Nerd's Eye View

JULY 12, 2023

The two key pillars of the administration's package were a proposed one-time cancellation of up to $10,000 of Federal student debt per borrower, and a new Income-Driven Repayment (IDR) plan featuring much more borrower-friendly terms than previously existing IDR plans. Fast forward to this summer, and the U.S.

Planning 246

Planning Education Financial Planning Clients 246

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.

Taxes 232

Taxes Planning Financial Advisor Strategic Planning 232

Nerd's Eye View

MARCH 4, 2024

Welcome to the March 2024 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!

Startup 209

Startup Wealth Management Clients Portfolio 209

Nerd's Eye View

JANUARY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a survey indicating that about 90% of financial advisors would switch firms based on bad technology at their current firm, and that 44% have already done so. Read More.

Financial Planner 210

Financial Planner Retirement Planning Financial Advisor Retirement 210

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 backdoor Roth conversions).

Tax Planning 246

Tax Planning Taxes Planning Retirement Planning 246

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 backdoor Roth conversions).

Tax Planning 246

Tax Planning Taxes Planning 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 224

Financial Advisor Financial Planner Insurance Clients 224

Indigo Marketing Agency

FEBRUARY 24, 2024

That means the right digital marketing for financial advisors can be the rocket fuel that propels unparalleled success. Create Visibility With Marketing for Financial Advisors Building online visibility for your business should be your number-one priority. Let’s pause for a minute. Picture this. How does it work?

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Guidance 52

Nerd's Eye View

JANUARY 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that while total financial advisor headcount across all channels only increased by 0.3% growth, as breakaway brokers and new advisors see the potential benefits of the RIA model.

Financial Planner 234

Financial Planner Fiduciary Duty Retirement Retirement Planning 234

Nerd's Eye View

NOVEMBER 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that FINRA has issued a proposal to allow broker-dealers to advertise hypothetical performance data to institutional and high-net-worth investors, which would bring the rules for broker-dealers largely in line with (..)

Financial Planner 235

Financial Planner Communication Insurance Advertising 235

Nerd's Eye View

MARCH 15, 2024

Also in industry news this week: CFP Board this week announced changes to its Sanctions Guidelines and revisions to its Fitness Standards that clarify the factors that determine how potential sanctions are determined and revise the framework use to determine whether a candidate is eligible to become a CFP certificant The Financial Services Institute (..)

Financial Planner 218

Financial Planner CFP Taxes Tax Planning 218

Nerd's Eye View

MAY 22, 2024

With these factors in mind, the Federal Trade Commission (FTC) in April of 2024 announced a final rule banning most non-competes nationwide that is expected to take effect (pending legal challenges) on September 4, 2024.

Financial Advice 207

Financial Advice Commission Clients Financial Advisor 207

Carson Wealth

FEBRUARY 29, 2024

It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. What do you need to consider about gifting as it relates to your overall estate plan? Let’s take a closer look at estate and gift taxes and how you can approach them with a financial planning mindset. Taxes on Giving???

Taxes 96

Taxes Financial Planning Planning Estate Planning 96

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

As we move into 2024, we must consider the important factors causing this trend and affecting the future of charitable giving. Whichever way you look at it, 2024 will bring uncertainty for a vast swath of the nonprofit sector, making planning and charitable spending more conservative and less dependable.

Nonprofit 89

Nonprofit Distribution Taxes Government 89

Nerd's Eye View

MARCH 15, 2024

Also in industry news this week: CFP Board this week announced changes to its Sanctions Guidelines and revisions to its Fitness Standards that clarify the factors that determine how potential sanctions are determined and revise the framework use to determine whether a candidate is eligible to become a CFP certificant The Financial Services Institute (..)

Financial Planner 130

Financial Planner CFP Taxes Tax Planning 130

Harness Wealth

MARCH 5, 2024

In this guide, we’ll explore the average fees of tax advisors in the US for 2024. Fixed per-service fees: Some tax advisors charge a set fee for individual services that allows for predictable but flexible billing based on the number and complexity of services. Between $100 and $500 per hour.

Taxes 52

Taxes Tax Planning Ethics Education 52

Zoe Financial

MAY 20, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 13, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Earnings are driving market action: 92% of S&P 500 companies have reported for Q1 2024. Stock Market Updates: The S&P 500 was up 1.9% for the week, up 9.5% for the week, up 8.9%

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

MAY 12, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 13, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Earnings are driving market action: 92% of S&P 500 companies have reported for Q1 2024. Stock Market Updates: The S&P 500 was up 1.9% for the week, up 9.5% for the week, up 8.9%

Marketing 52

Marketing Marketing Economics Taxes 52

Sara Grillo

APRIL 28, 2023

The Transparent Advisor Movement is taking St. When : Wednesday, March 13th – Thursday, March 14th, 2024 Where : DoubleTree by Hilton St. We are planning for 40 people at most. We are limiting the number of spots intentionally to allow for more peer-to-peer interaction and practical, hands-on learning. Will you join us?

