Abnormal Returns

MAY 1, 2024

youtube.com) Peter Lazaroff talks with Sara Gelsheimer, Senior Wealth Manager at Plancorp, about the unique planning needs for women who are primary breadwinners. Look for it to expand in 2025. (morningstar.com) Justin Carbonneau and Jack Forehand talk with Jared Dillian author of "No Worries: How to Live a Stress-Free Financial Life."

Retirement 278

Retirement Wealth Management Taxes Media 278

Abnormal Returns

AUGUST 12, 2024

theringer.com) Economy The Fed is unlikely to impact the housing market until 2025. (spyglass.org) Disney ($DIS) is not done investing in parks. wsj.com) Matt Belloni talks with Rich Greenfield about the linear TV meltdown. bloomberg.com) The deficit hawks have been wrong for awhile now.

Planning 148

Planning Financial Advising Startup Media 148

Abnormal Returns

AUGUST 4, 2024

spyglass.org) Work How a national retirement savings plan would work. papers.ssrn.com) Taxes No matter who is President in 2025, taxes will be at the top of the agenda. (sherwood.news) Should a startup ever spend $1.8 million on a URL? morningstar.com) Paid sick leave mandates help employees better maintain work-life balance.

Financial Advising 275

Financial Advising Startup Economy Taxes 275

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.

Financial Planner 246

Financial Planner Financial Advisor Estate Planning Compliance 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%

Financial Planner 246

Financial Planner Risk Tolerance Financial Planning Wealth Management 246

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.

Financial Advising 277

Financial Advising Startup Media Government 277

Abnormal Returns

AUGUST 23, 2023

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. wsj.com) It's understandable why people put off estate planning.

Estate Planning 246

Estate Planning Retirement Communication Taxes 246

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 80

Taxes Wealth Management Distribution Accounting 80

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 (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

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.

Planning 143

Planning Retirement Planning Taxes Retirement 143

Wealth Management

APRIL 16, 2024

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

Budgeting 111

Budgeting Planning 111

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 132

Healthcare Planning Retail Economics 132

Nerd's Eye View

FEBRUARY 21, 2024

The law's provisions became effective on January 1, 2024, and so many small businesses – including a good number of RIA firms – will be required to submit a Beneficial Ownership Information (BOI) report to the Treasury Department's Financial Crimes Enforcement Network (FinCEN).

Insurance 241

Insurance Numbers Clients Business Planning 241

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. How can you set your business up for growth in 2025? Develop a clear road map for achieving your 2025 objectives. Ready to Make 2025 Your Best Year Yet?

Planning 52

Planning Marketing Marketing Financial Advisor 52

Nerd's Eye View

JULY 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Charles Schwab and other brokerage platforms are planning to increase the interest rates they pay on client cash held in their platform or cash sweep programs, which could boost the income of clients who maintain a cash (..)

Financial Planner 246

Financial Planner Distribution Accounting Numbers 246

Indigo Marketing Agency

SEPTEMBER 16, 2024

Lock in Success: Your 2025 Marketing Game Plan 2025 is on the horizon. Sure, every advisor wants to build relationships that last, and having a solid marketing plan makes all the difference. Below are five key tips to help you lock in success for 2025. 5 Marketing Tips for Financial Advisors Planning for 2025 1.

Planning 52

Planning Marketing Marketing Financial Advisor 52

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 111

Healthcare Planning Education Retail 111

Covisum

AUGUST 5, 2022

In the absence of Congressional action, multiple provisions of the Tax Cut and Jobs Act (TCJA) will expire at the end of 2025, and tax rules will revert to what they were before the legislation. The Tax Cuts and Jobs Act simplified many aspects of tax planning and created opportunities.

Tax Planning 98

Tax Planning Taxes Planning Retirement 98

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 120

Healthcare Planning Retail Economics 120

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

Nerd's Eye View

JULY 17, 2024

Buy-sell agreements are a common succession planning tool for business owners where, upon a triggering event like the death of one owner, the surviving owners have either the option or the contractual obligation to purchase the deceased owner's shares of the business.

Taxes 130

Taxes Insurance Planning Clients 130

Trade Brains

JUNE 2, 2024

Initially the plant will have a capacity to produce 6GWh by 2025 and they are planning to expand its capacity by 12GWh. They plan to provide customizable module solutions and joint product development with customers. The plant is said to manufacture cylindrical cells and radial prismatic cells to cater various applications.

Planning 104

Planning Manufacturing Sales Portfolio 104

Abnormal Returns

NOVEMBER 4, 2024

flowfp.com) Can you really say you do 'comprehensive' financial planning? riabiz.com) The best financial adviser conferences for 2025. (citywire.com) How to structure an annual renewal meeting. thinkadvisor.com) Wealth managers want to invest with household names when it comes to alternatives. kitces.com)

Wealth Management 163

Wealth Management Financial Advising Wealth Advisor Compliance 163

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.

