MainStreet Financial Planning

JANUARY 10, 2025

A quote from one of my favorite books, The Little Prince by Antoine de Saint-Exupery says, A goal without a plan is just a wish. As we enter 2025, its the perfect moment to take stock of your financial journey and map out your path for the year ahead. Here are six actionable tips to help you kickstart your financial journey in 2025.

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Nerd's Eye View

FEBRUARY 3, 2025

Welcome to the February 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!

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Insurance Financial Advisor Tax Planning Taxes 130

Abnormal Returns

MARCH 26, 2025

Crypto Fidelity Investments is planning to launch its own stablecoin. with their 2025 report on private equity performance. abnormalreturns.com) Mixed media 2025 MLB team values, via Forbes, with the average coming in at $2.6 ft.com) Gamestop ($GME) has joined the Bitcoin balance sheet trend. Well, you should be.

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Media Accounting Assets Planning 147

Nerd's Eye View

OCTOBER 16, 2024

For example, personal exemptions and miscellaneous itemized deductions such as investment advisory fees, both of which will be reinstated after TCJA's sunset. The sunset of TCJA will add back several common adjustment items that will create potential AMT exposure for many households.

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Taxes Clients Planning Numbers 246

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. You should include this in your plan to implement yourself, or (better yet!)

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Financial Planner Certified Financial Planner Marketing Marketing 96

Nerd's Eye View

JANUARY 13, 2025

And so we're excited to announce that, for 2025, our major company initiative will be a complete redesign and rebuild of our Members Section! And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!),

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Financial Advice Ethics Financial Planning Education 146

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. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000.

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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. Investors often ask: should I be making nondeductible IRA contributions? Why non-deductible?

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Distribution Taxes Retirement Retirement Planning 95

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. Clarify your objectives.

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Financial Advisor Planning Marketing Marketing 52

Indigo Marketing Agency

FEBRUARY 1, 2025

Ready for a Brand Refresh in 2025? Each core offeringsuch as investment management, financial planning, and tax strategieshas its own dedicated page. Is Your Website Ready for 2025? Lets make your website your best marketing asset for 2025 and beyond. Check Out This Advisors New Website!

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Financial Advisor Engineering Clients Communication 95

MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. For 2024, the IRS has increased contribution limits: – 401(k), 403(b), and most 457 plans: You can contribute up to $23,000. However, dedicating a few moments now can lead to significant savings come tax season.

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Taxes Medical Consulting Education 98

Abnormal Returns

DECEMBER 4, 2024

Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." docs.google.com) Peter Lazaroff talks retirement investing with PIMCO’s David Braun. thecollegefinanciallady.com) Personal finance Six questions to ask about foreign investing.

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Retirement Estate Planning Taxes Assets 147

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. Supporting Your Family’s Future Planning for your family just got a bit easier.

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Taxes Retirement Tax Planning Planning 59

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. The Dirty Dozen IRS Tax Scams to Watch for in 2025 ( Isaac M.

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Taxes Retirement Financial Advisor Retirement Planning 52

Steve Sanduski

JANUARY 1, 2025

These words help me stay on track, on plan, and on point. In todays post, I discuss how well I executed on my 3 words from 2024 and then reveal why and how Im changing the exercise for 2025. As I enter 2025, I sense that the word shed will continue to be top of mind even though it wont be one of my official words.

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Planning Accounting Clients Financial Advisor 64

Validea

JANUARY 9, 2025

This alignment means insiders will feel the same financial impact of their decisions as other shareholders, whether positive or negative, which often leads to more thoughtful capital allocation and strategic planning. Visit Validea.com to access in-depth stock analysis and tools based on proven investment principles.

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Strategic Planning Management Planning Investing 52

Harness Wealth

MARCH 21, 2025

Additionally, we dive into the American Institute of Certified Public Accountants (AICPA) 2025 tax priorities, including a push to raise the Form 1099-K reporting threshold to $10,000, provide essential guidance on succession planning for Certified Public Accountant (CPA) firms, and analyze road tax funding across states for 2025.

Taxes 52

Taxes Accounting Government Consulting 52

Nerd's Eye View

OCTOBER 25, 2024

Nonetheless, given Kitces Research findings that being 'too' comprehensive can eat into a firm's bottom line, advisors might seek a 'sweet spot' of providing a comprehensive slate of services (but not necessarily every possible service) that are most valuable for their ideal target client.

