Ballast Advisors

OCTOBER 6, 2023

Claim the Home Energy Audit Tax Credit: IRS Guidance Explained 7 Tips to Navigate Healthcare Over 65 What’s Happening in the World of Higher Education? 2022 Key Numbers Plan Your Finances as You Would Your Exercise 2021 Year-End Tax Tips 1 2 3 Next »

Financial Planning 52

Financial Planning Planning Financial Planner Healthcare 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

papers.ssrn.com) Taxes A 2023 year-end tax planning guide. kitces.com) Advisers How the profession of financial planning has changed over time. etf.com) The latest in financial advisortech including a new pay-per-lead generation platform. (riaintel.com) How to prep an RIA for sale. (fa-mag.com)

Wealth Management 245

Wealth Management Retirement Planning Tax Planning Financial Advisor 245

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?

Taxes 96

Taxes Planning Education Accounting 96

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

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 214

Financial Planner Fee Only Tax Planning Retirement 214

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

Abnormal Returns

OCTOBER 23, 2023

(kitces.com) The SEC's examination priorities for 2024 include the marketing rule and alternative assets. riabiz.com) The upside of pro bono financial planning. wealthmanagement.com) Another example of an RIA adding tax capabilities. wealthmanagement.com) Another example of an RIA adding tax capabilities.

Compliance 157

Compliance Estate Planning Financial Advice Financial Advisor 157

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

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

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

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.

Financial Advisor 45

Financial Advisor Wealth Management Clients Financial Guidance 45

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.

Taxes 40

Taxes Retirement Planning Distribution Retirement 40

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

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

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

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

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

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

Carson Wealth

DECEMBER 8, 2023

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. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA). AGI impacts multiple other tax considerations.

Planning 143

Planning Retirement Planning Taxes Insurance 143

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

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.

Marketing 40

Marketing Marketing Taxes Financial Advisor 40

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.

Estate Planning 52

Estate Planning Planning Financial Planning Assets 52

Your Richest Life

APRIL 15, 2024

There are traditional and Roth 401(k)s, both differentiated by their tax benefits. Traditional 401(k) – Employee contributions reduce taxable income, but withdrawals in retirement are taxed. 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 52

Retirement Planning Retirement Planning Taxes 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. She’s recognized as one of Investopedia’s 100 Top Financial Advisors , ranking within the top 10 for 2023.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 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! 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

APRIL 5, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 25, 2024 Watch Time: 3.5 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.

Marketing 40

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

Marketing 40

Marketing Marketing Taxes Economics 40

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:

Retirement Planning 105

Retirement Planning Retirement Planning Accounting 105

Zoe Financial

MARCH 4, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 4, 2024 Watch Time: 4.5 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.

Marketing 40

Marketing Marketing Manufacturing Taxes 40

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

MARCH 25, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 25, 2024 Watch Time: 3.5 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.

Marketing 40

Marketing Marketing Taxes Economy 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. She’s recognized as one of Investopedia’s 100 Top Financial Advisors , ranking within the top 10 for 2023.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

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. In some cases, those payments are tax-free. Check into your employer’s short- and long-term disability plans, as they are usually the most affordable options. Your long-term goals start now.

Planning 89

Planning Retirement Planning Insurance Taxes 89

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! 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

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. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Wealth Management 40

Wealth Management Management Financial Advisor Financial Planning 40

Zoe Financial

FEBRUARY 26, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 26, 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 40

Marketing Marketing Retail Taxes 40