Nerd's Eye View

MARCH 3, 2025

Welcome to the March 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!

Estate Planning 174

Estate Planning Portfolio Management Communication Planning 174

Nerd's Eye View

SEPTEMBER 2, 2022

From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. Why private placement life insurance policies could become an increasingly popular option for ultra-high-net-worth clients.

Financial Planner 246

Financial Planner Strategic Planning Retirement Planning Retirement 246

Steve Sanduski

NOVEMBER 26, 2022

How much money do your clients need to retire? Fifty years from Fuller’s talk puts us in 2026. With this transformational mindset, clients would no longer need to ask, “Do I have enough money to retire.” How much money do you need? Can you ever have “enough” money? His response, “Tithing.” How’s that?

Retirement 72

Retirement Clients Business Planning Investing 72

Nationwide Financial

MARCH 6, 2023

One strategy is to accumulate deductions that a client would normally take over 2 years into a single year. For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Don’t forget about the net investment income tax (NIIT), which is an additional 3.8%

Tax Planning 78

Tax Planning Taxes Planning Distribution 78