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 209

Retirement Planning Retirement Planning Assets 209

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. Before you can evaluate stocks or bonds to invest in, you’ll need to develop the metrics you plan to use in the analysis.

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

Abnormal Returns

DECEMBER 4, 2024

Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." morningstar.com) Dan Haylett talks with Christine Benz, author of "How to Retire: 20 Lessons For a Happy, Successful, And Wealthy Retirement." humbledollar.com) Have you signed up for daily e-mail newsletter?

Retirement 147

Retirement Estate Planning Taxes Assets 147

Wealth Management

JANUARY 8, 2025

Announcement 2025-2 applies to employer retirement plans.

Retirement Planning 233

Retirement Planning Retirement Planning 233

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. peterlazaroff.com) Retirement Why the media loves to tout a looming 'retirement crisis.' morningstar.com) The best thing to have in retirement is optionality.

Retirement 277

Retirement Wealth Management Taxes Media 277

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 148

Financial Advice Ethics Financial Planning Education 148

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.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. Maximize Your Retirement Contributions: Enhancing your retirement savings not only secures your future but also offers immediate tax benefits. However, dedicating a few moments now can lead to significant savings come tax season.

Taxes 97

Taxes Medical Consulting Education 97

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 60

Taxes Retirement Tax Planning Planning 60

Nerd's Eye View

SEPTEMBER 27, 2023

Which not only cuts into a parent's current cash flow, but also limits their ability to save for their (potentially fast-approaching) retirement. Nonetheless, Parent PLUS borrowers (and their advisors) have an opportunity (until July 1, 2025) to access more generous IDR plans by using a "Double Consolidation" loan strategy.

Education 246

Education Financial Advisor Planning Clients 246

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

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 77

Estate Planning Budgeting Taxes Insurance 77

NAIFA Advisor Today

FEBRUARY 6, 2025

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. NAIFA and our FSP community congratulate Mike McGlothlin as the 2025 winner of the Ken Black Leadership Award, said NAIFA CEO Kevin Mayeux , CAE. Leadership Award.

Ethics 138

Ethics Retirement Planning Education CFP 138

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.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Abnormal Returns

MAY 29, 2023

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. kitces.com) Social Security retirement ages are always a political decision.

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

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 274

Financial Advising Startup Economy Taxes 274

oXYGen Financial

JANUARY 12, 2025

This might just be true for 401(k) plans in 2025 for those striding into their golden years. Planning for retirement just got a significant boost for Americans aged 60 to 63, thanks to provisions in the SECURE Act 2.0. [CDATA[ They say you get better as you get older.

Retirement 52

Retirement Planning 52

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. These contributions not only provide immediate tax relief but help secure longer-term financial stability during retirement. 401(k) Plans: Contribute the maximum allowable amount for 2024 : $23,000 if youre under 50, or $30,500 if youre 50 or older.

Taxes 52

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.

Clients 52

Clients Planning Education Communication 52

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

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.

Clients 52

Clients Planning Education Communication 52

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.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

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.

Planning 142

Planning Retirement Planning Taxes Retirement 142

Good Financial Cents

JANUARY 26, 2023

Early retirement has become a popular financial goal. Even if you never retire early, just knowing that you can is liberating! Can You Really Retire at 50? Can You Really Retire at 50? Table of Contents Can You Really Retire at 50? FAQs on Retiring Early at 50 It’s a big bold claim – retire at 50?

Retirement 122

Retirement Taxes Accounting Retirement Planning 122

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

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

Darrow Wealth Management

DECEMBER 23, 2022

Congress is once again poised to make sweeping changes to the retirement and tax rules in the last two weeks of the year. retirement changes. retirement changes. In the new bill, the age when retirees must begin drawing from non-Roth tax-deferred retirement accounts would increase to 73 in 2023 and 75 in 2033.

Retirement 99

Retirement Retirement Planning Distribution Taxes 99

Financial Symmetry

APRIL 9, 2025

Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. Harnessing Tax-Advantaged Savings Retirement accounts and health savings plans offer the dual benefits of saving tax and building wealth.

Taxes 52

Taxes Tax Planning Retirement Planning 52

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. Stress testing a financial plan or retirement income goals is crucial to help ensure retirees wont run out of money under different conditions in the financial markets.

Retirement 52

Retirement Planning Retirement Planning Financial Planning 52

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. The Transition Phase Approaching retirement brings the need for a shift in priorities.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

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. Retirement planning, like any type of robust financial planning, should include stress testing your investment strategy and financial plan.

Marketing 52

Marketing Marketing Retirement Portfolio 52

Advisor Perspectives

JANUARY 31, 2025

The growth in US retirement assets offers potential opportunities for retirement plan advisors to likewise expand their business. Our Mike Dullaghan discusses growth opportunities in the retirement market and how to enhance client engagement.

Retirement 52

Retirement Retirement Planning Assets Clients 52

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:

Retirement Planning 105

Retirement Planning Retirement Accounting Planning 105

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. Estate Planning : Ensuring your wealth is passed on according to your wishes. Optimizing tax-efficient retirement income.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Carson Wealth

JANUARY 22, 2025

This past quarter has been nothing short of eventful, from client appreciation events to personal milestones and planning for an exciting year ahead. We also had the privilege of sponsoring a retirement celebration for Jay McKinstrey, a long-time friend of Sam, Zachs former football coach, and a beloved leader in our community.

Wealth Advisor 52

Wealth Advisor Certification Financial Advising Clients 52

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. appeared first on Gen Y Planning. If you ever feel concerned, feel free to reach out to our team.

Marketing 52

Marketing Marketing Financial Planning Asset Allocation 52

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.

Taxes 52

Taxes License Wealth Advisor Clients 52