Nerd's Eye View

NOVEMBER 8, 2023

Retirement is often framed as one's "golden years", a time to enjoy the fruits of several decades of hard work. And for many retirees who have planned accordingly, this transition is not a problem as they might spend generously on travel, hobbies, or other pursuits. On the behavioral side, clients could 'practice' retirement (e.g.,

Retirement 243

Retirement Clients Planning Food 243

Abnormal Returns

OCTOBER 14, 2024

Podcasts Daniel Crosby talks with Michael Finke about how to deal with market volatility in retirement. riabiz.com) Estate planning Gifting is going to become more important as the TCJA expiration nears. kitces.com) Why it often takes a crisis to prompt movement on an estate plan. flowfp.com)

Estate Planning 279

Estate Planning Financial Planner Wealth Management Retirement 279

Abnormal Returns

MARCH 4, 2024

Retirement JP Morgan Asset Management's 'Guide to Retirement.' am.jpmorgan.com) How longevity literacy affect financial wellness in retirement. papers.ssrn.com) Why getting charitable giving in retirement right is challenging. (fa-mag.com) riabiz.com) Estate planning is growing in importance for advisers.

Recruitment 279

Recruitment Estate Planning Financial Planning Retirement 279

Nerd's Eye View

AUGUST 23, 2023

In this guest post, Kathleen Rehl, a semi-retired financial advisor and educator now focusing on her own estate planning considerations, shares her experience with creating her "Legacy IRA" rollover to a Charitable Gift Annuity to support her chosen nonprofits after Congress passed the SECURE 2.0 But the SECURE 2.0 Read More.

Taxes 246

Taxes Retirement Clients Estate Planning 246

Abnormal Returns

AUGUST 16, 2023

thomaskopelman.com) Estate planning Four lessons learned about estate planning from Whitney Houston's will. wealthfoundme.com) Seven steps to building an estate plan. morningstar.com) When to revise your estate plan.

Estate Planning 246

Estate Planning Retirement Planning 246

Abnormal Returns

JUNE 3, 2024

Podcasts Dan Haylett talks with Jamie Hopkins about rewiring the way we think about retirement and its underlying assumptions. riabiz.com) Retirement The signs of Alzheimer's disease often show up years ahead of time in financial behaviors like missed payments. nytimes.com) How estate planning for blended families can go wrong.

Estate Planning 278

Estate Planning CFP Retirement Assets 278

Abnormal Returns

MAY 8, 2024

(advisorperspectives.com) The 7 best retirement books including "More Than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need" by Mike Piper. morningstar.com) Retirement Three tips to improve your retirement including 'Pursue serendipity.' ft.com) Estate planning is all about tradeoffs.

Retirement 273

Retirement Estate Planning Taxes Sales 273

Integrity Financial Planning

AUGUST 28, 2022

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Many people may not know that their will does not control who inherits all of their assets, such as retirement accounts, life insurance, and annuities.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

Abnormal Returns

JULY 5, 2023

financiallywelloff.com) Peter Mallouk and Jonathan Clements on the key ingredients of a good retirement. open.spotify.com) Estate planning How to create a digital estate plan in three steps. 403bwise.org) Retirement 9 steps to a productive retirement including 'Stay flexible on the withdrawal rate front.'

Estate Planning 246

Estate Planning Retirement Planning Numbers 246

Abnormal Returns

JULY 12, 2023

peterlazaroff.com) Retirement How to build in a victory lap before retirement. savantwealth.com) A real-life example of balancing differing wants in retirement. physicianonfire.com) Estate planning A look at some advanced estate planning techniques. (etftrends.com) Peter Lazaroff on whether U.S.

Risk Tolerance 246

Risk Tolerance Estate Planning Retirement Planning 246

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.

Estate Planning 246

Estate Planning Retirement Communication Taxes 246

Abnormal Returns

JULY 3, 2023

beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. kitces.com) Estate planning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. (matts-newsletter-7a3f46.beehiiv.com)

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Abnormal Returns

JUNE 12, 2024

semafor.com) Retirement Cognitive decline is inevitable. Why you need to plan for it. abnormalreturns.com) It's easy to let your spending fall in retirement. humbledollar.com) Some charts to help you think about retirement. theretirementmanifesto.com) A problem with Medicare Advantage plans. moneytalks101.substack.com)

Asset Allocation 264

Asset Allocation Financial Advisor Estate Planning Retirement 264

NAIFA Advisor Today

APRIL 20, 2023

is here, but what does that mean for your clients' retirement and estate planning? SECURE 2.0 On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0,

Estate Planning 92

Estate Planning Retirement Clients Planning 92

Nerd's Eye View

JUNE 26, 2024

Because of the strict limitations on when and how the 529-to-Roth rollover can be done , it has limited usefulness as a planning tool beyond its intended purpose of giving individuals with overfunded 529 plans an opportunity to reallocate some of those funds tax-free towards their retirement savings. Read More.

Education 186

Education Retirement Taxes Distribution 186

Abnormal Returns

OCTOBER 11, 2023

abnormalreturns.com) Retirement Elder care is challenging even under the best circumstances. morningstar.com) What men, specifically, lose in retirement. jlcollinsnh.com) An estate plan is only as good as the organization behind it. (abnormalreturns.com) Sub-3% mortgage rates are now a distant memory.

