Harness Wealth

MAY 25, 2023

The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. Here, we’ll break down the different types of fees that financial advisors charge in 2023. Between 0.5%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. Website: irs.gov/individuals/irs-tax-volunteers. Savvy Ladies.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Zoe Financial

JUNE 6, 2023

Moreover, we’ll shed light on the erosive impact of taxes, exploring the pros and cons of popular strategies and uncovering how education savings can become a valuable tax deduction. Nevertheless, they should be properly understood to ensure you maximize the tax benefits these plans offer.

Education 52

Education Taxes Financial Advisor Planning 52

eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

eMoney Advisor

JANUARY 20, 2023

Act provisions: Updated RMD Rules: Your software should account for the increase in RMD age to 73 in 2023 and to 75 in 2033. We’ll be taking an in-depth look at recent tax law updates for 2023, focusing on SECURE 2.0 Register now for the 2023 Tax Legislation Insights, Secure 2.0

Financial Advisor 89

Financial Advisor Retirement CFP Financial Planning 89

Darrow Wealth Management

DECEMBER 23, 2023

Contributions to the account are made after tax and the money can be invested and grow tax-deferred. If the funds are used for qualifying educational expenses, withdrawals are tax-free. In 2023, the annual gift tax exclusion is $17,000 per person, increasing $1,000 in 2024.

Taxes 78

Taxes Wealth Management Education Planning 78

eMoney Advisor

MARCH 1, 2023

Stephanie Trexler, CFP® : Making Connections in the Financial Planning Community Since meeting Stephanie, I have been amazed by her involvement in the community and how she supports other financial planners in the industry. Cassandra Smalley, CFA, CFP® : Giving Women a Voice at the Financial Table I would be remiss to not share my own story.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Darrow Wealth Management

DECEMBER 23, 2022

Congress is once again poised to make sweeping changes to the retirement and tax rules in the last two weeks of the year. In the new bill, the age when retirees must begin drawing from non-Roth tax-deferred retirement accounts would increase to 73 in 2023 and 75 in 2033. This part of the bill would be effective in 2023.

Retirement 86

Retirement Retirement Planning Distribution Taxes 86

Darrow Wealth Management

NOVEMBER 20, 2023

Considering Roth conversions in retirement When you convert pre-tax money from an IRA to an after-tax Roth IRA, the amount converted is included in your taxable income. But in retirement, without a paycheck, it can be a great opportunity to control your tax situation for the year and fill up the lower tax brackets.

Retirement 81

Retirement Distribution Taxes Accounting 81

Zoe Financial

APRIL 21, 2023

Tax Implications Make sure to remind them of their taxes and tax implications. They’ve probably dealt with it slightly in the past, but taxes will now inevitably become protagonists in their careers. Equity compensation can have significant tax implications, especially for high earners. Ready to Grow Your Wealth?

Taxes 75

Taxes Financial Advisor CFP Retirement 75

eMoney Advisor

FEBRUARY 7, 2023

Cherry, CFT-I™, CFP® Topic: Financial Psychology | LinkedIn , Instagram , Twitter Recently named one of 10 to Watch in 2023 by WealthManagement.com, Dr. Preston Cherry is an innovative thinker in the financial planning profession. You might have noticed Chris is not a CFP® practitioner like the others on this list.

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Financial Planning Planning Financial Planner CFP 78

Investing Caffeine

JANUARY 2, 2024

The last two months of 2023 finished with a bang! Although 2023 closed with a festive explosion, 2022 ended with a bearish growl. Effectively, 2023 was a reverse mirror image of 2022. For 2022-2023 combined, results registered at a meager +0.1% Slome, CFA, CFP® Plan. Federal Funds rate hiking cycle.

Economy 98

Economy CFP Economics Accounting 98

Zoe Financial

DECEMBER 23, 2022

Written by: Lea Ann Knight, CFP® Zoe Network Advisor. Written by: Lea Ann Knight, CFP® Zoe Certified Advisor. Considering how unexpected 2022 has been, below are a few steps you might take before kicking off 2023. The Wealthy Stay Wealthy Tax-Loss Harvesting Those with wealth want to be smart about the taxes they pay.

