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Financial Planning Taxes Wealth Management 
Wealth Management
JUNE 21, 2024
David Tepp, founder and CEO of Tepp Wealth Management, discusses how he uses his CPA background to center financial planning for clients of his $130 million AUM firm.
Wealth Management
JULY 23, 2024
Helium founder and partner Howard Morin explains the benefits of bridging financial planning with deep tax expertise.
321
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Abnormal Returns
OCTOBER 28, 2024
(advisorperspectives.com) Advisers A plan for onboarding client service associates. kitces.com) Tax-loss harvesting is going long-short. advisorperspectives.com) Financial planning CAN change lives. bloomberg.com) How should consumers think about the cost of an adviser? kitces.com) How long-term care insurance went away.
271 
Wealth Management
JULY 11, 2024
Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.
265 
Wealth Management
OCTOBER 15, 2024
Thursday, November 14, 2024 | 2:00 PM ET
264 
Abnormal Returns
JANUARY 15, 2024
Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. riabiz.com) Why women are still struggling to make progress in the world of financial advice. riabiz.com) Avise is a cooperative platform for advisers.
Abnormal Returns
NOVEMBER 6, 2023
(riabiz.com) The biz Goldman Sach's ($GS) future is in wealth management. ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space. papers.ssrn.com) Taxes A 2023 year-end tax planning guide.
Abnormal Returns
SEPTEMBER 18, 2023
(riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management. theirrelevantinvestor.com) Taxes Why clients need to start planning now for the coming dip in the estate tax exemption. smokestack.beehiiv.com) The first rule of financial advice is 'do no harm.'
261 
Wealth Management
FEBRUARY 3, 2023
This week, Orion announced they were making it easier for those in need of free financial planning to find help, TIFIN and Morningstar partnered to enhance their AI-powered distribution platform and eMoney responded to recently-passed legislation with tax planning upgrades.
246 
Wealth Management
FEBRUARY 14, 2024
FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients.
267 
Dear Mr. Market
DECEMBER 31, 2024
Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Optimize Tax Strategies Its not what you makeits what you keep. But not this year.
105 
Darrow Wealth Management
MARCH 31, 2023
There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. But that doesn’t mean the actual assets are just split down the middle, and some assets are much more favorable from a tax perspective than others.
The Big Picture
MAY 29, 2024
At The Money: Your Financial Captain with Peter Mallouk (May 29, 2024) Who’s in charge of all of the details of your financial life? Not just the stocks and bonds, but your taxes, your will, your estate, any trusts, insurance, credit line, real estate, and anything that affects your financial health.
290 
Harness Wealth
MARCH 7, 2025
This weeks Tax Advisor news roundup covers key updates for financial professionals. Senate committee during the pandemic and set new standards for remote team management and firm culture. Last but not least, we have a rundown of the IRSs ‘Dirty Dozen’ tax scams for 2025.
52 
Nerd's Eye View
FEBRUARY 5, 2024
This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients – which on the one hand capitalizes on advisor demand for workflow solutions tailored (..)
246 
Nerd's Eye View
MAY 16, 2023
Welcome back to the 333rd episode of the Financial Advisor Success Podcast ! Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs.
246 
Abnormal Returns
JULY 18, 2022
(riabiz.com) Sanctuary Wealth now has more capital to do deals. wealthmanagement.com) Taxes Tax loss harvesting isn't always optimal: some cases to keep in mind. blog.xyplanningnetwork.com) Advisers The story of how Elliott Appel of Kindness Financial Planning became an adviser. barrons.com).
130 
Darrow Wealth Management
NOVEMBER 17, 2022
In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.
111 
Nerd's Eye View
JANUARY 22, 2024
In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.
The Big Picture
FEBRUARY 17, 2023
` The Ritholtz Wealth Management crew is coming to Chicago! Investors who want to learn more about how we manage assets, create financial plans, optimize your taxes, and are interested in working with us, please reach out. Spots are limited, so if you want in, please contact us ASAP. Chicago, here we come!