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Financial Planner Financial Advisor Estate Planning Compliance 246

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. percent to 4.50

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Financial Market Marketing Marketing Medicine 52

Nerd's Eye View

MAY 31, 2023

However, even though the PTET can result in higher state taxes, the savings in Federal taxes that can result from being able to deduct the PTET as a business expense (including not just income tax but potentially self-employment taxes, net investment income tax, and additional Medicare taxes as well) might still make the election worth it overall.

Taxes 246

Taxes Planning Tax Planning Numbers 246

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. 401(k) Plans: Contribute the maximum allowable amount for 2024 : $23,000 if youre under 50, or $30,500 if youre 50 or older. Contributions made by April 15, 2025, can be applied to your 2024 return, reducing taxable income.

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Taxes Medical Distribution Tax Planning 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. It’s a win-win for you and the experts.

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Clients Planning Education Communication 52

Harness Wealth

MARCH 6, 2025

As is traditional, the 2025 IRS tax filing deadline is April 15th. In this guide, well explore the 2025 tax extension process, the reasons for requesting an extension, and how a tax advisor from Harness can help you. Instead of a tax extension, you should explore IRS payment options and installment plans.

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Taxes Tax Planning Consulting Electronics 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. It’s a win-win for you and the experts.

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Clients Planning Education Communication 52

Abnormal Returns

AUGUST 12, 2024

spyglass.org) Disney ($DIS) is not done investing in parks. theringer.com) Economy The Fed is unlikely to impact the housing market until 2025. (ft.com) Media Why Apple ($AAPL) should. buy Warner Bros. Discovery ($WBD). wsj.com) Matt Belloni talks with Rich Greenfield about the linear TV meltdown.

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Planning Financial Advising Startup Media 147

Abnormal Returns

AUGUST 23, 2023

Real estate A house is a place to live, not an investment. papers.ssrn.com) How 529 plan accounts are treated in a divorce. marketwatch.com) Estate planning Estate planning is about showing our love for our families. wealthfoundme.com) More families are at risk from estate taxes looking out into 2025 and beyond.

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Estate Planning Retirement Communication Taxes 246

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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Financial Planner Risk Tolerance Financial Planning Wealth Management 246

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. A spending plan isnt about restrictionits about intentionality.

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Estate Planning Financial Advisor Wealth Advisor Accounting 40

Abnormal Returns

DECEMBER 18, 2023

(allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. downtownjoshbrown.com) Companies It's hard to believe, but companies are already hiring for 2025 internships. awealthofcommonsense.com) It was hard to lose money in 2023, but here are five ways it may have happened.

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Financial Advising Startup Media Government 276

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.

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Retirement Asset Allocation Taxes Portfolio 67

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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Financial Planner Tax Planning Compliance Financial Advice 246

Investing Caffeine

MARCH 25, 2025

A whole aisle of books could be written about Rothblatts impressive lifetime accomplishments, but the unique investment opportunity for investors cannot be fully understood without appreciating the person that created United Therapeutics 29 years ago in 1996. Source: United Therapeutics Investment Opportunity of a Lifetime?

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Investing Investments Fiduciary Duty Healthcare 59

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. million per taxpayer in 2025). For 2024, the annual gifting limit is $18,000 4 (this amount will increase to $19,000 in 2025).

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Planning Estate Planning Taxes Assets 52

Darrow Wealth Management

JANUARY 16, 2025

This can get very tricky so it’s important to work with the estate planning attorney settling the estate. Explaining the double step-up Yes, depending on how your estate plan is structured. If you sell at a loss, you can offset other investment gains plus an additional $3,000 against other taxable income in 2025.

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Assets Estate Planning Taxes Wealth Management 98

The Big Picture

JANUARY 17, 2025

My end-of-week morning train reads: The Plethora of Unknowns Means Questions for Bond Investors in 2025 : Private and global credit offerings could provide diversification as debt markets deal with political and policy uncertainty. New York Times ) Mega Cap World Domination :Markets are hard because most things exist in shades of gray.

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Valuation Medical Portfolio Investing 130

Indigo Marketing Agency

DECEMBER 10, 2024

Protect Your Rankings: Navigating AI Content Risks in 2025 Googles ongoing algorithm updates are changing how businesses create and share content, making it more critical than ever for financial advisors to stand out with genuine, high-quality material. Book a free strategy call today , and lets create a plan tailored to your goals.

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Financial Advisor Clients Marketing Marketing 52

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. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

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Planning Retirement Planning Taxes Retirement 142