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 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

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.

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Risk Tolerance Asset Allocation Assets Portfolio 63

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.

Marketing 53

Marketing Marketing Retirement Portfolio 53

Random Roger's Retirement Planning

MARCH 28, 2025

Are Financial Advisors Lazy To Recommend Active ETFs ? It was a thin article that came down to advisors knowing their limitations which is of course useful for anyone in any of their endeavors. Also noted was what the world looked like 30 years ago when the author worked as an advisor.

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Portfolio Distribution Management Financial Advisor 59

Tobias Financial

OCTOBER 16, 2024

In a recent Financial Advisor article, our Senior Wealth Advisor, Matt Saneholtz , CFA, CFP®, EA, was quoted on the implications of the Medicare industry upheaval during the upcoming open enrollment period. He shared his insights on the matter, discussing why Medigap may be a good option despite their high premiums.

Healthcare 52

Healthcare Wealth Advisor CFP Budgeting 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. Are you aiming to reach established business owners focused on retirement planning?

Clients 52

Clients Financial Advisor Retirement Planning Assets 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? Budgeting & saving (23%): Uncertainty about creating a plan that works. Find your financial advisor matches.

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? Budgeting & saving (23%): Uncertainty about creating a plan that works. Find your financial advisor matches.

Budgeting 40

Budgeting Financial Advisor Financial Guidance Retirement 40

Tucker Advisors

NOVEMBER 3, 2021

For people 10 or more years away from their retirement, this strategy could work very well, provided they have the time and expertise to study stock options every day and/or can rely on a financial advisor to help them with their choices. A balanced retirement portfolio should have growth assets and income-producing assets.

Retirement 52

Retirement Portfolio Retirement Planning Financial Advisor 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. Read More.

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Financial Advisor Insurance Tax Planning Taxes 240

Darrow Wealth Management

NOVEMBER 11, 2024

Updated for 2024 – 2025. Although any investor with earned income can make a non-deductible contribution to an IRA (up to $7,000 in 2024-2025 if under age 50) and still take advantage of tax-deferred growth, it still may not be advisable. In 2024 and 2025, the highest marginal tax rate is 37%. Why non-deductible?

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Distribution Taxes Retirement Retirement Planning 97

Carson Wealth

FEBRUARY 27, 2025

Qualified Charitable Distributions (QCDs) Your distributions from your retirement plans are reported on your 1099-R form , but the form doesnt specify how much went to a QCD. Tax Planning, Not Just Preparation Heres hoping all of us will put some sweat equity into our tax planning strategies so the year pays off.

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Taxes Tax Planning Distribution Planning 100

Carson Wealth

JUNE 2, 2023

For example, if you turned 73 on May 1, 2024, you would have until April 1, 2025 to satisfy your first (2024) RMD. You would also have an RMD due for 2025, which would be due by Dec. 31, 2025 – potentially causing you to draw two RMDs in the same calendar year. Going forward, each RMD would be due by Dec. 31 of that year.

Distribution 98

Distribution Accounting Retirement Retirement Planning 98

Carson Wealth

JANUARY 31, 2023

What to Know About Defined Contribution Plans The following are answers to some of the most common questions about defined contribution plans. If you have other questions that aren’t answered here, you can contact one of our financial advisors who will help you better understand your options. Find answers below.

Planning 52

Planning Taxes Retirement Retirement Planning 52

Carson Wealth

FEBRUARY 11, 2025

For the 2025 tax year, capital gains rates are 15% for individuals whose income is $48,351 to $533,400 and 20% for those above that income level. Your lawyer and financial advisor can help you determine which strategies are appropriate for you and your beneficiaries.

Taxes 52

Taxes Investing Investments Accounting 52

Darrow Wealth Management

SEPTEMBER 11, 2024

So it’s important to consult a financial advisor and attorney to discuss your situation. Roth 401(k)s can only bypass annual distributions if 100% of the retirement plan was in a Roth account. There’s no forced ‘catch up’ and RMDs are not technically needed before 2025 (though it should be considered).

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Accounting Retirement Distribution Taxes 97

Nerd's Eye View

JANUARY 3, 2025

Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Indigo Marketing Agency

JANUARY 25, 2025

The financial advisory world is evolving faster than ever. To thrive, advisors must learn from todays top influencersleaders who push boundaries, share insights, and spark innovation. Here are the 30 voices to follow in 2025, along with rising stars you shouldnt miss. Samantha was also a finalist in the 2024 Wealthies. (

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Financial Advisor Education CFP Clients 52