Tobias Financial

JUNE 2, 2025

Estate planning is one of the most important steps in securing your financial legacy, but its also among the most complex. Understanding how assets will be distributed, navigating tax implications, and aligning these decisions with your personal goals can feel overwhelming.

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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.

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Wealth Management Insurance Estate Planning Clients 165

The Big Picture

JULY 16, 2025

And find the entire musical playlist of all the songs I have used on At the Money on Spotify TRANSCRIPT: Speak to any financial advisor and they’ll tell you one of the biggest challenges they have professionally is getting clients to actually spend their money after decades of working and saving and investing.

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Retirement Retirement Planning Portfolio Planning 130

Tobias Financial

JUNE 16, 2025

These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents. Without periodic evaluations, it’s possible for parts of your plan to become misaligned with your current circumstances.

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Engineering Planning Financial Planning Financial Advisor 52

Carson Wealth

JUNE 27, 2025

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Financial planning should ideally involve every area of your financial life because they are all interrelated. Tax planning. Estate planning. Tax planning is crucial.

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Financial Planning Planning Management Estate Planning 52

Harness Wealth

APRIL 17, 2025

Your home office must serve as either your principal place of business, a space for meeting clients, or exist as a separate structure dedicated to business activities. This represents a significant change from previous years’ higher percentages, making strategic timing of asset purchases increasingly important for tax planning purposes.

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Taxes Tax Planning Professional Services Planning 52

International College of Financial Planning

JULY 2, 2025

This is where competent, ethical, and client-first financial planners step in. 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.

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Inside Information

JANUARY 31, 2025

Depending on a firms tech strategy, she wrote, advisors may have to log in to the CRM, custodian, portfolio accounting, planning software, tax planning software, estate planning software, social security maximizer software, etc.,

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Risk Tolerance Consulting Estate Planning Wealth Advisor 40

Darrow Wealth Management

APRIL 21, 2025

If you wait until age 59 1/2 to take money out of a Roth IRA and have passed the more than five years holding period, then your investment earnings and growth will also be tax-free! Inheritance and estate planning There are a couple ways a Roth IRA conversion can assist with estate and legacy planning.

Retirement 54

Retirement Retirement Planning Taxes Accounting 54

Zoe Financial

JUNE 20, 2025

For high-net-worth individuals, continuously refining your strategy over time is what keeps your plan efficient and aligned with evolving goals. They are not real clients and are intended solely for educational purposes. Individual results will vary based on specific financial circumstances.

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Retirement Planning Retirement Planning Estate Planning 40

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. Content marketing is a great strategic approach to find potential clients.

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Financial Advisor Marketing Marketing Media 52

Indigo Marketing Agency

JULY 2, 2025

Download a free guide to estate planning and get the tools you need to protect your wealth, honor your values, and provide for your loved ones. Whether you need help refining your message or launching a full campaign, our expert team handles the details so you can focus on what matters most: your clients.

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Financial Advisor Retirement Planning Planning Media 52

Nerd's Eye View

DECEMBER 30, 2024

We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)

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Financial Advisor Insurance Tax Planning Taxes 240

Cornerstone Financial Advisory

MARCH 14, 2025

As a Christian, your estate plan should represent your dedication to financial stewardship according to Scripture. W hat important factors should Christians consider when estate planning? W hat important factors should Christians consider when estate planning? Wisdom is better.

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Estate Planning Planning Ethics Healthcare 52

Harness Wealth

FEBRUARY 4, 2025

Risks: High fees, complex tax structures, performance variability, use of leverage, lock-up periods, and regulatory differences. Eligibility: Typically requires accredited investor or qualified client status due to regulatory restrictions. How can I reduce taxes on my alternative investments?

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Taxes Investing Investments Startup 52

Yardley Wealth Management

AUGUST 27, 2024

The post Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy appeared first on Yardley Wealth Management, LLC. Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy At Yardley Wealth Management, we understand that many clients want to make a difference while also securing their financial future.

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Taxes Wealth Management Distribution CFP 40

Abnormal Returns

JUNE 23, 2025

kitces.com) Brendan Frazier talks with Stacy Havener, Founder and CEO at Havener Capital Partners, about using stories to attract clients. aswathdamodaran.blogspot.com) Taxes On the difference between tax planning and tax advice. advisorperspectives.com) Advisers How to get clients to focus on their estate plan.

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Wealth Management Financial Advising Estate Planning Tax Planning 173

Indigo Marketing Agency

JUNE 14, 2025

Advisor Spotlight: Bryan Trugman In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). Real Collaboration. Real Results. We’re not chasing referrals.

