is a time to embrace your dreams and live a contended retirement life, but it requires meticulous financial planning and preparation. Retirement planning is even more critical for self-employed individuals as they lack the safety net of traditional benefits like PPF or LTA.

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Your Richest Life

DECEMBER 22, 2023

As 2023 comes to a close, we can take a look at how the markets and economy performed, where we stand now, and what might be on the horizon for 2024. in January of 2023. All in all, the markets and economy performed stronger than anticipated in 2023. percent , and the unemployment rate remained fairly steady throughout the year.

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Your Richest Life

SEPTEMBER 2, 2022

Here’s an overview of the plan, who qualifies, and what the next steps are: Is the repayment pause extended? The Biden administration has extended the repayments pause for one last time, pushing the next payment due date to January 2023. Do I qualify for The Biden Administration’s Student Loan Debt Relief Plan? 31, 2023.

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Your Richest Life

FEBRUARY 27, 2023

Electric Vehicle Tax Credit If you purchase a new plug-in electric vehicle (EV) or fuel cell vehicle (FCV) during or after 2023, you may qualify for the clean vehicle tax credit. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

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Walkner Condon Financial Advisors

DECEMBER 13, 2022

Financial planning, done right, is a helping profession, and I couldn’t wait to help people. However, given the lack of financial need our family had, I struggled to justify putting my job ahead of my childcare and household responsibilities. My Financial Approach for Career Compensation in 2023. ABOUT THE AUTHOR.

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Accounting Financial Advisor CFP Retirement 98

Investing Caffeine

JANUARY 2, 2024

The last two months of 2023 finished with a bang! Although 2023 closed with a festive explosion, 2022 ended with a bearish growl. Effectively, 2023 was a reverse mirror image of 2022. For 2022-2023 combined, results registered at a meager +0.1% Slome, CFA, CFP® Plan. Federal Funds rate hiking cycle.

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Economy CFP Accounting Investments 98

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row.

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International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have.

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AdvisorPR

SEPTEMBER 28, 2023

Comprehensive, current, and actionable program trains members to engage with the media and use FPA MediaSource, the automated media query platform connecting financial planners and journalists. With an eye on supporting the needs of journalists, the Association introduced FPA MediaSource in 2016. Media Mastery 2.0—modules

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Sara Grillo

APRIL 10, 2023

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. – Josh Gonzalez, CFP Wright: This happens in pharma as well. So please subscribe!

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Your Richest Life

JUNE 30, 2023

Six Financial Planning Moves for Your 40s Contribute to an HSA or FSA Health savings accounts (HSAs) and flexible spending accounts (FSAs) are another great way to save money on your tax bill each year. Here are a few more posts about maximizing your retirement savings: You Maxed out Your 401(k) – What Should You Do Next?

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Darrow Wealth Management

NOVEMBER 20, 2023

Ignoring any other taxable income or deductions, this puts married taxpayers filing jointly in a 12% marginal tax bracket for 2023. This is just another reason why it often makes sense to consider your financial situation, cash flow needs, and tax situation annually alongside various financial planning opportunities.

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Zoe Financial

APRIL 3, 2023

Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Learning from a family tradition like no other.

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Financial Planning CFP Financial Advisor Planning 40

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

Current Yield: 4.62% yield to maturity as of 2/16/2023 on BIL , an example of a 1-3 month treasury ETF. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. While this option is subject to market risk, it’s very low due to the underlying holdings being U.S. Alicia Vande Ven , M.S.,

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Zoe Financial

DECEMBER 23, 2022

Written by: Lea Ann Knight, CFP® Zoe Network Advisor. Written by: Lea Ann Knight, CFP® Zoe Certified Advisor. Considering how unexpected 2022 has been, below are a few steps you might take before kicking off 2023. Proper financial planning lets you have peace of mind and enjoy the life you’ve worked hard for.

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Darrow Wealth Management

MARCH 6, 2023

What’s the market outlook in 2023? Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. Well: Source: BlackRock Average returns for both equities and fixed income have been positive the year after posting extreme losses.

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Carson Wealth

AUGUST 31, 2022

Scott Budd, CFP ®. Choosing the right Medicare plan is one of the most important decisions seniors are faced with. That’s why it’s a good idea to consult a qualified professional about which plan works best for you. The post Which Medicare Plan Is Best for You? Senior Wealth Planner . July 29, 2022, [link].

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Planning Medical Insurance CFP 98

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

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Your Richest Life

FEBRUARY 27, 2024

Standard and Itemized Deduction for 2024 Taxes For the 2023 tax year, the standard deduction increased to $27,700 for married filing jointly,$13,850 for single filers and married filing separately, and $20,800 for heads of household. In 2023, if your AGI was over $43,000, you could take 20% of the credit.

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Taxes Fee Only CFP Financial Planning 52

Zoe Financial

MARCH 8, 2023

Two Raffle Winners Two Money Outcomes Published March 8th, 2023 Reading Time: 5 minutes Written by: Bill Rackley, CFP® Zoe Network Advisor Two Raffle Winners Two Money Outcomes Published March 8th, 2023 Reading Time: 5 minutes Written by: Bill Rackley, CFP® Zoe Network Advisor High-risk, high-reward decisions are complicated.

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