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Weekend Reading For Financial Planners (November 16-17, 2024)

Nerd's Eye View

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. GET STARTED 1. For those over 50, the limit is $8,000.

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Retirement Planning Tips for Women

Talon Wealth

Retirement planning is a critical part of financial security that many women still overlook. However, remember that as a woman, you have a longer life expectancy than a man, which means retirement planning is even more important. Suppose you significantly reduce your stock investments close to or after retirement.

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Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth

Yardley Wealth Management

Retirement Planning: Looking Beyond the Basics For 2025, it’s essential to think beyond the standard “maximize your 401(k)” advice. While that remains important, consider diversifying your retirement strategy. This can significantly impact your retirement savings trajectory.

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A good time for a risk check-up

Nationwide Financial

Last year’s considerable losses and market fluctuations underscore the need for clients to assess their retirement plans to ensure it aligns with their objectives, financial situations, timelines, and attitudes toward market volatility. You can help them start the year right by conducting a retirement checkup.

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Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

You could be lying in bed at night and suddenly thinking about changing your asset allocation. There are so many products out there – 401(k)s, mutual funds, Individual Retirement Accounts (IRAs), Exchange-Traded Funds (ETFs), bonds, Real Estate Investment Trusts (REITs), etc. No problem!

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Waterfall Wealth Management: A Strategic Approach

Yardley Wealth Management

Key benefits include: Ensuring essential financial obligations are met first – Taxes, estate planning, and retirement savings take precedence. Strategic long-term planning – Provides a roadmap for surplus wealth allocation. Tier 2: Allocates funds to retirement accounts and family support.