Nerd's Eye View

DECEMBER 13, 2024

Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)

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Financial Planner CFP Retirement Certification 246

Nerd's Eye View

JANUARY 13, 2025

We've also rolled out a new private community specifically for Directors of Financial Planning (DFPs), who are increasingly becoming the lynchpins that drive planning excellence in advisory firms… which is so in alignment with our own Kitces mission that we wanted to start hosting a community for DFPs to further foster their success!

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Financial Advice Ethics Financial Planning Education 147

MainStreet Financial Planning

JANUARY 5, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 1-16-24 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!

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CFP Financial Planning Insurance Planning 98

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? Your lifestyle, goals, family situation, and risk tolerance will give a unique signature to your retirement plan. How much should I be saving? Talk to us today.

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Retirement Planning Retirement Planning Risk Tolerance 143

Nerd's Eye View

JULY 19, 2023

CFP certificants and CFA charterholders) have CE requirements to retain their credentials, IARs without such credentials haven’t traditionally had any ongoing CE requirements. In 2022, the first states to adopt the new Model Rule implemented their IAR CE requirements, and by 2024, at least 15 states will have begun requiring IAR CE.

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Education Investing Investments CFP 49

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

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Financial Planner Certification CFP Financial Advice 246

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. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

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Planning Retirement Planning Taxes Retirement 143

Carson Wealth

DECEMBER 17, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations youre passionate about. million per individual for 2024.

Estate Planning 52

Estate Planning Planning Distribution Taxes 52

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.

Taxes 52

Taxes Fee Only Electronics CFP 52

Your Richest Life

NOVEMBER 12, 2024

Here are a few ways to keep your finances healthy during the holidays: Create a budget for a financially healthy holiday season Have you ever gone to the grocery store without a list, only to come home with an excess of snacks and treats you never planned to buy in the first place? Start with a brain dump of your ideal 2024 holiday season.

Budgeting 52

Budgeting Fee Only Planning CFP 52

Darrow Wealth Management

NOVEMBER 4, 2024

In 2019, the CFP board announced CFP® professionals must adhere to a fiduciary duty when providing investment advice. It’s important to note that the CFP Board’s fiduciary standard is business-model neutral as described below. You can search for CFP® professionals here.

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Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

Your Richest Life

NOVEMBER 26, 2024

Wherever you’re at with your plans, watch out for these common midlife money myths along the way: Midlife Money Myths #1: It’s too difficult to change careers Changing careers at any age can be intimidating, but the older you get, the more impossible it can feel. Try to focus on your own plan, and what will work best for you.

Retirement 52

Retirement Planning Fee Only Financial Planning 52

Carson Wealth

MARCH 26, 2024

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. NOTE: Applicable entities created in 2024 have 90 days from creation to file the report.

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License Tax Planning CFP Taxes 129

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). My husband also paused his employee stock purchase plan contributions so we could direct those dollars to high-yield savings too. My kitchen remodel was 99.9%

CFP 52

CFP Budgeting Planning Financial Planning 52

Carson Wealth

JANUARY 22, 2025

As we wrap up 2024, were filled with gratitude for our clients, colleagues, and community who make our work so rewarding. This past quarter has been nothing short of eventful, from client appreciation events to personal milestones and planning for an exciting year ahead.

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Wealth Advisor Certification Financial Advising Clients 52

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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Budgeting CFP Financial Advisor Financial Planning 98

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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Ethics Fee Only Wealth Advisor CFP 52

Tobias Financial

FEBRUARY 25, 2024

We are thrilled to announce that our CEO, Marian ela Collado , CPA/PFS, CFP®, CDS® will serve as one of the speakers at the upcoming CNBC Women & Wealth on March 5 th , 2024. Marianela’s session will focus on retirement planning and how women can maximize their financial future. appeared first on www.tobiasfinancial.com.

