Nerd's Eye View

FEBRUARY 8, 2023

Seasoned financial advisors have likely worked with clients with a wide variety of workplace retirement accounts, which can vary in terms of their investment offerings, fees, and other characteristics. But given that the U.S. But given that the U.S. While many features of the TSP (e.g.,

Planning 246

Planning Retirement Retirement Planning Government 246

Abnormal Returns

FEBRUARY 24, 2025

citywire.com) Government Social Security is not rife with fraud. advisorperspectives.com) Retirement planning models are just uncertainty piled on uncertainty. (wealthmanagement.com) How to set up an internship program. citywire.com) How Jacob Turner turned a professional baseball career into a wealth management business.

Wealth Management 144

Wealth Management Retirement Planning Financial Advice Clients 144

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. government. Which do you choose?

Financial Planning 116

Financial Planning Planning Estate Planning Taxes 116

Wealth Management

MAY 15, 2023

Survey finds Americans born between 1965 and 1980 are concerned that government benefits won’t be there to support them in retirement.

Government 225

Government Retirement 225

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 260

Estate Planning Financial Planning Retirement Planning 260

Advisor Perspectives

APRIL 26, 2023

The fiercest adversary of investing based on environmental, social and governance (ESG) is Aswath Damodaran. ESG is a failure, its advocates are to blame, and the concept should be retired, according to Damodaran.

Retirement 124

Retirement Government Investing Investments 124

Nerd's Eye View

DECEMBER 13, 2023

Although numerous tax-advantaged vehicles are available for retirement savings, Health Savings Accounts (HSAs) have particular benefits for individuals saving for retirement. This can allow individuals to save a significant amount that can be withdrawn tax-free for medical expenses later in retirement.

Retirement 246

Retirement Medical Taxes Planning 246

Abnormal Returns

FEBRUARY 13, 2023

wealthmanagement.com) Retirement Why most people underestimate their chances of living into old (90+) age. wsj.com) Retirement spending is more flexible than commonly thought. fa-mag.com) How to advise clients in the government Thrift Savings Plan. etf.com) Things to keep in mind when direct indexing a client's portfolio.

Clients 245

Clients Retirement Financial Services Taxes 245

Integrity Financial Planning

JULY 17, 2023

How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. 2] If you are likely to be in a higher tax bracket when you retire, a Roth IRA can be a good way to minimize your taxes in retirement.

Retirement 97

Retirement Taxes Retirement Planning Accounting 97

A Wealth of Common Sense

OCTOBER 18, 2023

Jamie Dimon warns the Israel-Hamas conflict may upend t.

Government 104

Government Retirement Planning Retirement Planning 104

Nerd's Eye View

AUGUST 4, 2023

government's creditworthiness from an AAA rating to AA+. Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that credit ratings agency Fitch on Tuesday downgraded its assessment of the U.S.

Financial Planner 246

Financial Planner Retirement Planning Compliance Retirement 246

The Irrelevant Investor

OCTOBER 17, 2023

The post Animal Spirits: Does Government Debt Matter? Jamie Dimon warns the Israel-Hamas conflict may upend the econo. appeared first on The Irrelevant Investor.

Government 78

Government Retirement Planning Retirement Planning 78

Wealth Management

MAY 12, 2023

A new analysis says states and the federal government will be on the hook for a massive bill as more Americans age out of the workforce.

Retirement 130

Retirement Government 130

James Hendries

SEPTEMBER 25, 2022

Many workers have been dreaming of retirement since they first entered the workforce. However, once this retirement date draws near, the prospect of giving up your primary source of income may be nerve-wracking, even if you’ve diligently saved and planned. Draft a Retirement Budget. Rolling Your Savings Over.

Retirement 98

Retirement Medical Healthcare Budgeting 98

Clever Girl Finance

FEBRUARY 2, 2024

Starting early with investing for retirement is so important to secure your future self. This means that saving for retirement should be a component of your overall financial portfolio and wealth-building strategy. So, let’s discuss how to save for retirement in your 20s! How do I start putting money away for retirement?

Retirement 98

Retirement Accounting Taxes Risk Tolerance 98

The Big Picture

SEPTEMBER 23, 2022

Billion Startup That Helps Governments Trace Crypto : Chainalysis software puts the lie to the idea that Bitcoin guarantees anonymity. Roger Federer Isn’t Going Anywhere : At 41, the Swiss icon retires from professional tennis. Wall Street Journal ). • Businessweek ). • New York Times ). Wall Street Journal ).

Startup 290

Startup Government Retirement Marketing 290

Wealth Management

FEBRUARY 16, 2023

The new law includes over 90 changes to the rules that govern individual retirement accounts and employer plans.

Government 147

Government Retirement Accounting Planning 147

Nerd's Eye View

AUGUST 2, 2023

The Federal government and some state governments provide tax breaks to help defray "reasonable and necessary" adoption costs.

Taxes 246

Taxes Planning Financial Advisor Strategic Planning 246

Integrity Financial Planning

OCTOBER 17, 2022

Optimizing your retirement savings takes more than just making sure your IRA isn’t at risk in this market. Know these 3 ages that can help you get the most out of your retirement accounts. At age 50, workers with certain qualified retirement plans can make annual “catch-up” contributions in addition to their normal contributions.

Retirement 95

Retirement Accounting Retirement Planning Distribution 95

Integrity Financial Planning

MARCH 28, 2023

Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Government Payouts One of the major changes that we saw during the pandemic was the government directly stepping in to help with the economic downturn.

