Calculated Risk

FEBRUARY 26, 2025

From housing economist Tom Lawler: Treasury Secretary Wrongly Says Fed Has Been Big Seller of Treasuries In an interview last week, Treasury Secretary Bessent said that any plans by the Treasury to extend the maturity were a long ways off. On January 31, 2025 the weighted average maturity of marketable Treasury securities outstanding was 5.88

Sales 281

Sales Accounting Planning Marketing 281

Darrow Wealth Management

NOVEMBER 2, 2024

The IRS released the 2025 401(k), 403(b), and SEP IRA contribution limits, including a new special catch-up contribution for workers age 60 to 63. The 2025 income tax brackets and long-term capital gains tax rates are also updated.

Taxes 93

Taxes Wealth Management Distribution Accounting 93

Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 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!

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

The Big Picture

JANUARY 2, 2025

Random events can and will completely derail the best laid plans we may make. Or, as John Kenneth Galbraith observed, The only function of economic forecasting is to make astrology look respectable. ~~~ Public Enemy’s 13th album was titled “ Man Plans, God Laughs.” And randomness is served up daily.

Banking 345

Banking Planning Economics Investing 345

Nerd's Eye View

FEBRUARY 12, 2025

While it may take a while for the adjustments to take place, advisors can still help their clients plan for the effect of WEP and GPO's repeal by estimating how much the client will be receiving in Social Security benefits once the new law is implemented.

Retirement 245

Retirement Government Clients Planning 245

MainStreet Financial Planning

JANUARY 17, 2025

Tax Return Deadlines and Info: In response to the recent wildfires, CDTFA has extended the January 31 sales and use tax filing deadline for Los Angeles County taxpayers until April 30, 2025. 15, 2025, to file various federal individual and business tax returns and make tax payments. These taxpayers now have until Oct.

Medical 98

Medical Insurance Taxes Financial Planning 98

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Write Down Your 10 Financial Goals for 2025! A little planning now avoids big headaches later.

Budgeting 86

Budgeting Financial Planning Estate Planning Planning 86

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!

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Nerd's Eye View

JULY 10, 2024

However, most of TCJA's provisions are set to 'sunset' at the end of 2025 – an event that would have at least as much impact as TCJA's initial passage. And yet, the timing of the sunset provision at the end of 2025 means that the actual fate of TCJA will largely hinge on the uncertain outcome of the 2024 U.S. Read More.

Taxes 246

Taxes Clients Planning Numbers 246

Calculated Risk

AUGUST 8, 2024

Over the month, commercial planning increased 6.8% and institutional planning expanded 11.1%. This is likely driving owners and developers to remain optimistic about 2025 market conditions and pushing more projects into the planning queue.” This index suggests a slowdown in 2024 and early 2025, but a pickup in mid-2025.

Healthcare 331

Healthcare Planning Retail Economics 331

Wealth Management

APRIL 16, 2024

Shenkman and Joy Matak discuss proposals in the 2025 Green Book.

Budgeting 273

Budgeting Planning 273

Wealth Management

JANUARY 21, 2025

Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape.

Estate Planning 189

Estate Planning Clients Planning 189

Wealth Management

FEBRUARY 18, 2025

based Maxwell Wealth Strategies represents Creative Planning's first deal of 2025 and 12th in the last two years. The deal with Pleasanton, Calif.-based

Planning 197

Planning 197

MainStreet Financial Planning

JANUARY 23, 2025

Review Your Estate Planning Documents Take some time to review the key documents in your estate plan, such as your will, power of attorney, and property deeds. The post Start the Year Strong: Get Your Financials in Shape for 2025 appeared first on MainStreet Financial Planning.

Estate Planning 85

Estate Planning Budgeting Taxes Insurance 85

Calculated Risk

JULY 10, 2024

Over the month, commercial planning increased 14.5% and institutional planning ticked up 0.2%. Data centers continued to dominate planning projects in June – fueling another strong month for commercial planning,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network. The index was at 198.6

Healthcare 278

Healthcare Planning Education Retail 278

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. bloomberg.com) McKinsey & Co.