CFP 52

CFP Taxes Sales Financial Advisor 52

Zoe Financial

APRIL 8, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 08, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Friday payroll number was higher than expected. Stock Market Updates: The S&P 500 was down 1% for the week. Dow Jones was down even more, 2.3%. Unemployment ticked down to 3.8%.

Marketing 52

Marketing Marketing Taxes Economics 52

Nerd's Eye View

JANUARY 3, 2024

The good news is that by gaining a better understanding of some of the economy's key drivers, financial advisors have the opportunity to deliver more value to their clients by helping them better identify the opportunities and risks present in this highly uncertain environment!

Economics 227

Economics Marketing Marketing Economy 227

Zoe Financial

APRIL 22, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 22, 2024 Watch Time: 3.6 Coming up next week: First quarter GDP numbers PCE inflation data Earnings from tech companies Stay tuned for next week. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

MARCH 18, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 18, 2024 Watch Time: 2 minutes Welcome to this week’s Market Drama! Economic Updates: Inflation numbers came in hotter than expected. CPI data for February – Core CPI number came in at year-over-year 3.8%, expectation was 3.7%. as yields rose.

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

MARCH 11, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 11, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Economic Updates: Job numbers for February: Headline number: 275,000 jobs added (above expectations). January numbers were sharply revised down from 353,000 to 229,000.

Marketing 40

Marketing Marketing Taxes Economics 40

Darrow Wealth Management

MARCH 24, 2024

Here are six tax planning strategies to consider when exercising and selling ISOs in 2024: Exercise early in the year Exercise late in the year Exercise unvested ISOs Tax planning around AMT exemptions, phase outs, and tax deductions Ways to accelerate AMT credits Exercise ISOs when regular income is already high 1.

Taxes 59

Taxes Tax Planning Planning Financial Advisor 59

Zoe Financial

JANUARY 23, 2024

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 23, 2024 Watch Time: 2 minutes Transcript : Welcome to this week’s Wealth Management Digest. advisor metrics that just came out. The main topic I want to chat about today is based on the Cerulli report, their annual report on U.S.

Wealth Management 40

Wealth Management Management Financial Advisor Financial Planning 40

WiserAdvisor

JANUARY 9, 2024

As we usher in 2024, it’s time to turn over a new leaf, not just personally but financially as well. The tradition of making New Year’s resolutions often centers around self-improvement, and what better way to enhance your life than by fortifying your financial health?

Budgeting 40

Budgeting Retirement Planning Retirement Accounting 40

Zoe Financial

APRIL 29, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 29, 2024 Watch Time: 3.2 First Quarter GDP numbers that disappointed: advanced estimate was 1.6% Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing 40

Marketing Marketing Taxes Financial Advisor 40

Carson Wealth

NOVEMBER 2, 2023

If you’re still working and are covered by your or your spouse’s employer or individual health plan, you may meet the Plan B and Plan D exceptions, which will waive the penalties if the coverage is creditable. You will have two months to join a plan after your job-based insurance ends. What is creditable coverage?

Insurance 143

Insurance Medical Planning Accounting 143

Darrow Wealth Management

MAY 6, 2024

Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Who is the attorney who drafted the estate plan? If your parent had a financial advisor, ask them to share relevant documents with you to help you get up to speed.

Estate Planning 86

Estate Planning Distribution Valuation Taxes 86

Zoe Financial

APRIL 15, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 15, 2024 Watch Time: 3.3 Hotter inflation numbers with the highest economic data point coming from the US CPI data. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing 40

Marketing Marketing Economy Economics 40

Zoe Financial

MARCH 4, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 4, 2024 Watch Time: 4.5 Economic Updates: Inflation Data: Personal consumption expenditures index (PCE): Core number for January was up 2.8% minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 is up 0.9% for the week.

Marketing 40

Marketing Marketing Manufacturing Taxes 40

Zoe Financial

FEBRUARY 19, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 19, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! CPI number repriced the market’s expectations of how many times the Federal Reserve will cut this year. Stock Market Updates: The S&P 500 was down 0.4%

Marketing 40

Marketing Marketing Taxes Economics 40

Carson Wealth

JANUARY 25, 2024

While filling out another financial form sounds about as appealing as writing yet another college essay, the good news is that a completely redesigned and simplified FAFSA has just been unveiled for the 2024–25 academic year. Come October of 2024, the FAFSA for the 2025–26 year should be back to its fall release.

Consulting 97

Consulting Taxes Education Valuation 97

Zoe Financial

JULY 17, 2023

Main reason for market enthusiasm has to do with the inflation numbers for June. Economic Data: Expectations for the Fed to cut interest rates in March of 2024, rather than in May of 2024. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52