The Big Picture

MARCH 31, 2025

But the way this sell-off feels, and especially how sentiment measures from consumers and CFOs are running on future spending plans and CapEx plans, implies the market is fearing something wicked this way comes. Any interpretation is more art than science, so take this with a grain of salt. appeared first on The Big Picture.

Taxes 303

Taxes Economics Education Planning 303

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Write Down Your 10 Financial Goals for 2025! A little planning now avoids big headaches later.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Darrow Wealth Management

NOVEMBER 2, 2024

The IRS released the 2025 401(k), 403(b), and SEP IRA contribution limits, including a new special catch-up contribution for workers age 60 to 63. The 2025 income tax brackets and long-term capital gains tax rates are also updated.

Taxes 104

Taxes Wealth Management Distribution Accounting 104

The Big Picture

APRIL 15, 2025

I discussed much of this in my Q2 2025 RWM client quarterly call on April 5. We’ve already seen consumers begin to freeze travel and spending plans in place. Before 2025 ends, a mild recession begins. I am sharing this now because so many questions have poured in. The backlash includes boycotts of the US and its goods.

Economics 318

Economics Economy Communication Marketing 318

Nerd's Eye View

DECEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

Wealth Management

MAY 14, 2025

The latest episode of 401(k) Real Talk, featuring stories on advisor use of AI, forfeiture lawsuits, lies told to plan sponsors and more.

Planning 164

Planning 164

Wealth Management

FEBRUARY 18, 2025

based Maxwell Wealth Strategies represents Creative Planning's first deal of 2025 and 12th in the last two years. The deal with Pleasanton, Calif.-based

Planning 246

Planning 246

Wealth Management

JANUARY 21, 2025

Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape.

Estate Planning 234

Estate Planning Clients Planning 234

Calculated Risk

FEBRUARY 26, 2025

From housing economist Tom Lawler: Treasury Secretary Wrongly Says Fed Has Been Big Seller of Treasuries In an interview last week, Treasury Secretary Bessent said that any plans by the Treasury to extend the maturity were a long ways off. On January 31, 2025 the weighted average maturity of marketable Treasury securities outstanding was 5.88

Sales 281

Sales Accounting Planning Marketing 281

MainStreet Financial Planning

JANUARY 10, 2025

A quote from one of my favorite books, The Little Prince by Antoine de Saint-Exupery says, A goal without a plan is just a wish. As we enter 2025, its the perfect moment to take stock of your financial journey and map out your path for the year ahead. Here are six actionable tips to help you kickstart your financial journey in 2025.

Budgeting 86

Budgeting Planning Retirement Financial Planning 86

The Big Picture

JANUARY 2, 2025

Random events can and will completely derail the best laid plans we may make. Or, as John Kenneth Galbraith observed, The only function of economic forecasting is to make astrology look respectable. ~~~ Public Enemy’s 13th album was titled “ Man Plans, God Laughs.” And randomness is served up daily.

Banking 345

Banking Planning Economics Investing 345

Nerd's Eye View

FEBRUARY 12, 2025

While it may take a while for the adjustments to take place, advisors can still help their clients plan for the effect of WEP and GPO's repeal by estimating how much the client will be receiving in Social Security benefits once the new law is implemented.

Retirement 245

Retirement Government Clients Planning 245

Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 2025 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 188

Startup Financial Advisor Clients Portfolio Management 188

Nerd's Eye View

FEBRUARY 3, 2025

Welcome to the February 2025 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!

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Nerd's Eye View

JULY 10, 2024

However, most of TCJA's provisions are set to 'sunset' at the end of 2025 – an event that would have at least as much impact as TCJA's initial passage. And yet, the timing of the sunset provision at the end of 2025 means that the actual fate of TCJA will largely hinge on the uncertain outcome of the 2024 U.S. Read More.

Taxes 246

Taxes Clients Planning Numbers 246

Calculated Risk

AUGUST 8, 2024

Over the month, commercial planning increased 6.8% and institutional planning expanded 11.1%. This is likely driving owners and developers to remain optimistic about 2025 market conditions and pushing more projects into the planning queue.” This index suggests a slowdown in 2024 and early 2025, but a pickup in mid-2025.

Healthcare 331

Healthcare Planning Retail Economics 331

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 2025 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!

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Wealth Management

APRIL 16, 2024

Shenkman and Joy Matak discuss proposals in the 2025 Green Book.

Budgeting 278

Budgeting Planning 278

Calculated Risk

MAY 7, 2025

Over the month, commercial planning grew 3.3% while institutional planning fell 4.2%. Despite an uptick in April, the bulk of the DMIs growth was driven by a surge in data center planning, while momentum in other nonresidential sectors lagged behind , stated Sarah Martin, associate director of forecasting at Dodge Construction Network.

