Harness Wealth

MARCH 7, 2025

Last but not least, we have a rundown of the IRSs ‘Dirty Dozen’ tax scams for 2025. Learn about his insights into effective communication and transparent expectations for remote teams, shared recently at the AICPA Personal Financial Planning Summit 2025. Senate committee during the pandemic.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Nerd's Eye View

SEPTEMBER 6, 2024

Notably, while the rule will create an additional compliance burden, the due diligence advisers offering comprehensive planning services (as well as their investment custodians) are likely already conducting on their clients to create an effective financial plan could be a 'defense mechanism' for these firms against criminals looking to take advantage (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. If a financial advisor tries to tell you otherwise, be wary. Zoe Financial does not provide legal advice.

Marketing 98

Marketing Marketing Financial Advisor Investments 98

Darrow Wealth Management

FEBRUARY 9, 2025

If you’re not working with a financial advisor , seriously consider your appetite for ongoing portfolio management, fund analysis, rebalancing, etc. Allocation choices also shouldn’t be based on the notion that dipping into principal derails a financial plan. How much money do you need to live off dividends?

Retirement 74

Retirement Asset Allocation Taxes Portfolio 74

Leading Advisor

DECEMBER 26, 2024

As we approach 2025, its a perfect time to reflect on the roadblocks holding you back. If youre a financial advisor or life insurance agent,… The post Are the same barriers to providing comprehensive financial planning blocking your 2025 vision? appeared first on Leading Advisor - Simon Reilly.

Financial Planning 52

Financial Planning Planning Financial Advisor Insurance 52

Tobias Financial

APRIL 20, 2025

Marianela will be sharing her perspective on the integration of financial planning and charitable giving, an important intersection for individuals and families who want to align their values with their long-term financial goals.

Planning 52

Planning Estate Planning Financial Planning CFP 52

Harness Wealth

APRIL 15, 2025

With interest rates rising and markets cooling in 20232024, many households may find their portfolios are no longer aligned with their long-term goals, making this an ideal moment to revisit your financial strategy. The post What It Takes to Be Wealthier Than Most Americans in 2025 appeared first on Harness.

Wealth Advisor 52

Wealth Advisor Taxes Assets Retirement 52

Darrow Wealth Management

MARCH 3, 2025

Consider working with a fiduciary financial advisor to help manage your investments and provide financial planning guidance before and during retirement. Retirement planning, like any type of robust financial planning, should include stress testing your investment strategy and financial plan.

Risk Tolerance 67

Risk Tolerance Asset Allocation Assets Portfolio 67

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. In 2025, the lifetime gift tax exclusion will rise to $13.99

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

eMoney Advisor

JANUARY 20, 2023

The act introduces 92 provisions that will impact your clients and their financial plans, whether they’re in, nearing, or still years away from retirement. Act, but to also understand how your financial planning software provider is adapting to reflect these changes. Key Changes from SECURE 2.0 Act SECURE 2.0

Financial Advisor 89

Financial Advisor Retirement CFP Financial Planning 89

Indigo Marketing Agency

FEBRUARY 19, 2025

Back in the day, financial planners used to be able to place ads in the local paper and Yellow Pages to get clients. Of course, this is a scenario that leaves zero time to actually serve financial practice clients and manage their money! But thats still not good enough for financial planners, given the highly regulated industry.

Financial Services 59

Financial Services Financial Planner Advertising Financial Advisor 59

Indigo Marketing Agency

APRIL 22, 2025

SEO & Digital Presence for Financial Advisor Websites: Googles AI Update & Your Websites Health When it comes to financial services SEO , your digital presence is critical to attracting new clients and long-term success. Learn more about our financial advisor websites and financial services SEO today.

Financial Services 52

Financial Services Financial Advisor Clients Engineering 52

Zoe Financial

MARCH 21, 2025

What Do Financial Advisors Do? Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. What Does a Financial Advisor Do?