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Financial Advisor Clients Financial Planner Estate Planning 52

Nationwide Financial

AUGUST 23, 2024

As a financial professional, understanding the NUA planning concept is essential and can be a valuable strategy for your clients’ retirement planning. This blog will explore the rules, examples, and points of discussion you can bring to your clients related to NUA. What is NUA?

Retirement 52

Retirement Retirement Planning Distribution Taxes 52

Wealth Management

JUNE 11, 2025

During the term of the trust, the Beneficiary shall have the right to make withdrawals with respect to Contributions made to the trust in accordance with the following: Related: How to Help Women With Blended Family Estate Plans A. Terms of Contributions. See more from Andrew B.

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Taxes Wealth Management Estate Planning Distribution 165

Wealth Management

JULY 17, 2025

Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. He is a member of the Tax Management Estates, Gifts and Trusts Advisory Board, and an Editorial Advisory Board Member of Trusts & Estates Magazine for which he currently writes the monthly "Tax Update" column.

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Taxes Estate Planning Distribution Wealth Management 147

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. However, the passage of TCJA resulted in the estate gift tax exemption nearly doubling (from $5.6M

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Estate Planning Planning Taxes Clients 246

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

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Tax Planning Compliance Taxes Financial Advisor 246

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

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Clients B2B Estate Planning Planning 246

Nerd's Eye View

SEPTEMBER 6, 2023

Financial advisory clients are routinely concerned about lurking threats to their hard-earned wealth in the form of a large unforeseen judgment on a liability claim. While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth.

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Education Assets Clients Estate Planning 246

Nerd's Eye View

JANUARY 8, 2024

For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. In the context of the financial planning industry, whereas Financial Advice 1.0 Specifically, Financial Advice 3.0 Specifically, Financial Advice 3.0

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Financial Advice Medicine Financial Planning Estate Planning 245

Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Financial Planner 246

Financial Planner Financial Advisor Math Taxes 246

Abnormal Returns

AUGUST 5, 2024

(investmentnews.com) On the importance of tax planning in the first few years of retirement. nber.org) Advisers Stellar client care requires the right metrics. nber.org) Advisers Stellar client care requires the right metrics. papers.ssrn.com) Four steps to create a digital estate plan. forbes.com)

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Retirement Planning Estate Planning Wealth Advisor Tax Planning 173

Nerd's Eye View

JUNE 7, 2024

detecting fraud or analyzing data) to provide a better client experience! Nonetheless, respondents (particularly those in younger generations) do not see this as an either-or choice, but rather anticipate benefitting from working with human advisors who leverage AI tools for certain tasks (e.g.,

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Financial Planner Financial Advisor Certification Estate Planning 189

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. Starting Out clients are typically focused on beginning to build wealth.

Financial Planning 95

Financial Planning Clients Planning Education 95

AdvicePay

JUNE 13, 2024

With the fee-for-service model, you can customize service offerings for clients seeking advice who don’t (yet) have traditional portfolio assets to transfer to your firm’s custodian for full-time management. This approach allows you to engage these clients by charging a fee that’s covered through their monthly cash flow.

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Insurance Coverage Financial Planning Estate Planning Tax Planning 88

Harness Wealth

SEPTEMBER 18, 2024

Only 26% of Americans have an estate plan. If you’re thinking, “But my clients are high-net-worth…many more have an estate plan.” And you’ll see in our Q&A below, that tax advisors can bring estate planning into the conversation early on in a client relationship.

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Taxes Clients Planning Estate Planning 52

Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Discuss more advanced estate planning, charitable planning and special family issues.

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Charitable Planning Estate Planning Retirement Planning Tax Planning 96

Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

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Tax Planning Taxes Planning Healthcare 40

Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade. Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

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Tax Planning Taxes Planning Healthcare 40

Harness Wealth

SEPTEMBER 23, 2024

Key Takeaways: Too many tax practices are bogged down in commoditized administrative tasks and compliance work, making it challenging to cross-sell services to expand client relationships. The more a firm can either automate processes or outsource tasks, the more time it’ll have to build deeper client relationships.

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Taxes Clients Compliance Tax Planning 52

Sara Grillo

JUNE 7, 2024

“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. It depends on how high you go, but in some cases these types of clients function more as institutions than an as individuals – and their needs reflect that. How do I meet them?” That is the first step.

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Financial Advisor Clients Executive Compensation Compliance 52