article thumbnail

Planning For Adoption: Understanding Different Pathways And Their Costs, Tax Breaks, And Financial Assistance Available

Nerd's Eye View

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.

Taxes 246
article thumbnail

Weekend Reading For Financial Planners (Sept 3-4)

Nerd's Eye View

From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Empowering Employee Advisors Who Struggle With Business Development By Narrowing Them Into A Niche

Nerd's Eye View

Many employee advisors gravitate toward service-oriented roles; this preference often stems from their initial motivation for entering the profession – wanting to help clients or perform the more analytical aspects of investing and financial planning. Rarely do they enter the field to be in a sales or marketing role.

article thumbnail

Kitces & Carl Ep 99: What Does It Take For You To Find The Confidence To Take Action?

Nerd's Eye View

At the same time, though, over-analyzing strategies prior to implementing them can create a substantial gap between ideating a plan and actually putting it into motion. And sometimes, the fear of committing to an idea that might end in failure can be the real reason for the hesitation to implement in the first place. business goals!

article thumbnail

Strategic Planning for 2023: Think ‘What’ Not ‘Why’

Wealth Management

The conversation shouldn’t be about “How are we going to get more?” it needs to be, “What do we want more of?”

article thumbnail

Strategic Planning Roadmap for Entrepreneurs

Brown Advisory

Strategic Planning Roadmap for Entrepreneurs eberkwits Thu, 02/03/2022 - 17:41 Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues.

article thumbnail

Strategic Planning Roadmap for Entrepreneurs

Brown Advisory

Strategic Planning Roadmap for Entrepreneurs. Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues. Estate planning fundamentals. Planning for business success and transactions. Thu, 02/03/2022 - 17:41.