Abnormal Returns

MAY 13, 2024

blogs.cfainstitute.org) How life events affect retirement planning. wealthmanagement.com) Why 4% retirement withdrawal rates are still a thing. (riabiz.com) Archive Intel has entered the adviser communications archiving space. investmentnews.com) Research The problematic math of passing down generational wealth.

Math 287

Math Retirement Planning Financial Advice Retirement 287

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. DeVoe & Company).

Clients 52

Clients Planning Education Communication 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. DeVoe & Company).

Clients 52

Clients Planning Education Communication 52

The Chicago Financial Planner

JANUARY 17, 2022

Annuities are often touted as the “cure” for all that ails your retirement. In the case of Executive Life, thousands of annuity recipients were impacted in the form of greatly reduced annuity payments which in many cases permanently impacted the quality of their retirement. Not sure if your investments are right for your situation?

Retirement 185

Retirement Insurance Financial Planner Commission 185

Abnormal Returns

APRIL 12, 2023

awealthofcommonsense.com) Retirement How much of the things on your retirement to-do list do you really want to do? humbledollar.com) What we can learn about retirement from pro athletes. calibratingcapital.com) Five signs you need a financial advisor including experiencing a big life event. If so, how much?

Financial Advice 246

Financial Advice Retirement Financial Advisor Insurance 246

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. During his tenure on FSPs Executive Committee, McGlothlin fulfilled more than 50 speaking engagements and was highly sought-after for FSP national and chapter events. Leadership Award.

Ethics 138

Ethics Retirement Planning Education CFP 138

FMG

SEPTEMBER 16, 2022

While presentations and town hall meetings still have their place in today’s event landscape there are better ways to host memorable client events. Even better, with current technology, we’re now able to host virtual events that can be as engaging as in-person ones. . The Benefits of Client Events. Types of Events.

Clients 108

Clients Food Education Retirement Planning 108

Nerd's Eye View

AUGUST 16, 2024

Also in industry news this week: Fidelity and Advyzon are teaming up to offer RIAs a combined custodial platform-AdvisorTech bundle aimed at smaller RIAs, though its unclear whether Fidelity will take on some of the smallest firms A report indicates that RIA M&A grew in the first half of the year compared to the same period in 2023, with new firms (..)

Financial Planner 246

Financial Planner Communication Retirement Commission 246

Carson Wealth

MARCH 28, 2024

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA. Are you financially ready for retirement?

Retirement Planning 142

Retirement Planning Retirement Planning Taxes 142

The Big Picture

AUGUST 23, 2022

The Biggest Life Event That No One Talks About : Graduation, first job, marriage, kids, divorce, becoming grandparents, death of a spouse. These are major life events that receive lots of attention. But there’s a very important life event that gets less attention: It’s retirement. The Atlantic ). • Belle Curve ).

Management 299

Management Retirement Accounting Economy 299

Nerd's Eye View

MARCH 3, 2023

Also in industry news this week: A recent FINRA arbitration ruling reaffirmed the ability of brokers operating in the independent broker-dealer model to take their clients with them when they change firms A bipartisan group of U.S. Read More.

Financial Planner 241

Financial Planner Retirement Clients Numbers 241

Darrow Wealth Management

NOVEMBER 17, 2022

The ‘millionaires’ tax will also ensnare taxpayers who exceed the $1M limit after selling a home, business, stock options, or other types of one-time events. The MA ‘millionaire’ surtax will apply to one-time sudden wealth events. Importantly, this new surtax won’t just apply to perennial high earners.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Nerd's Eye View

SEPTEMBER 16, 2022

In addition to being held outdoors, the event stood out from ‘standard’ industry conferences in other ways, from the wide scope of its content to the diverse makeup of its attendees. Huntington Beach, California.

Financial Planner 246

Financial Planner Retirement Retirement Planning Numbers 246

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 246

Financial Planner Retirement Taxes Insurance 246

Integrity Financial Planning

FEBRUARY 24, 2023

We celebrate many different major life events as we get older—birthdays, weddings, or the birth of children. Now that you’ve worked to set up a great life after working for so long, it can be a great idea to help avoid those retirement blues and start your retirement off with a bang! Retirement is no different!

Retirement 96

Retirement Financial Planning Planning 96

Abnormal Returns

NOVEMBER 12, 2023

retirements. (fa-mag.com) newsletter.abnormalreturns.com) Mixed media In a clinical trial Novo Nordisk's ($NVO) WeGovy was shown to reduce cardiac events. (theblock.co) Demographics U.S. population is expected to start declining in the second half of the 21st century. census.gov) The Covid pandemic created 2 million excess U.S.

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

Carson Wealth

DECEMBER 20, 2024

You can move these large stock holdings to a DAF, get the tax break, and then use the money to make donations every year through your retirement. Your tax footprint for the year can grow substantially, depending on the size of your retirement accounts. Converting from a traditional IRA to a Roth IRA is a taxable event.

Financial Planning 113

Financial Planning Planning Estate Planning Taxes 113

Zajac Group

JANUARY 24, 2025

A tender offer creates a short-term liquidity event for private employees, who otherwise may not have much choice or control over selling their company stock (since its not traded publicly on the market yet). It is a single, limited event where employees may choose to sell their shares.

Taxes 52

Taxes Portfolio Investments Investing 52

Nerd's Eye View

FEBRUARY 25, 2025

In this episode, we talk in-depth about why Jennifer’s firm has taken an approach to grant equity rather than require buy-ins (and intends for every employee to either have equity, or at least a path to equity if they’re still new), how Jennifer’s firm sets individual performance targets for its client-facing wealth advisors to earn (..)

