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2024 Financial Planning Planning 
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.
The Big Picture
JANUARY 2, 2025
Consider this December 29, 2024, year-end review in Bloomberg : “By this time last year, the stock markets rally had blown past even the most optimistic targets, and Wall Street forecasters were convinced it couldnt keep up the dizzying pace. Random events can and will completely derail the best laid plans we may make.
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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
Nerd's Eye View
FEBRUARY 18, 2025
Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.
Abnormal Returns
OCTOBER 28, 2024
riabiz.com) M&A deals in 2024 have been increasing in size. advisorperspectives.com) Advisers A plan for onboarding client service associates. advisorperspectives.com) Financial planning CAN change lives. (youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant.
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Speaker: Claire Grosjean
Human Oversight: Why people remain a key part of spend management, and how to strike the right balance between AI-driven analytics and human financial expertise. 📈 Forecasting That Works: How AI and predictive analytics can improve financial planning. Master the balance between analytics and action.
Wealth Management
OCTOBER 15, 2024
Thursday, November 14, 2024 | 2:00 PM ET
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Wealth Management
JANUARY 4, 2024
Claudia Cypher Kane is the Financial Planning Association's 2024 president; she stressed the FPA would continue to push for title protection.
Nerd's Eye View
MARCH 21, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%
Nerd's Eye View
JUNE 3, 2024
Welcome to the June 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!
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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!
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Wealth Management
NOVEMBER 15, 2024
Andrew Altfest reveals how FP Alpha is revolutionizing financial planning through AI, enabling advisors to offer comprehensive services at the 2024 Nitrogen Fearless Investing Summit.
MainStreet Financial Planning
NOVEMBER 25, 2024
Eligible IRA owners age 70 ½ and older can make up to $105k in tax-free charitable donations during 2024 through qualified charitable donations (QCDs). A high deductible health plan (HDHP) must have a deductible of at least $1,650 for singles and $3,300 for family. The standard mileage rates for 2024 is $0.67
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Wealth Management
NOVEMBER 14, 2024
Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning at Nitrogen's 2024 Fearless Investing Summit.
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Nerd's Eye View
DECEMBER 11, 2023
Which, thanks to the new rollouts in both California and Florida in 2024, will mean nearly half of all financial advisors who are IARs will need to fulfill the new IAR CE requirement in 2024… as once an advicer has half a dozen clients in any of the 17 states or the District of Columbia, they have to comply with the new IAR CE rules.
Abnormal Returns
MARCH 5, 2025
humbledollar.com) There is no 'right answer' in financial planning. kiplinger.com) A look at the biggest charitable givers in 2024. (tonyisola.com) If you don't understand it, don't invest. ofdollarsanddata.com) Uncertainty There's always something else to worry about. timmaurer.com) Uncertainty can't be cured, only mitigated.
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Abnormal Returns
FEBRUARY 4, 2024
(humbledollar.com) Are you doing these seven things that represent 'real financial planning'? wsj.com) How major asset classes performed in January 2024. blairbellecurve.com) Why investors are pulling money from TIPS ETFs. ft.com) What happens when you stop focusing on the stock market.
Nerd's Eye View
OCTOBER 30, 2023
In addition, we've also updated our popular " Master Conference List " of all financial advisor conferences in 2024, both for advisors looking for a wider range of events to attend (if you want to delve deeper into a particular topical area), and for vendors looking for more conferences to exhibit at!
Dear Mr. Market
DECEMBER 31, 2024
Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. A little planning now avoids big headaches later. Ready to Tackle 2024?
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Abnormal Returns
DECEMBER 11, 2024
slate.com) Personal finance Financial planning is all about tradeoffs. barrons.com) Financial stress is real. barrons.com) Financial stress is real. morningstar.com) Books that shifted Money With Katie's thinking in 2024 including "Winners Take All: The Elite Charade of Changing the World" by Anand Giridharadas.
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Carson Wealth
APRIL 25, 2024
There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.
MainStreet Financial Planning
NOVEMBER 8, 2024
As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. For 2024, the IRS has increased contribution limits: – 401(k), 403(b), and most 457 plans: You can contribute up to $23,000. However, dedicating a few moments now can lead to significant savings come tax season.
