Yardley Wealth Management

JANUARY 28, 2025

The post Expert Insights: Estate Planning Communication and Modern HR Leadership Challenges in 2025 appeared first on Yardley Wealth Management, LLC. For more information about estate planning and wealth management services, visit yardleywealth.net and yardleyestate.net.

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Nerd's Eye View

DECEMBER 26, 2022

that this blog – its articles and podcasts – is a regular habit for tens of thousands of advisors, but that not everyone has the time or opportunity to read every blog post or listen to every podcast that is released from Nerd’s Eye View throughout the year.

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Nerd's Eye View

JANUARY 22, 2024

In this 'hybrid' video-based article, Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on the "gap" between the services that financial advisors actually offer to their clients and what HNW clients truly want from their advisors.

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Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

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Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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WiserAdvisor

JUNE 13, 2025

Yet even the best financial plans can stumble. In this article, we’ll walk through some of the most common investment mistakes retirees make. Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build. Yet, many people put it off.

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Yardley Wealth Management

FEBRUARY 18, 2025

In this article, we’ll break down the concept of waterfall wealth distribution, its benefits, and how it compares to traditional investment strategies. We’ll also explore the role of income tiers, provide real-world case studies, and highlight key considerations when implementing this strategy in your financial plan.

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Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

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Yardley Wealth Management

NOVEMBER 19, 2024

The post Including Pets in Your Estate Plan for Peace of Mind appeared first on Yardley Wealth Management, LLC. Including Pets in Your Estate Plan for Peace of Mind As a pet owner, you’ve likely considered your furry friend’s well-being in many aspects of your life. People now treat pets like family.

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Tobias Financial

AUGUST 19, 2024

Estate planning is a critical component of a successful financial strategy. Whether you’ve been putting off your estate plan for years or you’re considering an update due to changes in your family circumstances, it’s essential to keep your plan current. Take a moment to review the checklist.

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MainStreet Financial Planning

JUNE 17, 2025

For more ideas, read our article on Joyful Holiday Spending. Make sure your beneficiary designations are current, check your insurance coverage, pull your credit report, and revisit estate planning documents. Take a few minutes to map out expected costs and start setting aside a small amount weekly.

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Darrow Wealth Management

MARCH 13, 2025

A complete discussion of the pros and cons and workings of swap funds is outside the scope of this article, but there are many things to consider before investing. In this case, you can speak with your estate planning attorney about gifting stock to family outright during your life (perhaps someone in a lower tax bracket!)

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WiserAdvisor

APRIL 19, 2024

While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.

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MainStreet Financial Planning

MARCH 7, 2025

If youre searching for a fiduciary financial planner, flat-fee financial planning, or the best alternative to AUM-based advisors, this article will help you decide which model is right for you. Comprehensive Financial Planning is Included Many AUM advisors charge extra for estate planning, tax strategies, and retirement planning.

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Indigo Marketing Agency

AUGUST 25, 2021

Did you know guest expert articles are one of the best ways to get out in front of prospects and gain more clients as a financial advisor? We then wrote the article for the advisor, and wrapped it up by putting the article on the advisor’s site along with the attorney’s contact information and credentials.

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Harness Wealth

NOVEMBER 12, 2024

Frontloading 529 Contributions Contributions to 529 plans can also be frontloaded or “superfunded”, allowing you to make up to five years’ worth of contributions in a single year without incurring gift taxes. Review Your Estate Planning The end of the year can also be a practical time to take stock of your long-term estate planning.

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Nerd's Eye View

APRIL 8, 2024

Working together, these professionals can conduct a "stress test" of the client's current situation to proactively identify potential areas of weakness in the client's financial, tax, and estate planning. For instance, many business owners have loosely defined succession plans (or none at all!),

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Integrity Financial Planning

JUNE 27, 2023

That’s why this article will provide valuable tips and insights to help retirees build a legacy for their families and future generations. The Foundations of Financial Planning Proper financial planning is widely considered the first step to building generational wealth. [1]

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WiserAdvisor

AUGUST 31, 2023

This article goes over several benefits of hiring a financial advisor after you retire to help you decide if you need a financial advisor after retirement. A financial advisor can help you with estate planning and preparing for your legacy goals Life is ever-changing, and estate planning becomes even more crucial during retirement.

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Carson Wealth

OCTOBER 12, 2023

Estate planning demands that we confront our mortality. Perhaps that’s why so many of us put the process off and ultimately fail to plan for the future. But the reality is that family estate planning isn’t about you – it’s about the people you love most. a will), it’s time to think again.

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Darrow Wealth Management

MARCH 31, 2023

Once the divorce is finalized, a crucial (but often overlooked) part of the process is updating estate documents and beneficiary designations. Here are some key considerations when financial planning for a divorce. You’ll also want to consider engaging a financial advisor, tax advisor, and estate planning attorney too.