Insurance Coverage 52

Insurance Coverage Taxes Insurance Financial Advisor 52

Darrow Wealth Management

JANUARY 9, 2023

was signed into law December 29th, 2022, bringing more major changes to tax law. Amount rolled over is tax-free (not included in beneficiary’s income) and penalty-free. Currently, pre-tax or Roth contributions are allowed. Before the passing of the Act, employer funding could only be pre-tax. The Secure Act 2.0

Accounting 59

Accounting Taxes Tax Planning Distribution 59

eMoney Advisor

JUNE 8, 2023

I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s

CFP 85

CFP Financial Planning Clients Financial Planner 85

Darrow Wealth Management

OCTOBER 23, 2023

But first, it’s important to discuss the tax implications. Do you pay taxes on an inherited house? But typically, after inheriting the family home from a parent, the adult child[ren] beneficiaries will receive a step-up in basis for tax purposes. There are other angles when considering what to do after inheriting a house.

Taxes 78

Taxes Distribution Estate Planning Wealth Management 78

Zoe Financial

FEBRUARY 21, 2023

Published February 21st, 2023 Reading Time: 3 minutes Written by: The Zoe Team When it comes to managing your money, knowing who to turn to can be challenging. Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. You’re on the right track!

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Your Richest Life

SEPTEMBER 2, 2022

The Biden administration has extended the repayments pause for one last time, pushing the next payment due date to January 2023. Do I have to pay taxes on the canceled debt? You do not have to pay federal taxes on the canceled debt. Check your state’s laws so you’re not surprised at tax time. 31, 2023. .

Planning 102

Planning Fee Only Taxes CFP 102

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1.

Compliance 87

Compliance Budgeting Accounting Insurance 87

Zoe Financial

APRIL 4, 2023

Financial Tips to Keep in Mind Published April 5th, 2023 Reading Time: 6 minutes Written by: Kevin Ostergaard, CFP®, CIMA® & Mishkin Santa, J.D., Financial Tips to Keep in Mind Published April 5th, 2023 Reading Time: 6 minutes Written by: Kevin Ostergaard, CFP®, CIMA® & Mishkin Santa, J.D., tax filings.

Retirement 52

Retirement Taxes Compliance CFP 52

Nerd's Eye View

JULY 25, 2022

A gap our Kitces Courses aim to fill!

Education 174

Education Financial Planning Estate Planning CFP 174

Zoe Financial

MARCH 8, 2023

Two Raffle Winners Two Money Outcomes Published March 8th, 2023 Reading Time: 5 minutes Written by: Bill Rackley, CFP® Zoe Network Advisor Two Raffle Winners Two Money Outcomes Published March 8th, 2023 Reading Time: 5 minutes Written by: Bill Rackley, CFP® Zoe Network Advisor High-risk, high-reward decisions are complicated.

Taxes 52

Taxes Financial Advisor CFP Financial Planning 52

Zoe Financial

MARCH 22, 2023

Not all income is created equal – and different income sources also carry other consequences , especially regarding taxes. For example, the money you will withdraw from a Roth IRA would be tax-free, and some retirees jump in early to use their Roth IRA accounts. Was Blake Lively Financially Cheated On? However, this is a mistake.

Retirement 52

Retirement CFP Taxes Accounting 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low. Financial illiteracy among women is a problem.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Investing Caffeine

DECEMBER 1, 2023

Investors are hoping gifts keep coming in 2023 in the shape of a Santa Claus rally – let’s hope we are all on the “nice” list and not the “naughty” list. Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (December 1, 2023). www.Sidoxia.com Wade W.

Economy 91

Economy CFP Economics Investing 91

Darrow Wealth Management

OCTOBER 24, 2022

For example, what’s the best time of year to take required minimum distributions, how to reinvest it, or if you can avoid paying tax on RMDs. All else equal, (though it rarely is), it’s often best to stay invested as long as possible to prolong tax-deferred growth. How to take RMDs and avoid any taxes (legally of course).

