Your Richest Life

MARCH 12, 2025

But before you hand off your taxes to the IRS, there are some updates and changes that you should keep in mind: Filing Taxes in 2025: Tax Filing Date As usual, the deadline to file federal tax returns for most taxpayers is Monday, April 15, 2024. Here is a list of the states with an extended filing date this year.

Taxes

Your Richest Life

JULY 14, 2025

Eleven years ago, I took a chance on my vision for a more personal, accessible approach to financial planning for professionals. That plan was the foundation for Your Richest Life, and the journey has taught me more than I ever could have imagined. I can’t wait to see what the next year has in store for Your Richest Life.

Financial Planner

Yardley Wealth Management

AUGUST 27, 2024

What ’ s New for 2024? However, there ’ s something new: Starting in 2024, you can make a one-time transfer of up to $53,000 from your IRA to establish a Charitable Remainder Trust (CRT) or a Charitable Gift Annuity (CGA). Essentially, this strategy lets you support your favorite cause without increasing your taxable income.

Taxes

Your Richest Life

JANUARY 9, 2025

But before we consider whats to come, lets take a look back at how 2024 stacked up: 2024 Recap: A Year of Market Highs The U.S. Despite their strong 2024 performance overall, the markets deflated as the year came to a close. The labor market also finished on a high note, adding 227,000 jobs in November 2024.

Economy

Investing Caffeine

DECEMBER 2, 2024

We’ll see if there is any gravy left for investors during the last month of the year, but so far 2024 has been a satiating feast that has stuffed investors. But 2024 has been a blockbuster year and there has been plenty to be thankful for, especially the performance of the U.S. Slome, CFA, CFP® Plan. stock market.

Marketing

Investing Caffeine

APRIL 1, 2025

Immediately after the 2024 presidential elections, positive animal spirits catapulted the stock market higher due to hopes of stimulating tax cuts and deregulation legislation. in Q4 – 2024. Slome, CFA, CFP Plan. Investor mood or sentiment can change rather quickly. rate in Q1 2025 versus +2.3%

Economy

Investing Caffeine

JANUARY 2, 2025

Source: Yardeni.com 2024 Predictions There were plenty of pundits and talking heads who falsely predicted a recession in 2024, but the odds certainly worked in investors favor. For 2024, the S&P 500 index gained +23%, and this comes on the heels of a banner 2023, which was up +24%. Slome, CFA, CFP Plan.

Marketing

Nerd's Eye View

DECEMBER 19, 2022

But a lawsuit to block the rule ultimately led to it (and the associated Title Protection for "financial planner") being vacated… by the FPA. Raising the question of whether the FPA is also considering an about-face on its CFP-centricity, too.

Financial Planner

Nerd's Eye View

DECEMBER 11, 2023

And in the coming year, we're going to make sure that even more of that Kitces content is eligible for not only the full range of CE credit for CFP, CPA, and the other various professional designations, but also the ever-expanding IAR CE obligation. In 2024 we'll again feature our Marketing Summit (save the date for April 25th!)

Financial Advice

Nerd's Eye View

DECEMBER 13, 2024

Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)

Financial Planner

MainStreet Financial Planning

JANUARY 5, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 1-16-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

CFP

MainStreet Financial Planning

NOVEMBER 9, 2023

Many of our clients have used Mint and it has been a favorite of MainStreet Financial Planning for many years. As we approach the end of 2023 – now is a great time to review your budget and think through some of your financial goals for 2024 and a budgeting tool could help get back on track. year or $8.33/month.

Budgeting

Your Richest Life

MARCH 8, 2024

But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. Taking Time Off: Financial Planning for Women Women are still the primary caretakers, both for children and other family members. In 2024, for every dollar men earn, women earn 84 cents.

Financial Planning

MainStreet Financial Planning

JANUARY 31, 2025

In June 2024, I embarked on a full kitchen remodel, hoping it would be done by the Christmas holidays (keep reading to the end to find out if it was done in time). The post How a CFP Finances a Home Project appeared first on MainStreet Financial Planning. My kitchen remodel was 99.9%

CFP

Darrow Wealth Management

JUNE 10, 2024

And they definitely shouldn’t let politics upend their long-term financial plans. Because historically, financial markets have rewarded investors who stay the course. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Marketing

Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

CFP

Tobias Financial

MAY 3, 2024

We are thrilled to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, has been honored with the 2024 New Professional Award by the National Association of Personal Financial Advisors (NAPFA)! To learn more about 2024 NAPFA awards, visit: https: [link] To learn more about Franklin, visit: and his journey, visit: [link]

Ethics

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. The potential supplemental estate tax liability for a married couple may be in the $5.6

Planning

Tobias Financial

MAY 9, 2024

We’re thrilled to announce that our Wealth Advisor, Yesenia Realejo, CFP®, has been honored with the 2024 Mother of the Year award by the Healthy Mothers Healthy Babies Coalition of Broward County. Yesenia’s commitment to advocating for families, educating communities, and inspiring hope has left a lasting mark on our community.

