Wealthfront

JANUARY 25, 2024

In planning your investment strategy for 2024 and beyond, there are wise principles to keep in mind: While no one can predict how market prices will move in any particular period, there are time-tested general rules that can put the odds of success squarely in your favor.

Planning 122

Planning Investing Investments Marketing 122

NAIFA Advisor Today

FEBRUARY 5, 2024

In an ever-evolving landscape of personal finance and estate planning, staying ahead of the latest trends and legislative changes is paramount for professionals in the field. Join us on February 27, 2024, from 12:00 to 1:00 pm eastern.

Estate Planning 52

Estate Planning Planning 52

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 197

Startup Wealth Management Clients Portfolio 197

MainStreet Financial Planning

JANUARY 5, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 1-16-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

CFP 91

CFP Financial Planning Insurance Planning 91

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? Your lifestyle, goals, family situation, and risk tolerance will give a unique signature to your retirement plan. Looking for personalized retirement planning advice?

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 143

Trade Brains

MARCH 20, 2024

Cr which will open on 26th March 2024. The issue will close on 28th March and be listed on the exchange on 3rd April 2024. This article will analyze the GMP, Financials, strengths and weaknesses of the SRM Contractors IPO Review 2024. premium in the grey market on 19th March 2024. Keep reading to find out! Investment Rs.

Government 105

Government Transportation Planning Investing 105

MainStreet Financial Planning

MARCH 14, 2024

Here are 5 areas to review to determine if you may need to make some adjustments for 2024. Review Tax Withholding: Check your paystubs to assess if adjustments to your W-4 are needed to avoid overpaying or underpaying taxes in 2024. The post Make your 2024 Taxes Less Taxing by giving yourself a Tax Checkup!

Taxes 77

Taxes Retirement Planning Healthcare Retirement 77

Wealth Management

JANUARY 4, 2024

Claudia Cypher Kane is the Financial Planning Association's 2024 president; she stressed the FPA would continue to push for title protection.

Financial Planning 110

Financial Planning Planning 110

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

Nerd's Eye View

FEBRUARY 21, 2024

The law's provisions became effective on January 1, 2024, and so many small businesses – including a good number of RIA firms – will be required to submit a Beneficial Ownership Information (BOI) report to the Treasury Department's Financial Crimes Enforcement Network (FinCEN).

Insurance 172

Insurance Numbers Clients Business Planning 172

Darrow Wealth Management

NOVEMBER 2, 2023

The IRS has released the 2024 contribution limits for retirement plans and other cost-of-living adjustments.

Retirement Planning 92

Retirement Planning Wealth Management Taxes Retirement 92

Trade Brains

APRIL 22, 2024

JNK India IPO Review 2024: JNK India is coming up with its IPO issue of Rs. Cr which will open on 23rd April 2024. The issue will close on 25th April and be listed on the exchange on 30th April 2024. This article will analyze the strengths and weaknesses of the JNK India Limited IPO Review 2024. Keep reading to find out!

Manufacturing 59

Manufacturing Transportation Commission Portfolio 59

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. At the same time, adoption can be expensive, with costs that can add up to $70,000 or more.

Taxes 223

Taxes Planning Financial Advisor Strategic Planning 223

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. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

Planning 143

Planning Retirement Planning Taxes Retirement 143

Wealth Management

MARCH 20, 2024

Explore the strategic shifts and challenges faced by wealth management firms as they position themselves to better serve their client needs and grow their top lines.

Wealth Management 105

Wealth Management Planning Clients Management 105

Advisor Perspectives

APRIL 25, 2024

million Americans turning 65 in 2024, advisors are navigating four core risks that will impact their portfolios in retirement: longevity, inflation, volatility, and emotions. With nearly 4.5 We will discuss new research by Dr. Wade Pfau, professor at The American College of Financial Services.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Services 52

NAIFA Advisor Today

APRIL 19, 2024

We invite you to join our upcoming webinar on Wednesday, May 8, 2024, from 12:00 pm to 1:00 pm Eastern. Sponsored by Ash Brokerage, this webinar is designed to arm financial professionals with the tools and techniques needed to effectively manage discussions around disability income plans and life insurance.

Financial Planning 52

Financial Planning Planning Insurance Clients 52

Carson Wealth

APRIL 25, 2024

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being. Let’s break each one down.

Financial Planning 52

Financial Planning Planning Retirement Insurance Coverage 52

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

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

Cornerstone Financial Advisory

MARCH 4, 2024

2 Source: YCharts.com, March 2, 2024. Source: Investors Business Daily – Econoday economic calendar; February 27, 2024 The Econoday economic calendar lists upcoming U.S. KR) Source: Zacks, February 27, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, February 29, 2024 2.

