XY Planning Network

APRIL 25, 2023

ICYMI, XYPN LIVE 2023 is taking the Network south to Atlanta, GA for three power-packed days of networking, education, and inspiration. Where else other than XYPN LIVE can you take a break from the daily grind and leave reinspired to apply your takeaways to your own firm?

Certification 102

Certification Education Clients Fee Only 102

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.

Retirement 110

Retirement Accounting Taxes Retirement Planning 110

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.)

Banking 105

Banking Insurance Accounting Fee Only 105

Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Darrow Wealth Management

NOVEMBER 17, 2022

Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023. Though tax planning is important, it’s equally important not to let the tax-tail wag the dog.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

XY Planning Network

AUGUST 9, 2023

Discover cutting-edge advice-engagement tech at XYPN LIVE 2023 Each year, XYPN puts out the call for tech companies releasing the most innovative technology for financial advisors to share what they’ve been working on. Once again, they’ve answered! Here’s a hint: They blew it out of the water.

Financial Planning 52

Financial Planning Financial Advisor Clients Planning 52

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.,

CFP 59

CFP Financial Advisor Fee Only Certification 59

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.

Planning 102

Planning Fee Only Taxes CFP 102

Your Richest Life

FEBRUARY 27, 2023

As far as roofing goes, only solar roofing tiles or solar roofing shingles apply. 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. This credit is up to $7,500, and is set to expire in 2032 unless renewed.

Taxes 105

Taxes Fee Only CFP Financial Planning 105

XY Planning Network

MARCH 13, 2023

He has a unique knack for continuously learning, compiling his knowledge, and sharing it with everyone so that financial advising is more accessible for all. In short, Michael has a unique, education-centric approach to financial advice. At the annual conference, we do things differently, too.

Financial Advice 85

Financial Advice Financial Advisor Financial Advising Education 85

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.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

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.

Accounting 98

Accounting Financial Advisor CFP Retirement 98

XY Planning Network

APRIL 19, 2023

3 MIN READ Meet Jonathan Sprinkles. Best-selling author. TV personality. No matter how he is described, Jonathan is known as “the guy” on the topic of connection. There’s one thing he really gets: the difference between what sells and what serves your clients.

Clients 96

Clients Fee Only Financial Advisor Financial Planning 96

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. You may want to review your contribution amounts and adjust for January payrolls if your goal is to maximize funding your retirement plan contributions. . FINANCIAL ADVISOR.

Insurance Coverage 98

Insurance Coverage Retirement Planning Financial Advisor Taxes 98

XY Planning Network

JANUARY 6, 2023

So much occurred in 2022, and we're excited (and anxious) to see what 2023 has in store! 4 MIN READ. Another year has come and gone in what feels like a blink of an eye.

Taxes 90

Taxes Clients Fee Only Tax Planning 90

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. And you can only claim a child tax credit for children under the age of 17 as of Dec.

Taxes 52

Taxes Fee Only CFP Financial Planning 52

Your Richest Life

OCTOBER 15, 2022

An HSA is a smart option if you have a high-deductible plan and want to take advantage of the triple-tax benefits that come along with it. 2023 account limits : $3,850 for self and $7,750 for families, plus $1,000 catch-up payment for anyone aged 55 or over. 2023 account limits : $3,050 . About Your Richest Life.

Insurance 52

Insurance Medical Accounting Taxes 52

Your Richest Life

SEPTEMBER 30, 2024

and 5 percent, which is the lowest we’ve seen since the spring of 2023. 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 Fed’s range now sits between 4.75

Economy 52

Economy Fee Only CFP Economics 52

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. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country.

Accounting 98

Accounting Banking Certification Financial Advisor 98

XY Planning Network

OCTOBER 24, 2022

We wanted to share some of the insight attendees gained, and invite you to make the connections that matter in Atlanta for XYPN LIVE 2023 and bring your vision to life. For those who couldn’t make it this year, here’s a recap of the most impactful parts of XYPN LIVE for attendees.

Financial Advising 73

Financial Advising Fee Only Financial Planning Planning 73

XY Planning Network

NOVEMBER 7, 2022

2 MIN READ.

Fee Only 107

Fee Only Valuation Financial Planning Clients 107

Zoe Financial

FEBRUARY 16, 2023

However, financial planning should be personalized, and we suggest reviewing any new strategies with a trusted advisor and tax preparer. Important Bluebird Wealth Management Disclosure: This blog is original content by Bluebird Wealth Management an independent, fee-only, Registered Investment Adviser.

Taxes 40

Taxes Distribution CFP Accounting 40

Sara Grillo

AUGUST 14, 2023

Our scheduled meetups are here: September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. He is a father to three children and a husband to an ER physician.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Darrow Wealth Management

SEPTEMBER 11, 2024

Example: Marlow died in 2023 and left his traditional IRA to his daughter, Scottie. You can open an inherited IRA at the financial institution of your choosing. If you’re working with a fee-only financial advisor , they can help you coordinate this process.

Accounting 98

Accounting Retirement Distribution Taxes 98

Good Financial Cents

APRIL 10, 2023

Average income in 2022-2023 (in USD) : Argentina: $8,900 Bhutan: $2,900 Ghana: $2,200 Indonesia: $3,900 Myanmar: $1,300 Uganda: $800 United States: $65,900 What Does “Rich” Mean? Best Crypto Exchanges of 2023 15 Ways To Start Investing Small Amounts Of Money Ads by Money. Ads by Money. Click below to open an account today!

Investments 110

Investments Investing Assets Accounting 110

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. With annuities now being able to be offered in 401k plans, the playing field has changed. January 11 th , 2023. February 8 th , 2023.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

MAY 8, 2023

The problem for them is that they went into this deal thinking they were gonna hurt and ET 788%, and they actually end up earning 3 E45%, and that… Is that now their whole financial plans… Erectus Earl. 31 March, 2023) What is a Call Option and How to ouse it with example. Yeah, you have a short fall. Investopedia.

Insurance 59

Insurance Clients Financial Advisor Accounting 59