eMoney Advisor

MARCH 1, 2023

As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. ” Accessed February 2023. Sources: 1. Own your worth.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

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. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k). Eligibility. Self-employed?

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution. Tax Deductions .

Financial Planning 52

Financial Planning Taxes Planning Certified Financial Planner 52

MainStreet Financial Planning

MARCH 14, 2024

As April 15th approaches, taxpayers across the country are gearing up to fulfill their annual obligation – filing taxes. Whether you’ve already submitted your returns or are yet to tackle the paperwork, now is the perfect time for a tax check-up. Other Resources Should I do my own taxes?

Taxes 94

Taxes Retirement Planning Healthcare Retirement 94

Your Richest Life

FEBRUARY 27, 2023

Whether you’re preparing to file , waiting on a refund , or have already paid your tax bill, you might notice some differences this year. First of all, many taxpayers are noticing smaller refunds or higher tax bills this year than in the previous two years. This credit is up to $7,500, and is set to expire in 2032 unless renewed.

Taxes 105

Taxes Fee Only CFP Financial Planning 105

Darrow Wealth Management

NOVEMBER 17, 2022

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M. They paid $300,000 for the house.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

MainStreet Financial Planning

MARCH 7, 2023

It is March…that means you have just about 5 weeks left to get organized and submit your tax return. The tax deadline is April 18, 2023 (some taxpayers in disaster areas in California, Georgia and Alabama have an extended deadline). Gathering all your documents is crucial to complete a tax return free of mistakes.

Taxes 98

Taxes Retirement Planning Distribution Planning 98

Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Financial Planner 246

Financial Planner CFP Compliance Clients 246

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. ” April 1, 2023. Nandita Das, Ph.D.,

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Integrity Financial Planning

JUNE 12, 2023

As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023.

Retirement 92

Retirement Taxes Financial Planning Consulting 92

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Integrity Financial Planning

APRIL 24, 2023

Even as tax season winds down, it’s still important that you consider tax strategy as part of your financial picture. Many couples file jointly, and while it can sometimes help save on your taxes, it isn’t always the best option in each case! Determine if you can file jointly. 1] Consider your deductions and credits.

Taxes 91

Taxes Financial Guidance Medical Education 91

Integrity Financial Planning

JULY 17, 2023

How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. There are also Roth 401(k)s that have a similar tax treatment but are subject to some different rules.

Retirement 97

Retirement Taxes Retirement Planning Accounting 97

Integrity Financial Planning

NOVEMBER 14, 2023

We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Gift Tax Exemptions Each year, you can give up to $17,000 to any number of people tax-free.

Taxes 96

Taxes Retirement Estate Planning Planning 96

MainStreet Financial Planning

MARCH 22, 2023

Are you one of the few out there that might have saved too much for your child’s college into a tax-advantaged 529 savings plan? I am sure you don’t want to take out the money for non -education expenses because then you will have to pay taxes and penalties. Not sure what to do with it now? Um, no thank you. Sounds great right?

Taxes 98

Taxes Planning Education Accounting 98

MainStreet Financial Planning

APRIL 4, 2024

To be eligible for financial aid (grants & student loans) for college your child will need to submit your tax return as part of their FAFSA application when applying to colleges in their senior year. So…if your child is a sophomore in high school right now…2024 is the tax year that will be used for financial aid eligibility.

Taxes 92

Taxes Retirement Planning Financial Planning Planning 92

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.

Taxes 97

Taxes Clients Fee Only Tax Planning 97

eMoney Advisor

FEBRUARY 7, 2023

We also offer financial planning firms access to a more diverse talent pool. Like me, the remarkable professionals below are doing their part to change the financial planning landscape. Dr. Cherry is also the founder of Concurrent Financial Planning, where he helps clients pursue what he calls “life-money balance.”

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. But it takes a strong plan—and no small amount of willpower—to do this. When the market is down, Roth conversions are essentially on sale.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Abnormal Returns

NOVEMBER 21, 2022

riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. unit debt-free in 2023. morningstar.com) Delaying taxes in retirement isn't always the best strategy. riabiz.com) What mid-life women need from a financial adviser. thinkadvisor.com) How Notice 2022-53 has affected the tax code.

Financial Planner 144

Financial Planner Asset Allocation Recruitment Financial Advising 144

Carson Wealth

DECEMBER 8, 2023

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). AGI impacts multiple other tax considerations.

Planning 143

Planning Retirement Planning Taxes Insurance 143

WiserAdvisor

JUNE 13, 2025

It plays a crucial role in helping people achieve financial stability, prepare for retirement, and leave a lasting legacy for their families. Yet even the best financial plans can stumble. A good estate plan ensures your assets go where you want them to. Wealth management isn’t only for the ultra-rich. The result?

