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Weekend Reading For Financial Planners (November 30–December 1)

Nerd's Eye View

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

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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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Financial Check Engine Light: How to Know When It’s Time to Revisit Your Plan

Tobias Financial

Life transitions such as marriage, divorce, the birth of a child or grandchild, career changes, retirement, an inheritance, or the purchase or sale of a home can all influence your broader financial picture. These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents.

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When is the Best Time for a Roth Conversion?

Darrow Wealth Management

Converting a traditional IRA to a Roth doesnt make sense unless you have cash to pay taxes without dipping into your retirement savings. This approach typically provides greater benefits to those who have significant assets and high taxable income in retirement. A spouse may also elect to defer RMDs if they inherit the account.

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How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+

MainStreet Financial Planning

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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The Importance of Retirement Planning for Senior Citizens

WiserAdvisor

Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. With increased life expectancy, the modern retirement plan may need to account for not only a longer life but also for the increased expectations during this phase.

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The New Rules of SEO: How AI Is Changing Visibility for Financial Advisor Websites

FMG

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”). Use niche-specific keywords like retirement planning for physicians.