Nerd's Eye View

JANUARY 13, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry.

Financial Planner 241

Financial Planner Retirement Planning Retirement Compliance 241

Nerd's Eye View

MARCH 3, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that amid economic and market headwinds, the pace of RIA M&A activity was slower in January and February compared to the same period last year. Read More.

Financial Planner 241

Financial Planner Retirement Clients Numbers 241

Nerd's Eye View

OCTOBER 1, 2022

We also have a number of articles on retirement planning: Medicare Part B premiums are set to decline in 2023, providing seniors with a bit of relief in the current inflationary environment. What advisory firms can do to make the most out of client testimonials and avoid negative reviews on third-party websites.

Financial Planner 245

Financial Planner Retirement Planning Advertising Taxes 245

Nerd's Eye View

NOVEMBER 18, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that AdvisorTech giant Envestnet has announced a partnership with New Zealand-based FNZ that will allow Envestnet to offer custodial services to advisors beginning in the second half of 2023.

Financial Planner 246

Financial Planner Tax Planning CFP Taxes 246

Nerd's Eye View

OCTOBER 14, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Cost Of Living Adjustment (COLA) for Social Security beneficiaries will be 8.7% for 2023, the largest COLA since 1981.

Financial Planner 246

Financial Planner Tax Planning Clients Accounting 246

Nerd's Eye View

OCTOBER 21, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, Social Security COLA for 2023.

Financial Planner 234

Financial Planner Retirement Planning Retirement Insurance 234

Nerd's Eye View

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, ”, a series of measures that will have significant impacts on the world of retirement planning.

Financial Planner 246

Financial Planner Financial Planning Retirement Planning Budgeting 246

Nerd's Eye View

NOVEMBER 4, 2022

A recent study shows that while many consumers have expressed an interest in ESG investing, such funds within retirement plans have received limited allocations from investors. A survey showing how millionaires allocate their assets and the importance they place on the recommendations of their financial advisors.

Financial Planner 240

Financial Planner Financial Advisor Retirement Planning Medical 240

Nerd's Eye View

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” ” has brought a wide range of changes to the world of retirement planning. Enjoy the ‘light’ reading! Read More.

Financial Planner 246

Financial Planner Retirement Planning Clients Planning 246

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k).

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Financial Planner 246

Financial Planner Compliance CFP Clients 246

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 246

Financial Planner Numbers Clients Assets 246

Abnormal Returns

DECEMBER 26, 2022

Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. kitces.com) Christine Benz and Jeff Ptak discuss the recent "The State of Retirement Income" report. Annamaria Lusardi about the importance of financial literacy. morningstar.com).

Risk Tolerance 241

Risk Tolerance Financial Planner Financial Advising Compliance 241

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 246

Financial Advisor Insurance Financial Planner Clients 246

Abnormal Returns

NOVEMBER 21, 2022

Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. unit debt-free in 2023. riabiz.com) Retirement Why retirees should include Social Security into their asset allocation.

Financial Planner 144

Financial Planner Asset Allocation Recruitment Financial Advising 144

Investment Writing

JULY 6, 2023

” Why I manage money the way I do Why I became a financial planner or an investment manager Why I changed my mind about a topic important to how I help clients Why investors should pay less attention to financial news WHO Who can you trust with your money? —ask What is the biggest risk to your financial success?

Financial Planner 137

Financial Planner Financial Advisor Financial Planning Retirement 137

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. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. He also hosts the Stay Wealthy Retirement Show , which has been ranked on Forbes Top 10 Retirement Podcasts. Bill Cates.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Good Financial Cents

FEBRUARY 15, 2023

The best investment company for you will depend on what type of investor you are,” Andrew Latham, Certified Financial Planner and Managing Editor at SuperMoney.com. Schwab can also accommodate nearly any type of account, including an extensive list of retirement accounts. Key Features: Access to dedicated financial advisors.

Investing 94

Investing Investments Commission Risk Tolerance 94

Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution. Retirement Savings Accounts .

Financial Planning 52

Financial Planning Taxes Planning Certified Financial Planner 52

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.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

FMG

MARCH 28, 2023

The Top 10 Visuals for Prospect & Client Meetings in 2023 via YCharts Powerful visuals can help better explain your point and boost engagement. Book a Demo to Find Out More The post Trending This Tuesday – March 28, 2023 appeared first on FMG Suite. Get your free resources here. Read the full article here.

Financial Planner 52

Financial Planner Financial Planning Clients Media 52

Good Financial Cents

JANUARY 19, 2023

A major decision in retirement planning is whether to make pre-tax or Roth (after-tax) 401k contributions. Pre-tax contributions go into your retirement account with money that has not been taxed, and then taxes will be paid when the funds are withdrawn in retirement.

