Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Clients 187

Clients Financial Advisor Business Planning Taxes 187

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 223

Clients B2B Estate Planning Planning 223

Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Financial Planner 214

Financial Planner Financial Advisor Taxes Math 214

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 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!

Communication 232

Communication Portfolio Management Clients Tax Planning 232

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 130

Financial Advisor Insurance Tax Planning Taxes 130

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 218

Financial Advisor Financial Planner Insurance Clients 218

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. It also minimizes errors and oversights.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Tobias Financial

DECEMBER 20, 2023

As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs. You can access the webinar recording here.

Tax Planning 52

Tax Planning Taxes Planning Distribution 52

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 166

Financial Planner Financial Advisor Certification Estate Planning 166

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Talon Wealth

OCTOBER 26, 2023

Retirement planning is a critical part of financial security that many women still overlook. However, remember that as a woman, you have a longer life expectancy than a man, which means retirement planning is even more important. That means you should plan for your retirement savings to last at least 18 years, if not more.

Retirement Planning 98

Retirement Planning Retirement Planning Medical 98

Harness Wealth

DECEMBER 8, 2022

Tax loss harvesting involves selling losing investments to offset capital gains, thus limiting the taxes you owe. While it doesn’t always make sense to take a loss on investments, evaluate your portfolio and consider whether selling some poorly performing assets may make sense in your situation. Estate planning.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

Discipline Funds

DECEMBER 29, 2024

The end of the year is an ideal time to start planning for the year ahead and make sure youre on target to achieve those goals. Good financial planning is all about asset and liability matching across time. A financial plan with an asset liability mismatch is likely to fail over time. Asset and Liability Matching.

Financial Planning 64

Financial Planning Planning Asset Allocation Retirement Planning 64

AdvicePay

JUNE 13, 2024

With the fee-for-service model, you can customize service offerings for clients seeking advice who don’t (yet) have traditional portfolio assets to transfer to your firm’s custodian for full-time management. This approach allows you to engage these clients by charging a fee that’s covered through their monthly cash flow.

Insurance Coverage 85

Insurance Coverage Financial Planning Estate Planning Tax Planning 85

Nationwide Financial

JANUARY 25, 2023

Last year’s considerable losses and market fluctuations underscore the need for clients to assess their retirement plans to ensure it aligns with their objectives, financial situations, timelines, and attitudes toward market volatility. Clients should not get discouraged by their portfolio’s past performance.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Discipline Funds

DECEMBER 20, 2023

The end of the year is an ideal time to start planning for the year ahead and make sure you’re on target to achieve those goals. Good financial planning is all about asset and liability matching across time. A financial plan with an asset liability mismatch is likely to fail over time. Asset and Liability Matching.

Financial Planning 75

Financial Planning Planning Asset Allocation Retirement Planning 75

Integrity Financial Planning

OCTOBER 9, 2022

Although many investing and wealth-preservation principles apply to anyone – such as developing a tax plan, assessing a portfolio’s risk exposure, and more – there are key risks to be aware of when you have more money and more valuable assets to protect. Being Too Conservative.

Tax Planning 95

Tax Planning Financial Advisor Taxes Wealth Management 95

eMoney Advisor

MARCH 16, 2023

Along the way, I’ve gathered six key insights about financial planning for Millennials. Then we do the financial plan and tax planning around that—it’s been a lot of fun. We’ve built our business on a hybrid model of fixed financial planning fees and lower-cost AUM.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

WiserAdvisor

AUGUST 31, 2023

They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. They can provide ongoing support so you can continue investing after retirement, monitor market fluctuations, and make necessary adjustments to your retirement portfolio.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Darrow Wealth Management

JANUARY 30, 2023

just upended retirement planning…again. Raising the age when withdrawals must begin is great as it gives investors more planning opportunities. Here are some tax planning strategies to consider when you should start drawing from your IRA. The Secure Act 2.0 But just because you can doesn’t mean you should.

Distribution 79

Distribution Tax Planning Retirement Taxes 79

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 77

Financial Planning Planning Budgeting Retirement 77

Million Dollar Round Table (MDRT)

JULY 21, 2022

Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning.

