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

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. Read More.

Financial Advisor 246

Financial Advisor Insurance Financial Planner Clients 246

WiserAdvisor

MARCH 13, 2024

Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. These pillars provide a comprehensive framework for building a resilient and sustainable plan. For the tax year 2024, individuals can contribute a sum of $4,150 and families can contribute $8,300 to their HSA.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Indigo Marketing Agency

JULY 23, 2024

Powerful Mission Statement PFA’s mission statement highlights that they are a team of CERTIFIED FINANCIAL PLANNER professionals, enhancing their credibility and perceived value. The post Websites for Financial Advisors: What’s Working in 2024 appeared first on Indigo Marketing Agency.

Financial Advisor 98

Financial Advisor Certified Financial Planner Retirement Clients 98

Carson Wealth

JANUARY 5, 2023

Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. The RMD rules apply to all employer-sponsored qualified retirement accounts (401(k)s, 403(b)s, etc.) and IRAs, with exception of Roth IRAs – and beginning in 2024, due to the SECURE 2.0 Act provisions, Roth 401(k)s.

Distribution 98

Distribution Retirement Planning Taxes 98

Darrow Wealth Management

FEBRUARY 18, 2025

Don’t stress out about every headline, stress test your retirement plan instead.Markets move every day and the news cycle is 24-7. Unfortunately, headlines often leave investors wondering what the news means for their portfolio and financial outlook. between 1995 – 2024.

Retirement 52

Retirement Planning Retirement Planning Financial Planning 52

Indigo Marketing Agency

JULY 23, 2024

Powerful Mission Statement PFA’s mission statement highlights that they are a team of CERTIFIED FINANCIAL PLANNER professionals, enhancing their credibility and perceived value. The post Websites for Financial Advisors: What’s Working in 2024 appeared first on Indigo Marketing Agency.

Financial Advisor 52

Financial Advisor Certified Financial Planner Retirement Clients 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

Tucker Advisors

APRIL 4, 2023

By next year, 2024, one in four workers will be 55 or older, which is an over 100% increase from 30 years ago in 1994. Since 1980 through 2014, workers with retirement plans that included a pension fell from 39% to 13%, a 200% decline. Conversely, workers who only have 401(k)s or defined contribution plans, rose from 9 to 34%.

Retirement 75

Retirement Financial Advisor Planning Accounting 75

The Big Picture

JULY 29, 2024

And yeah, here we are in 2024 and it’s still a subject of debate. 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. Tell us a little bit about what you do with them.

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

Your Richest Life

MARCH 26, 2025

If youre nervous about investing or unsure of where to start, consider working with a financial planner to help you get on the right track. In 2024, for every dollar men earn, women earn 84 cents. Women are also more likely to work part time or lower paying jobs that do not offer 401(k)s or other retirement plans.

Financial Planning 52

Financial Planning Planning Medical Retirement Planning 52