Estate Planning 275

Estate Planning Taxes Retirement Planning 275

Your Richest Life

AUGUST 11, 2023

Your estate plan is the comprehensive guide to your wealth and property when you pass away or become incapacitated physically or mentally. it’s important that you update your estate plan to reflect those changes. As a physician, there are a few other areas to pay attention to when you’re working on your estate plan.

Estate Planning 96

Estate Planning Planning Accounting Distribution 96

Nerd's Eye View

JANUARY 31, 2024

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. Of the many provisions in the bill, the so-called "Death of the Stretch" arguably received the lion's share of consternation from the financial advisor community.

Financial Advisor 244

Financial Advisor Estate Planning Nonprofit Financial Planner 244

Abnormal Returns

SEPTEMBER 4, 2023

theadvisorjourney.com) Brendan Frazier talks about the challenge of retirement spending with Morningstar's Christine Benz. citywire.com) Why retiring advisers often have second thoughts. thinkadvisor.com) UHNW individuals don't want to talk about traditional retirement. thinkadvisor.com)

Estate Planning 264

Estate Planning Retirement Financial Planning Planning 264

Abnormal Returns

MAY 10, 2023

financialducksinarow.com) Retirement The math behind savings rates and retiring early. ofdollarsanddata.com) Make sure you know what you are retiring to. obliviousinvestor.com) How to effectively withdraw money from a 529 plan. wsj.com) When building an estate plan, hire an attorney who specializes in it.

Math 246

Math Estate Planning Retirement Banking 246

Abnormal Returns

JUNE 28, 2023

Podcasts Christine Benz and Jeff Ptak talk with Fritz Gilbert and Eric Weigel about retirement planning mistakes. financial-planning.com) Retirement How a Flexible Spending Strategy works in retirement, with some caveats. ofdollarsanddata.com) A first hand tale of un-retirement. Meir Statman.

Retirement Planning 245

Retirement Planning Estate Planning Retirement Wealth Management 245

Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

Wealth Management

JUNE 24, 2024

Six ways to help clients gain peace of mind regarding inflation.

Estate Planning 110

Estate Planning Retirement Taxes Planning 110

Abnormal Returns

MARCH 20, 2023

citywire.com) Retirement Spending in retirement is a dynamic process. advisorperspectives.com) A shocking number of people don't have a will or estate plan. (citywire.com) Adviser technologies are becoming commoditized. What comes next? kitces.com) RIAs are increasingly pushing back against SEC charges.

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Integrity Financial Planning

MAY 23, 2023

An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in the event of your passing. Contact us today to get started!

Estate Planning 95

Estate Planning Planning Healthcare Medical 95

Abnormal Returns

SEPTEMBER 27, 2023

dariusforoux.com) Want to be happier in retirement? marketwatch.com) Why your estate plan should include this letter. (tonyisola.com) Leverage, not the financial kind, is the fuel to generate wealth over time. ofdollarsanddata.com) What the 'Matthew effect' tells us about wealth.

Estate Planning 278

Estate Planning Taxes Insurance Retirement 278

Abnormal Returns

NOVEMBER 6, 2024

Podcasts Christine Benz and Amy Arnott talk the state of retirement with Anne Tergensen of the WSJ. podcasts.apple.com) Taxes A year-end tax planning checklist. kindnessfp.com) How to think about taxes in early retirement. humbledollar.com) How to retire without regrets. hbr.org) Personal finance Won the game of life?

Estate Planning 173

Estate Planning Tax Planning Retirement Taxes 173

Abnormal Returns

JULY 31, 2023

riaintel.com) Retirement A certain portion of the population never wants to retire. investmentnews.com) How family estrangement affects estate planning. (wsj.com) Fraud Sadly, family members engage in a lot of elder financial exploitation. theatlantic.com) 2022 saw a jump in investment fraud. financial-planning.com)

Financial Planner 245

Financial Planner Estate Planning Portfolio Management Retirement 245

Nerd's Eye View

AUGUST 23, 2024

Read More.

Financial Planner 225

Financial Planner Retirement Estate Planning Clients 225

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 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!

Clients 243

Clients B2B Estate Planning Planning 243

Nerd's Eye View

AUGUST 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the ups (..)

Financial Planner 244

Financial Planner Taxes Financial Planning Estate Planning 244

Wealth Management

JUNE 24, 2024

Estate planning is very important to clients but can be complicated and time consuming for people.

Estate Planning 80

Estate Planning Numbers Planning Retirement 80

Abnormal Returns

NOVEMBER 10, 2023

open.spotify.com) Bogumil Baranowski talks with Frazer Rice about the distinctions between current and legacy wealth, retirement planning vs. estate planning. Bowman and Christine Hamilton talk with Chris Ailman and Ashby Monk about the importance of fund governance.

Retirement Planning 264

Retirement Planning Estate Planning Economy Government 264

Carson Wealth

SEPTEMBER 27, 2023

For individuals, a permanent life insurance plan can play a key role in estate planning by helping reduce estate taxes. Offset Taxes in Estate Planning Estate taxes can be a problem for high-net-worth individuals passing on more than the IRS estate tax exclusion, after which the tax rate on transferred money is 40%.

Estate Planning 96

Estate Planning Insurance Planning Taxes 96

Wealth Management

AUGUST 21, 2024

An often-overlooked tactic in estate planning.

Assets 113

Assets Retirement Estate Planning Planning 113

Nerd's Eye View

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Financial Planning 222

Financial Planning Planning Estate Planning Clients 222