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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Dear Mr. Market

DECEMBER 31, 2024

Heres your top 10 financial planning checklist for the new year. 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. Happy Planning and best to you in 2025!

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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. This can significantly impact your retirement savings trajectory.

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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!

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NAIFA Advisor Today

FEBRUARY 6, 2025

He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning.

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Nerd's Eye View

FEBRUARY 12, 2025

When the Social Security Fairness Act was signed into law on January 5, 2025, it came as a relief to many recipients of state or local government pensions whose Social Security benefits had been, up until now, reduced by the Windfall Elimination Provision (WEP) for individuals claiming retirement benefits under their own name, or the Government Pension (..)

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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.

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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. Don’t let another month pass without a strategic content plan.

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Indigo Marketing Agency

JUNE 17, 2025

Jolt 2025 Highlights from Nashville: Digital Dominance Panel Recap Ready for some Jolt 2025 highlights? Our very own Director of Marketing, Elizabeth Reider, took the stage for the “ Digital Dominance: Mastering SEO and Website Essentials ” panel (Tuesday, June 10, 2025). Make sure your content connects those dots.

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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. It’s triggered by large deductions, multiple dependents, or significant capital gains, requiring careful planning of deductions and income recognition.

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Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. Individual Retirement Accounts (IRAs): Contribute up to $7,000 for 2024 ($8,000 if aged 50+). Contributions made by April 15, 2025, can be applied to your 2024 return, reducing taxable income. Timing RMDs : Begin taking RMDs by April 1 of the year after you turn 73.

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FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. It’s a win-win for you and the experts.

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Darrow Wealth Management

APRIL 21, 2025

This approach typically provides greater benefits to those who have significant assets and high taxable income in retirement. Second, although the value of retirement accounts may still be subject to estate tax (which can be as high as 40% federally), by pre-paying tax on converted funds during life, it may serve to reduce your estate.

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FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. It’s a win-win for you and the experts.

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NAIFA Advisor Today

MAY 12, 2025

Their appeal lies in their flexibility, tax advantages, and ability to help small business owners save more for retirement while reducing taxable income. As more clients look for impactful retirement planning strategies, understanding how cash balance plans work is more important than ever.

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WiserAdvisor

MAY 22, 2025

Projections for 2025 suggest costs could rise another 7% to 8%. With medical inflation outpacing general inflation, ignoring healthcare in your retirement plan is a risk no one can afford. Factoring in retirement healthcare costs is a smart move. In 2023, healthcare spending in the U.S. trillion, about $14,570 per person.

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Zoe Financial

JANUARY 27, 2025

The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. Its about striking a balance between enjoying your retirement and ensuring long-term security.

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Darrow Wealth Management

FEBRUARY 9, 2025

Living off dividends in retirement: hypothetical income today for portfolios between $2M and $15M Investors may wonder how much money they could expect in dividend income annually given today’s market. As of January 31st, 2025, the dividend yield on US Aggregate bonds (AGG ETF) was 3.73% and the S&P 500 (SPY ETF) was 1.17%.

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Carson Wealth

DECEMBER 8, 2023

Attorneys are telling us that 2024 is the time to review and change your estate plan as the lines may be out the door in 2025 for taxpayers wanting to make last minute changes to take advantage of the higher exemption amount. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

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Harness Wealth

APRIL 30, 2025

Self-employed individuals enjoy unique advantages when it comes to health insurance and retirement planning. The post Filing Taxes with Multiple Income Streams: RSUs, K-1s, Freelance, and More [Updated for 2025] appeared first on Harness. per mile (as of January 1, 2024) or by tracking actual expenses.

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Trade Brains

JUNE 16, 2025

as of Q2 FY 2025), payable quarterly. Also read: India’s SIP Surge Saw Record-Breaking Mutual Fund Investment in May 2025 5. Both fixed-return instruments such as SCSS and FDs and low-risk market instruments or property-based income can be used to create an all-rounded retirement plan.

