Calculated Risk

MAY 2, 2024

YoY, but still down almost 36% compared to April 2017 to 2019 levels. As mortgage rates have climbed to new 2024 highs, we could see sellers adjust their plans, since nearly three-quarters of potential sellers also plan to buy a home. • On a monthly basis, they report total inventory. above year-ago levels. from one year ago.

Sales 312

Sales Planning Numbers Marketing 312

Nerd's Eye View

MAY 31, 2023

The 2017 Tax Cuts & Jobs Act introduced a $10,000 limit on the State And Local Tax (SALT) deduction that was previously available for taxpayers who itemized their deductions.

Taxes 246

Taxes Planning Tax Planning Numbers 246

The Big Picture

AUGUST 5, 2022

VinFast established in 2017 out of Hanoi, Vietnam, was founded by serial entrepreneur Pham Nhat Vuong — he’s Vietnam’s first billionaire and got his start in business selling instant ramen in the Ukrainian market. They plan to sell two all-electric sport-utility vehicles in the U.S.

Planning 288

Planning Marketing Marketing 288

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA).

Planning 143

Planning Retirement Planning Taxes Insurance 143

The Big Picture

AUGUST 12, 2024

Sorry, but “fake it till you make it” seems like a poor plan for thinking about the future… Previously : Time to Stop Believing Deficit B t (September 3, 2021) Stimulus, More Stimulus and Taxes (January 25, 2021) Cost of Financing US Deficits Falls (December 18, 2020) Can We Please Have an Honest Debate About Tax Policy?

Economy 347

Economy Taxes Investing Investments 347

Calculated Risk

APRIL 28, 2024

YoY, but still down almost 38% compared to March 2017 to 2019 levels. As mortgage rates have climbed to new 2024 highs, we could see sellers adjust their plans, since nearly three-quarters of potential sellers also play to buy a home. On a monthly basis, they report total inventory. Now - on a weekly basis - inventory is up 31.7%

Sales 287

Sales Numbers Planning Marketing 287

Calculated Risk

MAY 9, 2024

YoY, but still down almost 36% compared to April 2017 to 2019 levels. As mortgage rates have climbed to new 2024 highs, we could see sellers adjust their plans, since nearly three-quarters of potential sellers also plan to buy a home. On a monthly basis, they report total inventory.

Sales 263

Sales Planning Numbers Marketing 263

Abnormal Returns

JUNE 9, 2024

wsj.com) Policy What happens if the 2017 tax cuts lapse. wsj.com) A plan to invest and accelerate agricultural productivity. (nytimes.com) Russia's population has been shrinking for decades. wsj.com) Investing in ports has positive spillover economic effects. papers.ssrn.com) Efforts to modernize the USPS are off to a rocky start.

Financial Advising 273

Financial Advising Budgeting Economics Media 273

NAIFA Advisor Today

FEBRUARY 27, 2025

Amanda Corrals journey into the world of special needs financial planning began with a personal storyher father, Roberto Corral, founded Corral Financial Strategies in 2017, inspired by their familys experience with her brother, who is on the autism spectrum.

Financial Planning 52

Financial Planning Planning 52

Million Dollar Round Table (MDRT)

MAY 29, 2025

Once you discover the income level the client wants, determine what plan or financial products the client needs to get them that income, Gordon said. Hear more from Gordon in the 2017 MDRT Annual Meeting presentation, A conversation: The journey to success.”

Clients 81

Clients Planning Sales Insurance 81

Nerd's Eye View

OCTOBER 1, 2022

A new bill would make many parts of the Tax Cuts and Jobs Act of 2017 permanent, including its changes to tax brackets, the higher standard deduction, and the cap on state and local tax deductions. What advisory firms can do to make the most out of client testimonials and avoid negative reviews on third-party websites.

Financial Planner 245

Financial Planner Retirement Planning Advertising Taxes 245

Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. 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. We are closing 2017 with nearly the same stance as last year. Spotlights for Prudent Planning in 2017.

Planning 52

Planning Taxes Clients Tax Planning 52

Nerd's Eye View

DECEMBER 26, 2022

Accordingly, just as I did last year, and in 2020, 2019, 2018, 2017, 2016, 2015, and 2014, I've compiled for you this Highlights List of our top 20 articles in 2022 that you might have missed , along with a few of our most popular episodes of ‘Kitces & Carl’ and the ‘Financial Advisor Success’ podcasts.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). The 2010s monetary rescue plan benefitted anybody who owned capital assets: Stocks, Bonds, and Real Estate. I wrote a book about this).

Medicine 331

Medicine Numbers Food Insurance 331

The Big Picture

FEBRUARY 27, 2023

equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” Let’s consider another question, this one on U.S. appeared first on The Big Picture.

Distribution 325

Distribution Retirement Retirement Planning Taxes 325

Calculated Risk

DECEMBER 26, 2022

However, it seems unlikely that inventory will be back up to the 2017 - 2019 levels. As expected, inventory hit new record lows early in 2022, and is finishing the year up significantly year-over-year - but not close to the 2017 - 2019 levels. Inventory is always something to watch!" This was correct. If so, how many times?

Economics 285

Economics Sales Banking Economy 285

The Big Picture

NOVEMBER 27, 2023

When you get it wrong, it crushes your retirement plans. The less it matters, the easier it is to be bold and outside of the mainstream.4 4 Newsletter writers are notorious for making big calls. But when they get market timing wrong, they lose subscribers.

