Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 Welcome back to the 336th episode of the Financial Advisor Success Podcast ! million users.

Assets 207

Assets Financial Advisor Financial Planning Insurance 207

MainStreet Financial Planning

MAY 10, 2024

Looking ahead and planning is the best way to preserve your sense of autonomy, choice, and life satisfaction before the unexpected happens and your health declines. Planning Areas for Solo Agers Financial Concerns – What is your plan for making financial decisions and managing your cash flow and investments?

Planning 95

Planning Estate Planning Healthcare Medical 95

Carson Wealth

MARCH 7, 2024

By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Your lifestyle, goals, family situation, and risk tolerance will give a unique signature to your retirement plan. Looking for personalized retirement planning advice?

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 143

Nerd's Eye View

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.

Planning 216

Planning Distribution Assets Retirement Planning 216

Advisor Perspectives

APRIL 25, 2024

He did this research on behalf of Equitable to look at how to improve the efficient frontier, enhance risk-adjusted returns and help advisors – and their clients – make the most of their assets through their retirement.

Retirement Planning 102

Retirement Planning Retirement Planning Financial Services 102

Carson Wealth

APRIL 25, 2024

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being. Let’s break each one down.

Financial Planning 97

Financial Planning Planning Retirement Insurance Coverage 97

Truemind Capital

FEBRUARY 8, 2024

Here is an interesting fact – ICICI Pru Balanced Advantage Fund-Direct Plan-Growth (BAF) delivered returns of 14.11% while the Nifty Index Fund-Direct Plan generated returns of 13.83% in the last 10 years (as on 31 Aug 2022). However, dynamic asset allocation is key to generating higher returns at a lower level of risk.

Asset Allocation 52

Asset Allocation Assets Portfolio Planning 52

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k). I generally consider this a plan for the self-employed. You need to start a retirement plan today.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. It also minimizes errors and oversights.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Wealth Management

APRIL 26, 2024

As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.

Wealth Management 115

Wealth Management Estate Planning Planning Management 115

Integrity Financial Planning

OCTOBER 23, 2023

Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough to warrant one.

Estate Planning 93

Estate Planning Planning Distribution Financial Planning 93

Nerd's Eye View

APRIL 5, 2023

In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. For instance, prior to the 2017 Tax Cuts and Jobs Act (TCJA), "A/B trusts" had become ubiquitous for spousal estate tax planning.

Estate Planning 217

Estate Planning Planning Taxes Clients 217

Validea

OCTOBER 20, 2022

Negative investment returns are expected to be the norm this year, as pension plans face an uphill battle to hit yearly gains. Pension plans have been hit hard in 2022, failing to reach their targeted returns of 7.0% According to Public Plans Data that is cited in the article, public retirement programs allocated 21.4%

Assets 59

Assets Planning Portfolio Retirement 59

Nerd's Eye View

MARCH 20, 2023

But even as fee-only financial planning has gained in popularity and advisory firm websites have become ubiquitous, it can still sometimes be hard for prospective clients to determine how much they would pay for advice before actually reaching out to the firm. the complexity of the prospect’s financial situation).

Communication 227

Communication Planning Financial Planning Fee Only 227

Nerd's Eye View

MAY 15, 2024

In practice, the DoL's Final Rule means that financial advisers who advise clients about rolling over assets from an employee retirement account like a 401(k) plan into an IRA are now subject to ERISA fiduciary obligations.

Retirement 200

Retirement Commission Financial Advising Banking 200

Nerd's Eye View

JANUARY 25, 2023

And while there are many things to consider when planning for a layoff, these considerations can be grouped into two distinct types of conversations. Next, the advisor and client can make a ‘game plan’ which would take effect if the client is actually laid off.

Clients 166

Clients Planning Insurance Medical 166

Truemind Capital

JANUARY 22, 2024

Not exactly for the Russia-Ukraine event, but for all the possible events that can puncture the bubble in various asset classes that were created on the back of unlimited and cheap liquidity. The runup in any asset class creates a delusion that the rally will be permanent. Read below to know HOW.

Asset Allocation 52

Asset Allocation Assets Valuation Portfolio 52

NAIFA Advisor Today

APRIL 12, 2024

Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. You will learn: The basics of estate planning and its key components. Strategies for aligning different types of financial assets with your estate plan.

Estate Planning 52

Estate Planning Planning Financial Planning Assets 52

Wealth Management

OCTOBER 31, 2023

The deal adds over 350 retirement plans and about $13 billion in assets to Creative Planning’s existing retirement plan services team.

