MainStreet Financial Planning

MARCH 22, 2023

Are you one of the few out there that might have saved too much for your child’s college into a tax-advantaged 529 savings plan? I am sure you don’t want to take out the money for non -education expenses because then you will have to pay taxes and penalties. Not sure what to do with it now? Um, no thank you. Sounds great right?

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Taxes Planning Education Accounting 96

Harness Wealth

MARCH 5, 2024

Tax advisors, and other tax professionals , offer services from preparing and filing annual tax returns to comprehensive tax strategies that help minimize taxes and preserve wealth over time. In this guide, we’ll explore the average fees of tax advisors in the US for 2024.

Taxes 52

Taxes Tax Planning Ethics Education 52

Integrity Financial Planning

NOVEMBER 14, 2023

We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Gift Tax Exemptions Each year, you can give up to $17,000 to any number of people tax-free.

Taxes 96

Taxes Retirement Estate Planning Planning 96

Abnormal Returns

NOVEMBER 6, 2023

ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space. papers.ssrn.com) Taxes A 2023 year-end tax planning guide. thinkadvisor.com) The 10 best financial advisor conferences to attend in 2024.

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Wealth Management Retirement Planning Tax Planning Financial Advisor 236

Carson Wealth

MARCH 7, 2024

By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Although there are some basic guidelines, your financial life is as unique as your fingerprint. Goals will evolve, and thus our plan must evolve as well.

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Retirement Planning Retirement Planning Risk Tolerance 143

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

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. AGI impacts multiple other tax considerations.

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Planning Retirement Planning Taxes Insurance 143

MainStreet Financial Planning

MAY 23, 2024

This additional taxable income could cause your marginal tax rate to go up. The marginal tax rate is the additional tax paid on the next dollar of income. That seems pretty intuitive—you earn more income, you pay more tax. That’s quite a difference in tax if your income happens to go over the threshold by even one dollar!

Taxes 52

Taxes Retirement Financial Planning Accounting 52

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 (..)

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Financial Planner Fee Only Tax Planning Retirement 241

Abnormal Returns

OCTOBER 23, 2023

(wealthmanagement.com) Creative Planning A profile of Peter Mallouk, CEO of Creative Planning. riabiz.com) AI Is AI an existential threat to the business of financial advice? advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. riabiz.com) The upside of pro bono financial planning.

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Compliance Estate Planning Financial Advice Financial Advisor 159

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. There are traditional and Roth 401(k)s, both differentiated by their tax benefits.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

NAIFA Advisor Today

APRIL 12, 2024

Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals.

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Estate Planning Planning Financial Planning Assets 52

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming for financial independence, the importance of a structured approach should be emphasized. It also minimizes errors and oversights.

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Retirement Planning Retirement Planning Estate Planning 105

Carson Wealth

DECEMBER 27, 2023

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. While this is by no means an exhaustive or comprehensive list of financial planning tools, these three broad areas will get you headed in the right direction.

Planning 89

Planning Retirement Planning Insurance Taxes 89

NAIFA Advisor Today

AUGUST 16, 2023

Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025.

Taxes 52

Taxes Estate Planning Clients Planning 52

Harness Wealth

JUNE 5, 2024

“Until I found Harness, starting my own tax practice wasn’t an option that I was seriously considering.” Due to Mr. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise.

Taxes 64

Taxes Clients Planning Tax Planning 64

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

Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

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 93

Taxes Planning Financial Planning Government 93

Ballast Advisors

AUGUST 16, 2023

The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). HSA contributions and earnings may or may not be subject to state taxes.) What’s changed for 2024?

Accounting 52

Accounting Numbers Medical Taxes 52

Trade Brains

NOVEMBER 30, 2023

Whether you’re aiming for long-term wealth accumulation or exploring short-term opportunities, the courses guide you through proper financial planning. The course covers what are mutual funds, types & terminologies of mutual funds, SIP, advantages, risks involved, regular vs direct funds and taxes in mutual funds.

Certification 59

Certification Education Financial Planning Wealth Accumulation 59

Ballast Advisors

NOVEMBER 27, 2023

Here are some things to consider as you weigh potential tax moves between now and the end of the year. Defer income to next year Consider opportunities to defer income to 2024, particularly if you think you may be in a lower tax bracket then. Doing so may enable you to postpone payment of tax on the income until next year.

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Taxes Retirement Planning Distribution Retirement 40

Gen Y Planning

SEPTEMBER 1, 2023

Because many of these benefits are paid for using pre-tax dollars. That means the more you can pay using pre-tax dollars, the lower your tax bracket and the more money you’ll save. Just like choosing a plan with the lowest deductible but high premium costs. Deductibles reset every year or when you enroll in a new plan.

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Insurance Planning Medical Healthcare 52

Your Richest Life

JANUARY 20, 2023

Whether you’re decades from retirement or quickly approaching it, some of these changes will likely impact you and your financial plan. Student Loan and Roth Account Matching Employers will be able to match employees’ student loan payments to a workplace retirement account beginning in 2024. Secure Act 2.0: The Secure Act 2.0

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Retirement Planning Retirement Planning Accounting 105

Investing Caffeine

MARCH 1, 2024

To put this AI wave into perspective, you need look no further than to the comments made by Meta CEO Mark Zuckerberg, who stated by the end of 2024, the company should have 350,000 of NVIDIA’s H100 graphics processing units (GPUs) as part of the company’s AI infrastructure. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

Taxes 52

Taxes Risk Tolerance Retirement Investing 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%

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Marketing Marketing Economics Taxes 52

Integrity Financial Planning

MAY 16, 2023

designated Roth 401(k) accounts in 2024 will not have to take RMDs in their lifetime. [4] The reason RMDs exist is that many retirement accounts are pretax vehicles, meaning the money that you have put into them has not been taxed yet. 7] Planning for RMDs is essential for retirement planning. With the Secure Act 2.0,

Accounting 88

Accounting Retirement Retirement Planning Taxes 88

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

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! Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

JANUARY 17, 2024

Zoe Wins NerdWallet’s 2024 Best-Of Awards For Best Online Financial Advisor Published January 17th, 2024 Reading Time: 2 minutes Written by: Zoe Team Three in a row! Zoe Financial is NerdWallet’s 2024 Best-Of Awards winner for Best Online Financial Advisor*. About the Award ** NerdWallet, Inc.

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Financial Advisor Wealth Management Clients Financial Guidance 45

Zoe Financial

APRIL 22, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 22, 2024 Watch Time: 3.6 Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. from the recent highs.

Marketing 52

Marketing Marketing Taxes Economics 52

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

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. Review your budget – Are there any new expenses that you need to add or anything that can be taken out such as any unused subscriptions?

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Risk Tolerance Budgeting Asset Allocation Portfolio 90

Zoe Financial

APRIL 29, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 29, 2024 Watch Time: 3.2 Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. for the week.

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Marketing Marketing Taxes Financial Advisor 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! Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

MAY 6, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 06, 2024 Watch Time: 3.4 Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. for the week.

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

JUNE 11, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 11, 2024 Watch Time: 2.5 Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. for the week.

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Marketing Marketing Taxes Financial Advisor 40