Carson Wealth

FEBRUARY 6, 2025

Every year brings changes in tax rules, and 2025 is no exception. Whether you are saving for retirement, running a business, or planning for your family’s future, these updates could affect your financial decisions throughout the year. For married couples, this means more of your income will be taxed at lower rates.

Taxes 60

Taxes Retirement Tax Planning Planning 60

Indigo Marketing Agency

FEBRUARY 1, 2025

Ready for a Brand Refresh in 2025? Check Out This Advisors New Website! With a new year freshly underway, theres no better time for financial advisors to evaluate their online presence. Each core offeringsuch as investment management, financial planning, and tax strategieshas its own dedicated page.

Financial Advisor 95

Financial Advisor Engineering Clients Communication 95

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. Although this is the traditional tax filing deadline, given the spate of recent natural disasters (such as the California wildfires and Hurricane Milton), the IRS is granting certain filing and payment extensions beyond this date.

Taxes 52

Taxes Medical Distribution Tax Planning 52

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. Find your next tax advisor at Harness today.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Nerd's Eye View

JANUARY 13, 2025

Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.

Financial Advice 147

Financial Advice Ethics Education Financial Planning 147

Zoe Financial

APRIL 7, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 7th, 2025 Watch Time: 5 min. Tariffs impact: Proposed increases could raise the effective tax rate on U.S. to 2025% the highest in 100+ years. For investors, this may be a time to revisit your financial plan, not to panic. imports from 2.3%

Marketing 81

Marketing Marketing Risk Tolerance Financial Advisor 81

Carson Wealth

FEBRUARY 4, 2025

Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your familys wealth and even lead to legal complications. And, if the U.S.

Risk Management 52

Risk Management Compliance Taxes Management 52

Nerd's Eye View

SEPTEMBER 27, 2023

When it comes to advising clients on student loan issues, many financial advisors might first think about recent graduates seeking advice regarding the most effective way to pay down their balances.

Education 246

Education Financial Advisor Planning Clients 246

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? Optimizing tax-efficient retirement income.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

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. Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation.

Estate Planning 40

Estate Planning Financial Advisor Accounting Wealth Advisor 40

Darrow Wealth Management

FEBRUARY 9, 2025

So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax. If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. Over the last 30 years, the S&P 500’s average dividend yield was 1.98%.

Retirement 75

Retirement Asset Allocation Taxes Portfolio 75

Nerd's Eye View

SEPTEMBER 6, 2024

Also in industry news this week: A probe by the Government Accountability Office found that the conflict-of-interest disclosures offered by many firms offering financial advice are often inadequate or confusing, making it hard for consumers to understand whether and when a financial professional is operating in their best interest A recent study has (..)

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

Nerd's Eye View

NOVEMBER 15, 2023

One of these was the Employee Retention Credit (ERC), a tax credit that eligible small businesses could take against their employment taxes.

Clients 246

Clients Taxes Government Startup 246

Harness Wealth

APRIL 15, 2025

Thats because wealth at the upper end tends to be built not just through income, but through equity ownership, business interests, long-term investing, and real estate gains, assets that benefit from compounding, appreciation, and favorable tax treatment over time. Tax related products and services provided through Harness Tax LLC.

Wealth Advisor 52

Wealth Advisor Taxes Assets Retirement 52

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 2025 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!

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Darrow Wealth Management

APRIL 21, 2025

While a Roth conversion may never make sense for some individuals, for others, early retirement years may be the best time to convert pre-tax accounts to tax-free Roth. Your current and projected future tax rate is often a main component of the decision, but there are other considerations and benefits as well. 4 key benefits.

Retirement 54

Retirement Retirement Planning Taxes Accounting 54

Darrow Wealth Management

MARCH 13, 2025

The situational nature of planning to diversify one large position cannot be over-emphasized, so it’s important to work with a financial advisor who has experience in this area. Charitable Contributions: Donating appreciated stock to charity while reducing capital gains tax.

Management 73

Management Taxes Estate Planning Asset Allocation 73

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Why a Client Event is a Must-Have in 2025 The landscape of client engagement is more dynamic than ever, and client events have become an essential part of building long-lasting relationships.

