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Personal finance links: working longer

Abnormal Returns

youtube.com) Peter Lazaroff talks with Sara Gelsheimer, Senior Wealth Manager at Plancorp, about the unique planning needs for women who are primary breadwinners. Look for it to expand in 2025. (morningstar.com) Justin Carbonneau and Jack Forehand talk with Jared Dillian author of "No Worries: How to Live a Stress-Free Financial Life."

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How Biden’s Budget Proposals Impact Pre-2026 Planning

Wealth Management

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

Budgeting 105
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9 Year-End Planning Tips from a Wealth Planner

Carson Wealth

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
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Adviser links: technology bets

Abnormal Returns

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. rationalreminder.libsyn.com) Austin, TX RWM is coming to Austin, TX!

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Pass-Through Entity Taxes: Mechanics, Considerations, And Planning Opportunities For Navigating SALT Cap Workarounds

Nerd's Eye View

Advisors who can help their clients with tax planning strategies to take advantage of PTETs – starting with determining when it’s really worthwhile to do so – can provide significant value given the complexity of the decision.

Taxes 218
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How Estate and Gift Taxes Can Impact Your Financial Plan

Carson Wealth

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
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How Looming Tax Changes Should Influence Your Retirement Tax Planning

Covisum

In the absence of Congressional action, multiple provisions of the Tax Cut and Jobs Act (TCJA) will expire at the end of 2025, and tax rules will revert to what they were before the legislation. The Tax Cuts and Jobs Act simplified many aspects of tax planning and created opportunities.