Wealth Advisor

Sara Grillo

APRIL 28, 2023

When : Wednesday, March 13th – Thursday, March 14th, 2024 Where : DoubleTree by Hilton St. If you wish to transfer your ticket to another party, you may do so before March 1, 2024, and you agree to notify Sara Grillo immediately of any changes in ownership. Founder of Measure Twice Financial and Measure Twice Planners.

CFP

Tobias Financial

NOVEMBER 20, 2024

We are excited to share that our Wealth Advisor, Franklin Gay, CFP®, EA , has been recently featured in a National Association of Personal Financial Advisors (NAPFA) Advisor article. His leadership and commitment to education demonstrate the significant impact he has had both on our firm and the broader financial planning community.

Financial Planner

Tobias Financial

OCTOBER 13, 2024

We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! This session promises to be a must-attend for financial professionals looking to enhance their collaborative practices and better serve their clients.

Certified Financial Planner

Your Richest Life

FEBRUARY 27, 2024

While you’re working through your tax season checklist, here are some updates and tips to help you along the way: 2024 Taxes Filing Date As usual, the deadline to file federal tax returns for most taxpayers is Monday, April 15, 2024. The post 2024 Taxes: Tips for Filing and Important Changes appeared first on Your Richest Life.

Taxes

Your Richest Life

MAY 10, 2024

Americans will be traveling in record numbers this summer, and they plan to do it on a budget. According to NerdWallet’s 2024 summer travel survey , about 45 percent of Americans will be booking a flight or a hotel stay this summer. The post How to Save on 2024 Summer Travel appeared first on Your Richest Life.

Budgeting

Investing Caffeine

JANUARY 2, 2024

Jerome Powell, the Federal Reserve Chairman has been paying attention to these statistics, as evidenced by the central bank’s forecast at the Fed’s recent policy meeting last month on December 13 th for three interest rate cuts in 2024. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Economy

Darrow Wealth Management

APRIL 15, 2024

According to the 2024 State of Retirement Planning Study by Fidelity Investments, the rise of remote and hybrid work has shifted retirement preferences for working Americans under age 42. The study found that 66% of Gen Z and Millennials prefer a phased retirement and 57% of all respondents plan to work part-time in retirement.

Retirement

Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

CFP

International College of Financial Planning

FEBRUARY 3, 2024

Additionally, there was a notable increase in GST collections for January 2024, rising by 10.4% A piece of advice for investors Following the announcement of Budget 2024, it’s recommended that investors take a strategic, long-term stance, concentrating on industries expected to benefit from new government policies. to exceed ₹ 1.72

Budgeting

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. In my blog posts, I talk a lot about the importance of reflecting on the past in financial planning. Your Richest Life is ten!

Financial Planner

Your Richest Life

DECEMBER 22, 2023

As 2023 comes to a close, we can take a look at how the markets and economy performed, where we stand now, and what might be on the horizon for 2024. The markets have been buoyed by a surprisingly resilient economy, tech advancements and the possibility of rate cuts in 2024. ( Note: Bonds were the exception here.

Economy

Darrow Wealth Management

JUNE 10, 2024

And they definitely shouldn’t let politics upend their long-term financial plans. Because historically, financial markets have rewarded investors who stay the course. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Marketing

Darrow Wealth Management

JULY 1, 2024

In 2024, a single taxpayer can claim a federal estate and lifetime gift tax exemption of $13.61 For example, suppose you gift $7 million in 2024 when the individual limit is $13.61 Especially on the estate planning side, attorneys and tax professionals will likely be in high demand as 2026 nears and legislative clarity improves.

Taxes

Darrow Wealth Management

JULY 30, 2024

Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. If you’re expecting liquidity from equity compensation, our advisors can help you build a financial plan and investment strategy to manage a windfall.

Taxes

Darrow Wealth Management

NOVEMBER 20, 2023

As part of the new rules, non-spouse beneficiaries inheriting a pre-tax retirement account after 2020 must drain the account within 10 years (and potentially take RMDs within that time also, though further guidance is expected in 2024).

Retirement

Your Richest Life

APRIL 15, 2024

2024 contribution limit: $23,000 403(b) – A 403(b) plan is a retirement plan offered by public schools and some charitable organizations. Like a 401(k), a 403(b) plan lets employees put some of their salary into an account, and it’s generally not taxed until it’s distributed.

Retirement Planning

Your Richest Life

SEPTEMBER 30, 2024

You can read more about the housing market in our 2024 update. 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. That lack of supply drives up prices even further.

Economy

Darrow Wealth Management

APRIL 15, 2024

According to the 2024 State of Retirement Planning Study by Fidelity Investments, the rise of remote and hybrid work has shifted retirement preferences for working Americans under age 42. The study found that 66% of Gen Z and Millennials prefer a phased retirement and 57% of all respondents plan to work part-time in retirement.

Retirement