Taxes 97

Taxes Retirement Accounting Consulting 97

WiserAdvisor

JANUARY 27, 2023

Due to the complex and diverse range of their financial assets, these individuals also require specialized high-net-worth financial planners and personalized investment management tailored to meet their specific needs. 2023 may see several changes with respect to retirement plans, Social Security, etc.,

Wealth Management 52

Wealth Management Taxes Financial Planner Assets 52

Harness Wealth

MAY 25, 2023

The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. Here, we’ll break down the different types of fees that financial advisors charge in 2023. Between 0.5%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Integrity Financial Planning

JANUARY 19, 2023

Then we talk about some things that happen in life, good and bad, and how to prepare for them financially. Here’s what we discuss on today’s show: What financial resolutions should you adopt? (0:12) 4:12) Stop giving away retirement money in hidden fees. (5:59) 5:59) Get a financial review when moving to a new job. (11:04)

Medical 52

Medical Financial Planning Retirement Planning 52

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.

Financial Planning 52

Financial Planning Retirement Planning Retirement Planning 52

Good Financial Cents

MARCH 29, 2023

Thinking about converting your retirement account to a Roth IRA? At the end of the day, the value of this investing strategy depends on your unique situation, your income, your tax bracket, and the financial goal you’re trying to accomplish in the first place. It’s easy to see why the Roth IRA is so incredibly popular.

Taxes 98

Taxes Retirement Distribution Accounting 98

Your Richest Life

JUNE 30, 2023

Increase Retirement Savings to Lower Your Tax Bill One of the simplest ways to cut down on your tax liability is to save for retirement. So if you aren’t expecting to max out your retirement account this year, try funneling a little bit more money into those accounts to see savings at tax time. Are Your 401(k) Savings Enough?

Taxes 78

Taxes Retirement Accounting Financial Planner 78

Ballast Advisors

NOVEMBER 20, 2023

As we bid adieu to this year, it’s a golden opportunity for savvy investors and retirement planners to give their strategies a once-over, particularly when it comes to Roth IRA conversions. In 2023, you can stash away up to $6,500 (or more if you’re 50+). This is where a financial planner shines.

Planning 52

Planning Financial Planner Taxes Retirement Planning 52

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. What Passive Income is not.

Accounting 105

Accounting Investing Investments Media 105

MainStreet Financial Planning

NOVEMBER 14, 2023

With the exit of the Mint online budgeting app at the end of 2023, we have been asked by clients what other options are available. My firm was looking for a way to help clients figure out where their money was going, so we could do more accurate retirement projections. I started using Tiller Money back in 2018.

Budgeting 93

Budgeting Accounting Financial Planner Financial Advisor 93

WiserAdvisor

OCTOBER 9, 2023

The rules surrounding Individual Retirement Accounts (IRAs) undergo frequent and impactful changes. While IRAs are a cornerstone for many retirement plans, these accounts being inherited adds a layer of complexity to them. A professional can help guide you through the complex maze of retirement account regulations.

Distribution 52

Distribution Taxes Retirement Accounting 52

Harness Wealth

JUNE 9, 2023

Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan? It’s more than just investing—it’s a holistic approach that covers all aspects of your financial life.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Zoe Financial

APRIL 17, 2023

Retirement saving and charitable giving are both directly tied to lowering taxes. Here’s how: Retirement Saving Retirement saving tax strategies significantly impact how you grow your wealth. For 2023 you can save up to $20,500 to your company’s traditional 401(k) and $27,000 if you are over 50.

Taxes 40

Taxes Retirement Accounting Tax Planning 40

Validea

JANUARY 29, 2024

We discuss whether stocks and bonds are sufficient in a portfolio, retirement planning, factor investing, whether an AI driven bubble could be coming. why there wasn’t a #1 rap song in 2023 and a lot more.

Retirement Planning 52

Retirement Planning Investing Investments Retirement 52

Zoe Financial

FEBRUARY 21, 2023

Published February 21st, 2023 Reading Time: 3 minutes Written by: The Zoe Team When it comes to managing your money, knowing who to turn to can be challenging. Depending on your situation, you may need the help of a financial advisor or an accountant. When looking for a financial advisor, ensure they’re certified.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

eMoney Advisor

APRIL 18, 2023

This includes factoring all aspects of the client’s life—financial and otherwise—into the financial planning process. The trouble is, when we think about financial goals, we are often thinking of long-term planning for things like retirement, paying for education, or purchasing luxury items like vacation homes.

Clients 72

Clients Financial Planning Planning Financial Planner 72