Estate Planning 52

Estate Planning Taxes Retirement Healthcare 52

Ballast Advisors

OCTOBER 6, 2023

Claim the Home Energy Audit Tax Credit: IRS Guidance Explained 7 Tips to Navigate Healthcare Over 65 What’s Happening in the World of Higher Education? 2022 Key Numbers Plan Your Finances as You Would Your Exercise 2021 Year-End Tax Tips 1 2 3 Next »

Financial Planning 52

Financial Planning Planning Financial Planner Healthcare 52

Harness Wealth

FEBRUARY 5, 2025

The rise of remote work and digital nomadism has made FEIE a common tax minimization strategy for Americans living abroad. What is the Foreign Tax Credit (FTC)? Financial and lifestyle considerations of living abroad The importance of professional tax advice for expats FAQs about the FEIE What is the Foreign Earned Income Exclusion?

Taxes 52

Taxes Compliance Accounting Government 52

Your Richest Life

JUNE 30, 2023

If you were surprised at tax time this year, then you’re not alone. 2022 tax refunds were about 10 percent smaller than they were last year, and for those who owed money, they tended to owe more than they expected. Taking the time now to make some strategic moves can lead to some significant savings on your taxes for the year.

Taxes 78

Taxes Retirement Financial Planner Accounting 78

Abnormal Returns

SEPTEMBER 26, 2022

Podcasts Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. bpsandpieces.com) The 2nd annual Future Proof conference is set for Huntington Beach, CA, on September 10-13, 2023. ft.com) Advisers Why checklist-style financial planning isn't all bad. Budge looks to solve this.

Startup 130

Startup Tax Planning Compliance Financial Planning 130

Discipline Funds

AUGUST 4, 2023

Equal weight S&P 500 is up 8% in 2023. Monthly payroll growth has averaged 422K for two years and 258K in 2023. Sometimes it works, but in most cases we’re all just churning up taxes and fees along the way. Inflation adjusted residential real estate is down 5%. The Dow is up 7%. The Nasdaq is up 40%+ this year.

Financial Planner 98

Financial Planner Banking Taxes Economics 98

Harness Wealth

JUNE 30, 2023

Whether you’re building equity in a primary residence or buying a vacation home or investment property, understanding how to best prepare for, and manage, a real estate purchase is a critical piece of any personal financial plan. and Financial Planning for Estate Planning. FHA loans do not have income limits.

Financial Planning 52

Financial Planning Planning Financial Planner Taxes 52

Zoe Financial

APRIL 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 24, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The S&P 500 was down 0.1%

Marketing 98

Marketing Marketing Financial Advisor Manufacturing 98

Your Richest Life

OCTOBER 31, 2022

There are many benefits that come along with a 401(k,) including pretax or Roth 401(k) salary contributions (or both,) company matching, and tax-deferred accruals. For one thing, there are limits to how much you can contribute to your 401(k) plan. A traditional IRA allows you to contribute pre-tax or after-tax dollars.

Retirement 110

Retirement Accounting Retirement Planning Taxes 110

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Tobias Financial

MARCH 1, 2023

We are excited to introduce our tax team! Our Director of Tax Services Lonnie Sluchak, CPA and our Tax and Operations Analyst Maria Hernandez are the team members behind all tax-related operations for our wealth management and financial planning clients. Watch the video to learn more.

Taxes 52

Taxes Wealth Management Financial Planning Clients 52

International College of Financial Planning

JULY 31, 2023

Retirement is a time to embrace your dreams and live a contended retirement life, but it requires meticulous financial planning and preparation. Retirement planning is even more critical for self-employed individuals as they lack the safety net of traditional benefits like PPF or LTA.

Financial Planning 52

Financial Planning Retirement Planning Retirement Planning 52

MainStreet Financial Planning

FEBRUARY 17, 2023

Here is a summary of what it means, how it could affect our personal finances, and the importance of having a strong financial plan to handle such uncertainties. The TSP posted this notice late last month: “ G Fund and the debt limit — As of January 23, 2023, the U.S.

Financial Planning 52

Financial Planning Planning Government Accounting 52

Nationwide Financial

JANUARY 25, 2023

Instead of allowing this nervousness to drive investment decisions, investors should take proactive measures such as boosting savings, investing through employer-sponsored plans, and understanding how changes in the market may affect the amount of money they need for retirement.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 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. Chief Financial Officer. One industry that tends to be recession-resistant is finance.

Budgeting 88

Budgeting Compliance Accounting Insurance 88