Abnormal Returns

JANUARY 1, 2025

financialducksinarow.com) Returns Chasing higher bank interest rates is losing its appeal. readthejointaccount.com) The case for never retiring. Jordan Grumet about finding your life purpose. youtube.com) Taxes Trading crypto? Pay your taxes. axios.com) Consider doing Roth IRA conversions for your heirs. humbledollar.com)

Taxes

Abnormal Returns

NOVEMBER 20, 2024

(sites.libsyn.com) Frazer Rice talks with Christine Benz author of "How to Retire" (podcasts.apple.com) Carl Richards talks money and more with journalist Kara Swisher. 50fires.com) Retirement Gray divorce can have a huge effect on your retirement. nytimes.com) Taxes in retirement only get more complicated.

Estate Planning

Clever Girl Finance

DECEMBER 23, 2024

As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. Plan for retirement 5. Be sure two open separate bank accounts e.g. your personal bank accounts should be separate from your business bank accounts. That’s where financial planning for freelancers comes in.

Budgeting

Wealth Management

JULY 8, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Charles Schwab bank branch Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual (..)

Wealth Management

Trade Brains

JULY 9, 2025

That means if your retirement plan underestimates medical costs, you risk serious shortfalls. Banks may lower FD rates; even T-bills and sovereign bonds will yield less. Building an Inflation-Resistant Retirement Plan Equities (30–50%) – Over the long term, equities typically beat inflation. 50,00,000.00 10 7% 50,00,000.00

Retirement Planning

Wealth Management

JULY 28, 2025

Citing the recently United Healthcare $69 million lawsuit, in which the CEO pushed to retain Wells Fargo target dates to maintain their benefits business with the bank, litigation will make plans more cautious. Related: What Does It Take To Be a Great Retirement Plan Advisor? Has ERISA Litigation Been Helpful or Harmful?

Estate Planning

Wealth Management

AUGUST 4, 2025

Fred Barstein , Founder and CEO , The Retirement Adviser University August 4, 2025 6 Min Read American Stock/ClassicStock/Archive Photos/Getty Images As the Department of Labor issues a request for information in preparation for its report to Congress on the state of pooled employer plans after SECURE 1.0 Yet the downsides of PEPs are real.

Estate Planning

Wealth Management

JULY 3, 2025

Morgan Names New Global CEO of Private Bank J.P. Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B His team was previously with Osaic for 12 years.

Wealth Management

Trade Brains

JUNE 16, 2025

Retirement sets in motion a new life—one that promises freedom from day-to-day grind but also requires prudent planning of finances. Thankfully, India provides a range of safe and sound passive income alternatives designed exclusively for retired citizens. Why It Works for Retirees: Offers a guaranteed income stream with low risk.

Retirement

Darrow Wealth Management

APRIL 21, 2025

While a Roth conversion may never make sense for some individuals, for others, early retirement years may be the best time to convert pre-tax accounts to tax-free Roth. Converting a traditional IRA to a Roth doesnt make sense unless you have cash to pay taxes without dipping into your retirement savings.

Retirement

The Big Picture

APRIL 17, 2025

So I bought Silicon Valley Bank options (SVB) right after it got cut in halfbut right before it went to zero. My buddy could pay off his mortgage and car loans, pre-pay the kids colleges, fully fund retirement accounts, and still have cash left over. I was up so much on that trade that my trading demons were emboldened.

Investing

Clever Girl Finance

JANUARY 10, 2025

Creating this list helps you see the bigger picturemoney isnt just numbers in a bank account. This could include saving for a down payment on a home, contributing to retirement accounts, or growing an investment portfolio. If security is your priority, focus on building an emergency fund or increasing your retirement contributions.

Ethics

Wealth Management

AUGUST 8, 2025

Later, at Wachovia Bank (now Wells Fargo), Jordan helped build the Executive Financial Planning practice. Jordan’s career path showcases his leadership and commitment to client service. He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies.

Estate Planning

Tobias Financial

JUNE 16, 2025

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. Monthly or quarterly reviews of bank statements, budgets, and investment accounts can help monitor your day-to-day financial health.

Engineering

Wealth Management

JULY 15, 2025

The bank claimed Calcote operated out of a Las Vegas-based branch, assisting and beginning relationships with bank customers (and was not expected to build her own book of business). According to the suit filed this week, Calcote joined JPMorgan in 2016 and became a private client advisor the following year.

Clients

Wealth Management

AUGUST 1, 2025

It will now service three verticals: wealth, bank and trust, and asset servicing. Raymond James Practice Mercer Advisors Lands $1.2B Traditionally, F2 focused on wealth and advisory.

Estate Planning

Wealth Management

JULY 1, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Cetera alternative investments Alternative Investments Cetera Launches First in a Planned Line of Alternative Investments Models Cetera Launches First in a Planned Line of Alternative Investments Models (..)

Wealth Management

Midstream Marketing

OCTOBER 29, 2024

They do not fully trust traditional banks. This includes budgeting, investing, retirement planning, and understanding key financial concepts in wealth management. This includes dealing with student loan debt, investing for early retirement, or buying real estate. They like finding helpful tips online instead.

