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Nerd's Eye View
NOVEMBER 4, 2024
Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
243 
Wealth Management
NOVEMBER 19, 2024
Prepare for the future with expert insights — explore the latest findings on trust and estate planning trends in 2024.
262
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Wealth Management
OCTOBER 23, 2024
Wednesday, November 20, 2024 | 1:00 PM Eastern Standard Time
247 
Wealth Management
OCTOBER 2, 2024
Five ways to turn potential tax scares into sweet savings.
298 
Wealth Management
APRIL 26, 2023
An overview of some of the important estate-planning proposals included in the 2024 Greenbook.
251 
Wealth Management
DECEMBER 27, 2024
There's a lot that can be learned from the estate mishaps of the rich and famous. 2024 was no different.
225 
Nerd's Eye View
FEBRUARY 5, 2024
Welcome to the February 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
246 
Nerd's Eye View
APRIL 1, 2024
Welcome to the April 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
242 
Wealth Management
MARCH 15, 2023
What “fair share” taxation means for estate planning.
229 
Nerd's Eye View
OCTOBER 7, 2024
Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
246 
Abnormal Returns
DECEMBER 4, 2024
nextavenue.org) The best books and podcasts on aging in 2024 including "Learning to Love Midlife: 12 Reasons Why Life Gets Better with Age" by Chip Conley. humbledollar.com) Lessons learned from Warren Buffett's approach to estate planning. wsj.com) Stuff starts breaking when cities/regions become overwhelmingly older.
147 
Abnormal Returns
SEPTEMBER 23, 2024
(podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners. podcasts.apple.com) Future Proof A Future Proof 2024 wrap-up. podcasts.apple.com) Daniel Crosby talks money lessons from Presidents with Megan Gorman who is the founding partner of Chequers Financial Management.
MainStreet Financial Planning
JANUARY 23, 2025
For 2024, the maximum taxable earnings subject to Social Security tax is $168,600. Review Your Estate Planning Documents Take some time to review the key documents in your estate plan, such as your will, power of attorney, and property deeds. If you notice any errors, you can easily request a correction online.
Dear Mr. Market
DECEMBER 31, 2024
Update Estate Plans If you have kids, own a business, or just want to make life easier for loved ones, make sure your will, trusts, and beneficiary designations are up to date. A little planning now avoids big headaches later. Ready to Tackle 2024? Happy Planning and best to you in 2025!
96 
Nerd's Eye View
AUGUST 5, 2024
Welcome to the August 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
130 
Abnormal Returns
OCTOBER 23, 2023
advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. kitces.com) The SEC's examination priorities for 2024 include the marketing rule and alternative assets. (riabiz.com) AI Is AI an existential threat to the business of financial advice?
162 
NAIFA Advisor Today
FEBRUARY 5, 2024
In an ever-evolving landscape of personal finance and estate planning, staying ahead of the latest trends and legislative changes is paramount for professionals in the field. Join us on February 27, 2024, from 12:00 to 1:00 pm eastern.
Abnormal Returns
JANUARY 22, 2024
(morningstar.com) QCD limits have increased to $105,000 for 2024. riabiz.com) Vanguard is partnering with estate planning software provider Vanilla. investmentnews.com) Americans want to retire gradually. thinkadvisor.com) The biz Schwab's absorption of TD Ameritrade is "about 90% complete."
MainStreet Financial Planning
NOVEMBER 8, 2024
For 2024, the IRS has increased contribution limits: – 401(k), 403(b), and most 457 plans: You can contribute up to $23,000. While IRA contributions for 2024 can be made until April 15, 2025, contributing before year-end allows you to benefit from tax-deferred growth sooner.
97 
The Big Picture
MAY 29, 2024
At The Money: Your Financial Captain with Peter Mallouk (May 29, 2024) Who’s in charge of all of the details of your financial life? Not just the stocks and bonds, but your taxes, your will, your estate, any trusts, insurance, credit line, real estate, and anything that affects your financial health.
290 
NAIFA Advisor Today
APRIL 12, 2024
Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals.
Harness Wealth
NOVEMBER 12, 2024
The 2024 contribution limit for a Roth IRA or traditional IRA is $7,000. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000. Note that for an IRA, you have until Tax Day of 2025 (April 15, 2025) to make any contributions for your 2024 taxes. For 2024, the FSA contribution limit is $3,200.
52 
Darrow Wealth Management
MARCH 13, 2025
Over the most recent five year period ending in 2024, here’s the annualized returns and volatility of the 505 companies in the S&P 500 versus the index itself. Between 1987 and April 2024, roughly 67% of individual stocks underperformed the Russell 3000. Of the underperformers, 39% actually lost money.
66 
Zoe Financial
DECEMBER 28, 2024
New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. Revisit your plan after major life events or annually to reflect changing circumstances.
Carson Wealth
DECEMBER 8, 2023
The potential supplemental estate tax liability for a married couple may be in the $5.6 Attorneys are telling us that 2024 is the time to review and change your estate plan as the lines may be out the door in 2025 for taxpayers wanting to make last minute changes to take advantage of the higher exemption amount.