Retirement 97

Retirement Planning Retirement Planning Assets 97

Carson Wealth

OCTOBER 25, 2023

By Beth Schanou, JD, CExP, Senior Wealth Planner Clients frequently ask whether they should leave their assets in a trust. If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. My answer: It depends.

Estate Planning 105

Estate Planning Planning Assets Taxes 105

Integrity Financial Planning

AUGUST 28, 2022

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Know the Rules for Passing on Your Assets. If you don’t, these assets will likely be paid to your probate estate, possibly triggering income tax. A Will vs. a Trust.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

FMG

FEBRUARY 7, 2024

As a software solution, Asset-Map helps advisors organize client info and deliver financial plans through a visual medium, allowing them to save time and offer greater clarity to their clients. Many advisors that leverage Asset-Map’s software also feature the tool on their website as part of their prospecting efforts.

Assets 52

Assets Wealth Management Clients Planning 52

Wealth Management

JUNE 5, 2023

billion in client assets to Creative Planning. The deal may be the largest acquisition of a CPA firm by an RIA, and brings 600 new employees and $2.5 It will be the foundation for a business-focused service division within the firm.

Planning 117

Planning Assets Clients 117

Wealth Management

MARCH 12, 2024

The asset manager submitted plans for the Grayscale Bitcoin Mini Trust, which would be physically backed by the cryptocurrency and trade under the ticker ‘BTC.’

Planning 76

Planning Assets Management 76

Carson Wealth

FEBRUARY 29, 2024

It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. What do you need to consider about gifting as it relates to your overall estate plan? Let’s take a closer look at estate and gift taxes and how you can approach them with a financial planning mindset. Taxes on Giving???

Taxes 96

Taxes Financial Planning Planning Estate Planning 96

Tobias Financial

OCTOBER 12, 2023

Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. According to Catalina, empowering the Latino community financially requires knowledge, advocacy, and strategic planning.

Financial Planning 98

Financial Planning Planning Wealth Accumulation Strategic Planning 98

Carson Wealth

OCTOBER 5, 2023

No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the future.

Estate Planning 75

Estate Planning Planning Assets 75

Integrity Financial Planning

MAY 23, 2023

An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in the event of your passing. Contact us today to get started!

Estate Planning 95

Estate Planning Planning Healthcare Medical 95

Wealth Management

NOVEMBER 3, 2023

The new United Capital has $20 billion in total assets, 125 advisors, its own ADV and a management team pulled from both Creative Planning and Goldman Sachs.

Management 116

Management Planning Assets 116

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

Planning 143

Planning Retirement Planning Taxes Insurance 143

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. And I forwarded it to him and I, I was very happy at Maryland, wasn’t planning on leaving. It depends on your asset allocation.

Assets 143

Assets Management Portfolio Investing 143

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.

Planning 52

Planning Estate Planning Numbers Insurance 52

Nerd's Eye View

MAY 14, 2024

Danielle is the owner of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that oversees about $35 million in assets under advisement for 35 client households.

Clients 130

Clients Financial Planning Financial Advisor Planning 130

Nerd's Eye View

DECEMBER 5, 2023

billion in assets under management for just over 350 client households. Jeff is the President of Stratos Private Wealth, an RIA based in San Diego, California, that oversees almost $1.5 billion of AUM (and is now increasing the firm's marketing budget and hiring a dedicated marketing professional to help further expand his firm's reach).

Compensation Planning 180

Compensation Planning Planning Financial Advisor Clients 180

Wealth Management

MARCH 13, 2023

Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.

Charitable Planning 94

Charitable Planning Assets Retirement Planning 94

Abnormal Returns

APRIL 15, 2024

standarddeviationspod.com) Christine Benz and Amy Arnott talk asset allocation and more with Matt Krantz. morningstar.com) The biz Why Dynasty Financial stands since putting plans for an IPO on ice. riabiz.com) Retirement accounts On the downside of holding non-traditional assets in an IRA. cnbc.com)

Wealth Management 218

Wealth Management Asset Allocation Retirement Financial Planning 218

Nerd's Eye View

OCTOBER 17, 2023

Brad is the Co-Founder & CEO of Intellicents, an independent RIA with 12 offices across the country and headquartered in Albert Lea, Minnesota, that oversees $6 billion in assets under management for more than 3,000 client households.

Financial Planning 130

Financial Planning Planning Wealth Management Retirement Planning 130