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Weekend Reading For Financial Planners (July 5–6)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e.,

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Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.

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Weekend Reading For Financial Planners (September 7–September 8)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)

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What are the Tax Brackets and Federal Income Tax Rates for the 2025-2026 Tax Year?

WiserAdvisor

These include: Military members Taxpayers and their relatives with disabilities Clergy members If you fall under any of these three categories, you can speak to a financial advisor to understand the specific rules that apply to you. The post What are the Tax Brackets and Federal Income Tax Rates for the 2025-2026 Tax Year?

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Unveiling the Features and Benefits of ABLE Accounts for Individuals with Disabilities

MainStreet Financial Planning

in 2026, the eligibility age will be adjusted to 46. In addition, consulting with a financial advisor specializing in special needs planning or an attorney specializing in disability law can provide more personal guidance on what may be suitable for your unique situation. With the passing of Secure Act 2.0,

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How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. For this, you must know how to evaluate a financial advisor’s performance.

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83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

Before making the election, consult your tax and financial advisor to understand the impact on your tax situation and make an informed decision. A large spread makes it very difficult financially to exercise shares before the options expire after leaving the company.

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