142 
NAIFA Advisor Today
AUGUST 16, 2023
The panel of industry experts will arm you with strategic insights, ensuring you capitalize on evolving planning opportunities and prepare your clients effectively for the imminent shifts in the tax landscape.
52 
Integrity Financial Planning
NOVEMBER 14, 2023
1] This can be something you do as part of your estate plan. It can sometimes reduce the tax burden for your estate when it comes time to transfer it to your heirs. This means that if you have two children, you can give each of them $17,000 without a tax penalty in 2023. [1]
96 
Darrow Wealth Management
OCTOBER 28, 2024
It’s also important to implement other parts of your plan, such as ways to reduce tax from the sale, estate planning, charitable giving, and other goals. Financial planning and investing the proceeds from a business sale Any time you’re investing a lump sum in the market, there’s a lot to consider.
97 
Darrow Wealth Management
JULY 1, 2024
Lowering the estate and gift tax limits The current exemption was raised dramatically in 2018. 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 In 2026, these limits are set to decrease.
101 
Darrow Wealth Management
NOVEMBER 4, 2024
If you’re working with a CPA for your taxes or have an estate planning attorney, consider asking them for a recommendation also. Last reviewed October 2024] The post How to Find a Fiduciary Financial Advisor appeared first on Darrow Wealth Management.
Harness Wealth
MARCH 5, 2024
In this guide, we’ll explore the average fees of tax advisors in the US for 2024. Average Tax Advisor Fees in 2024 Understanding the common tax planning and preparation fees, such as hourly rates, retainer or subscription fees, and fixed per-service fees, can guide you in making informed decisions when engaging with tax professionals.
52 
Harness Wealth
MARCH 11, 2024
20 tax reduction strategies for high-income earners in 2024 Tax strategy is complex, and there are numerous ways of reducing taxable income depending on your situation. Here are 20 tax-efficient actions to consider when filing your taxes in 2024. Second homes used as residences may also qualify for environmental tax credits.
59 
Darrow Wealth Management
FEBRUARY 19, 2024
Individuals who inherit a concentrated stock position should speak with their estate planning attorney to confirm whether they’ll receive a step-up in basis. In February 2024, Microsoft is the largest company by market cap in the world with a 7.3% Further estate planning objectives.
106 
WiserAdvisor
FEBRUARY 19, 2024
If you choose to work while receiving Social Security benefits and have not reached full retirement age, the Social Security Administration (SSA) will deduct $1 from your benefit for every $2 you earn above the annual limit, which is $22,320 in 2024. Life is inherently unpredictable, and unanticipated circumstances can arise at any moment.
66 
Carson Wealth
FEBRUARY 1, 2024
As we’ve grown, the need for additional expertise became apparent, and Carson’s expansive resources can help fill a lot of buckets for us, like portfolio management and tax and estate planning. This marks Carson Group’s first deal of 2024, solidifying its reputation as a rapidly expanding force in the financial services industry.“We
Darrow Wealth Management
JULY 1, 2024
Lowering the estate and gift tax limits The current exemption was raised dramatically in 2018. 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 In 2026, these limits are set to decrease.
52 
Nerd's Eye View
DECEMBER 30, 2024
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.
Harness Wealth
JUNE 9, 2023
Step 4: Plan for life events (life insurance, health needs, estate) Insurance, healthcare needs, and estate planning can present a challenge to investments, and it’s important to plan for those needs as early as possible, as we will all have them.
Harness Wealth
JUNE 5, 2024
In January of 2023, Kelley started with zero clients but has grown to 140 clients in early 2024 with annual revenue projected to be upwards of $250,000 this year. Second, Kelley plans to onboard more high-value clients, increasing his average retainer beyond $1,800 to the range of $2,000 to $2,800.
64 
WiserAdvisor
JANUARY 3, 2024
Moreover, not only can 401(k)s be used in retirement, but they can also play a crucial role in estate planning. For instance, in 2024, the contribution limit for 401(k) accounts is set to increase to $23,000, marking a $500 uptick from the previous limit. The catch-up contribution limit stays at $500.
52 
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.
Carson Wealth
DECEMBER 31, 2024
Your personal preferences and the potential good your bequests can do are factors to think about in your estate planning. What Is Estate Equalization? Basically, estate equalization is the process of helping ensure fairness in your estate plan, whether that means leaving all your primary heirs the same bequests or not.
Harness Wealth
JULY 29, 2024
covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. Now that the mid-point of 2024 has passed, we are faced with an environment where little has changed with respect to the wait-and-see posture of estate and wealth transfer planning.
WiserAdvisor
JANUARY 16, 2024
Beyond retirement, 401(k) plans can play a crucial role in estate planning, too. For instance, in 2024, the contribution limit for 401(k) accounts has increased to $23,000 from $22,500 in 2023. This streamlined process eliminates the need for manual contributions, making saving for retirement efficient and hassle-free.
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