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

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 Retirement Planning Financial Planning Budgeting 246

Nerd's Eye View

JANUARY 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that while total financial advisor headcount across all channels only increased by 0.3% in 2023, the RIA space showed significantly more strength, with 10.4%

Financial Planner 246

Financial Planner Fiduciary Duty Retirement Retirement Planning 246

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

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 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. 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

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

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. The investment service includes access to dedicated financial advisors and assistance with managing your employer-sponsored retirement plan.

Investments 94

Investments Investing Commission Risk Tolerance 94

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. Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Which of these top influencers for financial advisors will you follow first?

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Carson Wealth

JANUARY 5, 2023

Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. Taxpayers with qualified retirement accounts are required to start taking distributions from the accounts once a certain age is reached. The RMD rules apply to all employer-sponsored qualified retirement accounts (401(k)s, 403(b)s, etc.)

Distribution 98

Distribution Retirement Planning Taxes 98

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.

Financial Planning 52

Financial Planning Taxes Planning Certified Financial Planner 52

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

Ballast Advisors

NOVEMBER 20, 2023

Roth IRAs First off, let’s clear the air about what traditional and Roth IRAs are: Traditional IRA: Think of it as a savings buddy that nudges you to save for retirement with tax perks. 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

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. The post 31 Passive Income Ideas to Build Real Wealth (Updated for 2023) appeared first on Good Financial Cents®.

Accounting 105

Accounting Investing Investments Media 105

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

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

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. This penalty can be reduced to 10% if you make up for the missed RMD within two years.

Distribution 52

Distribution Taxes Retirement Accounting 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

Good Financial Cents

MARCH 29, 2023

Also note that, before you do anything drastic or begin a conversion, it can be smart to speak with a tax advisor or financial planner with tax expertise. At the very least, be sure to model the conversion as part of a comprehensive written retirement plan. What amount will be added to his taxable income in 2023?

Taxes 98

Taxes Retirement Distribution Accounting 98

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

Good Financial Cents

JULY 3, 2023

O ne of my most favorite questions that I often get as a financial planner is “What’s your best rates on Roth IRA’s ?” In summary, a Roth IRA is a retirement account that is funded with after-tax dollars. As such, many people use a Roth IRA in conjunction with a tax-advantaged retirement account.

Retirement 77

Retirement Accounting Taxes Investing 77

WiserAdvisor

SEPTEMBER 27, 2023

The 401(k) retirement plan is one of the most powerful tools. Moreover, it facilitates financial discipline with consistency. Reaching the age of 50 with over $2 million in your 401(k) is an impressive financial landmark that can provide you with a comfortable retirement if managed wisely.

Risk Tolerance 40

Risk Tolerance Retirement Retirement Planning Taxes 40

Sara Grillo

APRIL 10, 2023

Our scheduled meetups are here: April 12 th , 2023 May 10 th , 2023 June 14 th , 2023 July 12 th , 2023 August 9 th , 2023 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.

Investments 52

Investments Investing CFP Financial Advisor 52

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. In 2008, Kelly began working directly with clients as a financial planner.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

JULY 29, 2024

00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. 00:46:07 [Speaker Changed] So I was, until very recently on the board of directors for the CFP board and what I, 00:46:14 [Speaker Changed] And this is certified financial planner.

Clients 147

Clients Portfolio Financial Advisor Investments 147

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 188

Financial Planner CFP Certification Retirement Planning 188

Nerd's Eye View

NOVEMBER 25, 2022

Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment.

Financial Planner 246

Financial Planner Asset Allocation Retirement Planning Retirement 246