Weekend Reading For Financial Planners (May 3–4)
Nerd's Eye View
MAY 2, 2025
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
2022 Financial Planner Retirement Planning 
Small Business Retirement Plans – SEP-IRA vs. Solo 401(k)
The Chicago Financial Planner
NOVEMBER 27, 2022
One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? You need to start a retirement plan today.
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Weekend Reading For Financial Planners (Aug 6-7)
Nerd's Eye View
AUGUST 5, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has issued a new bulletin clarifying the responsibilities of brokers under Regulation Best Interest (Reg BI). Enjoy the ‘light’ reading! Read More.
Weekend Reading For Financial Planners (Oct 22-23)
Nerd's Eye View
OCTOBER 21, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, ”, by the end of the year.
Weekend Reading For Financial Planners (November 4-5)
Nerd's Eye View
NOVEMBER 3, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations.
Weekend Reading For Financial Planners (Sept 10-11)
Nerd's Eye View
SEPTEMBER 9, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that as Millennials grow their wealth, they could be increasingly turning to financial advisors for guidance.
Weekend Reading For Financial Planners (Sept 3-4)
Nerd's Eye View
SEPTEMBER 2, 2022
We also have a number of articles on retirement planning: New research suggests that while the average senior will amass hundreds of thousands of dollars in health care expenses in retirement, the net cost they have to pay is not nearly as high.
Weekend Reading For Financial Planners (Dec 3-4)
Nerd's Eye View
DECEMBER 2, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services.
Weekend Reading For Financial Planners (January 20-21)
Nerd's Eye View
JANUARY 19, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that while total financial advisor headcount across all channels only increased by 0.3% in 2023, the RIA space showed significantly more strength, with 10.4%
Health Savings Accounts – The Other Retirement Plan
The Chicago Financial Planner
OCTOBER 21, 2021
Health insurance plans with an annual deductible of at least $1,4000 for a single person and $2,800 for a family qualify for use with HSAs in 2021, with no change in these limits for 2022. These types of plans are becoming more common with employers and are available privately as well. How the HSA works . Click To Tweet.
4 Steps to Make Your 401(k) Work as Hard as You Do
The Chicago Financial Planner
FEBRUARY 6, 2022
You may be able to do everything online, otherwise contact the plan administrator at your company. There are a number of retirement plan options to consider. If you don’t have a retirement plan in place for yourself, do this today. You work way too hard not to be putting something away for retirement.
5 Reasons to Consider a Solo 401(k)
The Chicago Financial Planner
DECEMBER 5, 2021
For 2022 these limits increase to $61,000 and $67,500. For 2022 these contribution limits increase to $20.500 and $27,000, plus the employer-funded profit sharing component in both years. The Solo 401(k) can be a great self-employed retirement plan. If you are self-employed you need to start saving for your retirement.
How much do I need to retire? Planning for Your Unique Retirement Needs
Carson Wealth
AUGUST 25, 2022
often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. would be “How do I plan for retirement?“ Social Security is a federal retirement plan originally created under the Social Security Act of 1935.
Five Things to do During a Stock Market Correction
The Chicago Financial Planner
JUNE 13, 2022
After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. Check out my freelance financial writing services including my ghostwriting services for financial advisors. The S&P 500 index was down about 17.6% on a year-to-date basis as of Friday’s close.
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Social Security and Working – What You Need to Know
The Chicago Financial Planner
OCTOBER 20, 2021
This increases to $19,560 for 2022. During the year in which you reach your full retirement age the annual limit is increased. For 2021 this increased limit is $50,520, for 2022 this limit is $51,960. Check out my freelance financial writing services including my ghostwriting services for financial advisors.
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5 Ways to Catch Up on Retirement Planning Later in Life
Park Place Financial
NOVEMBER 29, 2022
Retirement Planning 5 Ways to Catch Up on Retirement Planning Later in Life Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement is a significant investment, which is why so many financial experts recommend establishing goals and starting when still a younger adult.
How Much Should I Be Saving in My 20s?
Carson Wealth
DECEMBER 1, 2022
Take Advantage of Retirement Plans and Matching Contributions. Most employer retirement plans allow you to save on a tax-deferred basis, meaning that contributions into these types of accounts are not considered in calculating your taxable income. . Work With a Financial Advisor .