Financial Advisor 45

Financial Advisor Strategic Planning Estate Planning Retirement 45

Walkner Condon Financial Advisors

FEBRUARY 17, 2025

As part of 2025 Market Outlook, Mitch DeWitt of Walkner Condon Financial Advisors discusses the 25-year evolution of Exchange Traded Funds (ETFs), from their 1990s beginnings to current trends and future investment growth.

Financial Advisor 80

Financial Advisor Investments Investing Marketing 80

Walkner Condon Financial Advisors

MARCH 18, 2025

As part of Market Outlook 2025, Evan Waltz, Support Financial Advisor at Walkner Condon, lays out the changes that have impacted Gen Z investment behavior, which includes social media, emerging technologies and ESG trends. Learn how young investors are shaping the future of finance!

Financial Advisor 78

Financial Advisor Media Investments Investing 78

Indigo Marketing Agency

DECEMBER 13, 2024

Start by Owning January: 2025 Marketing Moves for Advisors As 2025 approaches, its crucial for financial advisors to prepare for a strong start to the new year. By implementing these strategies now, you position your firm to be top-of-mind when prospects seek financial guidance.

Marketing 52

Marketing Marketing Financial Advisor Compliance 52

Darrow Wealth Management

FEBRUARY 26, 2025

Retirement planning, like any type of robust financial planning, should include stress testing your investment strategy and financial plan. If you have questions about your personal financial situation, consider speaking with a financial advisor. After all, volatility is a when , not an if.

Marketing 53

Marketing Marketing Retirement Portfolio 53

Indigo Marketing Agency

DECEMBER 17, 2024

New Year, New Growth: Is Your 2025 Marketing Plan Ready? The start of a new year is the perfect time to reflect, plan, and set your business up for success. For financial advisors, this means implementing a marketing strategy that doesnt just exist on paperit drives results. Ready to Make 2025 Your Best Year Yet?

Planning 52

Planning Marketing Marketing Financial Advisor 52

Harness Wealth

FEBRUARY 5, 2025

Financial and lifestyle considerations of living abroad The importance of professional tax advice for expats FAQs about the FEIE What is the Foreign Earned Income Exclusion? federal income tax (2025). tax on the $20,000 that exceeds the 2025 $130,000 limit. tax on their income, making financial planning even more important.

Taxes 52

Taxes Compliance Accounting Government 52

eMoney Advisor

APRIL 13, 2023

In its Retail Banking: 2025 and Beyond report, PwC analysts explore five possible versions of the sector’s future. Unlocking the Big Picture It’s no secret that at the foundation of an engaging wealth planning experience is a financial planning platform. Retail Banking 2025 and Beyond,” August 2022.

Banking 74

Banking Clients Planning Financial Planning 74

Walkner Condon Financial Advisors

MARCH 4, 2025

Polly Price, Financial Advisor at Walkner Condon, explores how social media is reshaping investing, from retail investor empowerment to market volatility. Learn how online platforms impact financial decisions and trends.

Media 96

Media Financial Advisor Retail Investing 96

Walkner Condon Financial Advisors

MARCH 12, 2025

Explore 25 years of housing trends with Andrew Klein, Financial Advisor at Walkner Condon, as he highlights the the growing gap between home prices and incomes. The cost of homeownership has skyrocketed--has the American Dream kept up?

Financial Advisor 72

Financial Advisor Marketing Marketing Financial Planning 72

Walkner Condon Financial Advisors

FEBRUARY 4, 2025

Clint Walkner, Managing Partner at Walkner Condon Financial Advisors, explores the new technology revolution, artificial intelligence advancements and their impact on data growth and financial advising.

Financial Advising 69

Financial Advising Financial Advisor Management Financial Planning 69

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. Proactive planning with a financial advisor can help employees make informed decisions and minimize tax liability.