Marketing 304

Marketing Marketing Math Retirement Planning 304

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. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Trade Brains

MARCH 3, 2024

Key Metrics Particulars Amount Particulars Amount CMP 1097 Market Cap(Cr) 2017 EPS 11.1 Operating Profit Margin 7.00% Net Profit Margin 2.50% Fundamental Analysis Of Shakti Pumps: Future Plans The company has a plan to continuously provide innovative solutions through its advanced R&D support. 2020 0.73 -0.04 2020 0.73 -0.04

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

OCTOBER 27, 2024

Since its last bonus issue in 2017, RIL shares have grown by 266%. on Friday, marking a substantial rise from its September 2017 price of Rs 725.65. First, they plan to produce 100 gigawatts of clean energy by 2030. The company’s stock closed at Rs 2,655.45 The company recently poured Rs.

Financial Services 64

Financial Services Planning Investment Advisor Investing 64

Zoe Financial

JANUARY 28, 2025

Looking at the same 1950-2017 period, but looking through the lens of five-year investment horizons, returns for the S&P 500 ranged from down 3% to up 28%. If you got unlucky in 2008 trying to time the market and you were down 39%, it is very difficult emotionally speaking to reverse course and try to time the market by buying.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Your Richest Life

NOVEMBER 12, 2024

The good news is that number has come down over the past couple of years, falling to its lowest number since 2017. Prioritize your spending The best way to avoid overspending during the holidays is to start with a plan. Include events you want to attend, trips you’d like to take, gifts you plan to buy, etc.

Budgeting 52

Budgeting Fee Only Planning CFP 52

Trade Brains

APRIL 3, 2023

A highlight of the future plans and a summary conclude the article at the end. In addition to this, the management has reinvested profits instead of relying on debt to fund its CAPEX plans. Future Plans Of SRF So far we looked at the previous fiscals data. Next, we’ll learn about the sectors in which the company operates.

Planning 98

Planning Manufacturing Accounting Pharmaceutical 98

Darrow Wealth Management

JANUARY 13, 2025

Advance planning. Taking a loan from your 401(k) Ask your plan administrator or HR departmentwhether 401(k) loans are permitted under the plan. If you plan to repay yourself with a lump sum after closing, confirm whether that’s even possible. Secure your home equity loan or HELOC on your current home first.

Taxes 105

Taxes Sales Portfolio Accounting 105

Trade Brains

AUGUST 1, 2022

His wealth increased from $6 billion in 2017 to $115 billion in 2022, a 19x increase. We will look at their history, get an overview of the companies and understand the future plans of both business houses. Tata Group Vs Adani Group – Future Plans. Tata Group Future Plans. Adani Group Future Plans.

Planning 98

Planning Distribution Retail Manufacturing 98

Random Roger's Retirement Planning

NOVEMBER 20, 2024

Where Sam writes about FIRE, he asked Bengen what a safe withdrawal rate would be for someone who retired, planning to need the money to last for 50 years instead of the typical 30 used for planning purposes. which Sam then worked through to come up with a path to people being able to retire much sooner than they typically plan on.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

Brown Advisory

NOVEMBER 1, 2019

2019 Year-End Planning Letter. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. Fri, 11/01/2019 - 13:44.

Planning 52

Planning Taxes Clients Assets 52

Harness Wealth

APRIL 16, 2025

The stakes became higher after the Tax Cuts and Jobs Act of 2017 eliminated recharacterizationthe ability to reverse conversions that did not work as planned. The Tax Cuts and Jobs Act of 2017 eliminated recharacterization, transforming Roth conversions into permanent decisions requiring thorough analysis before execution.

Taxes 52

Taxes Retirement Distribution Retirement Planning 52

The Big Picture

MAY 27, 2025

He sold the company in 2017 or so for about seven and a half billion dollars. And but to be, to be clear, I sold Panera in 2017 and have not had anything to do with it since then. What, 00:02:38 [Speaker Changed] What was the career plan, by the way? I, I guess I would say to you this, I I never really had a career plan.

Food 130

Food Numbers Investing Investments 130

Harness Wealth

MAY 2, 2025

The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. The Tax Cuts and Jobs Act (TCJA) of 2017 was a sweeping overhaul of the U.S. Table of Contents What is the TCJA? What TCJA provisions will expire?

Taxes 52

Taxes Clients Insurance Distribution 52

Integrity Financial Planning

JULY 20, 2023

2] “Coco” (2017) – This Pixar animated film is a celebration of Mexican culture and the importance of family. 5] “Going in Style” (2017) – This comedy stars Michael Caine, Morgan Freeman, and Alan Arkin as retirees who decide to rob a bank after their pensions are cut.

Financial Planning 95

Financial Planning Financial Advisor Planning Retirement 95

Tobias Financial

JUNE 1, 2025

Regarding tax cuts, this bill would extend major provisions of the 2017 Tax Cuts and Jobs Act, which reduces tax rates among most income brackets, eliminates personal exemptions, and cuts corporate tax rates. Having a solid number to plan with helps a lot of high-net-worth individuals plan for their heirs more efficiently.

Taxes 40

Taxes Financial Advisor Wealth Advisor CFP 40

NAIFA Advisor Today

AUGUST 16, 2023

Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025.

Taxes 52

Taxes Estate Planning Clients Planning 52

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. But tax planning isn’t just for your investments.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

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. . But tax planning isn’t just for your investments.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. For those participating in 401(k), 403(b), and most 457 plans, the limit has risen to $22,500. Seek Full-Service Financial Planning from Park Place Financial . Tax Deductions . Related Posts.

Financial Planning 52

Financial Planning Taxes Planning Certified Financial Planner 52

Steve Sanduski

JUNE 3, 2025

But the number one driver of these trends isn’t aging founders and succession planning. Whether you want to keep running your company — and your life — your way or you’re eying a significant exit, all RIA CEOs need a plan to navigate this complex business environment and keep their companies growing organically. .”

Valuation 52

Valuation Consulting Compliance Education 52