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. The costs of adopting a child can vary significantly depending on the method of adoption.

Taxes 212

Taxes Planning Financial Advisor Strategic Planning 212

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. 3,4 Source: YCharts.com, March 16, 2024. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. EIA Petroleum Status Report.

Marketing 91

Marketing Marketing Taxes Economics 91

Carson Wealth

FEBRUARY 29, 2024

But when does gifting become a tax issue? 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??? Why do you have to pay taxes on money you’re giving away? This continued until the federal government wised up and imposed a federal gift tax.

Taxes 96

Taxes Financial Planning Planning Estate Planning 96

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. Thursday: Jobless Claims. Consumer Price Index.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. Source: Investors Business Daily – Econoday economic calendar; February 19, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 88

Marketing Marketing Economics Taxes 88

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

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 215

Financial Planner Fee Only Tax Planning Retirement 215

Cornerstone Financial Advisory

APRIL 22, 2024

1,2 On Tuesday, remarks from Fed Chair Jerome Powell indicated a shift in thinking—from being confident to not-so-confident about interest rate cuts in 2024. 5 Source: YCharts.com, April 20, 2024. Source: Investors Business Daily – Econoday economic calendar; April 18, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88 Order a tax transcript.

Taxes 83

Taxes Investment Advisor Numbers Investing 83

Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. This strong report did not negatively impact the markets.

Marketing 82

Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

APRIL 1, 2024

All three of the major averages posted gains for Q1 2024. 4 Source: YCharts.com, March 30, 2024. Source: Investors Business Daily – Econoday economic calendar; March 27, 2024 The Econoday economic calendar lists upcoming U.S. This information is not intended to be a substitute for specific, individualized tax advice.

Marketing 52

Marketing Marketing Economics Taxes 52

Nerd's Eye View

JANUARY 26, 2024

Also in industry news this week: A House committee has advanced a bill that would extend several expired business-related tax measures from the Tax Cuts and Jobs Act and would increase the value of the Child Tax Credit The SEC released its examination priorities for 2024, which include a focus on advisers' adherence to their duty of care and duty of (..)

Financial Planner 187

Financial Planner Retirement Planning Financial Advisor Retirement 187

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Financial Planner 240

Financial Planner CFP Financial Advisor Retirement Planning 240

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

Carson Wealth

MARCH 26, 2024

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. NOTE: Applicable entities created in 2024 have 90 days from creation to file the report.

License 129

License Tax Planning CFP Taxes 129

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

Nerd's Eye View

SEPTEMBER 22, 2023

The group argued that this change would help more small firms, which tend not to have the same staffing and resources compared to their larger counterparts, as the SEC contemplates a growing number of new and amended rules.

Financial Planner 195

Financial Planner Clients Taxes Numbers 195

Dear Mr. Market

MARCH 17, 2024

Click here or below to see or enlarge the entire bracket for 2024. In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year.

Investing 105

Investing Investments Portfolio Assets 105

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

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. minutes Welcome to this week’s Market Drama! from the recent highs. Nasdaq was down even more, 5.5%.

Marketing 52

Marketing Marketing Taxes Economics 52

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

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% 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 Financial Advisor 40

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

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. The direct IRS import of tax data and smart question skip technology reduced the number of questions. It is designed to be shorter, more straightforward and unlock more aid for most students.

Taxes 93

Taxes Planning Financial Planning Government 93

Calculated Risk

MARCH 18, 2024

From the MBA: Share of Mortgage Loans in Forbearance Holds Steady at 0.22% in February The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of February 29, 2024. Mortgage servicers have provided forbearance to approximately 8.1

Portfolio 60

Portfolio Planning Taxes Numbers 60

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

Darrow Wealth Management

MAY 6, 2024

The estate account will need to get a separate Employer Identification Number (EIN). A real estate tax lien can delay closing. File and pay taxes You may need to file an individual tax return for your parent which follows regular deadlines. Depending on your state, there may be state estate and/or inheritance tax due.

Estate Planning 86

Estate Planning Distribution Valuation Taxes 86

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

Nerd's Eye View

DECEMBER 25, 2023

Read More.

Financial Advisor 202

Financial Advisor Financial Planner Insurance Clients 202

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

Calculated Risk

AUGUST 23, 2023

The final revision will be published when the January 2024 employment report is released in February 2024. The number is then "wedged back" to the previous revision (March 2022). The annual revision is benchmarked to state tax records. Usually, the preliminary estimate is pretty close to the final benchmark estimate.

Taxes 52

Taxes Manufacturing Insurance Government 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. Stock Market Updates: The S&P 500 was up 1.4% for the week. for the year. Crossed index level of 5000. from its October 12, 2022 low.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Minimising the number of decisions to be correct (or, other hit-rates to be wary of!) Our coach once jokingly quipped that we ought to consider selling new investments after 24 months and buying them back 18 months later.

Investing 52

Investing Investments Portfolio Compliance 52

Harness Wealth

APRIL 28, 2023

If you earn income from various sources throughout the year, such as equity windfalls, venture capital fund distributions, crypto investments, and sales, or small business income, you will need to pay estimated quarterly taxes. Table of Contents What Are Estimated Quarterly Taxes?

Taxes 52

Taxes Distribution Startup Assets 52

Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. Rebecca is the author of the bestselling book Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

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. The main topic I want to chat about today is based on the Cerulli report, their annual report on U.S. advisor metrics that just came out.

Wealth Management 40

Wealth Management Management Financial Advisor Financial Planning 40