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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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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Retirement Retirement Planning Financial Services Financial Planning 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.

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Financial Advisor Strategic Planning Estate Planning Retirement 40

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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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. A downturn before or just after retirement is especially damaging.

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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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Taxes Tax Planning Planning Estate Planning 105

Random Roger's Retirement Planning

APRIL 22, 2025

Based on the 2025 table, the first $23,850 after the $30000 standard deduction pays 10% (this is all married filing jointly), between $23,851 and $96,950 pays 12% and so on. There's also the assumption that this person can view the inherited IRA as found money that they don't need for their financial plan to work.

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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. What Does a Financial Advisor Do? Optimizing tax-efficient retirement income.

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Financial Advisor Strategic Planning Estate Planning Retirement 45

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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Strategic Planning Planning Marketing Marketing 52

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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Strategic Planning Planning Marketing Marketing 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 an advisor today.

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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 an advisor today.

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Budgeting Financial Advisor Financial Guidance Retirement 40

Indigo Marketing Agency

JANUARY 3, 2025

Are you aiming to reach established business owners focused on retirement planning? Here are examples of high-value topics compared to less effective ones: Effective Topics: The Ultimate Guide to Minimizing Your Taxes for Business Owners With Fewer Than 25 Employees Are You on Track to Financial Independence As a Physician?

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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.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

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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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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Taxes Planning Retirement Planning Accounting 97

Trade Brains

SEPTEMBER 27, 2022

7,200 Cr by 2025. Financial planning, depository participant services, mutual fund distribution, bonds, PMS, AIF, retirement planning, and estate planning. It has proposed the expansion in the State of Madhya Pradesh with a total capital outlay of ? Top Stocks under Rs 95 # 4 – IIFL Securities.

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Manufacturing Retail Government Investing 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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Carson Wealth

APRIL 24, 2025

An IRA is one of the most powerful retirement savings tools available, and the most common options are a traditional IRA and a Roth IRA. That depends on your overall financial plan and a variety of other factors. Both the Roth and traditional IRA have a contribution limit in 2025 of $7,000 per year, $8,000 if youre 50 or older.

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Carson Wealth

DECEMBER 27, 2022

As 55% of Americans say they don’t have enough saved for retirement, this bipartisan legislation primarily seeks to make it easier to contribute to retirement plans and use those funds appropriately for their needs in retirement. Retirement Plans. Expanded Savings Opportunities. The SECURE 2.0 The SECURE 2.0

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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. Understanding all the ramifications of the latest versions is critical to designing tax-efficient investment and financial plans.

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Darrow Wealth Management

SEPTEMBER 11, 2024

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). Non-spouse beneficiaries cannot convert an inherited retirement account to a Roth IRA.

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Indigo Marketing Agency

JANUARY 25, 2025

Here are the 30 voices to follow in 2025, along with rising stars you shouldnt miss. Michael Kitces Reason to Follow: Deep insights into financial planning and wealth management Michael Kitces continues to dominate as a thought leader in financial planning. Find him on LinkedIn. You can also find her on LinkedIn.

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Harness Wealth

MARCH 25, 2025

Independent contractors are generally ineligible for unemployment benefits, underpinning the importance of careful financial planning and emergency fund creation. While this deduction applies to all pass-throughs, its worth noting that this provision is scheduled to expire in 2025.

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Medical Taxes Tax Planning Education 52

Discipline Funds

DECEMBER 29, 2024

Here’s a list of things to consider checking as we head into 2025. Good financial planning is all about asset and liability matching across time. A financial plan with an asset liability mismatch is likely to fail over time. Calculate your 2024 after tax income and expected after tax 2025 income.

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Financial Planning Planning Asset Allocation Retirement Planning 64