Marketing 72

Marketing Marketing Economics Taxes 72

Steve Sanduski

DECEMBER 31, 2023

These words help me stay on track, on plan, and on point. In today’s post, I discuss how well I executed on my 3 words from 2023 and then reveal my 3 words for 2024. My wife and I completed the first 3 American Sailing Association accreditation classes of the 4 we planned to take in 2023. I plan to approach this from two angles.

Planning 64

Planning Insurance Education Management 64

Tobias Financial

FEBRUARY 25, 2024

We are thrilled to announce that our CEO, Marian ela Collado , CPA/PFS, CFP®, CDS® will serve as one of the speakers at the upcoming CNBC Women & Wealth on March 5 th , 2024. Marianela’s session will focus on retirement planning and how women can maximize their financial future. appeared first on www.tobiasfinancial.com.

Retirement Planning 52

Retirement Planning CFP Retirement Planning 52

Trade Brains

JANUARY 8, 2024

Pilot Project for ‘UPI for Secondary Market’ Recently, NPCI has revealed plans for the upcoming launch of ‘UPI for Secondary Market’ in its Beta Phase, approved by the SEBI and set to commence in the first week of January. The RBI is planning a nationwide rollout of UPI ATMs. 15,000 to Rs.

Banking 102

Banking Accounting Planning Education 102

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

FEBRUARY 4, 2024

(humbledollar.com) Are you doing these seven things that represent 'real financial planning'? wsj.com) How major asset classes performed in January 2024. blairbellecurve.com) Why investors are pulling money from TIPS ETFs. ft.com) What happens when you stop focusing on the stock market.

Financial Planning 265

Financial Planning Accounting Portfolio Assets 265

Cornerstone Financial Advisory

FEBRUARY 5, 2024

The Federal Open Market Committee’s (FOMC) news unsettled investors, who anticipated that rates would remain unchanged but expected more specific guidance on the Fed’s plan to lower interest rates. 2 Source: YCharts.com, February 3, 2024. CNBC.com, January 29, 2024 2. The Wall Street Journal, January 31, 2024 3.

Marketing 79

Marketing Marketing Taxes Economics 79

Wealth Management

MARCH 7, 2024

Created last year, the self-described digital family office has dramatically overshot recruitment goals with spate of Empower expats.

Recruitment 113

Recruitment Planning 113

Advisor Perspectives

DECEMBER 13, 2023

How do we best go about a celebration and do planning so our team doesn’t think we are all about what’s next?

Planning 64

Planning 64

Calculated Risk

APRIL 8, 2024

Over the month, commercial planning fell 3.2% and institutional planning dropped 17.2%. “In In 2023, commercial planning decreased while institutional planning notably improved, sitting 29% above year-ago levels in February 2024. This index suggests a slowdown in 2024. in March to 164.0 the previous month.

Education 115

Education Planning Economics Accounting 115

Trade Brains

MARCH 29, 2024

Bharti Hexacom IPO Review 2024: Bharti Hexacom is coming up with its IPO issue of Rs. 4,275 Cr which will open on 3rd April 2024. The issue will close on 5th April and be listed on the exchange on 12th April 2024. 4275 Cr Opening date 3 April 2024 Closing date 5 April 2024 Face Value Rs. Keep reading to find out!

Government 59

Government Communication Valuation Consulting 59

Ballast Advisors

NOVEMBER 14, 2023

Here’s a look at some of the costs that will apply in 2024. in 2024, $9.80 in 2024, $9.80 People with higher incomes may also pay a higher premium for a Medicare Part D prescription drug plan, because an IRMAA will be added to the Part D basic premium based on the same income limits in the table above.

Insurance 52

Insurance Taxes Planning Medical 52

oXYGen Financial

FEBRUARY 18, 2024

![CDATA[ Traveling on a budget in 2024 doesn't have to mean sacrificing the quality of your experience. With careful planning and savvy decision-making, you can explore new destinations without breaking the bank.

Budgeting 52

Budgeting Banking Planning 52

Abnormal Returns

APRIL 30, 2024

cnbc.com) How Lilly plans to ramp production by 50% in 2024. (axios.com) Walmart ($WMT) is getting out of the health clinic business. retaildive.com) Eli Lilly Eli Lilly ($LLY) is selling a lot of weight loss drugs. biopharmadive.com) CEOs Corporate execs get a good deal when they fly on their corporate jets.

Financial Advising 175

Financial Advising Communication Media Economy 175

Tobias Financial

MARCH 4, 2024

In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances. We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM.

Wealth Advisor 52

Wealth Advisor CFP Financial Planning Planning 52

Advisor Perspectives

MARCH 11, 2024

Looking for a way to play potential 2024 rate cuts? Federal Reserve Chair Jerome Powell recently reiterated that the central bank plans to cut rates this year.

Banking 52

Banking Planning 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. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. It also minimizes errors and oversights.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105