Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. You may need more money than you think to retire on dividends. Retire on dividends?

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Retirement Asset Allocation Taxes Portfolio 85

The Big Picture

MARCH 31, 2025

Its not the same thing in theory, but in practice, especially with the chatter of reducing income taxes, it feels that way: European consumption tax minus the universal health care, education, and retirement benefits. I hope this take is wrong. appeared first on The Big Picture.

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Taxes Economics Education Planning 303

Nerd's Eye View

DECEMBER 27, 2024

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

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Dear Mr. Market

DECEMBER 31, 2024

Write Down Your 10 Financial Goals for 2025! Maximize Retirement Contributions Contribute as much as possible to your 401(k), IRA, or Roth IRA. For 2025, the IRS has increased contribution limitsdont miss out. Whether youre fine-tuning your budget or planning your retirement roadmap, dont go it alone. Submit a form.

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Budgeting Financial Planning Estate Planning Planning 105

Wealth Management

JUNE 10, 2025

RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B

Wealth Management 169

Wealth Management Engineering Estate Planning Management 169

Wealth Management

JUNE 17, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Advisor Sentiment Index May 2025 RIA Edge Advisor Sentiment Index: Advisors’ Market Outlook Improves Advisor Sentiment Index: Advisors’ Market Outlook (..)

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Wealth Management Estate Planning Compliance Management 165

MainStreet Financial Planning

JANUARY 10, 2025

As we enter 2025, its the perfect moment to take stock of your financial journey and map out your path for the year ahead. Whether you’re focused on building a retirement fund, saving for a big purchase, or simply improving your financial habits, setting clear, realistic goals and crafting a solid plan are the keys to success.

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Budgeting Planning Retirement Financial Planning 95

Abnormal Returns

DECEMBER 25, 2024

awealthofcommonsense.com) Retirement Seven hidden traps of retirement including 'Not focusing on creative endeavors to maximize your fulfillment.' theretirementmanifesto.com) What's changing for retirement in 2025. wsj.com) Owning a home isn't for everyone.

Financial Advice 144

Financial Advice Retirement Taxes Insurance 144

Abnormal Returns

JUNE 8, 2025

wsj.com) How major asset classes performed in May 2025. jeffreyptak.substack.com) What's the best retirement withdrawal strategy? Top clicks this week On the importance of avoiding big investment mistakes. behaviouralinvestment.com) Replacing Ajit Jain at Berkshire Hathaway ($BRK.A) will be no easy task. It depends.

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Retirement Portfolio Assets Investments 176

Wealth Management

JUNE 11, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Joey Corsica & SpotMyPhotos Industry News & Trends Scenes from Day 2 of Wealth Management EDGE Scenes from Day 2 of Wealth Management EDGE (..)

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Wealth Management Management Financial Advisor Business Planning 163

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

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Wealth Management Marketing Marketing Tax Planning 137

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.

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Retirement Planning Retirement Planning Assets 271

Wealth Management

JUNE 11, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Brett Brodeski Savant Wealth Management WealthTech The Future of Wealth Management: Transformation and Innovation The Future of Wealth Management: (..)

Wealth Management 155

Wealth Management Insurance Estate Planning Clients 155

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. What Im referring to is the enactment of ERISA, the Employee Retirement Income Security Act.

Retirement Planning 140

Retirement Planning Retirement Planning Accounting 140

Abnormal Returns

JANUARY 1, 2025

(contessacapitaladvisors.com) Personal finance Whether you have an advisor or not, a financial checklist for 2025. readthejointaccount.com) The case for never retiring. disciplinefunds.com) Money is a taboo subject, especially when friend groups have different income levels. wggtb.substack.com) In life, losses pile up.

Taxes 157

Taxes Retirement Banking Portfolio 157

A Wealth of Common Sense

JANUARY 16, 2025

We also answered questions about 2025 retirement account limits, Coast FIRE strategies, when to take money off the table from the stock market, how to account for pension and Social Security income during retirement and how other economies impact the U.S.

Retirement 143

Retirement Accounting Economy Marketing 143

Wealth Management

JANUARY 8, 2025

Announcement 2025-2 applies to employer retirement plans.

Retirement Planning 264

Retirement Planning Retirement Planning 264

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 137

Wealth Management Financial Advisor Management Recruitment 137

Wealth Management

JUNE 12, 2025

Diana Britton , Executive Editor June 12, 2025 3 Min Read MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 2024. What Are the Best Asset Classes for Active Management?

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Assets Management Wealth Management Risk Management 145

Abnormal Returns

DECEMBER 4, 2024

Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." morningstar.com) Dan Haylett talks with Christine Benz, author of "How to Retire: 20 Lessons For a Happy, Successful, And Wealthy Retirement." humbledollar.com) Have you signed up for daily e-mail newsletter?

