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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Harness Wealth

MARCH 7, 2025

Additionally, we have news that FinCEN has announced an extension of the BOI reporting deadline and a temporary halt in enforcement, an analysis on the implications of wealth taxes in Europe, and a refresher on how the new ‘Savers Match’ program aimed at enhancing the retirement savings of millennials and Gen Z functions.

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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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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. GET STARTED 1. For those over 50, the limit is $8,000.

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Harness Wealth

APRIL 15, 2025

In contrast, the typical (median) household is far more concentrated in home equity and retirement savings, with limited exposure to stocks or private business ownership. The post What It Takes to Be Wealthier Than Most Americans in 2025 appeared first on Harness.

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Financial Symmetry

APRIL 9, 2025

Harnessing Tax-Advantaged Savings Retirement accounts and health savings plans offer the dual benefits of saving tax and building wealth. They arent just personal milestones but important life events and moments that should prompt you to update your financial plans.

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Darrow Wealth Management

MARCH 3, 2025

While an investor’s timeline affects their risk tolerance and allocation decisions between stocks and bonds, it’s important to remember how long a retirement time horizon can truly be. Retirement planning, like any type of robust financial planning, should include stress testing your investment strategy and financial plan.

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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

FEBRUARY 26, 2025

When rates are low, corporations often retire high-cost debt in favor of issuing new bonds at a lower rate and a longer duration to lock in favorable rates. However, to reach your long term financial goals, your investment strategy likely needs a mix of both. How Bonds Work How Do Interest Rates Affect Bonds?

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Integrity Financial Planning

AUGUST 11, 2022

One of the most common concerns was having enough saved for retirement. As the year goes by, significant events can impact your outlook on life and retirement. Unfortunately, these events sometimes force you to lose sight of your retirement goals. 3 Make an Appointment with a Trusted Financial Professional.

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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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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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Darrow Wealth Management

FEBRUARY 18, 2025

Don’t stress out about every headline, stress test your retirement plan instead.Markets move every day and the news cycle is 24-7. Unfortunately, headlines often leave investors wondering what the news means for their portfolio and financial outlook. How much do I need to retire? Average returns only.

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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. Many states also exempt retirement income, which may include Social Security.

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Zoe Financial

MARCH 21, 2025

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? A financial advisor provides personalized guidance to help manage and grow your wealth.

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Your Richest Life

JANUARY 20, 2023

which brings several changes to the retirement system, is now law. Whether you’re decades from retirement or quickly approaching it, some of these changes will likely impact you and your financial plan. Before this change, matches on employer plans were pre-tax. The Secure Act 2.0, Secure Act 2.0: Secure Act 2.0:

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eMoney Advisor

JANUARY 20, 2023

Act, signed into law December 29, 2022, is designed to help strengthen the retirement system and Americans’ preparedness for retirement. 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.

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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.

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Random Roger's Retirement Planning

APRIL 22, 2025

The basic building block is that if your income is likely to be so much higher when you retire that it would push you into a higher tax bracket then converting to a Roth to avoid RMDs at that higher bracket makes sense. What is the likelihood that your income will be much higher after you retire? Crunch the numbers and do some reading.

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Darrow Wealth Management

JULY 1, 2024

The TCJA has many provisions that are set to expire (sunset) at the end of 2025. Mortgage interest will once again be tax-deductible on larger loans As a result of the 2017 legislation, between 2018 and 2025, interest on new mortgages is only tax-deductible up to $750,000 of mortgage debt on a primary or second home.

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Zoe Financial

MARCH 21, 2025

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? A financial advisor provides personalized guidance to help manage and grow your wealth.

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Your Richest Life

OCTOBER 15, 2024

Here are five steps to review your benefits in 2025: Review Your Benefits: Reflect on the Past Year Many people re-enroll for the same benefits year after year, but that approach might mean you’re not receiving the best possible benefits for you and your family. This is another perk to keep in mind should you need it.

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Cordant Wealth Partners

AUGUST 16, 2024

This is in addition to the accelerated vesting provided by Intel retirement rules. However, if you are eligible for retirement at Intel ( here’s a helpful post on the subject ), the APB will be prorated according to the number of full calendar months you worked. For APB, December 31 st is the magic day.

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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 an advisor today.

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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 an advisor today.

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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. Plan for taxes : Work with a financial professional to strategize when and how to exercise or sell stock.

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Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. FINANCIAL PLANNING Home Refinance.

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Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. FINANCIAL PLANNING. Financial Plans.

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Zoe Financial

APRIL 8, 2025

Published: April 24th, 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. Plan for taxes : Work with a financial professional to strategize when and how to exercise or sell stock.

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Darrow Wealth Management

MARCH 17, 2025

That’s often the difference between having enough money to retire, and not. Even in periods of higher interest rates, the real return on cash after taxes and inflation can be negative. For long-term investors, only stocks have reliably outpaced inflation.

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Indigo Marketing Agency

JANUARY 3, 2025

Are you aiming to reach established business owners focused on retirement planning? Calculators: Interactive tools, like budget or retirement calculators, offer personalized insights that are highly valuable to prospects. Ask yourself: Are you targeting young professionals eager to learn about investing?

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Good Financial Cents

APRIL 25, 2023

The truth is that a working budget is the cornerstone of any good financial plan. That’s what we’re going to talk about next, partner. Create a budget. Just kidding. You probably guessed this one. Renovate my basement to rent on Airbnb. Earn $10K side income before next year’s FinCon.

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Budgeting Insurance Estate Planning Accounting 96

Darrow Wealth Management

JULY 1, 2024

The TCJA has many provisions that are set to expire (sunset) at the end of 2025. Mortgage interest will once again be tax-deductible on larger loans As a result of the 2017 legislation, between 2018 and 2025, interest on new mortgages is only tax-deductible up to $750,000 of mortgage debt on a primary or second home.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Nerd's Eye View

DECEMBER 30, 2024

And as 2024 draws to a close, we wanted to highlight 24 of the most popular and insightful articles that were featured throughout the year (that you might have missed!). Read More.

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MainStreet Financial Planning

NOVEMBER 25, 2024

The IRS and Social Security Administration recently announced changes for 2025. The refundable portion of the child tax credit is adjusted for inflation and will remain $1,700 for 2025. 2025 amounts should become available later this year. Estates of decedents who die during 2025 have a basic exclusion amount of $13,990,000.

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Zajac Group

MARCH 10, 2022

Alternatively, you may want to exercise and sell ISOs if you have a financial goal you want to fund, such as retirement, a second home, or a college expense. Ultimately, it’s how you can use the value of your stock to fund whatever financial planning need that is most important to you.

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Carson Wealth

APRIL 24, 2025

Many of us all but ignore our retirement accounts for much of our working livesmost likely only vaguely aware of the portion of our paychecks going into our 401(k)s. If this describes you, its time to give retirement savings more attentionparticularly in the case of IRAs. Which one of these might work best for you?

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