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Modern Wealth’s fourth deal of 2025, and 17th since its founding in 2023, adds a firm in its home state and bolsters a workplace retirementplan division launched last year via acquisition.
Open, honest and candid discussion about retirementplans for Amazon drivers, retirement assets sliding, a lack of plan sponsor fiduciary awareness and more.
Diana Britton , Executive Editor , WealthManagement.com June 26, 2025 2 Min Read Image courtesy of Ken Teegardin Scott J. Mason received a 97-month prison sentence for defrauding clients of over $17 million.
At The Money: At The Money: Planning Your Retirement? July 2, 2025) Is it better to blurb or not to blurb? She joins Barry Ritholtz to discuss what you need to know about planning for retirement. The post At the Money: Christine Benz on Retirement appeared first on The Big Picture. That is the question?
Jason Diamond, Louis Diamond June 26, 2025 One of the most rewarding parts of our work is the sheer volume of conversations we have with advisors—across every model and stage of growth.
A federal appeals court ruling might have long-term implications for inclusion of private market assets in retirementplans, according to Private Funds CFO. CBIZ took a look at how the One Big Beautiful Bill Act would impact alternative investments. These are among the investment must reads we found this week for financial advisors.
Open, honest and candid discussion about Empower adding private markets to TDFs, startup adding leveraged financing to retirementplans, the growing wave of forfeiture cases and ways to deal with the IRA rollover problem.
Which will ultimately provide greater tax planning certainty to advisors and their clients for 2025 and beyond (and avoid the year-end rush they faced with the late-December passage of TCJA in 2017).
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, (..)
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 (..)
Out-of-pocket expenses cover ~62% of these, and insurance premiums are rising 10–15% in 2025 alone. That means if your retirementplan underestimates medical costs, you risk serious shortfalls. Prior to this, the inflation rate was 3.34% in March 2025 , 5.22% in December 2024, and 5.48% in November 2024. 50,00,000.00
Advisor Today Guest Column January of 2025 is the 50th anniversary to one of the most important pieces of legislation in the retirementplanning arena ever put into law by Congress. What Im referring to is the enactment of ERISA, the Employee Retirement Income Security Act.
Notably, estimating benefits in this way isn't a simple 'back-of-the-envelope' calculation, given the complexity of the rules determining the calculation of Social Security retirement, spousal, and survivor benefits.
Morgan Names New Global CEO of Private Bank J.P. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B
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!
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.
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?
At Zoe Financial, we’ve seen firsthand how proactive planning with a fiduciary advisor helps individuals protect and grow their wealth across generations. This guide consolidates what we’ve learned to help you refine, update, or pressure-test your current retirement and estate strategy with confidence.
Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. NAIFA and our FSP community congratulate Mike McGlothlin as the 2025 winner of the Ken Black Leadership Award, said NAIFA CEO Kevin Mayeux , CAE. Leadership Award.
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.
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.
Which led us at the beginning of 2025 to announce a major new initiative for the year: to completely rebuild and replace our existing Members Section , which has struggled to keep pace with the growth of our Membership and the expanded breadth of our educational offerings to Members. Read More.
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.
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.
This combination makes them especially valuable for retirementplanning 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!
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.
While a Roth conversion may never make sense for some individuals, for others, early retirement years may be the best time to convert pre-tax accounts to tax-free Roth. Converting a traditional IRA to a Roth doesnt make sense unless you have cash to pay taxes without dipping into your retirement savings.
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.
Congress is once again poised to make sweeping changes to the retirement and tax rules in the last two weeks of the year. retirement changes. retirement changes. In the new bill, the age when retirees must begin drawing from non-Roth tax-deferred retirement accounts would increase to 73 in 2023 and 75 in 2033. Stay tuned.
April 15 marks the IRS tax return filing deadline for 2025. These contributions not only provide immediate tax relief but help secure longer-term financial stability during retirement. 401(k) Plans: Contribute the maximum allowable amount for 2024 : $23,000 if youre under 50, or $30,500 if youre 50 or older.
Early retirement has become a popular financial goal. Even if you never retire early, just knowing that you can is liberating! Can You Really Retire at 50? Can You Really Retire at 50? Table of Contents Can You Really Retire at 50? FAQs on Retiring Early at 50 It’s a big bold claim – retire at 50?
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 retirementplanning strategies, understanding how cash balance plans work is more important than ever.
The Five Phases of RetirementPlanning 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. The Transition Phase Approaching retirement brings the need for a shift in priorities.
Healthcare costs are rising at a pace that demands attention, particularly for individuals nearing retirement. for the Individual market by 2025. Without proper planning, healthcare expenses can quickly consume a significant portion of retirement savings. They can build a more resilient financial strategy for retirement.
Projections for 2025 suggest costs could rise another 7% to 8%. With medical inflation outpacing general inflation, ignoring healthcare in your retirementplan 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.
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.
Many states also exempt retirement income, which may include Social Security. However, retirement income is generally included for income related monthly adjustment amount (IRMAA) computations to determine if supplemental payments are due for Medicare Part B and Medicare Part D premiums.
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.
The growth in US retirement assets offers potential opportunities for retirementplan advisors to likewise expand their business. Our Mike Dullaghan discusses growth opportunities in the retirement market and how to enhance client engagement.
As you would expect from an outstanding organization like Microsoft, it offers a very robust 401(k) to help employees save for retirement. This article will discuss the key features of the Microsoft 401(k) plan, and after reading it, you should leave with a clear game plan of how to: Maximize the match (free money! )
which brings several changes to the retirement system, is now law. Whether you’re decades from retirement or quickly approaching it, some of these changes will likely impact you and your financial plan. Before this change, matches on employer plans were pre-tax. The Secure Act 2.0, Secure Act 2.0: Secure Act 2.0:
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