Taxes 52

Taxes Financial Advisor Planning Startup 52

Zoe Financial

JANUARY 27, 2025

The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. Understanding these phases can help you approach your financial future with clarity and confidence.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Zoe Financial

MARCH 19, 2025

Is Your Financial Confidence Holding You Back? Published: March 20th, 2025 Reading Time: 6 minutes Written by: The Zoe Team Have you ever stood in a grocery aisle, staring at a wall of options, unable to pick one? However, finding the right financial guidance can be valuable to optimize your wealth management strategy.

Budgeting 40

Budgeting Financial Advisor Financial Guidance Retirement 40

Zoe Financial

MARCH 19, 2025

Is Your Financial Confidence Holding You Back? Published: March 20th, 2025 Reading Time: 6 minutes Written by: The Zoe Team Have you ever stood in a grocery aisle, staring at a wall of options, unable to pick one? However, finding the right financial guidance can be valuable to optimize your wealth management strategy.

Budgeting 40

Budgeting Financial Advisor Financial Guidance Retirement 40

Walkner Condon Financial Advisors

FEBRUARY 26, 2025

Expat Financial Advisor at Walkner Condon explores the history of global currency markets, from Bretton-Woods to the Euro, and the future of reserve currencies amid trade deficits, crypto, and economic shifts. Keith Poniewaz, U.S.

Marketing 52

Marketing Marketing Financial Advisor Economics 52

Indigo Marketing Agency

JANUARY 3, 2025

Financial advisors like you need more than traditional methods to get seen online. Building effective marketing assets, like videos, guides, and case studies, is essential for advisors looking to attract and convert prospects. As a result, video content has become a must-have for financial advisors looking to expand their reach.

Clients 52

Clients Financial Advisor Retirement Planning Assets 52

Darrow Wealth Management

MARCH 17, 2025

Also, if you’re a business owner , you’ll also need more in savings.Take a look at your entire financial situation, or work with a fee-only financial advisor to determine exactly how much savings you should have.

Fee Only 59

Fee Only Accounting Debt Management Wealth Advisor 59

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. Read More.

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Zajac Group

JANUARY 14, 2022

The total charitable benefit of cash and stock donations cannot exceed 60% of your AGI from 2022-2025. Once you put an asset into your DAF, you can’t get it back out, so it’s essential to carefully consider how your contributions and choices will impact your overall financial plan. You can donate cash up to 60% of your AGI.

Taxes 52

Taxes Assets Financial Planning Investments 52

Zajac Group

MARCH 10, 2022

Ultimately, it’s how you can use the value of your stock to fund whatever financial planning need that is most important to you. By understanding these concepts, you can begin to best plan for how your ISOs fit into your overall long-term financial plan. Past performance is no guarantee of future results.

Taxes 52

Taxes Sales Planning Risk Tolerance 52

Zoe Financial

FEBRUARY 16, 2023

The updated tax code went into effect in 2018 and will “ sunset ” in 2025. However, financial planning should be personalized, and we suggest reviewing any new strategies with a trusted advisor and tax preparer. Let us connect you with the most qualified wealth planners Find My Advisor Ready to Grow Your Wealth?

Taxes 40

Taxes Distribution CFP Accounting 40

Nerd's Eye View

OCTOBER 25, 2024

Nonetheless, given Kitces Research findings that being 'too' comprehensive can eat into a firm's bottom line, advisors might seek a 'sweet spot' of providing a comprehensive slate of services (but not necessarily every possible service) that are most valuable for their ideal target client. Read More.

Financial Planner 246

Financial Planner Financial Advisor Estate Planning Compliance 246

Carson Wealth

FEBRUARY 29, 2024

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. Then, she meets with her financial advisor to review her estate plan. Taxes on Giving??? This makes $13.61

Financial Planning 96

Financial Planning Taxes Planning Estate Planning 96

Darrow Wealth Management

JANUARY 16, 2025

You’ll need to fill out paperwork with the custodian if there isn’t a financial advisor managing the accounts. If you sell at a loss, you can offset other investment gains plus an additional $3,000 against other taxable income in 2025. Then its a step-down in tax basis to the date of death value.

Assets 98

Assets Estate Planning Taxes Wealth Management 98