Compensation Planning 148

Compensation Planning Clients Planning Wealth Advisor 148

Nerd's Eye View

JANUARY 13, 2025

After several years, we've decided to wind down our current Office Hours programs (Software Showcases and Advisor Makeovers), though the archives of our prior events will remain available to Members. However, this shift will free up time for us to focus on initiatives that we believe can have even more reach and impact!

Financial Advice 148

Financial Advice Ethics Financial Planning Education 148

Carson Wealth

AUGUST 22, 2024

Understanding these benefits can significantly impact retirement planning and financial security in your later years. Social Security spousal benefits are payments provided to the spouse of a worker who is eligible for Social Security retirement or disability benefits. What Are Social Security Spousal Benefits?

Retirement 95

Retirement Taxes Retirement Planning Distribution 95

WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. Given the complexity and magnitude of things necessary for a comfortable retirement, starting planning from a young age is also essential. At the age of 30, your daily expenses can significantly differ from what you would need in retirement. Ten retirement expenses to keep in mind: 1.

Budgeting 102

Budgeting Retirement Healthcare Food 102

Nerd's Eye View

FEBRUARY 15, 2023

For advisors who recommend HSA-maximizing strategies, then, it’s important to consider the risks of the account owner being unable to use up their funds and to plan for potential ways to quickly draw down the account in the event the HSA owner will not outlive their HSA funds.

Distribution 246

Distribution Taxes Medical Accounting 246

Integrity Financial Planning

JULY 14, 2023

If you’re looking for some relaxing books to get into during your retirement, here are some great options! Ove, a recently retired and widowed man, finds his life taking an unexpected turn when a young family moves in next door.

Retirement 96

Retirement Financial Planning Planning Numbers 96

Integrity Financial Planning

MARCH 30, 2023

Writing can be a great hobby to pick up in retirement. They skip important moments and move too quickly through major events. This will help your reader see what you see when you picture the events in your story. The post How to Start Creative Writing in Retirement appeared first on Integrity Financial Planning, Inc.

Retirement 96

Retirement Financial Planning Retirement Planning Transportation 96

The Big Picture

MARCH 3, 2023

Meaning, you do not get the 8-10% long-term gains without living through a significant number of market events, ranging from cyclical drawdowns to longer secular bear markets, and full-on crashes. By then, we began to have meaningful assets in our savings/retirement accounts and the bear markets had a bigger economic impact on those finances.

Marketing 336

Marketing Marketing Economics Portfolio 336

NAIFA Advisor Today

APRIL 20, 2023

is here, but what does that mean for your clients' retirement and estate planning? 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, SECURE 2.0

Estate Planning 92

Estate Planning Retirement Clients Planning 92

Carson Wealth

AUGUST 1, 2024

As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income. of Social Security benefits are paid to retired workers and their dependents.

Retirement 143

Retirement Taxes Distribution Tax Planning 143

Integrity Financial Planning

APRIL 21, 2023

Retirement is a time to relax, reflect, and pursue personal interests that were set aside during one’s working years. For those entering retirement, there are many hobbies to consider that are both fulfilling and enjoyable. The Great Outdoors For those who enjoy physical activity, hiking can be a great hobby to explore in retirement.

Retirement 92

Retirement Financial Planning Planning 92

WiserAdvisor

MARCH 13, 2024

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

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Darrow Wealth Management

NOVEMBER 20, 2023

If you think retirement planning moves stop at retirement, think again. Although it won’t make sense in every situation, retirement can be a unique opportunity for Roth conversions for some investors. For high earners, converting an IRA to a Roth IRA while you’re still working could be the worst time of all.

Retirement 95

Retirement Distribution Taxes Accounting 95

Nerd's Eye View

OCTOBER 1, 2024

What's unique about Gaetano, though, is how after breaking away from an insurance broker-dealer with barely $5M in assets under management, he has been able to quickly build his practice to $75 million in AUM in just 5 years in part by turning what was originally a liability for him in his 20s – being a 'young' advisor who prospective clients (..)

Assets 233

Assets Financial Advisor Insurance Clients 233

Integrity Financial Planning

MAY 30, 2023

6] Enrollment typically occurs during open enrollment periods, but there may be special enrollment periods available for certain life events. If you are curious about other financial aspects of retirement and are looking for guidance, reach out to our professionals for a complimentary review of your finances. [1-2,

Healthcare 89

Healthcare Retirement Medical Insurance 89

The Big Picture

AUGUST 22, 2022

Geopolitics, the economy and unforeseen events will determine whether the relief will last. ( New York Times ). Axios ). • How the US Toppled the World’s Most Powerful Gold Trader : JPMorgan’s former gold boss was convicted last week. Bloomberg ). • How to Investigate Your Next New York Apartment Like a Reporter : A raccoon invasion.

Food 306

Food Manufacturing Government Retirement 306

Nerd's Eye View

OCTOBER 7, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: VRGL has announced a new venture capital funding round to continue building out its capabilities to extract data from prospects' investment statements and automatically generate investment proposals – which while having proven (..)

Clients 246

Clients B2B Estate Planning Planning 246

Darrow Wealth Management

SEPTEMBER 11, 2024

If you’ve just inherited a retirement account like an IRA or 401(k) from a parent, sibling, or relative, you may be unsure about what your options are and what to do next. Most non-spouse beneficiaries inheriting an IRA, 401(k), or retirement account from the original account owner must take the money in 10 years.

Accounting 94

Accounting Retirement Distribution Taxes 94

Darrow Wealth Management

SEPTEMBER 19, 2024

Unlike most types of retirement plans, the SEP IRA is funded by the employer. A SEP IRA (Simplified Employee Pension Individual Retirement Account) is a type of retirement plan specifically designed for self-employed individuals and small business owners. Can I contribute to a SEP IRA if I have a retirement plan at work?

Retirement Planning 90

Retirement Planning Retirement Taxes Planning 90