Distribution 63

Distribution Taxes Retirement Accounting 63

Darrow Wealth Management

SEPTEMBER 7, 2023

Pros and cons of exercising stock options in a pre-IPO window If you are new to the tax implications and basics about exercising stock options, please read this article first. Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise.

Wealth Management 94

Wealth Management Taxes Tax Planning Valuation 94

Zoe Financial

JANUARY 27, 2023

A Brief Guide to Equity Compensation Published January 27th, 2023 Reading Time: 8 minutes Written by: Paul Horn, CFP® , CPWA® Zoe Network Advisor A Brief Guide to Equity Compensation Types Published January 27th, 2023 Reading Time: 8 minutes Written by: Paul Horn, CFP® , CPWA® Zoe Network Advisor We live in a world that admires hard workers.

Certified Financial Planner 52

Certified Financial Planner Executive Compensation Taxes Financial Planner 52

Walkner Condon Financial Advisors

AUGUST 13, 2022

Both 401(k)s and IRAs are Tax-Advantageous Accounts. The short answer is that they are tax-advantageous vehicles that can help you get to your retirement goals. These types of retirement accounts can be tax-deferred or have tax-free growth characteristics. Before highlighting a few differences, let’s chat about the why.

Taxes 52

Taxes Financial Advisor Retirement Retirement Planning 52

Indigo Marketing Agency

JANUARY 24, 2024

by Investopedia for 2023. Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. Michael has also been named the #1 Independent Advisor in the U.S. Connect with him on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Zoe Financial

APRIL 3, 2023

Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Learning from a family tradition like no other.

CFP 52

CFP Financial Planning Financial Advisor Planning 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She is a CFP® professional, leading speaker, host, and brand ambassador who has become a go-to resource in the industry.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Zoe Financial

APRIL 26, 2023

Counter-Attack: Protecting Your Investments Published April 26th, 2023 Reading Time: 5 minutes Written by: Scott W. O’Brien, CFP®, EA Zoe Vetted Advisor Counter-Attack: Protecting Your Investments Published April 26th, 2023 Reading Time: 5 minutes Written by: Scott W. Why is this? Ready to Grow Your Wealth?

Investing 52

Investing Investments Assets Portfolio 52

Zoe Financial

APRIL 4, 2023

Designer Loafers – Municipal Bonds Just like a Gucci or Chanel shoe, municipal bonds are great for people in high tax brackets. They are exempt from federal taxes and from most state and local taxes, which is what makes them especially attractive to people in high income tax brackets.

Assets 52

Assets Portfolio Taxes Financial Services 52

Investing Caffeine

JULY 5, 2023

Unfortunately for those following this overly simplistic guidance of not opposing the Fed, investor portfolio balances have been harmed dramatically during 2023 by missing a large bull market run. for 2023, thus far. Slome, CFA, CFP® Plan. last month and has soared +15.9% this year, thanks in part to Apple Inc.

Accounting 52

Accounting CFP Investing Investments 52

Investing Caffeine

JANUARY 3, 2023

Stock and bond market returns in 2022 were disappointing, but we now get to start 2023 with a clean slate. Room for Optimism in 2023. Bitcoin down -64% in 2022) dominated headlines this year, but many of these headwinds could abate or reverse in 2023. Slome, CFA, CFP ®. during December. Good News & Bad News.

Economy 59

Economy Transportation CFP Investing 59

Investing Caffeine

FEBRUARY 1, 2023

Source: Yardeni.com As you can see further from the 25-year earnings chart above, the drop in S&P 500 earnings in recent months has been fairly modest compared to previous downturns, and the forecast for 2023 earnings is currently estimating a modest gain on a year-over-year basis. Slome, CFA, CFP ® Plan. www.Sidoxia.com Wade W.

Economy 59

Economy Economics CFP Investing 59