Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?). Read More.

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Financial Planner Financial Advice Retirement Financial Advisor 246

Nerd's Eye View

DECEMBER 27, 2024

The report suggests this might be due in part to increased RIA valuations and the assumption of some firm founders that next-generation employees won't be financially able to buy out the firm from them, though additional data indicates that many firms don't have career paths in place that could help next-generation advisors envision their path to firm (..)

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

Wealth Management

JULY 2, 2025

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financial advisors after baby boomers. trillion annually.

Financial Advisor 259

Financial Advisor Estate Planning Wealth Management Financial Planning 259

Nerd's Eye View

NOVEMBER 1, 2024

Read More.

Financial Planner 188

Financial Planner CFP Certification Retirement Planning 188

Nerd's Eye View

MARCH 28, 2025

Which suggests that, amidst ongoing debate over fiduciary-related regulations, an advisor's status as a fiduciary could both lead to greater client trust (both in their individual advisor relationship and perhaps in the financial advice industry as a whole) and, ultimately, higher client retention rates.

Financial Planner 229

Financial Planner Retirement Retirement Planning Clients 229

Harness Wealth

APRIL 17, 2025

Tax deductions can save you thousands annually by reducing your taxable income through legitimate business expenses. Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Understanding this distinction is crucial for maximizing your tax benefits effectively.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Indigo Marketing Agency

JUNE 18, 2025

The Best Content for Financial Advisors to Attract Clients in 2025 Does your blog feel stale? That might be why you’re not attracting new clients. Potential clients can see your face, hear your voice, and get a sense of your personality before they ever step into your office. Are your videos getting zero engagement?

Financial Advisor 64

Financial Advisor Clients Education Healthcare 64

Covisum

MAY 30, 2025

When it comes to retirement income planning, taxes matter, a lot. Yet tax planning is often overlooked or oversimplified. The truth is, your clients tax exposure in retirement doesnt just depend on how much they withdraw each year, but how and from where those withdrawals happen.

Retirement Planning 52

Retirement Planning Taxes Retirement Planning 52

Zoe Financial

JUNE 20, 2025

This guide consolidates what we’ve learned to help you refine, update, or pressure-test your current retirement and estate strategy with confidence. Getting Started: What First-Time Planners Should Know Even for seasoned investors, key decisions around taxes, estate structure, and long-term income planning can carry significant implications.

Retirement Planning 40

Retirement Planning Retirement Planning Estate Planning 40

Million Dollar Round Table (MDRT)

APRIL 1, 2025

Would you rather give that amount directly to the organization or withdraw $100,000, pay $40,000 in taxes and have only $60,000 of your contribution left to donate? Obviously, youd choose to avoid taxes and give the full amount, especially if that approach brought additional tax benefits with it. Note: This only applies to U.S.-based

Distribution 52

Distribution Taxes Clients Retirement 52

Harness Wealth

MARCH 6, 2025

Freelancers and contractors may enjoy greater flexibility and independence than full-time employees, however, this autonomy brings increased tax responsibility. Unlike W-2 employees, freelancers and independent contractors are responsible for managing their own tax obligations, which can be a complex process.

Taxes 52

Taxes Consulting Professional Services Tax Planning 52

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Abnormal Returns

FEBRUARY 24, 2025

morningstar.com) Carl Richards and Michael Kitces on whether a client should take time before coming on as a client. thinkadvisor.com) Cutting IRS workers is going to make life more difficult for tax preparers (and payers). How to do better for clients. kitces.com) Working with UNHW clients is more complex.

Wealth Management 147

Wealth Management Retirement Planning Financial Advice Clients 147

WiserAdvisor

JULY 2, 2025

Advisors guide clients through two key enrollment windows: Initial Enrollment Period (IEP): This seven-month window begins three months before an individual turns 65 and ends three months after. This is especially relevant for individuals who plan to continue working past the age of 65.

Healthcare 59

Healthcare Financial Advisor Management Medical 59

Harness Wealth

MARCH 7, 2025

This weeks Tax Advisor news roundup covers key updates for financial professionals. Last but not least, we have a rundown of the IRSs ‘Dirty Dozen’ tax scams for 2025. Wealth Taxes in Europe, 2025 ( Cristina Enache , Tax Foundation) Net wealth taxes are recurrent taxes on an individuals wealth, net of debt.

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Taxes Retirement Financial Advisor Retirement Planning 52

Yardley Wealth Management

DECEMBER 17, 2024

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach. Helping clients achieve their monetary aspirations, I’ve seen how proper goal-setting can transform financial futures.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

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. Your current and projected future tax rate is often a main component of the decision, but there are other considerations and benefits as well.

