Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner

Yardley Wealth Management

DECEMBER 17, 2024

If you’re over 50, remember that you can contribute an additional $7,500 to your 401(k) in 2024 (check updated limits for 2025 when they’re announced). Tax Efficiency: A Often Overlooked Opportunity One area where I see clients consistently leaving money on the table is tax planning.

Financial Planning

Harness Wealth

FEBRUARY 19, 2025

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Taxes

Harness Wealth

MARCH 5, 2024

In this guide, we’ll explore the average fees of tax advisors in the US for 2024. Average Tax Advisor Fees in 2024 Understanding the common tax planning and preparation fees, such as hourly rates, retainer or subscription fees, and fixed per-service fees, can guide you in making informed decisions when engaging with tax professionals.

Taxes

Harness Wealth

OCTOBER 8, 2024

The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs. Be specific to attract your ideal tax client: When it comes to what sets your firm apart, be very clear.

Taxes

WiserAdvisor

MARCH 13, 2024

They offer a triple tax benefit that allows you to contribute pre-tax dollars, enjoy tax-free growth on your investments, and withdraw funds tax-free for qualified medical expenses. For the tax year 2024, individuals can contribute a sum of $4,150 and families can contribute $8,300 to their HSA.

Retirement Planning

The Big Picture

OCTOBER 3, 2023

And really the answer to that question is what happens in 2024? 01:17:49 [Speaker Changed] I I think there the, it’s a bit what happens in 2024, but if you put a gun to my head today, I would think that 95% of that tax code is getting renewed. Do we think that this is likely to be renewed or is there something else coming?

Taxes