Your Richest Life

MARCH 12, 2025

But before you hand off your taxes to the IRS, there are some updates and changes that you should keep in mind: Filing Taxes in 2025: Tax Filing Date As usual, the deadline to file federal tax returns for most taxpayers is Monday, April 15, 2024. Here is a list of the states with an extended filing date this year.

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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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Your Richest Life

NOVEMBER 12, 2024

If you plan to travel, host parties, donate to charity or purchase new clothes or decorations, those expenses should be included as well. Start with a brain dump of your ideal 2024 holiday season. Include events you want to attend, trips you’d like to take, gifts you plan to buy, etc. From there, you can edit.

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Your Richest Life

MARCH 8, 2024

But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. Taking Time Off: Financial Planning for Women Women are still the primary caretakers, both for children and other family members. In 2024, for every dollar men earn, women earn 84 cents.

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Darrow Wealth Management

JUNE 10, 2024

And they definitely shouldn’t let politics upend their long-term financial plans. Because historically, financial markets have rewarded investors who stay the course. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

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MainStreet Financial Planning

JANUARY 31, 2025

In June 2024, I embarked on a full kitchen remodel, hoping it would be done by the Christmas holidays (keep reading to the end to find out if it was done in time). The post How a CFP Finances a Home Project appeared first on MainStreet Financial Planning. My kitchen remodel was 99.9%

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Your Richest Life

NOVEMBER 26, 2024

Myth #2: You should plan to retire in your 60s With more people going back to school or changing careers later, holding off on retiring is becoming more common, too. The average retirement age has been increasing over the past few decades, from 57 in 1991 to 62 in 2024. And then, there are the un-retirees.

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Tobias Financial

MAY 3, 2024

We are thrilled to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, has been honored with the 2024 New Professional Award by the National Association of Personal Financial Advisors (NAPFA)! To learn more about 2024 NAPFA awards, visit: https: [link] To learn more about Franklin, visit: and his journey, visit: [link]

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Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

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Tobias Financial

MAY 9, 2024

We’re thrilled to announce that our Wealth Advisor, Yesenia Realejo, CFP®, has been honored with the 2024 Mother of the Year award by the Healthy Mothers Healthy Babies Coalition of Broward County. Yesenia’s commitment to advocating for families, educating communities, and inspiring hope has left a lasting mark on our community.

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Your Richest Life

APRIL 30, 2024

The past few years have been particularly difficult for home buyers, and 2024 buyers are facing many of those same challenges. Home Sales and Inventory Housing inventory has been sitting at historic lows for the past few years, but we are finally starting to see an uptick in 2024. As of April 2024, mortgage rates are sitting at 7 to 7.5

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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. The potential supplemental estate tax liability for a married couple may be in the $5.6

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Sara Grillo

APRIL 28, 2023

When : Wednesday, March 13th – Thursday, March 14th, 2024 Where : DoubleTree by Hilton St. If you wish to transfer your ticket to another party, you may do so before March 1, 2024, and you agree to notify Sara Grillo immediately of any changes in ownership. Founder of Measure Twice Financial and Measure Twice Planners.

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Tobias Financial

NOVEMBER 20, 2024

We are excited to share that our Wealth Advisor, Franklin Gay, CFP®, EA , has been recently featured in a National Association of Personal Financial Advisors (NAPFA) Advisor article. His leadership and commitment to education demonstrate the significant impact he has had both on our firm and the broader financial planning community.

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Your Richest Life

MAY 10, 2024

Americans will be traveling in record numbers this summer, and they plan to do it on a budget. According to NerdWallet’s 2024 summer travel survey , about 45 percent of Americans will be booking a flight or a hotel stay this summer. The post How to Save on 2024 Summer Travel appeared first on Your Richest Life.

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Tobias Financial

OCTOBER 13, 2024

We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! This session promises to be a must-attend for financial professionals looking to enhance their collaborative practices and better serve their clients.

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Your Richest Life

FEBRUARY 27, 2024

While you’re working through your tax season checklist, here are some updates and tips to help you along the way: 2024 Taxes Filing Date As usual, the deadline to file federal tax returns for most taxpayers is Monday, April 15, 2024. The post 2024 Taxes: Tips for Filing and Important Changes appeared first on Your Richest Life.

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Darrow Wealth Management

APRIL 15, 2024

According to the 2024 State of Retirement Planning Study by Fidelity Investments, the rise of remote and hybrid work has shifted retirement preferences for working Americans under age 42. The study found that 66% of Gen Z and Millennials prefer a phased retirement and 57% of all respondents plan to work part-time in retirement.

