XY Planning Network

APRIL 25, 2023

ICYMI, XYPN LIVE 2023 is taking the Network south to Atlanta, GA for three power-packed days of networking, education, and inspiration. Where else other than XYPN LIVE can you take a break from the daily grind and leave reinspired to apply your takeaways to your own firm?

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Certification Education Clients Fee Only 104

XY Planning Network

MARCH 13, 2023

That’s why XYPN LIVE 2023 passholders are helping to design their ideal conference experience, one vote at a time. He has a unique knack for continuously learning, compiling his knowledge, and sharing it with everyone so that financial advising is more accessible for all. At the annual conference, we do things differently, too.

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Financial Advice Financial Advisor Financial Advising Education 97

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

How much can I contribute to my 401(k) in 2023? If you are age 50 or older you are eligible to contribute an extra $7,500 for a total of $30,000 in 2023. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country.

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CFP Financial Advisor Fee Only Certification 59

Your Richest Life

OCTOBER 31, 2022

The 2023 maximum contribution limit is $22,500 for those under 50, plus a $7,500 catch-up for employees 50 or older. . The limit for 2023 is $6,500. A Roth IRA has the same $6,500 limit for 2023, and you can make tax- and penalty-free withdrawals after age 59 ½. You can open a Roth IRA if you meet the income requirements.

Retirement 110

Retirement Accounting Retirement Planning Taxes 110

XY Planning Network

OCTOBER 9, 2023

The votes came in during this year’s XYPN LIVE conference and the AdvisorTech Expo Best in Show winner was clear: Income Lab ’s new Retirement Stress Test.

Financial Advisor 104

Financial Advisor Financial Planning Retirement Clients 104

Darrow Wealth Management

NOVEMBER 17, 2022

Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor in Boston and Needham, MA.

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Taxes Wealth Management Tax Planning Planning 111

Tobias Financial

FEBRUARY 2, 2023

To learn more about the NAPFA South Region Symposium, you can visit the following site: [link] To learn more about Franko, visit: [link] The post The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023 appeared first on www.tobiasfinancial.com.

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Financial Advisor Fee Only Wealth Advisor Education 52

Your Richest Life

MARCH 31, 2023

March 2023 marked a historic month for U.S. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. The top spot belongs to the 2008 Lehman Brothers collapse.) For more information on the services offered, contact Katie today.

Banking 105

Banking Insurance Accounting Fee Only 105

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. 31, 2023. . Note: Payments will resume in January 2023. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

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Planning Fee Only Taxes CFP 102

Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Financial Advisor FAQs 1.

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Financial Advisor Certified Financial Planner Ethics CFP 52

XY Planning Network

APRIL 19, 2023

3 MIN READ Meet Jonathan Sprinkles. Best-selling author. TV personality. No matter how he is described, Jonathan is known as “the guy” on the topic of connection. There’s one thing he really gets: the difference between what sells and what serves your clients.

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Clients Fee Only Financial Advisor Financial Planning 98

Your Richest Life

FEBRUARY 27, 2023

As far as roofing goes, only solar roofing tiles or solar roofing shingles apply. Electric Vehicle Tax Credit If you purchase a new plug-in electric vehicle (EV) or fuel cell vehicle (FCV) during or after 2023, you may qualify for the clean vehicle tax credit. This credit is up to $7,500, and is set to expire in 2032 unless renewed.

Taxes 105

Taxes Fee Only CFP Retail 105

XY Planning Network

AUGUST 9, 2023

Discover cutting-edge advice-engagement tech at XYPN LIVE 2023 Each year, XYPN puts out the call for tech companies releasing the most innovative technology for financial advisors to share what they’ve been working on. Once again, they’ve answered!

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Financial Planning Financial Advisor Clients Planning 52

Walkner Condon Financial Advisors

SEPTEMBER 30, 2022

The forecast there is that rates will peak in the first half of 2023 , with interest rate cuts later in that year. . A better bet may be that we see a less aggressive Fed in 2023 than this year, with a waiting period at some point to see if the inflation data is trending in the right direction. . Call me skeptical. Clint Walkner.

Financial Advisor 98

Financial Advisor Food Fee Only Economics 98

Walkner Condon Financial Advisors

DECEMBER 13, 2022

My Financial Approach for Career Compensation in 2023. My plan for next year is to contribute the maximum amount to my 401k (which is $22,500 for 2023). I’m also going to still contribute the maximum amount to my IRA ($6,500 for 2023). ABOUT THE AUTHOR. Alicia Vande Ven, M.S. FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT.

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Accounting CFP Financial Advisor Retirement 98

Your Richest Life

JULY 2, 2024

In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row. 2023 XY Planning Network Conference at an event at the Coca Cola Museum in Atlanta – Sept. 2023 XY Planning Network Conference at an event at the Coca Cola Museum in Atlanta – Sept.

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Financial Planner Fee Only Financial Planning Financial Counseling 59

XY Planning Network

JANUARY 6, 2023

So much occurred in 2022, and we're excited (and anxious) to see what 2023 has in store! 4 MIN READ. Another year has come and gone in what feels like a blink of an eye.

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Taxes Clients Fee Only Tax Planning 98

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. ABOUT THE AUTHOR. NATE CONDON. FINANCIAL ADVISOR.

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Insurance Coverage Retirement Planning Accounting Taxes 98

eMoney Advisor

MAY 1, 2023

” As the 2023 president of the Financial Planning Association and founder of Lee Investment Management, Lee is a standout advocate for the financial planning profession. Regularly one of the highest-ranked NAPFA-registered fee-only financial advisors, he has set the bar for Zhang Financial characteristically high.