Clients 52

Clients Planning Education Communication 52

Zoe Financial

MARCH 3, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 3rd, 2025 Watch Time: 4 min. Earnings: 2025 estimates still project double-digit growth, with non-tech sectors performing well. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

MARCH 10, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 10th, 2025 Watch Time: 4 min. Q1 2025 earnings forecast: Dropped from 11.5% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 52

Marketing Marketing Economics Taxes 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Why a Client Event is a Must-Have in 2025 The landscape of client engagement is more dynamic than ever, and client events have become an essential part of building long-lasting relationships.

Clients 52

Clients Planning Education Communication 52

Harness Wealth

FEBRUARY 5, 2025

The rise of remote work and digital nomadism has made FEIE a common tax minimization strategy for Americans living abroad. What is the Foreign Tax Credit (FTC)? 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?

Taxes 52

Taxes Compliance Accounting Government 52

Zoe Financial

MARCH 24, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 24th, 2025 Watch Time: 2.5 Raised inflation outlook for 2025, and lowered GDP growth expectations for this year. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. 4.50% (as expected).

Marketing 52

Marketing Marketing Economics Taxes 52

Tobias Financial

APRIL 20, 2025

Shell explore how a comprehensive financial plan can serve as a roadmap for giving, helping clients make thoughtful decisions that support both personal and philanthropic priorities.

Planning 52

Planning Estate Planning Financial Planning CFP 52

Indigo Marketing Agency

DECEMBER 17, 2024

3 Small Ways to See Big Marketing Results Financial advisors often feel overwhelmed by the idea of tackling marketing. Record Personalized Videos Clients want to feel connected to their financial advisor on a personal level. Why is video content so effective for financial advisors?

Marketing 52

Marketing Marketing Financial Advisor Clients 52

eMoney Advisor

JANUARY 20, 2023

Third, it should reflect that there are special catch-up contributions for employees aged 60-63 beginning in 2025. We’ll be taking an in-depth look at recent tax law updates for 2023, focusing on SECURE 2.0 Register now for the 2023 Tax Legislation Insights, Secure 2.0 and eMoney Analysis (1 CFP® CE Credit*) webinar.

Financial Advisor 89

Financial Advisor Retirement CFP Financial Planning 89

Zoe Financial

FEBRUARY 3, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 3rd, 2025 Watch Time: 2.4 Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Nasdaq: Down 1.6%

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

APRIL 21, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 21st, 2025 Watch Time: 2 min. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Find An Advisor

Marketing 40

Marketing Marketing Taxes Economics 40

Darrow Wealth Management

MARCH 3, 2025

The choice between stocks and bonds depends on their individual circumstances, such as risk tolerance, time horizon, and financial goals. Taxes, fees, expenses, trading costs, etc. Consider working with a fiduciary financial advisor to help manage your investments and provide financial planning guidance before and during retirement.

Risk Tolerance 67

Risk Tolerance Asset Allocation Assets Portfolio 67

Zoe Financial

FEBRUARY 24, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 24th, 2025 Watch Time: 2.5 Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. for the year.

Marketing 52

Marketing Marketing Healthcare 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? Optimizing tax-efficient retirement income.

Financial Advisor 45

Financial Advisor Strategic Planning Estate Planning Retirement 45

Zoe Financial

JANUARY 20, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 20th, 2025 Watch Time: 4.1 Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. for the week and 2.2%

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

JANUARY 6, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 06th, 2025 Watch Time: 3 minutes Welcome to this week’s Market Drama! Wall Street’s average prediction is that the market will rise by 10% in 2025. Just because we had two strong years doesnt mean 2025 will also deliver strong returns.

Marketing 40

Marketing Marketing Economy Taxes 40

Harness Wealth

FEBRUARY 19, 2025

Many shell companies are often used to shield illicit activities such as money laundering, tax evasion, and terrorist financing. BOI collects business information to then issue reports that are stored in a secure, non-public database accessible only to authorized government agencies, law enforcement, and certain financial institutions.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Sara Grillo

NOVEMBER 11, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” They’re not going to like me if I go out there and say I’m a financial advisor for dentists.”

Clients 59

Clients Financial Advisor Marketing Marketing 59

Zajac Group

JANUARY 24, 2025

Your advisor should be able to provide you with an updated net worth projection and tax liability projection, as well as take a look at your portfolios overall diversification. The potential tax consequences of selling your shares. Selling during a tender offer may be less tax-efficient, depending on a few key factors.

Taxes 52

Taxes Portfolio Investing Investments 52