Nerd's Eye View

DECEMBER 22, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Envestnet has published research highlighting a number of key trends that they believe will shape the growth of the advisory industry in 2024 and beyond, which reflect at a high level advisors' ongoing shift towards providing (..)

Financial Planner 235

Financial Planner Fee Only Tax Planning Retirement 235

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

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. For example, according to Expedia , the last week of June is the most expensive for travel.

Budgeting 52

Budgeting Fee Only Planning CFP 52

Your Richest Life

APRIL 30, 2024

The past few years have been particularly difficult for home buyers, and 2024 buyers are facing many of those same challenges. Home Sales and Inventory Housing inventory has been sitting at historic lows for the past few years, but we are finally starting to see an uptick in 2024. As of April 2024, mortgage rates are sitting at 7 to 7.5

Fee Only 52

Fee Only CFP Retirement Sales 52

Your Richest Life

APRIL 15, 2024

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. Some 457 plans can allow for Roth contributions and in-plan rollovers.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

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

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 52

Taxes Fee Only CFP Financial Planning 52

MainStreet Financial Planning

JULY 27, 2023

Have you heard about the Saving on a Valuable Education (SAVE) Plan? Although the official start date of the SAVE plan is July 1, 2024, there are parts that go into effect this summer that will lower monthly student loan payments immediately. The SAVE plan will roll out in two parts over the next 12 months.

Planning 98

Planning Taxes Education Budgeting 98

MainStreet Financial Planning

JANUARY 17, 2024

All families with students who will be starting or continuing college in the 2024-2025 school year should complete the new FAFSA. Think of the FAFSA as the pathway to be considered for all financial aid programs including scholarships, work-study, loans, and grants (merit and financial). The post New FAFSA goes live this month!

Taxes 98

Taxes Planning Financial Planning Government 98

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

MainStreet Financial Planning

DECEMBER 20, 2023

Review these 3 Financial Tips before December 31 st The end of the year is a time when many of us reevaluate our life, habits, and goals and do a “reset” for the new year. Factors to consider would include – job changes, a change in the number of dependents, or a change in the number of breadwinners.

Risk Tolerance 98

Risk Tolerance Budgeting Asset Allocation Portfolio 98

Sara Grillo

APRIL 28, 2023

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. The Transparent Advisor Movement is taking St. 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

Integrity Financial Planning

NOVEMBER 14, 2023

Gift Tax Exemptions Each year, you can give up to $17,000 to any number of people tax-free. 1] This can be something you do as part of your estate plan. Sources : [1] [link] [2] [link] The post Take Advantage of These Tax Strategies Before the Year Ends appeared first on Integrity Financial Planning, Inc.

Taxes 96

Taxes Retirement Estate Planning Planning 96

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

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

Darrow Wealth Management

MARCH 29, 2024

Taxpayers pay whichever number is higher: their tax due under AMT or the regular system. So for example, had the regular tax due been $50,000 above, the t entative minimum tax would still be $55,718, leaving an AMT of $5,718. ¹ In 2024, the 26% AMT tax rate increases to 28% when AMTI exceeds $232,600 for single/married taxpayers.

Taxes 82

Taxes Tax Planning Planning Wealth Management 82

Trade Brains

NOVEMBER 7, 2023

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? It is obvious that we may occasionally get confused in our decision-making when faced with the many different pieces of advice regarding financial planning, trading, and investments. What are Financial Markets?

Financial Market 59

Financial Market Marketing Marketing Banking 59

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

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

Indigo Marketing Agency

JANUARY 24, 2024

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. So, here are the top influencers to watch this year. You can keep up with Taylor on LinkedIn and X (Twitter).

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Carson Wealth

JANUARY 5, 2023

Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. and IRAs, with exception of Roth IRAs – and beginning in 2024, due to the SECURE 2.0 If you own more than 5% of the company when you hit your required beginning age you would still need to take RMDs from that company plan.

Distribution 98

Distribution Retirement Planning Taxes 98

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

Indigo Marketing Agency

JANUARY 24, 2024

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. So, here are the top influencers to watch this year. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

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

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

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. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Wealth Management 40

Wealth Management Management Financial Advisor Financial Planning 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

Investing Caffeine

MAY 1, 2024

If the stock market was a patient, its 2024 checkup would produce a large smile. Nevertheless, Federal Reserve Chairman, Jerome Powell, has been hawkishly candid in his recent commentary, indicating he will be “data dependent” and let the forthcoming economic numbers guide the Fed’s monetary policy on future interest rate decisions.

Economy 52

Economy Economics Financial Planning Planning 52

Zoe Financial

FEBRUARY 12, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 12, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Coming up next week: January CPI numbers. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. for the week. for the year.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

Harness Wealth

MARCH 9, 2023

Reddit is planning an IPO for the second half of 2023. But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf. But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf. How does Reddit make money?

Planning 52

Planning Taxes Advertising Tax Planning 52

Zoe Financial

JANUARY 9, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 9, 2024 Watch Time: 2 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. for the week. for the week.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

Zoe Financial

JANUARY 9, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 9, 2024 Watch Time: 2 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. for the week. for the week.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

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

Investing Caffeine

FEBRUARY 1, 2024

The race into 2024 has begun, and the U.S. The bull market rally broadened out at the end of 2023, but 2024 returned to the leaders of last year’s pack, the Magnificent 7 (see also Mission Accomplished ). Slome, CFA, CFP® Plan. market is off to a quick start. Q4 – GDP ) have all contributed to the continuing bull market run.

Government 52

Government CFP Investing Investments 52