4 Financial Strategies to Leverage if your Portfolio is Worth Millions
Park Place Financial
MARCH 10, 2022
Increasing tax-deferred savings, such as an employer-sponsored retirement plan, to lower your taxable income . Park Place Financial offers customized investment planning services to help each client achieve their financial goals while minimizing risk. March 16, 2022. |. March 14, 2022. |. 0 Comments.
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How Much Should I Have Saved in My 40s?
Carson Wealth
JANUARY 17, 2023
Discretionary expenses include money spent traveling, eating out, contributing to savings and retirement plans or occasional purchases and upgrades. Maximize Your Retirement Plan Savings . Employers often match a portion of this contribution to a retirement plan as an employer benefit.
5 Reasons Why Houston Is a Great Place to Retire
Park Place Financial
JANUARY 9, 2023
Retirement Planning 5 Reasons Why Houston Is a Great Place to Retire Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. For many people, retirement offers the time and opportunity to travel and explore new endeavors they never had the time for during their working years. Cost of Living .
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The Impact of Public Retirement in Texas
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. Current and upcoming rulings are changing public retirement for Texans. What Is Texas HB 3898?
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I No Longer Qualify for a Roth IRA — Now What?
Gen Y Planning
APRIL 15, 2022
You’ve heard the advice when it comes to saving for retirement: contribute enough to your employer-sponsored retirement plan to get the company match, and then contribute up to the max to a Roth IRA ($6,000 in 2022). You should aim to max out your 401(k) ($20,500 for 2022) since you’re earning above six figures now.
Estate Planning in this Economic Climate
Park Place Financial
NOVEMBER 29, 2022
million per person in 2022 . The annual gift tax exclusion: Shifted from $15,000 per gift to one person to $16,000 in 2022 . Whenever making financial decisions, you should always think about working with a financial planner — regardless of current economic changes. Family Estate Planning: The 6 Essentials.
How to Calculate How Much You Need to Retire
Park Place Financial
SEPTEMBER 30, 2022
Retirement Planning How to Calculate How Much You Need to Retire Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. While many financial experts discuss specific percentages people should aim for to have a fulfilling retirement, the ultimate retirement income formula does not exist.
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What is Portfolio Rebalancing?
Park Place Financial
MARCH 14, 2022
If you need assistance with the rebalancing process, turn to Park Place Financial for personalized investment planning services. Our certified financial planners can examine your portfolio and help ensure it supports both short- and long-term financial goals. March 16, 2022. |. March 10, 2022. |.
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The Four Phases of Retirement
Park Place Financial
MARCH 15, 2022
RETIREMENT PLANNING The Four Phases of Retirement Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement planning has become increasingly difficult as the cost of living continues to rise. What Factors Can Impact Retirement Planning? Begin Retirement Planning Today.
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Tax and Financial Planning Ideas For 2023
Park Place Financial
JANUARY 9, 2023
With record inflation in 2022 , the Standard Deduction will rise again in 2023 as follows: . If you are unsure how changes will affect your wealth management strategy in 2023, or would simply like ideas for enhancing your financial planning, turn to Park Place Financial for expert guidance. September 29, 2022. |.
36 Top Influencers for Financial Advisors in 2022
Indigo Marketing Agency
JANUARY 17, 2022
To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022. Which of these top influencers for financial advisors will you follow first? Guess what?
How to Choose a Personal Financial Advisor
Park Place Financial
SEPTEMBER 8, 2022
These professionals work with wealthy people, helping them manage their assets and offering related financial assistance. Certified Financial Planner (CFP) . 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual. March 16, 2022. |. March 14, 2022. |. March 10, 2022. |.
3 Retirement Mistakes to Avoid
Park Place Financial
APRIL 26, 2022
And if you don’t retain any stocks, this could significantly deplete your nest egg during the early retirement years. A qualified financial planner can help you make sound investment decisions that will match your risk tolerance and provide financial security during your retirement years. July 6, 2022. |.
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Structured Product Benefits
Park Place Financial
NOVEMBER 29, 2022
Our team will analyze your financial situation and leverage data insights and. expertise from our certified financial planner and other advisors. 5 Ways to Catch Up on Retirement Planning Later in Life. November 29, 2022. |. September 29, 2022. |. How to Calculate How Much You Need to Retire.
Understanding Recent Updates to Inherited IRA Rules and How It Could Impact You
WiserAdvisor
OCTOBER 9, 2023
The rules surrounding Individual Retirement Accounts (IRAs) undergo frequent and impactful changes. While IRAs are a cornerstone for many retirement plans, these accounts being inherited adds a layer of complexity to them. A professional can help guide you through the complex maze of retirement account regulations.
