Nerd's Eye View

NOVEMBER 1, 2024

Also in industry news this week: A recent study suggests that while a majority of financial advisory clients surveyed have only had 1 advisor, deteriorating client service is a key risk factor that could sway certain clients to leave for a different advisor RIA M&A activity in 2024 is poised to surpass the total number of deals seen in 2023, according (..)

Financial Planner 188

Financial Planner CFP Certification Retirement Planning 188

Wealth Management

DECEMBER 13, 2023

Open, honest and candid discussion the November jobs report, Pontera, AI, retirement plan growth in Colorado and the future of 401(k) plans.

Retirement Planning 279

Retirement Planning Retirement Planning 279

Wealth Management

DECEMBER 19, 2022

Thursday, January 19, 2023 | 2:00 PM ET

Retirement Planning 202

Retirement Planning Retirement Planning Investments 202

Wealth Management

JULY 2, 2025

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. As of year-end 2023, Gen X made up a quarter of U.S. trillion annually.

Financial Advisor 214

Financial Advisor Estate Planning Wealth Management Financial Planning 214

Nerd's Eye View

JUNE 5, 2023

Welcome to the June 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 245

Risk Tolerance Retirement License Retirement Planning 245

Nerd's Eye View

MAY 1, 2023

Welcome to the May 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

Nerd's Eye View

APRIL 28, 2023

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

Financial Planner 246

Financial Planner Certification Retirement Planning CFP 246

Abnormal Returns

MARCH 15, 2023

(open.spotify.com) Christine Benz and Jeff Ptak talk with Robert Powell about generating income in retirement. morningstar.com) Banking Eight questions about the banking panic of 2023 including 'Is my money safe?' wsj.com) Retirement Retirement planning is a moving target.

Retirement Planning 246

Retirement Planning Retirement Financial Services Financial Advisor 246

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”, Social Security COLA for 2023. ”, by the end of the year.

Financial Planner 234

Financial Planner Retirement Planning Retirement Insurance 234

Integrity Financial Planning

NOVEMBER 7, 2023

There are many important birthdays when it comes to retirement planning. So, as you approach your retirement, it’s crucial to have a few of these in mind as key milestones. 1] But you can begin to claim at 62 if that fits into your financial plan. 1] But you can begin to claim at 62 if that fits into your financial plan.

Retirement Planning 91

Retirement Planning Retirement Planning Accounting 91

Darrow Wealth Management

SEPTEMBER 19, 2024

Unlike most types of retirement plans, the SEP IRA is funded by the employer. A SEP IRA (Simplified Employee Pension Individual Retirement Account) is a type of retirement plan specifically designed for self-employed individuals and small business owners. What is a SEP IRA?

Retirement Planning 98

Retirement Planning Retirement Taxes Planning 98

Nerd's Eye View

JANUARY 19, 2024

in 2023, the RIA space showed significantly more strength, with 10.4% Nevertheless, there is potential for many individual RIAs to expand their staffing further, with the addition of specialized planning and operations roles being seen as a potential avenue to boost firm growth.

Financial Planner 246

Financial Planner Fiduciary Duty Retirement Retirement Planning 246

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 246

Financial Advisor Financial Planner Insurance Clients 246

Nerd's Eye View

JANUARY 13, 2023

FINRA has released its enforcement priorities for 2023, including a continued focus on compliance with Regulation Best Interest as well as several new priority topics, such as manipulative trading, fixed-income pricing, and trading in fractional shares.

Financial Planner 241

Financial Planner Retirement Planning Retirement Compliance 241

Abnormal Returns

NOVEMBER 6, 2023

(citywire.com) Creative Planning is expanding its reach in the retirement plan space. papers.ssrn.com) Taxes A 2023 year-end tax planning guide. citywire.com) Choreo is buying the wealth management business of BDO USA. investmentnews.com) M&A The RIA model continues to take share.

Wealth Management 264

Wealth Management Retirement Planning Tax Planning Financial Planning 264

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Financial Planner 246

Financial Planner Retirement Communication Retirement Planning 246

Nerd's Eye View

FEBRUARY 10, 2023

Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested limits the pool of potential CFP professionals at a time of high demand for advisor talent.

Financial Planner 246

Financial Planner CFP Certification Retirement Planning 246

Nerd's Eye View

DECEMBER 16, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Financial Planner 246

Financial Planner CFP Retirement Planning Financial Advisor 246

Wealth Management

JULY 3, 2025

Focus went public in 2018, and then private again in 2023 , when it sold to Clayton, Dubilier and Rice, and Stone Point Capital.) Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. His team was previously with Osaic for 12 years.

