Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
Article Investment Planning Taxes 
Weekend Reading For Financial Planners (June 28–29)
Nerd's Eye View
JUNE 27, 2025
Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.
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Weekend Reading For Financial Planners (January 25–26)
Nerd's Eye View
JANUARY 24, 2025
Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)
Weekend Reading For Financial Planners (May 17–18)
Nerd's Eye View
MAY 16, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.
It’s Crunch Time For Many Policyholders
Wealth Management
JUNE 11, 2025
Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity. But these discussions will have to happen soon, as the premium notices may well be on their desks as I write this article.
Avoid Making These Mistakes to Safeguard Your Wealth
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. A good estate plan ensures your assets go where you want them to. It can also help reduce taxes and make life easier for your family during difficult times. The result?
Top Insights Driving Financial Planning Strategies in 2025
WiserAdvisor
JUNE 4, 2025
This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. Comprehensive financial planning over fragmented advice These days, clients want comprehensive financial plans and not isolated solutions to singular problems. People want all these goals to work together.
Tips to Build Wealth with Patience and Time
WiserAdvisor
MAY 29, 2025
The longer your money stays invested, the greater the exponential growth. A financial advisor can guide you on how to optimize your investments to build wealth and financial stability. Its a great way to invest in strong performers while maintaining balance in your portfolio.
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The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed
Nerd's Eye View
DECEMBER 25, 2023
Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.
Weekend Reading For Financial Planners (Nov 5-6)
Nerd's Eye View
NOVEMBER 4, 2022
From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. ” to pass by the end of the year, while passage of other proposed tax measures appears to be less likely.
Weekend Reading For Financial Planners (September 9-10)
Nerd's Eye View
SEPTEMBER 8, 2023
Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)
Weekend Reading For Financial Planners (June 8-9)
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 (..)
What To Do With The Money From The Sale Of Your Business
Darrow Wealth Management
OCTOBER 28, 2024
A strategy for managing your investments is also key: understanding your risk capacity vs appetite, balancing a need for a current income stream and future growth, and ways to be more tax efficient in taxable accounts. Put the plan into action. A liquidity event is a great opportunity to develop a long-term investment plan.
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U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems
Brown Advisory
DECEMBER 31, 2020
Understanding the Complexities of the Two Tax Systems jharrison Thu, 12/31/2020 - 05:15 The U.S. tax systems are fairly easy to understand on their own. System (tax year: April 6th to April 5th) In contrast to the U.S., System (tax year: April 6th to April 5th) In contrast to the U.S., taxes its citizens.
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U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems
Brown Advisory
DECEMBER 31, 2020
Understanding the Complexities of the Two Tax Systems. tax systems are fairly easy to understand on their own. System (tax year: January 1st to December 31st). All citizens, residents, and Green Card holders are taxed on their worldwide income and gains regardless of whether they are resident in the U.S. domiciled’.
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How Financial Professionals can Help Clients Save for College: 529 Plans
Nationwide Financial
OCTOBER 18, 2022
Talking to your clients about their children or grandchildren’s college plans as well as their own financial goals can help when deciding what type of 529 plan in which to invest. Plans also vary by state, so location will come into play when choosing between plans. How are Withdrawals from 529 Plans taxed?
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Do You Still Need A Financial Advisor After You Retire?
WiserAdvisor
AUGUST 31, 2023
They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. Tax planning is not solely about federal taxes.
How To Manage A Financial Windfall In 10 Steps
Clever Girl Finance
JANUARY 22, 2024
10 steps to manage a financial windfall Expert tip: Keep living your life normally Factoring in taxes How do you deal with sudden financial windfall? Articles related to being wise with money Manage your large sum of money smartly! Would you save it, invest it, or treat yourself to a handful of nice things?
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Key Differences Between a Roth IRA and Pre-Tax Retirement Account
WiserAdvisor
APRIL 12, 2023
When planning for retirement, one of the most important decisions you will likely make is which type of retirement account to use. The Roth Individual Retirement Account (IRA) and the pre-tax retirement account are two common options. A Roth IRA is a tax-advantaged retirement savings account funded with your after-tax dollars.