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Tobias Financial

APRIL 20, 2025

The Symposium is an event for professionals dedicated to philanthropy, estate planning, and charitable giving. The event is held from 8:00 a.m. to 11:00 a.m. ET at The Tower Club Fort Lauderdale, 100 SE 3 rd Ave, Fort Lauderdale, FL 33394.

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Darrow Wealth Management

FEBRUARY 19, 2024

Individuals who inherit a concentrated stock position should speak with their estate planning attorney to confirm whether they’ll receive a step-up in basis. Further estate planning objectives. Consider speaking with an attorney to evaluate estate planning opportunities. After a seven-year (yes, 7!)

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Indigo Marketing Agency

JUNE 14, 2025

Bryan has developed a strong network of Centers of Influence (COIs), including estate planning attorneys , CPAs, insurance professionals, and business consultants, by leading with trust, not transactions. In fact, Bryan has invited several of his trusted COIs to co-author blog articles and weigh in on complex topics.

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FMG

MARCH 6, 2025

AI engines also analyze context ensure your website content clearly defines your services, location, and specializations (e.g., “retirement planning for small business owners” or “estate planning in New York”). Think about what your clients would be typing into the search bar, and answer these directly.

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Darrow Wealth Management

OCTOBER 28, 2024

It’s also important to implement other parts of your plan, such as ways to reduce tax from the sale, estate planning, charitable giving, and other goals. Financial planning and investing the proceeds from a business sale Any time you’re investing a lump sum in the market, there’s a lot to consider.

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MainStreet Financial Planning

MAY 10, 2023

Here is an additional Mainstreet article that dives a little deeper into this topic. Legacy Giving: This is where you make a charitable donation as part of your estate planning, either by including the charity in your will or naming the charity as a beneficiary of a trust or life insurance policy.

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Clever Girl Finance

AUGUST 19, 2024

Create or revise your estate plan 9. Plan for emergency expenses 11. Articles related to expanding your family Leverage these tips to save for a baby! As a mom to twins, I can tell you first-hand that babies are an incredible blessing, but if you are able to, you definitely want to plan your finances out ahead of time.

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Diamond Consultants

FEBRUARY 11, 2025

For the purpose of this article, we will refer to all of these as Supported RIAs. As clients are demanding more from advisors, many firms have added subject matter expertise in the areas of advanced financial planning, tax advisory, estate planning, tax preparation, and even life coaching.

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Darrow Wealth Management

APRIL 21, 2025

This article will cover: Potential benefits and considerations with Roth conversions How to find the best time to convert an IRA or 401(k) to a Roth IRA Other options for an old 401(k) Why convert a traditional IRA to a Roth IRA?

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Darrow Wealth Management

JULY 1, 2024

Taxpayers looking for multi-year planning should speak with their tax and financial professionals as soon as possible to avoid running out of time. Especially on the estate planning side, attorneys and tax professionals will likely be in high demand as 2026 nears and legislative clarity improves.

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Tobias Financial

JUNE 12, 2025

While we do not provide legal advice, we can help you understand how these documents may fit into a broader financial or estate plan. If you have questions or would like to learn more about how to integrate these tools into your family’s planning, we’re here to help.

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Clever Girl Finance

JANUARY 22, 2024

Articles related to being wise with money Manage your large sum of money smartly! In this article, we’ll be looking at ten windfall finance tips to help you make the most of that extra cash. Update or create your estate plan If you don’t already have an estate plan , now would be a great time to create one.

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Darrow Wealth Management

AUGUST 28, 2023

On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process. Estate planning attorney The sale of a business is often a major financial change. Your advisors on the business side are all going to be keying in on the gross numbers, not your net.

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Yardley Wealth Management

SEPTEMBER 14, 2020

I had the opportunity to share my thoughts on SEP IRAs with Rachel Hartman of US News & World Reports for her fine article titled, “What is a SEP IRA?” She lists much of the basics in her article, including Contribution Limits, Tax Benefits, as well as how to open a SEP IRA and the deadlines for “S” Corps (9/15) and “C” Corps (10/15).

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MainStreet Financial Planning

APRIL 15, 2024

The estate planning documents may be done, but is there anything else to really feel comfortable that you’ve prepared all you could when you pass away? After my mom passed, I had been helping my dad get his estate planning documents and other financial activities in order.

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Midstream Marketing

DECEMBER 28, 2024

Write a blog with helpful articles on different finance topics. You can discuss retirement planning, simple investing for beginners, or estate planning. Use social media to share tips about money and finance. Hold workshops in the community to teach people about finances. Offer free consultations to bring in new clients.

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