Marketing 52

Marketing Marketing Financial Advisor Compliance 52

Nerd's Eye View

JULY 24, 2024

As a whole, these regulations introduce significantly more complexity to the process of tax planning around retirement accounts, particularly after the death of the account's original owner.

Distribution 190

Distribution Retirement Accounting Tax Planning 190

Carson Wealth

FEBRUARY 29, 2024

It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. What do you need to consider about gifting as it relates to your overall estate plan? Let’s take a closer look at estate and gift taxes and how you can approach them with a financial planning mindset. Taxes on Giving???

Taxes 96

Taxes Financial Planning Planning Estate Planning 96

Trade Brains

JUNE 25, 2023

A highlight of the future plans of the company and a summary conclude the article at the end. to reach $ 6,780 by 2025. to become a $ 330 billion industry by 2025. Future Plans of Tata Chemicals So far we looked at the previous fiscals’ data for our fundamental analysis of Tata Chemicals. 25,395 EPS ₹90.90

Planning 98

Planning Manufacturing Pharmaceutical Medicine 98

Wealth Management

DECEMBER 16, 2024

They should if they can.

Clients 69

Clients Planning 69

Abnormal Returns

DECEMBER 11, 2024

finance.yahoo.com) Why private equity wants so badly to get access to 401(k) plans. bonddad.blogspot.com) Is the Fed going to be satisfied with inflation going into 2025? (sherwood.news) Who is going to pay for crypto-enabled consumer fraud? on.ft.com) Alternatives The number of hedge fund startups is dwindling.

Startup 163

Startup Retail Media Economy 163

Trade Brains

JANUARY 29, 2024

Power generation from solar and wind projects is likely to be cost-competitive relative to thermal power generation in India in 2025–2030. The country plans to reach 450 GW of installed renewable energy capacity by 2030, with 280 GW (over 60%) expected from solar power. .) ₹ 58,463 ₹ 36,995 P/E (TTM) 94.39 EPS (TTM) ₹ 0.41 ₹ 2.84

Planning 111

Planning Government Accounting Transportation 111

Trade Brains

JULY 1, 2023

Moving on we shall analyze the financials of the company, go through the future plans of the company, and finally let’s conclude with a brief summary. It has many plans in the future to expand its operations wide and forth. It has many plans in the future to expand its operations wide and forth.

Planning 98

Planning Sales Transportation Marketing 98

Abnormal Returns

DECEMBER 4, 2024

Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." humbledollar.com) Lessons learned from Warren Buffett's approach to estate planning. humansvsretirement.com) Barry Ritholtz talks with Matt Hougan, CIO at Bitwise Asset Management, about how to get crypto exposure.

Retirement 148

Retirement Estate Planning Taxes Assets 148

Trade Brains

MAY 31, 2023

annually to $304 billion by 2025. By 2025, the demand for chemicals is anticipated to increase by 9% annually, and by 2030, it is anticipated that the chemical sector would contribute $383 billion to India’s GDP. .) ₹ 7,136 Cr EPS ₹ 95.9 The Indian chemicals market was worth $178 billion in 2019 and is projected to grow by 9.3%

Planning 98

Planning Manufacturing Food Government 98

Trade Brains

MAY 23, 2023

A highlight of the future plans and a summary conclude the article at the end. to $ 1,090 billion by 2025. Thus, India’s commodity chemicals industry is anticipated to touch $137 billion in value by 2025 while the specialty chemicals sector is expected to hit the $148 billion mark. Company Overview Laxmi Organic Industries Ltd.

Planning 105

Planning Manufacturing Sales Pharmaceutical 105

Harness Wealth

OCTOBER 8, 2024

Key Takeaways: T ax Season Start: The IRS will likely begin accepting 2024 tax returns between January 15 and 31, 2025. Key Deadlines: The federal tax filing deadline (Tax Day) is April 15, 2025, with an extension deadline of October 15, 2025. must be received by January 31, 2025. When Does the Tax Season Begin?

Taxes 52

Taxes Electronics Insurance Startup 52

Trade Brains

OCTOBER 25, 2023

In this article on Force Motors Vs Olectra Greentech, we compare the company, financials, ratios & see which one has better future plans. The government has launched various initiatives to help the industry grow, including the Automotive Mission Plan 2016-26 and the FAME Scheme. billion by 2025. of market volume.

Planning 111

Planning Manufacturing Transportation Accounting 111

Trade Brains

OCTOBER 5, 2023

The article concludes with a highlight of future plans and a summary. India is anticipated to achieve a total of US$ 65 billion in textile exports by FY 2025-26 due to the revival in global demand and the implementation of crucial initiatives by the government. Following that, we’ll go into the stock’s financials.

Planning 105

Planning Manufacturing Assets Distribution 105