MainStreet Financial Planning

JANUARY 23, 2025

The post Start the Year Strong: Get Your Financials in Shape for 2025 appeared first on MainStreet Financial Planning. Starting the year with these updates will give you peace of mind, knowing your finances are secure and organized.

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Indigo Marketing Agency

FEBRUARY 1, 2025

Ready for a Brand Refresh in 2025? 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. Is Your Website Ready for 2025?

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Your Richest Life

FEBRUARY 24, 2025

Even though 2025 has only just begun, there are already big changes unfolding that could impact your wallet. The Fed also said they plan to wait until Q2 to consider making another cut, and do not intend to drop rates more than half a percentage point this year. 2025 Inflation creeps up The U.S. This was also higher than the 2.9

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Abnormal Returns

MAY 29, 2023

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." rationalreminder.libsyn.com) Austin, TX RWM is coming to Austin, TX!

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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.

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Nerd's Eye View

OCTOBER 18, 2024

Also in industry news this week: 43% of wealth management firms are frustrated with the effectiveness of their CRM software, spurred on by challenges with integrations and workflows, according to a recent survey The Social Security Administration this week announced a 2.5%

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MainStreet Financial Planning

NOVEMBER 8, 2024

While IRA contributions for 2024 can be made until April 15, 2025, contributing before year-end allows you to benefit from tax-deferred growth sooner. of your adjusted gross income. – Property Taxes: Paying property taxes due in early 2025 before December 31, 2024, keeping in mind the $10,000 cap on state and local tax deductions.

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Your Richest Life

MARCH 12, 2025

But before you hand off your taxes to the IRS, there are some updates and changes that you should keep in mind: Filing Taxes in 2025: Tax Filing Date As usual, the deadline to file federal tax returns for most taxpayers is Monday, April 15, 2024. The post Filing Taxes in 2025: What You Should Know appeared first on Your Richest Life.

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FMG

JANUARY 23, 2025

Marketing for financial advisors in 2025 will require a sharp focus on effective communication, personalized client experiences, and smart use of technology. Why Marketing for Financial Advisors Matters in 2025 Marketing for financial advisors is not just a task; its a way to ensure sustained business growth.

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Zoe Financial

APRIL 7, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 7th, 2025 Watch Time: 5 min. to 2025% the highest in 100+ years. For investors, this may be a time to revisit your financial plan, not to panic. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only.

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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 (..)

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Darrow Wealth Management

FEBRUARY 9, 2025

Allocation choices also shouldn’t be based on the notion that dipping into principal derails a financial plan. As of January 31st, 2025, the dividend yield on US Aggregate bonds (AGG ETF) was 3.73% and the S&P 500 (SPY ETF) was 1.17%. Passive income for a 60/40 portfolio today Need more income? versus 1.1% Source: J.P.

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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.

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

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Harness Wealth

APRIL 15, 2025

The post What It Takes to Be Wealthier Than Most Americans in 2025 appeared first on Harness. Harness Wealth does not undertake any obligation to update the information contained herein as of any future date.

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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.

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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. What do these mean, and which is a sounder investment strategy? Lets take a poll.

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Gen Y Planning

MARCH 10, 2025

As we move through the first quarter of 2025, weve had several clients, colleagues, and friends reach out with questions about recent market movements and the impact of tariff discussions on their personal financial plan. The recent yo-yo pattern reflects investors processing new information and adjusting expectations.

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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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Carson Wealth

APRIL 9, 2025

As the first quarter of 2025 comes to a close, the team at Carson Wealth Pella has been hard at work helping to ensure our clients remain on track with their financial goals. Whether you’re looking to fine-tune your investment strategy, plan for retirement, or discuss financial goals, our team is here to help.

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Advisor Perspectives

DECEMBER 23, 2024

Start the new year right by reviewing and revamping your financial plan.

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Financial Symmetry

APRIL 9, 2025

They arent just personal milestones but important life events and moments that should prompt you to update your financial plans. Navigating Life Changes and Their Impact on Your Tax Situation Major life events like getting married, moving house, or changing jobs can also drastically affect your tax situation.

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Integrity Financial Planning

AUGUST 11, 2022

And with mounting national debt and the expiration of the Tax Cuts and Jobs Act in 2025, we could see tax rates increase. #3 3 Make an Appointment with a Trusted Financial Professional. The post 3 Tips for Getting Your Finances on Track appeared first on Integrity Financial Planning, Inc.

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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. Last reviewed February 2025] The post Are Bonds Safe During a Recession or Market Crash? After all, volatility is a when , not an if.

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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. Start 2025 Strong Dont wait to plan your marketing strategy. Lets discuss your goals and create a marketing plan tailored to your needs.

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Walkner Condon Financial Advisors

JANUARY 1, 2025

Learn about the updated 2025 contribution limits for 401(k), IRA, Roth IRA, and HSA accounts, including Secure Act 2.0 changes, catch-up contributions, and income thresholds.

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Accounting Financial Planning Planning Marketing 52

MainStreet Financial Planning

JANUARY 17, 2024

All families with students who will be starting or continuing college in the 2024-2025 school year should complete the new FAFSA. Think of the FAFSA as the pathway to be considered for all financial aid programs including scholarships, work-study, loans, and grants (merit and financial). The post New FAFSA goes live this month!

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Taxes Planning Financial Planning Government 96

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?

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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. An advisor can help with: Structuring a withdrawal strategy for long-term sustainability.

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Walkner Condon Financial Advisors

APRIL 24, 2025

Walkner Condon Financial Advisors is recognized on USA TODAYs 2025 list of the Top Registered Investment Advisor (RIA) Firms. It ranks #1 in Wisconsin for second straight year and #32 nationally.

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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.

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Taxes Compliance Accounting Government 52

NAIFA Advisor Today

FEBRUARY 10, 2025

Join us on Thursday, February 27, 2025, at 12 PM Eastern for Journal Live, where we explore how consumer research can enhance retirement planning.

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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.

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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.

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Your Richest Life

JANUARY 20, 2023

Whether you’re decades from retirement or quickly approaching it, some of these changes will likely impact you and your financial plan. Additionally, contributions to the 529 plan within the last 5 years cannot be moved to a Roth IRA. The Secure Act 2.0, which brings several changes to the retirement system, is now law.

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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

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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!

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