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Financial Planning Planning Financial Planner CFP 101

Tobias Financial

DECEMBER 22, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. This campaign aims to bridge the gap in consumer knowledge by shedding light on the often-overlooked legal and business distinctions between BDs and independent RIAs.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

Tobias Financial

DECEMBER 19, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. This campaign aims to bridge the gap in consumer knowledge by shedding light on the often-overlooked legal and business distinctions between BDs and independent RIAs.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

Your Richest Life

FEBRUARY 27, 2024

Standard and Itemized Deduction for 2024 Taxes For the 2023 tax year, the standard deduction increased to $27,700 for married filing jointly,$13,850 for single filers and married filing separately, and $20,800 for heads of household. And you can only claim a child tax credit for children under the age of 17 as of Dec.

Taxes 52

Taxes Fee Only CFP Retail 52

XY Planning Network

OCTOBER 24, 2022

We wanted to share some of the insight attendees gained, and invite you to make the connections that matter in Atlanta for XYPN LIVE 2023 and bring your vision to life. For those who couldn’t make it this year, here’s a recap of the most impactful parts of XYPN LIVE for attendees.

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Financial Advising Fee Only Financial Planning Planning 75

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

Current Yield: 4.62% yield to maturity as of 2/16/2023 on BIL , an example of a 1-3 month treasury ETF. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. A one year treasury bond at time of writing is right at 5%.

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Accounting Banking Certification CFP 98

Your Richest Life

OCTOBER 15, 2022

2023 account limits : $3,850 for self and $7,750 for families, plus $1,000 catch-up payment for anyone aged 55 or over. 2023 account limits : $3,050 . 2023 account limits: $5,000 per year per household, or $2,500 for married filing separately. . Some employers do allow a grace period of up to 2.5 About Your Richest Life.

Insurance 52

Insurance Medical Accounting Taxes 52

Sara Grillo

JANUARY 9, 2023

Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Executing outreach to college students to encourage them to avoid predatory wirehouse and insurance training programs and pursue fee-only paraplanning jobs instead. Our scheduled meetups are here: January 11 th , 2023.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Your Richest Life

SEPTEMBER 30, 2024

and 5 percent, which is the lowest we’ve seen since the spring of 2023. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. The Fed’s range now sits between 4.75 Why did the Federal Reserve finally cut rates?

Economy 52

Economy Fee Only CFP Economics 52

Walkner Condon Financial Advisors

AUGUST 13, 2022

The tax code allows you to contribute more money in a given year to a 401(k) than an IRA (for 2023 you can contribute $22,500 to your 401(k) and $6,500 to your IRA unless you are over the age of 50 you can contribute $30,000 to the 401(k) and $7,500 to your IRA). ABOUT THE AUTHOR. Mitch DeWitt, CFP®, MBA. FINANCIAL ADVISOR.

Retirement 52

Retirement Taxes Retirement Planning Accounting 52

XY Planning Network

NOVEMBER 7, 2022

2 MIN READ.

Fee Only 109

Fee Only Valuation Financial Planning Clients 109

Zoe Financial

FEBRUARY 16, 2023

Important Bluebird Wealth Management Disclosure: This blog is original content by Bluebird Wealth Management an independent, fee-only, Registered Investment Adviser. This information is not intended to be a substitute for specific individualized tax advice.

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Taxes Distribution CFP Accounting 40

Sara Grillo

AUGUST 14, 2023

Our scheduled meetups are here: September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

It’s actually quite instructive to look at this depiction of 2015 from our current 2023 perspective. stocks powered out of the toxic storm of ever-rising interest rates and inflation into a the spectacular market rebound of 2023 as the prospects of a soft(er) landing for the economy grew more probable. Large Cap, Developed ex-U.S.

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Assets Investments Investing Marketing 59

Darrow Wealth Management

SEPTEMBER 11, 2024

Example: Marlow died in 2023 and left his traditional IRA to his daughter, Scottie. If you’re working with a fee-only financial advisor , they can help you coordinate this process. You can open an inherited IRA at the financial institution of your choosing.

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Accounting Retirement Distribution Taxes 98

Good Financial Cents

APRIL 10, 2023

Average income in 2022-2023 (in USD) : Argentina: $8,900 Bhutan: $2,900 Ghana: $2,200 Indonesia: $3,900 Myanmar: $1,300 Uganda: $800 United States: $65,900 What Does “Rich” Mean? Best Crypto Exchanges of 2023 15 Ways To Start Investing Small Amounts Of Money Ads by Money. We may be compensated if you click this ad.

Accounting 110

Accounting Assets Investments Investing 110

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. January 11 th , 2023. February 8 th , 2023. March 8 th , 2023. April 12 th , 2023. May 10 th , 2023. June 14 th , 2023. July 12 th , 2023. August 9 th , 2023. October 11 th , 2023.

Insurance 59

Insurance Retirement License Financial Advisor 59

Sara Grillo

MAY 8, 2023

So let’s just suppose that I’m Mr. And Mrs. Financial advisor, and let’s just even suppose I’m a fee-only advisor just for the purpose of simplicity, I do not sell insurance, I don’t get compensated for insurance, I can accept commissions if someone needs term life, I refer them to the insurance agent down the street.

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Insurance Clients Financial Advisor Accounting 59