Charitable Planning 81

Charitable Planning Estate Planning Retirement Planning Tax Planning 81

Park Place Financial

MARCH 10, 2022

FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person. Reduce Tax Payments.

Portfolio 52

Portfolio Certified Financial Planner Financial Planner Healthcare 52

Brown Advisory

NOVEMBER 5, 2021

2021 Year-End Planning Letter. Without downplaying the importance of appropriate action around year-end tax planning, our purpose in this letter is to encourage clients to step back, take a breath and consider using this time to focus on the long term. Fri, 11/05/2021 - 13:01. The end of 2021 is notable for a host of reasons.

Planning 52

Planning Tax Planning Taxes Clients 52

WiserAdvisor

JULY 1, 2022

That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. Moreover, the Covid-19 pandemic also completely disrupted business across the globe, negating all rules of wealth and financial planning. Why is financial planning important for entrepreneurs?

Financial Planning 52

Financial Planning Planning Financial Planner Retirement 52

Workable Wealth

OCTOBER 14, 2020

Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. A healthy financial plan gives you the tools to take control of your finances and start living your life with passion, purpose, and freedom. So what’s the value of a financial plan? Overpaying on taxes.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

Integrity Financial Planning

AUGUST 28, 2023

This is because they can pay today’s tax rates but re-invest through a Roth so their investments can grow and be withdrawn completely tax-free after 59.5. [1] You are encouraged to consult your personal tax advisor or attorney. appeared first on Integrity Financial Planning, Inc.

Retirement 95

Retirement Taxes Accounting Tax Planning 95

Walkner Condon Financial Advisors

MAY 31, 2024

Breathe Easier Next Tax Season with These Planning Strategies Every year, most of us smile when we see April 15th in the rearview mirror. The completion of our tax returns being filed marks the beginning of a nine month period where we don’t need to think about funny acronyms and form numbers. 401(k), 403(b) etc.)

Taxes 105

Taxes Financial Advisor Tax Planning Distribution 105

Darrow Wealth Management

JULY 1, 2024

This tax benefit is scheduled to sunset at the end of 2026. Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary. As with anything in tax planning, it’s important not to let the tax-tail wag the dog. If you gifted the full $13.61

Taxes 87

Taxes Tax Planning Planning Estate Planning 87

Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. presidential election, we have grappled with the lack of clarity regarding the details of new tax legislation. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. Mon, 12/04/2017 - 13:10.

Planning 52

Planning Taxes Clients Tax Planning 52

James Hendries

JULY 13, 2023

A CRT may be partially tax-deductible right away. iii] Another advantage of charitable giving, particularly assets that have appreciated significantly, is reducing the size of your overall taxable estate for estate tax planning. If your estate is subject to estate tax after you die, your wealth could take a 40 percent hit.

Distribution 98

Distribution Taxes Assets Accounting 98

Darrow Wealth Management

SEPTEMBER 26, 2024

If you have time to dig into the details, here’s a primer on what you can do after maxing out a 401(k) including the tax advantages of each account type. This infographic has more on how a brokerage account is taxed. Tax-deductible contributions means distributions in retirement are taxable as regular income.

Retirement 79

Retirement Accounting Distribution Taxes 79

Yardley Wealth Management

FEBRUARY 15, 2022

Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools. Tax breaks come and go, and are beyond our control. It’s another to make best use of them.

Taxes 52

Taxes Investing Investments Tax Planning 52

Yardley Wealth Management

FEBRUARY 15, 2022

Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. .

Taxes 52

Taxes Investing Investments Tax Planning 52

International College of Financial Planning

MAY 1, 2023

Financial planning is an important aspect of life that is often overlooked, especially by young professionals starting their careers. Proper financial planning can make a significant difference in achieving financial goals, building wealth, and ensuring long-term financial stability. Devising strategies to attain them.

Financial Planning 52

Financial Planning Planning Financial Planner Budgeting 52

MazumaBusinessAccounting

JULY 15, 2021

Plan for Current Business Needs. First, let’s talk about the importance of a business plan. It takes vision, work, and a good plan. For entrepreneurs, we call this map a business plan. Some essentials of a business plan include: Researching competing products. Creating a marketing plan. Tax Planning.

Business Planning 105

Business Planning Taxes Planning Retirement 105