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The Timeline of a U.S. Expat, Part 1: Pre-arrival
Brown Advisory
FEBRUARY 23, 2021
Expat, Part 1: Pre-arrival jharrison Tue, 02/23/2021 - 05:15 In this series of articles, we will discuss the timeline of a U.S. Each article will outline the challenges and planning opportunities to consider during each step of the journey. tax system is probably helpful. tax year runs from 6th April to 5th April.
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The Timeline of a U.S. Expat, Part 1: Pre-arrival
Brown Advisory
FEBRUARY 23, 2021
In this series of articles, we will discuss the timeline of a U.S. Each article will outline the challenges and planning opportunities to consider during each step of the journey. citizens are in the unenviable position of being taxed on their worldwide income and gains. tax system is probably helpful.
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How Often Should You Rebalance Your 401(k)?
WiserAdvisor
APRIL 25, 2023
This article will explore how often to rebalance your 401(k). Either way, you must evaluate how your current allocation fits your investment plan. Determine your target allocation You can decide on your desired asset allocation for your 401(k) portfolio based on your investment goals, risk tolerance, and time horizon.
12 Steps To Creating A Solid Financial Plan For Yourself
Clever Girl Finance
MARCH 19, 2024
Create a list of things to plan for How to make a financial plan Expert tip: Consider your needs for each life stage Determine the type of financial plan you need Tips on how to frequently review your financial plan What is a financial plan using an example? Is a financial plan the same as a budget?
The Timeline of a U.S. Expat, Part 2: The Honeymoon Period (Years 1-7)
Brown Advisory
APRIL 13, 2022
Expat, Part 2: The Honeymoon Period (Years 1-7) mhannan Wed, 04/13/2022 - 06:39 In this series of articles, we will discuss the timeline of a U.S. Each article will outline the challenges and planning opportunities to consider during each step of the journey. The remittance basis is ‘free’ for the first seven tax years.
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What is Goal-Based Investing?
WiserAdvisor
MARCH 30, 2023
It stands out as it focuses directly on your goals, determining the amount of money you need to achieve your financial goals, and then developing an investment plan designed to achieve those goals within a specific timeframe. 5 steps involved in goal-based investing 1. Short-term and long-term taxes on capital gains differ.
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7 Best Personal Finance Courses in 2024 For Beginners
Trade Brains
DECEMBER 7, 2023
In this article, we guide you through the list of top personal finance courses designed for beginner to intermediate-level learners. From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. You can enroll in the course here.
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8 Best Mutual Fund Courses 2024 – Top Mutual Fund Courses
Trade Brains
NOVEMBER 30, 2023
Whether you’re aiming for long-term wealth accumulation or exploring short-term opportunities, the courses guide you through proper financial planning. In this article, we explore best mutual fund courses that help create awareness and knowledge about the funds and their functioning. You can enroll in the course here.
How do Financial Advisors Help in the Accumulation of Retirement Income?
WiserAdvisor
DECEMBER 15, 2023
Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations. This article explores different ways in which financial advisors can help you with wealth accumulation for retirement.
Workable Wealth Investing Series: What Investment Strategies Should I Use?
Workable Wealth
SEPTEMBER 16, 2020
There are also important tax considerations with this approach which usually results in a higher tax bill. . Passive investing, on the other hand, is a sound alternative that has been proven to match or outperform its active counterpart. Remember, you can always alter your investment plan as your needs evolve. .
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Is A 529 Plan Worth It?
Clever Girl Finance
JULY 24, 2023
Articles related to 529s and other other savings accountd Is a 529 plan worth it for education planning? Most American parents aim to save just over $55,000 for their children’s college expenses, and 529 plans make up 30% of college savings accounts. Who are 529 plans for? Anyone can open a 529 plan.