Wealth Management 165

Wealth Management Recruitment Estate Planning Financial Advisor 165

Nerd's Eye View

OCTOBER 1, 2022

We also have a number of articles on retirement planning: Medicare Part B premiums are set to decline in 2023, providing seniors with a bit of relief in the current inflationary environment. 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

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Financial Planning 238

The Big Picture

NOVEMBER 27, 2023

When you get it wrong, it crushes your retirement plans. My own track record at making big calls is pretty damned good, but none of our clients wants me slinging around their retirement monies based on my gut instinct. But when they get market timing wrong, they lose subscribers. I sure as hell don’t want to either.

Marketing 304

Marketing Marketing Math Retirement Planning 304

Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. A survey showing how millionaires allocate their assets and the importance they place on the recommendations of their financial advisors.

Financial Planner 240

Financial Planner Retirement Planning Financial Advisor Medical 240

Nerd's Eye View

DECEMBER 23, 2022

”, a series of measures that will have significant impacts on the world of retirement planning. While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023.

Financial Planner 246

Financial Planner Retirement Planning Financial Planning Budgeting 246

Nerd's Eye View

DECEMBER 30, 2022

” has brought a wide range of changes to the world of retirement planning. How to set better health goals for 2023 and actually follow through on them. Why the ability to achieve big goals starts with seemingly small habits. Enjoy the ‘light’ reading! Read More.

Financial Planner 246

Financial Planner Retirement Planning Clients Planning 246

Wealth Management

DECEMBER 15, 2022

Tuesday, January 24, 2023 | 2:00 PM ET

Wealth Management 113

Wealth Management Retirement Planning Retirement Management 113

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. retirement changes. retirement changes. 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.

Retirement 105

Retirement Retirement Planning Distribution Taxes 105

Wealth Management

JANUARY 20, 2023

Tuesday, January 24, 2023 | 2:00 PM ET

Wealth Management 113

Wealth Management Retirement Planning Retirement Management 113

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. 2] If you are likely to be in a higher tax bracket when you retire, a Roth IRA can be a good way to minimize your taxes in retirement.

Retirement 97

Retirement Taxes Retirement Planning Accounting 97

Nerd's Eye View

AUGUST 2, 2023

For instance, the Federal Adoption Credit provides a nonrefundable credit of up to $15,950 per child for adoptions in 2023 (claimed on 2024 tax returns), with no limit on the number of adopted children to whom this credit can apply.

Taxes 246

Taxes Planning Financial Advisor Strategic Planning 246

Good Financial Cents

JANUARY 26, 2023

Early retirement has become a popular financial goal. Even if you never retire early, just knowing that you can is liberating! Can You Really Retire at 50? Can You Really Retire at 50? Table of Contents Can You Really Retire at 50? FAQs on Retiring Early at 50 It’s a big bold claim – retire at 50?

Retirement 122

Retirement Taxes Accounting Retirement Planning 122

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. Many states also exempt retirement income, which may include Social Security.

Planning 143

Planning Retirement Planning Taxes Retirement 143

The Big Picture

MARCH 6, 2023

Lawmakers are trying to restrict these investment choices in workplace retirement plans, but big fund managers are trying to give shareholders a voice. ( Private Equity Outlook in 2023: Anatomy of a Slowdown Source: Bain Sign up for our reads-only mailing list here. A Wealth of Common Sense ) • On Wall St., Capital Advisors.

Retirement Planning 282

Retirement Planning Transportation Valuation Assets 282

Good Financial Cents

JANUARY 17, 2023

And how does it compare to the 401k and other retirement plans that exist? A Simple IRA, or Savings Incentive Match Plan for Employees, is a type of employer-sponsored retirement savings plan that is designed to be easy to set up and maintain for small business owners. What is a Simple IRA?

Retirement Planning 111

Retirement Planning Retirement Planning Taxes 111

Darrow Wealth Management

OCTOBER 21, 2022

The IRS has released the 2023 contribution limits for retirement plans and other cost-of-living adjustments. Contribution Limits for 401(k)s, IRAs and More in 2023. Income Tax Rates in 2023. The post 2023 IRS Contribution Limits and Tax Rates appeared first on Darrow Wealth Management.

Taxes 85

Taxes Retirement Planning Wealth Management Retirement 85

WiserAdvisor

MAY 22, 2025

In 2023, healthcare spending in the U.S. With medical inflation outpacing general inflation, ignoring healthcare in your retirement plan is a risk no one can afford. Factoring in retirement healthcare costs is a smart move. Below are 5 things you can do for retirement healthcare financial planning: 1.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

Darrow Wealth Management

NOVEMBER 20, 2023

If you think retirement planning moves stop at retirement, think again. Although it won’t make sense in every situation, retirement can be a unique opportunity for Roth conversions for some investors. For high earners, converting an IRA to a Roth IRA while you’re still working could be the worst time of all.

Retirement 104

Retirement Distribution Taxes Accounting 104