Media 147

Media Accounting Assets Planning 147

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!)

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Nerd's Eye View

OCTOBER 16, 2024

Which, from a practical perspective, can help with understanding whether the client needs to boost tax withholding or estimated payments in anticipation of the AMT tax owed – but can also help with recognizing planning opportunities to either avoid AMT exposure or reduce its impact.

Taxes 246

Taxes Clients Planning Numbers 246

Calculated Risk

MARCH 17, 2025

From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.38% in February The Mortgage Bankers Associations (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.40% of servicers portfolio volume in the prior month to 0.38% as of February 28, 2025.

Portfolio 124

Portfolio Numbers Insurance Planning 124

Calculated Risk

SEPTEMBER 10, 2024

Over the month, commercial planning expanded 1.9% and institutional planning improved 5.7%. Owners and developers continued to prime the planning queue in August, ahead of next year’s anticipated stronger market conditions,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network. in August to 220.4

Healthcare 300

Healthcare Planning Retail Economics 300

Wealth Management

JANUARY 15, 2025

Open, honest and candid discussion about Mariner, a boom in micro DC plans, the December job numbers, Pontera's partnership with Hightower and more.

Numbers 257

Numbers Planning 257

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.

Financial Advisor 52

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! Request a Free Website Audit Here!

Financial Advisor 95

Financial Advisor Engineering Clients Communication 95

Calculated Risk

MARCH 11, 2025

The Federal Reserve began the process of gradually reducing the size of its balance sheet in early June, and from June 8, 2022 to February 26, 2025 the Federal Reserves balance sheet had declined to a little under $6.8 a 10-year Treasury purchase at the end of February 2023 would be have an 8 year maturity at the end of February 2025).

Assets 165

Assets Portfolio Accounting Marketing 165

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!),

Financial Advice 141

Financial Advice Ethics Financial Planning Education 141

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.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Wealth Management

MARCH 26, 2025

Open, honest and candid discussion about retirement plan assets, PE funds in workplace plans, the future of the DOL fiduciary rule and more.

Retirement Planning 194

Retirement Planning Retirement Planning Assets 194

NAIFA Advisor Today

JANUARY 16, 2025

Advisor Today Guest Column January of 2025 is the 50th anniversary to one of the most important pieces of legislation in the retirement planning arena ever put into law by Congress. And what a monumental impact IRAs have had on the retirement planning market from that day forward.

Retirement Planning 140

Retirement Planning Retirement Planning Accounting 140

Abnormal Returns

DECEMBER 23, 2024

Markets Higher for longer is the theme going into 2025. on.ft.com) Private credit is planning to take bigger chunk of the overall credit markets. fa-mag.com) Economy Ten economic questions for 2024 including 'What will happen with house prices in 2025?' apolloacademy.com) There's large cap growth stocks in the U.S.,

Advertising 147

Advertising Media Banking Economy 147

Wealth Management

JANUARY 8, 2025

Announcement 2025-2 applies to employer retirement plans.

Retirement Planning 251

Retirement Planning Retirement Planning 251

Wealth Management

FEBRUARY 5, 2025

Wednesday, February 26, 2025 | 2:00 PM ET

Estate Planning 132

Estate Planning Planning 132

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.

Planning 64

Planning Accounting Clients Financial Advisor 64

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

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.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Wealth Management

MARCH 18, 2025

Merits Financial Advisors' second deal of 2025 is for Idaho-based Sanctuary Wealth Management and its affiliate that brings employee stock ownership plan services.

Wealth Management 212

Wealth Management Financial Advisor Planning Management 212

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?

Taxes 95

Taxes Distribution Retirement Retirement Planning 95

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.

Taxes 59

Taxes Retirement Tax Planning Planning 59