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Indigo Marketing Agency

JANUARY 24, 2024

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. So, here are the top influencers to watch this year. You can check out his podcast and books for more info.

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Investing Caffeine

JANUARY 2, 2024

Jerome Powell, the Federal Reserve Chairman has been paying attention to these statistics, as evidenced by the central bank’s forecast at the Fed’s recent policy meeting last month on December 13 th for three interest rate cuts in 2024. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

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Indigo Marketing Agency

JANUARY 24, 2024

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. So, here are the top influencers to watch this year. You can connect with Samantha on LinkedIn here.

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Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

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Carson Wealth

MARCH 7, 2024

By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Although there are some basic guidelines, your financial life is as unique as your fingerprint. How much should I be saving? And who doesn’t love free money?

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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 my blog posts, I talk a lot about the importance of reflecting on the past in financial planning. Your Richest Life is ten!

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International College of Financial Planning

FEBRUARY 3, 2024

Additionally, there was a notable increase in GST collections for January 2024, rising by 10.4% A piece of advice for investors Following the announcement of Budget 2024, it’s recommended that investors take a strategic, long-term stance, concentrating on industries expected to benefit from new government policies. to exceed ₹ 1.72

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Darrow Wealth Management

JUNE 10, 2024

And they definitely shouldn’t let politics upend their long-term financial plans. Because historically, financial markets have rewarded investors who stay the course. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

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Darrow Wealth Management

JULY 1, 2024

In 2024, a single taxpayer can claim a federal estate and lifetime gift tax exemption of $13.61 For example, suppose you gift $7 million in 2024 when the individual limit is $13.61 Especially on the estate planning side, attorneys and tax professionals will likely be in high demand as 2026 nears and legislative clarity improves.

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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. The markets have been buoyed by a surprisingly resilient economy, tech advancements and the possibility of rate cuts in 2024. ( Note: Bonds were the exception here.

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Sara Grillo

APRIL 5, 2024

Example: Boerum Hill Financial Advisors and their “financial planning for the yacht-less.” You could also consider this LinkedIn training program which teaches financial advisors how to get new clients and leads from LinkedIn. Sara G Sources Mando Sallavanti III, CFP, CEPA. March 29th, 2024).

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Investing Caffeine

MAY 1, 2024

If the stock market was a patient, its 2024 checkup would produce a large smile. Coming into 2024, most pundits were calling for a series of seven interest rate cuts by the end of the year. Do yourself a favor and get a financial check-up with an independent, experienced advisor like Sidoxia Capital Management ( www.Sidoxia.com ).

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Darrow Wealth Management

NOVEMBER 20, 2023

As part of the new rules, non-spouse beneficiaries inheriting a pre-tax retirement account after 2020 must drain the account within 10 years (and potentially take RMDs within that time also, though further guidance is expected in 2024).

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Darrow Wealth Management

JULY 30, 2024

Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. If you’re expecting liquidity from equity compensation, our advisors can help you build a financial plan and investment strategy to manage a windfall.

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Your Richest Life

APRIL 15, 2024

2024 contribution limit: $23,000 403(b) – A 403(b) plan is a retirement plan offered by public schools and some charitable organizations. Like a 401(k), a 403(b) plan lets employees put some of their salary into an account, and it’s generally not taxed until it’s distributed.

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Zoe Financial

APRIL 8, 2025

Published: April 9th, 2025 Reading Time: 7 minutes Written by: Keith Corbett, CFP Equity compensation is a type of non-cash benefit that some employers offer employees as part of their total compensation package. What is Equity Compensation?

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Your Richest Life

SEPTEMBER 30, 2024

You can read more about the housing market in our 2024 update. 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. That lack of supply drives up prices even further.

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Darrow Wealth Management

APRIL 15, 2024

According to the 2024 State of Retirement Planning Study by Fidelity Investments, the rise of remote and hybrid work has shifted retirement preferences for working Americans under age 42. The study found that 66% of Gen Z and Millennials prefer a phased retirement and 57% of all respondents plan to work part-time in retirement.

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Investing Caffeine

AUGUST 2, 2024

Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (August 1, 2024). Rather than getting caught up in a fool’s errand, make sure your investment portfolio is diversified and built to withstand volatile rotations. www.Sidoxia.com Wade W.

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