Retirement 144

Retirement Estate Planning Taxes Assets 144

Abnormal Returns

JANUARY 20, 2025

Podcasts The 22 financial adviser podcasts to listen to in 2025. wsj.com) Vanguard is having to pony up for target date retirement fund debacle. citywire.com) Putting some numbers on the coming wave of adviser retirement. riabiz.com) Five ways to boost your business in 2025 including 'Proactive communication.'

Communication 144

Communication Wealth Management Financial Advising Retirement 144

Covisum

JUNE 19, 2025

The 2025 Social Security Trustees Report , just released, offers a mix of reassurance and urgency—and it's essential that we, as financial advisors, help clients interpret the headlines correctly.

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Carson Wealth

FEBRUARY 6, 2025

Every year brings changes in tax rules, and 2025 is no exception. Whether you are saving for retirement, running a business, or planning for your family’s future, these updates could affect your financial decisions throughout the year. These 2025 updates provide fresh chances to protect and grow your wealth.

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Taxes Retirement Tax Planning Planning 65

Yardley Wealth Management

DECEMBER 17, 2024

The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael J. While that remains important, consider diversifying your retirement strategy.

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Financial Planning Debt Management Retirement Planning Retirement 52

WiserAdvisor

JUNE 18, 2025

Because long-term investments help you: Ride out market fluctuations Weather short-term volatility Encourage consistency and discipline Offer compounding returns Let’s explore the 5 best long-term investments you can consider in 2025. Below are 5 long term investment strategies you need to know about in 2025: 1. The employer matches!

Investing 59

Investing Investments Taxes Risk Tolerance 59

Yardley Wealth Management

FEBRUARY 4, 2025

The post Tax Strategies for High-Income Earners 2025 appeared first on Yardley Wealth Management, LLC. Tax Strategies for High-Income Earners in 2025. The post Tax Strategies for High-Income Earners 2025 appeared first on Yardley Wealth Management, LLC.

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Taxes Wealth Management Healthcare Retirement 52

Abnormal Returns

OCTOBER 16, 2024

financialducksinarow.com) IRS Direct File is expanding to more states in 2025. contessacapitaladvisors.com) Six lessons learned from a 6-week mini-retirement including 'Appreciate what you have.' sherwood.news) A look at six phases of retirement. (vox.com) Climate change risk by county. bloomberg.com)

Transportation 283

Transportation Insurance Retirement Accounting 283

Abnormal Returns

MAY 1, 2024

peterlazaroff.com) Retirement Why the media loves to tout a looming 'retirement crisis.' morningstar.com) The best thing to have in retirement is optionality. rogersplanning.blogspot.com) On the benefits of simplicity in retirement. humbledollar.com) What does success (or failure) look like in retirement?

Retirement 272

Retirement Wealth Management Taxes Media 272

WiserAdvisor

JUNE 16, 2025

Next, consider fully funding your retirement accounts by maxing out contributions to tax-advantaged plans like 401(k)s , Individual Retirement Accounts (IRAs), and Health Savings Accounts (HSAs). Implementing these high-net-worth strategies in 2025 can protect your money as well as peace of mind.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Validea

JUNE 11, 2025

This combination makes them especially valuable for retirement planning or for investors who want reliable, expanding income while still participating in market growth opportunities. Here are Validea’s top 10 dividend growth stocks for June of 2025. Start investing like the Oracle of Omaha today!

Retirement Planning 52

Retirement Planning Retirement Investments Investing 52

Trade Brains

JUNE 16, 2025

Retirement sets in motion a new life—one that promises freedom from day-to-day grind but also requires prudent planning of finances. Thankfully, India provides a range of safe and sound passive income alternatives designed exclusively for retired citizens. as of Q2 FY 2025), payable quarterly.

Retirement 52

Retirement Taxes Government Retirement Planning 52

Harness Wealth

MARCH 7, 2025

Additionally, we have news that FinCEN has announced an extension of the BOI reporting deadline and a temporary halt in enforcement, an analysis on the implications of wealth taxes in Europe, and a refresher on how the new ‘Savers Match’ program aimed at enhancing the retirement savings of millennials and Gen Z functions.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

WiserAdvisor

JUNE 4, 2025

Below are top 5 finance industry trends in 2025 to look out for: 1. At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs. People want all these goals to work together.

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Financial Planning Planning Financial Advisor Ethics 59

MainStreet Financial Planning

JANUARY 23, 2025

The post Start the Year Strong: Get Your Financials in Shape for 2025 appeared first on MainStreet Financial Planning. Starting the year with these updates will give you peace of mind, knowing your finances are secure and organized.

Estate Planning 88

Estate Planning Budgeting Taxes Insurance 88

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!), Read More.

Financial Advice 146

Financial Advice Ethics Education Financial Planning 146

Indigo Marketing Agency

JUNE 18, 2025

The Best Content for Financial Advisors to Attract Clients in 2025 Does your blog feel stale? Content marketing has evolved dramatically in recent years, and financial advisors who want to thrive in 2025 need to adapt their strategies accordingly. Are your videos getting zero engagement?

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Financial Advisor Clients Education Healthcare 52