Retirement Planning 52

Retirement Planning CFP Retirement Planning 52

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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Retirement Retirement Planning Insurance Medical 102

Darrow Wealth Management

DECEMBER 23, 2022

Some of the measures in the bill include increasing the required minimum distribution age, raising catch-up contribution limits, permitting some rollovers from 529 plans to Roth IRAs, and expanded access to employer plans. IRAs: the $1,000 catch-up limit will be indexed by inflation for tax years starting in 2024.

Retirement 99

Retirement Retirement Planning Distribution Taxes 99

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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Wealth Advisor CFP Financial Planning Education 52

Your Richest Life

APRIL 15, 2024

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. Some 457 plans can allow for Roth contributions and in-plan rollovers.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

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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Wealth Advisor CFP Financial Planning Planning 52

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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Fee Only CFP Retirement Sales 52

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. For example, according to Expedia , the last week of June is the most expensive for travel.

Budgeting 52

Budgeting Fee Only Planning CFP 52

Sara Grillo

APRIL 28, 2023

When : Wednesday, March 13th – Thursday, March 14th, 2024 Where : DoubleTree by Hilton St. We are planning for 40 people at most. 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. Will you join us?

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CFP Taxes Sales Financial Advisor 52

Darrow Wealth Management

DECEMBER 23, 2023

In 2023, the annual gift tax exclusion is $17,000 per person, increasing $1,000 in 2024. It’s important to avoid over-funding a 529 plan , especially if uncertain about the child’s plans for higher education. For one, up to $10,000 per year from a 529 plan can be used to pay tuition at a K-12 private school.

Taxes 92

Taxes Education Wealth Management Planning 92

Carson Wealth

FEBRUARY 16, 2024

By Mike Valenti, CPA, CFP ® , Director of Tax Planning It’s that time of year again! 7024 – Tax Relief for American Families and Workers Act of 2024 on January 31, 2024, with strong bipartisan support. For individual plans, the limit is now $3,650, and for family plans, it’s $7,300. More on that later.)

Taxes 97

Taxes Consulting Accounting Planning 97

Darrow Wealth Management

JULY 1, 2024

In 2024, a single taxpayer can claim a federal estate and lifetime gift tax exemption of $13.61 Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary. As with anything in tax planning, it’s important not to let the tax-tail wag the dog. You have no exemption left.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

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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Economy CFP Accounting Investing 98

Darrow Wealth Management

MAY 6, 2024

Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Who is the attorney who drafted the estate plan? Find out if the estate will go through probate The estate planning attorney is going to be critical here.

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Estate Planning Distribution Accounting Valuation 100

Your Richest Life

MARCH 8, 2024

Here are some of the top financial hurdles that women face, and what steps you can take to confidently achieve your money goals: Getting Involved with Finances: Financial Planning for Women Women are much more in control of their money than ever before. That being said, some companies are putting plans in place to ease that struggle.

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Financial Planning Planning Medical Retirement Planning 59

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.

Taxes 52

Taxes Fee Only CFP Financial Planning 52

Tobias Financial

FEBRUARY 25, 2024

We are thrilled to announce that our CEO, Marian ela Collado , CPA/PFS, CFP®, CDS® will serve as one of the speakers at the upcoming CNBC Women & Wealth on March 5 th , 2024. Marianela’s session will focus on retirement planning and how women can maximize their financial future.

Retirement Planning 40

Retirement Planning CFP Retirement Planning 40

Darrow Wealth Management

OCTOBER 21, 2024

Planning note: If you have vested incentive stock options, you’ll want to consider the pros and cons of exercising before the deal closes. Substitution is more common as the acquirer will only assume equity compensation if they plan to keep the target company as its own independent business.

Taxes 114

Taxes Wealth Management Planning Media 114

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.

Financial Planner 52

Financial Planner Financial Planning Wealth Advisor CFP 52

Tobias Financial

FEBRUARY 20, 2024

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.

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Marketing Marketing CFP Numbers 52