Retirement 88

Retirement Marketing Marketing Retirement Planning 88

The Big Picture

NOVEMBER 25, 2023

Works in Progress ) • The End of Retirement : Want to keep your house? Noema ) • Here’s the Proof There’s No Government Alien Conspiracy Around Roswell : Roswell, New Mexico, remains synonymous with the “discovery” of alien life on Earth—and a US government coverup. Support your kids? Stay alive? Never stop working. (

Government 223

Government Retirement Economy Sales 223

The Big Picture

AUGUST 22, 2022

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 307

Food Manufacturing Government Retirement 307

Abnormal Returns

SEPTEMBER 13, 2023

peterlazaroff.com) Retirement How retirement can open you up to new possibilities. humbledollar.com) Some tips on how to boost your spending in retirement. barrons.com) When it doesn't make sense to move in retirement. thomaskopelman.com) Cash Not all government money market funds are created alike.

Math 144

Math Retirement Retail Banking 144

Integrity Financial Planning

MAY 16, 2023

In most cases, you can’t actually keep your money in your retirement accounts forever. Even if you don’t need the money from your retirement accounts, many of them will require you to begin withdrawing from them when you are 73 years old. [1] RMDs are very important to understand for inherited retirement accounts.

Accounting 88

Accounting Retirement Retirement Planning Taxes 88

The Big Picture

SEPTEMBER 17, 2022

The West’s favored form of self-government is looking creaky. Roger Federer is retiring from tennis — but his mark on the sport is indelible : To understand Roger Federer is to capture sports harmony. A legal scholar and a philosopher propose some alternatives. ( New Yorker ). •

Engineering 300

Engineering Food Management Government 300

Nerd's Eye View

DECEMBER 6, 2023

Notably, while many financial coaches satisfy the majority of these requirements – they are in the business of offering advice to clients and are compensated as such – they often steer clear of making specific securities recommendations, focusing instead on areas like budgeting, debt management, savings, and retirement planning.

Investing 246

Investing Investments Retirement Planning Financial Advising 246

Advisor Perspectives

MARCH 27, 2024

It is long past the time that we face the fact that “ Social Security” is facing a retirement crisis. In June 2022, we touched on this issue, discussing the stark realities confronting Social Security.

Retirement 52

Retirement Government 52

The Big Picture

MARCH 6, 2023

Can you imagine if POTUS was going to quash the biggest US IPO of all time — not with a tweet, but with the full force of the Federal Government? Lawmakers are trying to restrict these investment choices in workplace retirement plans, but big fund managers are trying to give shareholders a voice. ( This is a risk factor from China.

Retirement Planning 283

Retirement Planning Transportation Valuation Consulting 283

Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

Financial Planner 246

Financial Planner Communication Estate Planning Wealth Management 246

Nerd's Eye View

SEPTEMBER 10, 2024

John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households.

Financial Advisor 130

Financial Advisor Clients Fee Only Government 130

Darrow Wealth Management

MARCH 3, 2025

while bonds are broken down by duration and sectors (for example government bonds such as municipal or Treasury bonds or corporate bonds, including investment grade or high yield bonds), etc. Retirement planning, like any type of robust financial planning, should include stress testing your investment strategy and financial plan.

Risk Tolerance 67

Risk Tolerance Asset Allocation Assets Portfolio 67

Park Place Financial

JULY 6, 2022

RETIREMENT PLANNING The Impact of Public Retirement in Texas Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Current and upcoming rulings are changing public retirement for Texans. Learn more about this retirement legislation to determine whether or not you need to make changes to your retirement planning.

Retirement 52

Retirement Retirement Planning Certified Financial Planner Ethics 52

Million Dollar Round Table (MDRT)

NOVEMBER 3, 2022

In financial services, the advisor coordinates the client’s financial assets, plans and government programs so they work together harmoniously, creating a win for the client. You create the entire game plan for them that will carry them successfully to and through retirement, or whatever their goal may be.

Clients 98

Clients Financial Planning Financial Advisor Retirement 98

Clever Girl Finance

AUGUST 8, 2022

According to the data from the US Census Bureau , 50% of women aged 55-66 have no personal retirement savings. So, how much should you save before you retire? Can you retire with 500k, or do you need more? Keep reading to find out if it’s possible to retire with 500k — and how to do it. The good news? Cost of living.

Food 59

Food Retirement Retirement Planning Budgeting 59

The Big Picture

APRIL 27, 2023

Irrelevant Investor ) • When Will I Retire? aims to stop what it terms “a targeted campaign of government retaliation — orchestrated at every step by Gov. Things aren’t perfect, but we recovered all the jobs lost during the pandemic, the unemployment rate is still near record lows, and inflation is going in the right direction.

Government 148

Government Education Retail Retirement 148

Nationwide Financial

JANUARY 26, 2023

Key Takeaways: 2023 could be a really good year to fund a Roth account because of low tax rates and changes to how the standard deduction, tax brackets, and retirement account contribution limits are adjusted for inflation. Plus, you’ll be increasing your tax diversification for retirement. One option is to contribute to a Roth IRA.

Accounting 98

Accounting Retirement Taxes Retirement Planning 98

The Big Picture

MAY 26, 2024

A foreign government is trying to silence US critics of its authoritarian turn — and it’s succeeding. ( As the EPA now forces the removal of the chemicals from drinking water, she wrestles with the secrets that 3M kept from her and the world.

Commission 163

Commission Management Government Retirement 163