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Retirement Retirement Planning Taxes Accounting 54

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. Although this is the traditional tax filing deadline, given the spate of recent natural disasters (such as the California wildfires and Hurricane Milton), the IRS is granting certain filing and payment extensions beyond this date.

Taxes 52

Taxes Medical Distribution Tax Planning 52

FMG

MARCH 3, 2025

For financial advisors, this means more visibility, more potential clients, and stronger professional connections. For example, if you post about how you helped a client save for their childs college education, ask followers to share their own financial wins or challenges. Whats your biggest question about retirement?

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

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. These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents.

Planning 52

Planning Engineering Financial Planning Financial Advisor 52

Nerd's Eye View

JUNE 30, 2025

Yet in recent months, the volatility has subsided, markets have rallied back near their highs, and advisory firms are back to dealing with the increasingly common challenge of how to continue to scale service in the face of growth as clients continue to accrue over time.

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Financial Planning Financial Advice Clients Ethics 130

Harness Wealth

APRIL 16, 2025

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one.

Startup 52

Startup Taxes Tax Planning Transportation 52

Midstream Marketing

DECEMBER 6, 2024

Explore how to reach potential clients by using educational content and CRM systems. It helps them connect with clients and grow their business. You will find tips to improve your online presence, attract more clients, and create successful campaigns. Clients now want financial advice online.

Marketing 52

Marketing Marketing Media Engineering 52

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. But thats not even the biggest challenge you face with winning more clients.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

International College of Financial Planning

JULY 2, 2025

Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. This is where competent, ethical, and client-first financial planners step in. In today’s fast-changing financial world, one thing is certain—people need guidance.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

Random Roger's Retirement Planning

NOVEMBER 20, 2024

I've mentioned before having a couple of clients who've been taking out 10 ish percent, one for 20 years and the other for 18 years. The first client will make it just fine unless something hideously expensive happens but I am less certain about the second client. was considered safe for the worst case scenario as I mentioned.

Retirement 52

Retirement Retirement Planning Clients Engineering 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.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

FMG

JUNE 17, 2025

Texting for financial advisors has shifted from being a novelty to a necessary part of client communication. Advisors now meet clients where they are: on their phones. Clients expect quick, personalized updates without having to wade through emails. ” This shows attention to detail and makes clients feel remembered.

Financial Advisor 52

Financial Advisor Communication Clients Financial Guidance 52

Random Roger's Retirement Planning

APRIL 22, 2025

With tax day having just passed, there's been a good bit of Roth IRA-related content floating around. It's probably common knowledge how they work in terms of contributions being after tax and withdrawals being tax free and that assets in traditional IRA assets can be converted into Roth assets but you have to pay the tax to do conversions.

Taxes 40

Taxes Retirement Accounting Assets 40

Indigo Marketing Agency

MAY 31, 2025

If youre looking for a clear way to rise above the noise, short-form video marketing is a powerful tool thats helping financial advisors attract more clients and grow faster. This is a service we at Indigo Marketing Agency have had a lot of success with our financial advisor clients , so lets take a look at why this strategy works.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Tobias Financial

JUNE 15, 2025

Retirement planning is deeply personal, and for single individuals, it comes with both unique opportunities and important considerations. Whether by choice or circumstance, retiring solo means you’re in full control of your financial decisions, but you also face distinct planning challenges that require thoughtful strategy.

Retirement 52

Retirement Financial Advisor Retirement Planning Taxes 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. The secret?

Clients 52

Clients Planning Education Communication 52

MainStreet Financial Planning

MARCH 7, 2025

Comprehensive Financial Planning is Included Many AUM advisors charge extra for estate planning, tax strategies, and retirement planning. A flat-fee financial planner includes these services in a transparent pricing model. Are There Any Benefits to AUM-Based Advisors?

Fee Only 52

Fee Only Financial Planner Financial Planning Estate Planning 52

NAIFA Advisor Today

MAY 12, 2025

Cash balance plans have quickly become one of the most popular options in the defined benefit spacenow representing over 50% of all such plans. Their appeal lies in their flexibility, tax advantages, and ability to help small business owners save more for retirement while reducing taxable income.

Planning 52

Planning Retirement Planning Retirement Tax Planning 52

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.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. The secret?

Clients 52

Clients Planning Education Communication 52

NAIFA Advisor Today

JUNE 10, 2025

When it comes to retirement planning, financial expertise alone isn’t enough. Today’s clients are looking for more than just numbers. Building trust and addressing the emotional side of retirement decisions can be just as important as crafting tax-efficient strategies.

Planning 52

Planning Retirement Planning Retirement Taxes 52