Abnormal Returns
AUGUST 28, 2023
riabiz.com) Charles Schwab ($SCHW) is planning more job cuts due to the TDA integration. investmentnews.com) Pro bono planning Does financial planning have a pro bono problem? mywealthplanners.com) The CFP Board wants to encourage pro bono planning. kitces.com) The SEC is focusing on RIA marketing.
246 
Darrow Wealth Management
JULY 30, 2024
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.
102 
Abnormal Returns
DECEMBER 5, 2022
(advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless. kitces.com) The financial planning process is becoming increasingly collaborative and less one-way. Here are 101 action items.
Abnormal Returns
MARCH 6, 2023
citywire.com) FutureAdvisor has transferred all its clients to Ritholtz Wealth Management. investmentnews.com) The latest in adviser fintech news including a look at how ChatGPT will affect the provision of financial advice. fa-mag.com) Vanguard is closing its UK financial planning unit. thinkadvisor.com)
144 
Darrow Wealth Management
FEBRUARY 9, 2025
So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax. If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. Over the last 30 years, the S&P 500’s average dividend yield was 1.98%.
75 
Darrow Wealth Management
JULY 1, 2024
The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.
105 
Yardley Wealth Management
MARCH 1, 2022
The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing.
Yardley Wealth Management
MARCH 1, 2022
The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. .
Nerd's Eye View
JULY 2, 2024
Welcome to the 392nd episode of the Financial Advisor Success Podcast ! Kristopher is a Founding Partner of Tanager Wealth Management, an RIA based in London, England, that oversees approximately $1.1 billion in assets under management (AUM) for 630 client households. Welcome everyone!
eMoney Advisor
DECEMBER 27, 2022
As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. This tool classifies five levels in the hierarchy of financial needs beginning with the basics and moving up from there.
Nerd's Eye View
JULY 3, 2023
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)
246 
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.
Park Place Financial
JANUARY 9, 2023
FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution. Tax Deductions .
International College of Financial Planning
MARCH 31, 2023
Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.
Abnormal Returns
APRIL 3, 2023
Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. riabiz.com) First Citizens is acquiring SVB's wealth management unit. wsj.com) Somebody just paid a really big estate tax bill.
Zoe Financial
DECEMBER 5, 2023
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 5, 2023 Watch Time: 3 minutes Transcript: Welcome to this week’s Wealth Management Digest. Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days.
Abnormal Returns
OCTOBER 3, 2022
riabiz.com) Dynasty Financial is raising additional capital to bridge it to an eventual IPO. riabiz.com) Future Proof delivered on its promise of a new type of wealth management event. financialducksinarow.com) A look at state-level tax regimes for retirees. thereformedbroker.com) What is comprehensive financial planning?
130 
Zoe Financial
DECEMBER 18, 2023
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 19, 2023 Watch Time: 2 minutes Transcript : Welcome to this week’s Wealth Management Digest. And that reminds me, this will be the last wealth management digest for this year. We will see you next year.
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.
Carson Wealth
DECEMBER 13, 2022
Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager.
Zoe Financial
JANUARY 17, 2024
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 17, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Wealth Management Digest. But they did close tax prep. We have three headlines this week.
Yardley Wealth Management
SEPTEMBER 24, 2021
The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. Garry offers the following advice for investors who are shell-shocked and don’t know where to turn in taking the first step in creating a financial plan: Have a plan.
Darrow Wealth Management
MARCH 3, 2025
The choice between stocks and bonds depends on their individual circumstances, such as risk tolerance, time horizon, and financial goals. Taxes, fees, expenses, trading costs, etc. Help managing your investments There’s a lot to keep in mind as you build a diversified portfolio. can all weigh on performance.
International College of Financial Planning
JUNE 30, 2022
Hiring a wealth manager is one of the biggest financial decisions you’ll make. Hiring a wealth manager is a long-term investment, so it’s important to find someone who will take the time to get to know your goals, values, and long-term goals. Factors to be considered before hiring a wealth manager. .
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