Financial Advisor

International College of Financial Planning

MARCH 12, 2025

While that might sound poetic, your bank balance may not agree. Treating Your Emergency Fund Like a Piggy Bank for Impulse Purchases The Mistake: You put aside money for emergencies but end up using it for things like concert tickets, the latest iPhone, or that urgent weekend getaway.

Financial Planning

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management

Financial Symmetry

JULY 28, 2025

What’s Next for Cash and Bank Accounts? When markets get choppy, return to fundamentals: Stick to your plan, whether you’re saving for retirement, funding a college account, or maintaining withdrawals as a retiree. 09:49] The federal funds rate is expected to decrease, leading to lower bank interest rates for consumers. [12:56]

Marketing

International College of Financial Planning

JULY 9, 2025

Recently the largest Bank in India has signed MOU with FPSB India to certify about 2.65 With all this in background, why is this not a sweet spot to take up CFP at this point in your financial career, The focus on certified advisory is going to increase multi-fold. Lakhs Employees of their Wealth Management team.

CFP

Wealth Management

AUGUST 4, 2025

4, 2025) 11 Investment Must Reads for This Week (Aug. 4, 2025) 11 Investment Must Reads for This Week (Aug.

Wealth Management

Wealth Management

AUGUST 4, 2025

4, 2025) 11 Investment Must Reads for This Week (Aug. 4, 2025) 11 Investment Must Reads for This Week (Aug.

Estate Planning

International College of Financial Planning

JULY 2, 2025

Whether it’s investment planning, retirement planning, tax strategy, estate management, insurance planning, or holistic money management, the CFP designation proves that you can deliver advice that is both competent and client-centric.

Financial Planner

Clever Girl Finance

FEBRUARY 11, 2025

Look at your bank and credit card statements to see where your money goes. Look ahead and stay motivated Saving money for the future isn’t just about retirement. You’ll catch up on the money that you overspent last month and create a healthy money mindset for the coming months. Here’s what to do to get prepared: 1.

Budgeting

Darrow Wealth Management

JANUARY 13, 2025

Banks do not often allow either method of the home is already on the market. Retirement risks. Tapping retirement savings may do more harm than good. With a cash-out refinance, you take a portion of your equity (around80%) and the bank pays you the amount in cash and then adds the payout to your new, larger, refinanced mortgage.

Taxes

Wealth Management

AUGUST 1, 2025

Related: David Kowachs &Partners Recruits Wells Fargo Veteran in Virginia “We are quite pleased to hear this update,” Citizens Bank analyst Devin Ryan wrote in a note that reiterated the bank’s outperform rating. Raymond James Practice Mercer Advisors Lands $1.2B

Recruitment

WiserAdvisor

JUNE 4, 2025

At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs. People want all these goals to work together. For example, a clients investment choices should align closely with their tax strategy, too.

Financial Planning

Wealth Management

AUGUST 6, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all IEQ Capital co-founder and Managing Partner Eric Harrison Industry News & Trends Ex-Wife Sues IEQ Capital Founder Over Scheme to Shield Assets (..)

Wealth Management

WiserAdvisor

MAY 29, 2025

Retirement accounts : Opening an Individual Retirement Account (IRA) is one of the smartest long-term moves you can make. Automatic investment plans : One of the easiest ways to stay consistent is to set up automatic transfers from your bank account to your investment account, ensuring youre always saving first.

Accounting

Financial Symmetry

JUNE 24, 2025

With a quick glance at your banking app, you know it’s there. Longevity Risk: Today’s retirees and pre-retirees may live several decades beyond retirement. Resources & People Mentioned The Retirement Podcast Network Will Holt on LinkedIn Follow Our Podcast Apple Podcasts Spotify Cash is Comforting, but at What Cost?

Certification

International College of Financial Planning

JUNE 17, 2025

Financial institutions based in GIFT City can treat their operations, investments, and deposits as offshore, enabling Indian banks, NBFCs, insurance providers, and capital market entities to offer global financial products in foreign currencies.

Compliance

Harness Wealth

MARCH 6, 2025

Whatever transaction platforms you use, the IRS has sophisticated systems to track income through banks, payment processors, and other financial institutions. Retirement contributions: Contributions to SEP IRAs, SIMPLE IRAs, or other qualified retirement plans can reduce your taxable income.

Taxes

International College of Financial Planning

JUNE 5, 2025

If your client’s bank app feels smarter than your service, that’s a red flag. And young inheritors have told me they feel completely lost — even with ₹100 crore in the bank. We’re competing with user experience. And no, it’s not about being flashy. It’s about staying relevant. Founders have broken down while setting up trusts.

Wealth Management

WiserAdvisor

JUNE 16, 2025

As a high-net-worth individual, you may have a comforting bank statement, but you are also dealing with bigger risks. Next, consider fully funding your retirement accounts by maxing out contributions to tax-advantaged plans like 401(k)s , Individual Retirement Accounts (IRAs), and Health Savings Accounts (HSAs).

Wealth Management

Harness Wealth

APRIL 30, 2025

Foreign accounts Failure to report foreign bank accounts, financial assets, or income can result in severe penalties and trigger an audit. taxpayers must file FinCEN Form 114 , reporting any Foreign Bank and Financial Accounts (FBAR) exceeding $10,000, and IRS Form 8938 for foreign assets.

Compliance