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15 Financial Advisor Website Calculators
Midstream Marketing
SEPTEMBER 24, 2019
They spend hours writing articles and finally hit that “Submit” button… only to not get anywhere near the number of leads that they thought they would. Other times, it’s because those articles were created without a real SEO strategy behind them. Investment Planning.
What To Do With $50K: 18 Smart Ideas To Grow Your Money
Clever Girl Finance
NOVEMBER 21, 2023
What is the best investment for $50k? Articles related to what to do with 50k You can create great opportunities by being smart with your $50k! Figure out a payment plan that works for you—and your other investment plans—and take things from there. Is $50k a lot of savings? Is $50k too much in savings?
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5 Tips to Build an Investment Portfolio for Retirement
WiserAdvisor
JANUARY 3, 2024
Consider consulting with a financial advisor who can help create a suitable investment portfolio for attaining your retirement goals. This article aims to offer insights into retirement investment planning that can empower you to build a nest egg that can pave the way to a financially secure and fulfilling retirement.
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Delay These 7 Actions Until Your Retirement Is Finalized
WiserAdvisor
SEPTEMBER 8, 2023
You may consult with a financial advisor to understand how to prepare for retirement and the importance of adopting a prudent approach to retirement planning. This article will specifically explore seven critical actions that are often best delayed until your retirement is fully finalized.
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Top Mutual Funds For SIP In 2023
Trade Brains
FEBRUARY 14, 2023
In this article, we’re going to take a look at the Top Mutual Funds For SIP in 2023. They are not the only investments that we should be making, but they’re good for a start, at least until we geek out. of Stocks Held 48 IDFC Tax Advantage (ELSS) Fund is an equity-linked savings scheme from IDFC Mutual Fund. What is SIP?
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6 Steps You Can Take To Invest Safely
WiserAdvisor
SEPTEMBER 22, 2022
If you wish to learn about low-risk investment instruments and strategies, you can reach out to a professional financial advisor who can guide you on the same. In this article, you can find out how to safely invest money and watch it grow with time. How to invest safely. Taxes are also a critical component of investment.
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What are the Different Types of Financial Advisors?
WiserAdvisor
JUNE 2, 2023
These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. They help prepare a retirement plan based on a client’s financial needs and goals.
6 Investing Tips for Beginners: Start your Investing Journey
Good Financial Cents
SEPTEMBER 2, 2022
Whether you are hoping to start investing small amounts of money or you have a lump sum of cash to get started, you should know that investing isn’t necessarily a “set it and forget it” activity. Also remember that, like it or not, there is a real risk of losing some of your investment over the short-term.
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How to invest 1 million dollars in the current market
WiserAdvisor
MARCH 2, 2023
You can consider consulting with a professional financial advisor who can guide you on which investment vehicles to invest a million dollars in to secure your financial future. This article also explores some strategies for investing a million dollars in the current market, with a focus on balancing risk and reward to maximize returns.
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The Other 95%
Brown Advisory
APRIL 16, 2018
From its first days as an investment firm, Brown Advisory has helped endowments and foundations tackle these mission-related investment challenges. Program-related investments are defined by statute as an exception to the “jeopardizing investment” rules.
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The Other 95%
Brown Advisory
APRIL 16, 2018
From its first days as an investment firm, Brown Advisory has helped endowments and foundations tackle these mission-related investment challenges. Developing Sustainable Investment Plans Standard Process, Added Layers of Thought. Note that this data does not represent any Brown Advisory investment offerings.
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Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
Article related to financial advice Do you need a financial advisor? Either way, this article will take a deep dive into what it takes to work with financial advisors. Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track.
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
Article related to financial advice Do you need a financial advisor? Either way, this article will take a deep dive into what it takes to work with financial advisors. Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track.
How To Start Living Below Your Means
Clever Girl Finance
SEPTEMBER 26, 2023
That said, in this article, you’ll learn how to create a financial plan to set yourself up for financial success and resist living above your means. Creating a strong financial plan will help you attain your short term and long-term goals for your finances. Unsurprisingly, the average credit card debt in a U.S.
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