Healthcare 147

Healthcare Planning Education Retail 147

Wealth Management

MARCH 26, 2025

Open, honest and candid discussion about retirement plan assets, PE funds in workplace plans, the future of the DOL fiduciary rule and more.

Retirement Planning 273

Retirement Planning Retirement Planning Assets 273

Calculated Risk

JULY 10, 2024

Over the month, commercial planning increased 14.5% and institutional planning ticked up 0.2%. Data centers continued to dominate planning projects in June – fueling another strong month for commercial planning,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network. The index was at 198.6

Healthcare 278

Healthcare Planning Education Retail 278

Nerd's Eye View

OCTOBER 16, 2024

Which, from a practical perspective, can help with understanding whether the client needs to boost tax withholding or estimated payments in anticipation of the AMT tax owed – but can also help with recognizing planning opportunities to either avoid AMT exposure or reduce its impact.

Taxes 246

Taxes Clients Planning Numbers 246

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. You should include this in your plan to implement yourself, or (better yet!)

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Calculated Risk

SEPTEMBER 10, 2024

Over the month, commercial planning expanded 1.9% and institutional planning improved 5.7%. Owners and developers continued to prime the planning queue in August, ahead of next year’s anticipated stronger market conditions,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network. in August to 220.4

Healthcare 300

Healthcare Planning Retail Economics 300

Wealth Management

APRIL 9, 2025

Open, honest and candid discussion about March jobs numbers, Commonwealth ruling overturned, PEPs in DC plans and the future of revenue sharing.

Numbers 264

Numbers Planning 264

Wealth Management

JANUARY 15, 2025

Open, honest and candid discussion about Mariner, a boom in micro DC plans, the December job numbers, Pontera's partnership with Hightower and more.

Numbers 264

Numbers Planning 264

The Big Picture

MAY 3, 2025

We discuss anticipating and thwarting the bad behavior where investors hurts themselves: “Avoiding bad choices lies at the heart of How Not to Invest , a new book by Barry Ritholtz , the founder and chief investment officer of Ritholtz Wealth Management, a financial planning firm with $5.6 billion in assets under management.

Clients 147

Clients Investments Investing Wealth Advisor 147

Wealth Management

FEBRUARY 5, 2025

Wednesday, February 26, 2025 | 2:00 PM ET

Estate Planning 146

Estate Planning Planning 146

Nerd's Eye View

JANUARY 13, 2025

And so we're excited to announce that, for 2025, our major company initiative will be a complete redesign and rebuild of our Members Section! And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!),

Financial Advice 148

Financial Advice Ethics Financial Planning Education 148

MainStreet Financial Planning

JANUARY 23, 2025

Review Your Estate Planning Documents Take some time to review the key documents in your estate plan, such as your will, power of attorney, and property deeds. The post Start the Year Strong: Get Your Financials in Shape for 2025 appeared first on MainStreet Financial Planning.

Estate Planning 77

Estate Planning Budgeting Taxes Insurance 77

FMG

JANUARY 23, 2025

Marketing for financial advisors in 2025 will require a sharp focus on effective communication, personalized client experiences, and smart use of technology. Why Marketing for Financial Advisors Matters in 2025 Marketing for financial advisors is not just a task; its a way to ensure sustained business growth. Clarify your objectives.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Wealth Management

JANUARY 8, 2025

Announcement 2025-2 applies to employer retirement plans.

Retirement Planning 264

Retirement Planning Retirement Planning 264

Indigo Marketing Agency

FEBRUARY 1, 2025

Ready for a Brand Refresh in 2025? Each core offeringsuch as investment management, financial planning, and tax strategieshas its own dedicated page. Is Your Website Ready for 2025? Lets make your website your best marketing asset for 2025 and beyond. Check Out This Advisors New Website! Request a Free Website Audit Here!

Financial Advisor 95

Financial Advisor Engineering Clients Communication 95

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

NAIFA Advisor Today

JANUARY 16, 2025

Advisor Today Guest Column January of 2025 is the 50th anniversary to one of the most important pieces of legislation in the retirement planning arena ever put into law by Congress. And what a monumental impact IRAs have had on the retirement planning market from that day forward.

Retirement Planning 140

Retirement Planning Retirement Planning Accounting 140

Nerd's Eye View

MAY 16, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.

Financial Planner 148

Financial Planner Financial Advice Education Taxes 148

Abnormal Returns

DECEMBER 23, 2024

Markets Higher for longer is the theme going into 2025. on.ft.com) Private credit is planning to take bigger chunk of the overall credit markets. fa-mag.com) Economy Ten economic questions for 2024 including 'What will happen with house prices in 2025?' apolloacademy.com) There's large cap growth stocks in the U.S.,

Advertising 144

Advertising Media Banking Economy 144