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6 Steps to Effectively Prepare for Pre-Retirement
Park Place Financial
MARCH 16, 2022
If you are getting ready for retirement, discover what steps you should take during the pre-retirement stage to ensure you have enough resources to last through the rest of your lifetime. Determine Your Retirement Income and Expenses . Receive Retirement Planning Guidance Today . What is your retirement plan?
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How clients saving for retirement can benefit from higher interest rates
Nationwide Financial
JUNE 9, 2023
In fact, 2022 was one of the worst years on record for a 60/40 stock/bond portfolio, largely due higher interest rates causing long term bond prices to fall. These products may help retirees by meeting their investment goals with less risk, and in some cases, a smaller allocation of retirement assets.
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Charitable Donation Wealth Benefits
Park Place Financial
SEPTEMBER 30, 2022
How to Choose a Personal Financial Advisor. September 8, 2022. |. 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual. March 16, 2022. |. March 14, 2022. |. Retirement Plans [contact-form-7] Sign-Up for your Complimentary Financial Review Signup. 0 Comments.
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You Passed Roth IRA Income Limits, Where Should Your Next Dollar Go?
Gen Y Planning
MAY 1, 2022
What are the Roth IRA income limits for 2022? Roth Contribution and Income Limits for 2022. Individual retirement accounts (IRAs) typically have more modest annual contribution limits when compared to other tax-advantaged retirement saving vehicles. In 2022, you can contribute up to $6,000 in an IRA (traditional or Roth).
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Pre-tax vs. Roth (after-tax) 401k Contributions
Good Financial Cents
JANUARY 19, 2023
A major decision in retirement planning is whether to make pre-tax or Roth (after-tax) 401k contributions. Pre-tax contributions go into your retirement account with money that has not been taxed, and then taxes will be paid when the funds are withdrawn in retirement.
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41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency
DECEMBER 19, 2022
With over two decades of experience in the financial services industry, she is passionate about elevating women and individuals from underrepresented communities. In 2022, she was recognized for her efforts with the American College Women Working in Wealth Award. She was also named a Top 10 Financial Advisor by Investopedia.
7 Wealth Strategies For High-Net-Worth Individuals In 2023
WiserAdvisor
JANUARY 27, 2023
Due to the complex and diverse range of their financial assets, these individuals also require specialized high-net-worth financial planners and personalized investment management tailored to meet their specific needs. 2023 may see several changes with respect to retirement plans, Social Security, etc.,
Low cost financial advisors who WON’T cost you a bloody fortune!
Sara Grillo
MAY 16, 2022
From the company’s website, as of May 16th, 2022: Single people. This includes unlimited financial guidance for all of life’s adventures including all meetings, texts, e-mails, and calls. Services provided include investment management and financial planning. Measure Twice Financial. 375 start up. $89
The Ultimate Roth IRA Conversion Guide – Everything You Need to Know
Good Financial Cents
MARCH 29, 2023
Also note that, before you do anything drastic or begin a conversion, it can be smart to speak with a tax advisor or financial planner with tax expertise. At the very least, be sure to model the conversion as part of a comprehensive written retirement plan. This is typically April 15th of the following year.
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6 Creative Considerations Before You File Your 2021 Tax Return This April
Gen Y Planning
MARCH 1, 2022
This year, your 2021 taxes are due on April 18th, 2022. But the 2022 numbers are as follows. 2022 Standard Deduction: Single, $12,950. With this plan, you can contribute up to 25% of your net earnings from self-employment income, like freelancing or teaching a summer class, up to $58,000 for 2021, and $61,000 for 2022. .
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Why Are Older Adults Working Longer?
Tucker Advisors
APRIL 4, 2023
But the Bureau of Labor data shows that something else has also occurred over the last four decades: People lost their pensions (defined benefit plans) and were forced into defined contribution plans, usually in the form of 401(k)s. Conversely, workers who only have 401(k)s or defined contribution plans, rose from 9 to 34%.
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What to Do If You Are 50+ With Over $2 Million in Your 401(k)
WiserAdvisor
SEPTEMBER 27, 2023
The 401(k) retirement plan is one of the most powerful tools. Moreover, it facilitates financial discipline with consistency. Reaching the age of 50 with over $2 million in your 401(k) is an impressive financial landmark that can provide you with a comfortable retirement if managed wisely.
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