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Weekend Reading For Financial Planners (March 25-26)

Nerd's Eye View

Also in industry news this week: Top Democratic Senators are urging the Treasury Department to crack down on a range of estate planning strategies for high-net-worth individuals, including GRATs and IDGTs Amid fallout from recent bank failures, both Republicans and Democrats are considering whether current FDIC insurance limits should be increased (..)

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Average Fees for Tax Advisors in 2024

Harness Wealth

Tax advisors, and other tax professionals , offer services from preparing and filing annual tax returns to comprehensive tax strategies that help minimize taxes and preserve wealth over time. In this guide, we’ll explore the average fees of tax advisors in the US for 2024.

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5 Places to Stash Your Cash

MainStreet Financial Planning

Certificates of Deposits (CDs) If you have already funded your emergency savings and want to sock away excess funds, then consider Certificate of Deposits (aka CDs). Current yields are 5%-5.45% on the Vanguard site as of the writing of this article. Here is a video on buying brokered CDs that I found very helpful.

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Financial Planning Tips For Advisors with Special Needs Clients

BlueMind

Disability Tax Credit (DTC) The Disability Tax Credit was introduced by the federal government in 1988 due to the fact that a broader definition of disability became necessary and relief was required for the handicapped and those suffering from mental illnesses as well.

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What To Do When A Loved One Dies: Financial Questions Answered

Clever Girl Finance

Do beneficiaries pay taxes on 401k inheritance? Articles related to what to do when a loved one dies Knowing what to do when a loved one dies is difficult but being informed can help Ignoring practicalities after the death of a loved one could cause even more stress in the long term. Can a 401k be transferred after death?

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$45,000 A Year Is How Much An Hour?

Clever Girl Finance

When it comes to your financial health, your income is one of the most important numbers in the equation. What about after taxes and benefits? How much an hour is 45000 a year after taxes? Articles related to $45k a year is how much an hour Build your career plan to earn $45k a year and beyond! Is 45k a good salary?

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What to do After the Death of a Spouse

Darrow Wealth Management

Kristin McKenna, CFP® first published an abbreviated version of this article on Forbes. A downloadable checklist is available at the end of this article. Also consider: Getting multiple copies of the death certificate, at least five Asking a friend/relative to watch the house during the funeral or memorial service.