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Retirement Taxes Government Retirement Planning 52

Darrow Wealth Management

DECEMBER 23, 2022

would keep the age 50 catch-ups and allow new ones: 401(k) & 403(b) plans: starting in 2025, the catch-up contribution will become the greater of $10,000 or 150% of the catch-up limit for individuals between age 60 – 63. Under current law, SEP and SIMPLE retirement plans cannot have a designated Roth IRA account.

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Cordant Wealth Partners

SEPTEMBER 8, 2022

These are target date funds with a range of target retirement date options and levels of risk. The Microsoft 401(k) retirement plan offers many excellent choices among actively managed and index funds. The Plan is subject to change by Microsoft. Please see your latest Plan document for the most up-to-date information.

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Darrow Wealth Management

MARCH 3, 2025

Retirement planning, like any type of robust financial planning, should include stress testing your investment strategy and financial plan. Last reviewed February 2025] The post Stocks vs. Bonds: Historical Returns, Risk, and the Case for Both appeared first on Darrow Wealth Management.

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Your Richest Life

JANUARY 20, 2023

Emergency Savings Beginning in 2024, some retirement plans could add an emergency savings component. Additionally, contributions to the 529 plan within the last 5 years cannot be moved to a Roth IRA. also allows retirement plan service providers to transfer some low-balance workplace retirement accounts to a plan at a new job.

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Advisor Perspectives

JANUARY 31, 2025

The growth in US retirement assets offers potential opportunities for retirement plan advisors to likewise expand their business. Our Mike Dullaghan discusses growth opportunities in the retirement market and how to enhance client engagement.

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Harness Wealth

APRIL 16, 2025

The qualified business income deduction under Section 199A adds another layer of consideration, offering pass-through entities a potential 20% deduction through 2025. This strategy requires careful planning and documentation to ensure all prepaid expenses qualify for immediate deduction.

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NAIFA Advisor Today

FEBRUARY 10, 2025

Join us on Thursday, February 27, 2025, at 12 PM Eastern for Journal Live, where we explore how consumer research can enhance retirement planning.

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Darrow Wealth Management

FEBRUARY 26, 2025

Retirement planning, like any type of robust financial planning, should include stress testing your investment strategy and financial plan. Last reviewed February 2025] The post Are Bonds Safe During a Recession or Market Crash? After all, volatility is a when , not an if.

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Advisor Perspectives

FEBRUARY 7, 2025

In 2025, SECURE 2.0 introduces mandatory automatic enrollment in new retirement plans, increased catch-up limits for certain workers, and reduced participation requirements for long-term part-time workers. Our Mike Dullaghan highlights the details of the new provisions.

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Harness Wealth

APRIL 17, 2025

Understanding business meal deductions Business meals continue to serve as a valuable tax deduction in 2025, with most qualifying expenses being 50% deductible when they involve legitimate business discussions with clients, customers, or associates. Partner with Harness for top-tier advisory services in financial, tax, and estate planning.

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Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes. What Do Financial Advisors Do?

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Harness Wealth

OCTOBER 24, 2024

To plan your tax timeline, see our article, 2025 Tax Deadline Information for Individual Filers. Retirement Contributions: Proof of contributions to IRAs, 401ks, or other retirement plans, which may be deductible. Need to Find a Tax Professional for 2025? This is a product of Harness Tax LLC.

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NAIFA Advisor Today

AUGUST 13, 2024

Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. As NAIFA's President-Elect for 2025, he is committed to advancing the organization's influence and protecting advisors' interests.

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NAIFA Advisor Today

AUGUST 1, 2024

Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. As NAIFA's President-Elect for 2025, he is committed to advancing the organization's influence and protecting advisors' interests.

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Indigo Marketing Agency

MAY 31, 2025

Now, in 2025, in a world where attention spans are shrinking, short-form video lets you show up with clarity, personality, and value in seconds. Start with videos that cover timely financial topics, retirement planning tips, tax strategies, personal stories, and client success stories.

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Darrow Wealth Management

FEBRUARY 18, 2025

Don’t stress out about every headline, stress test your retirement plan instead.Markets move every day and the news cycle is 24-7. Even if actual average returns meet targets over time, market volatility can still derail your portfolio and retirement plans.

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