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Million Dollar Round Table (MDRT)
JANUARY 12, 2025
In these top videos posted on MDRTs YouTube channel in 2024, learn how MDRT members communicate and work with clients. The ideas they share can help you better attract and retain clients.
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Nerd's Eye View
OCTOBER 2, 2024
In this environment, financial advisors have the opportunity to add value for their clients not only by giving a clear explanation about the current status of Social Security and the potential legislative changes that could improve its solvency, but also by modeling what (realistic) changes would mean for their clients' financial plans.
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Abnormal Returns
NOVEMBER 6, 2023
ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space. papers.ssrn.com) Taxes A 2023 year-end tax planning guide. kitces.com) Advisers How the profession of financial planning has changed over time.
Nerd's Eye View
DECEMBER 19, 2022
But a lawsuit to block the rule ultimately led to it (and the associated Title Protection for "financial planner") being vacated… by the FPA. Making the FPA's shift to now suddenly advocate for Title Protection a logical – albeit head-spinning – about-face from its position for the past two decades.
MainStreet Financial Planning
OCTOBER 30, 2024
million Percentage of Americans with a Will: 32% Caring.com’s 2024 Wills Survey indicates that only 32% of people in America have a will. While comparing your financial situation to national averages can provide insight into where you stand, it’s important to remember that these benchmarks are just guidelines.
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XY Planning Network
DECEMBER 2, 2024
At XYPN LIVE 2024, we celebrated 10 years of doing that—supporting fee-for-service financial advisors in launching, running, and growing the firm of their dreams. That’s 10 years of REAL support, REAL independence, and REAL financial planning.
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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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 (..)
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.
MainStreet Financial Planning
JANUARY 10, 2025
A quote from one of my favorite books, The Little Prince by Antoine de Saint-Exupery says, A goal without a plan is just a wish. As we enter 2025, its the perfect moment to take stock of your financial journey and map out your path for the year ahead. What worked well in 2024, and what could have gone better?
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Nerd's Eye View
JULY 26, 2024
The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.
Carson Wealth
FEBRUARY 29, 2024
It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. What do you need to consider about gifting as it relates to your overall estate plan? Let’s take a closer look at estate and gift taxes and how you can approach them with a financial planning mindset. Taxes on Giving???
Carson Wealth
JULY 18, 2024
Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. We are targeting a total return for the S&P 500 of 17-20% in 2024. The aim of our Midyear Outlook 2024: Eyes on the Prize is to stay focused on what matters for investors.
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Discipline Funds
DECEMBER 20, 2023
The end of the year is an ideal time to start planning for the year ahead and make sure you’re on target to achieve those goals. Good financial planning is all about asset and liability matching across time. A financial plan with an asset liability mismatch is likely to fail over time.
MainStreet Financial Planning
JANUARY 17, 2025
The state of California has extended theapplication deadline for state financial aid programs. The post LA Fires 2025 Resources: Beginning Steps to Recovery appeared first on MainStreet Financial Planning.
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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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Harness Wealth
NOVEMBER 12, 2024
As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. The 2024 contribution limit for a Roth IRA or traditional IRA is $7,000.
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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. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.
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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. Goals will evolve, and thus our plan must evolve as well.
Carson Wealth
DECEMBER 5, 2024
Just like the rest of your financial journey, optimized giving is complex and should follow a plan. Contact your financial advisor or reach out to us today to learn how you can incorporate charitable giving in your financial plan. 1 National Philanthropic Trust, “Charitable Giving Statistics,” 2024.
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Abnormal Returns
OCTOBER 23, 2023
(wealthmanagement.com) Creative Planning A profile of Peter Mallouk, CEO of Creative Planning. riabiz.com) AI Is AI an existential threat to the business of financial advice? advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. riabiz.com) The upside of pro bono financial planning.
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AdvicePay
MAY 22, 2024
Earlier this year, we released our 2024 Fee-for-Service Industry Trend Report , showcasing data from over 380,000 fee-for-service financial planning transactions processed through our platform in 2023. We are excited to share some of the top questions from the webinar.
The Big Picture
JUNE 11, 2024
The transcript from this week’s, MiB: Peter Mallouk, Creative Planning CEO , is below. He has since built Creative Planning into one of the nation’s largest RIAs and an absolute powerhouse running over $300 billion. What was the plan for your career with that combo? Peter Mallouk : Hey, it’s great to be back, Barry.
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