Nerd's Eye View

JUNE 14, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study found that advisory teams tend to have higher assets under management per advisor, serve wealthier clients on average, and have stronger growth than solo advisors, thanks in part to the efficiencies gained from (..)

Financial Planner 246

Financial Planner Compensation Planning Asset Allocation Retirement Planning 246

Zoe Financial

JUNE 20, 2025

The platform itself does not offer financial advice Scenario-Based Guide: Hypothetical Investor Examples – Scenario 1: Linda, 68 — Planning for RMDs and Legacy Background : Linda holds a significant Traditional IRA and is approaching required minimum distributions (RMDs). When should I start thinking about retirement?

Retirement Planning 40

Retirement Planning Retirement Planning Estate Planning 40

Yardley Wealth Management

FEBRUARY 4, 2025

The post Tax Strategies for High-Income Earners 2025 appeared first on Yardley Wealth Management, LLC. From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning. Tax Strategies for High-Income Earners in 2025.

Taxes 52

Taxes Wealth Management Healthcare Retirement 52

Random Roger's Retirement Planning

JULY 1, 2025

Eric Crittenden who manages the Standpoint Multi Asset Fund (BLNDX) sat for a podcast with Matt Zeigler and Jason Buck. They spent time on the struggles of managed futures and the matter of factness that no strategy will always work. Managed futures are a better diversifier but not weighted at 40% in place of bonds.

Compensation Planning 59

Compensation Planning Portfolio Management Assets 59

Cordant Wealth Partners

SEPTEMBER 8, 2022

Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. There is also an option to invest in Microsoft Stock.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Darrow Wealth Management

NOVEMBER 17, 2022

Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . About Darrow Wealth Management. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor in Boston and Needham, MA.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

Cordant Wealth Partners

SEPTEMBER 9, 2022

Microsoft Compensation: Salaries Like any company, your base salary at Microsoft is determined by your role and experience. Common roles at Microsoft are Software Engineer, Product Manager, Solution Architect, Data Scientist, Software Engineering Manager, and many others. at retirement or upon leaving the company.

Taxes 52

Taxes Engineering Insurance Accounting 52