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

Zoe Financial

JUNE 20, 2025

At Zoe Financial, we’ve seen firsthand how proactive planning with a fiduciary advisor helps individuals protect and grow their wealth across generations. This guide consolidates what we’ve learned to help you refine, update, or pressure-test your current retirement and estate strategy with confidence.

Retirement Planning 40

Retirement Planning Retirement Planning Estate Planning 40

Workable Wealth

NOVEMBER 11, 2020

Here are a few things to consider: Your income Family size and additional income Existing insurance coverage Net worth Current portfolio and retirement assets Did you just start a family, buy your first or second home, or start your own business? Estate planning is meant to bring confidence, clarity, and peace of mind to your financial plan.

Estate Planning 52

Estate Planning Insurance Financial Planning Planning 52

Harness Wealth

APRIL 17, 2025

We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year. We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year. Travel, meals, and supplies must directly relate to legitimate business activities.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Harness Wealth

NOVEMBER 12, 2024

Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year. Fully Utilize Tax-Advantaged Retirement and Savings Accounts There are multiple steps you can take using retirement accounts to reduce your taxable income. GET STARTED 1.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Steve Sanduski

APRIL 8, 2025

In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. It’s a title that speaks to his firm’s intentional, comprehensive planning process. Our team is so focused on the financial planning side of the equation for everyone that they just eat up all this planning.

Communication 52

Communication Engineering Financial Planning Clients 52

Harness Wealth

JULY 14, 2025

If the total positive UBTI across all applicable investments in a retirement account equals $1,000 or more, the tax-exempt entity is required to file Form 990-T and pay tax on the UBTI. This is an important consideration for high-income individuals using tax-advantaged retirement accounts for alternative investments.

Taxes 52

Taxes Investing Investments Assets 52

Harness Wealth

APRIL 16, 2025

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. This flexibility becomes increasingly valuable as your retirement portfolio grows more complex.

Taxes 52

Taxes Retirement Retirement Planning Distribution 52

Yardley Wealth Management

DECEMBER 24, 2024

Create a “Finance Detective’s Journal”: Track unexpected money drains (those sneaky auto-renewals) Document your financial “aha!” You might be surprised to find your daily coffee isn’t the culprit – it’s often the unused subscriptions playing hide and seek with your bank account.

Planning 52

Planning Wealth Management Insurance Coverage CFP 52

Nerd's Eye View

DECEMBER 30, 2024

And as 2024 draws to a close, we wanted to highlight 24 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Harness Wealth

FEBRUARY 4, 2025

Step-Up in Basis (Estate Planning for Alternative Investments): When heirs inherit alternative investments, the cost basis is ‘stepped up’ to the fair market value at the time of the original owner’s death, eliminating any unrealized capital gains. Can I hold alternative investments in my retirement accounts?

Taxes 52

Taxes Investing Investments Startup 52

Wealth Management

JUNE 11, 2025

Melissa Rodriguez June 11, 2025 5 Min Read As the most significant intergenerational wealth transfer in the history of the United States unfolds, women, particularly widows, are increasingly at the forefront of estate management and disputes.

Estate Planning 217

Estate Planning Planning Wealth Management Fiduciary Duty 217

Financial Symmetry

APRIL 28, 2025

When it comes to estate planning, there are many pieces to ensure that your heirs and loved ones are taken care of and have a clear understanding of your wishes. Any estate planning professional would tell you that the more you do while you are still living, the better.

Estate Planning 62

Estate Planning Accounting Insurance Distribution 62

Harness Wealth

JANUARY 28, 2025

In this guide, we’ll explore the key tax changes in effect for 2025, how theyll influence your filing status, retirement savings, investment, and estate planningand offer strategic advice to help high-income and high-net-worth individuals prepare more effectively for upcoming coming tax changes.

Taxes 52

Taxes Planning Retirement Accounting 52

The Big Picture

APRIL 8, 2025

We’re serving family offices, we’re serving institutions, we’ve done acquisitions in, in the stock plan businesses, in the retirement businesses. They want a financial plan, they want some advice, they want to think about whether it’s saving for a home or college or, or retirement.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

Discipline Funds

DECEMBER 29, 2024

Once youve got your shorter-term expenses calculated you can begin to focus on more long-term goals like retirement and unknowns. These should be more aggressive allocations that adhere to a long-term plan across a multi-year and multi-decade time period. Retirement Planning Review your retirement goals and objectives.

Financial Planning 64

Financial Planning Planning Asset Allocation Retirement Planning 64

Yardley Wealth Management

DECEMBER 10, 2024

The post Strategic Retirement Planning Guide for Single Women: Expert Financial Advice appeared first on Yardley Wealth Management, LLC. Without a partner to rely on for financial support, single women must take proactive steps to ensure a secure and comfortable retirement.

Retirement Planning 52

Retirement Planning Financial Advice Retirement Planning 52

Midstream Marketing

DECEMBER 10, 2024

Do you specialize in retirement planning for small business owners? You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. Financial advisors can use videos in different parts of financial planning. It helps create a record for compliance.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Nerd's Eye View

MAY 14, 2025

Owners of IRAs and qualified retirement accounts might name a trust as the account's beneficiary for a number of reasons. Whatever the reason, naming a trust as the beneficiary of a retirement account subjects the account to a complex series of rules regarding how the account must be distributed after the owner's death. Read More.

Distribution 190

Distribution Accounting Retirement Retirement Planning 190

Carson Wealth

MAY 8, 2025

Wondering how to prepare for retirement the smart way? Whether your dream is to travel the world, spend time with grandkids, or simply enjoy a slower pace, retirement is one of lifes biggest transitionsand it deserves a solid plan. Financial freedom in retirement doesnt happen by accident. Do you want to retire early?

Retirement 71

Retirement Retirement Planning Taxes Distribution 71

WiserAdvisor

JULY 1, 2025

Estate planning is not just for the wealthy; it is essential for anyone who wants to ensure their assets are managed and distributed according to their wishes. Whether you own an elaborate portfolio or a single family home, having a comprehensive plan in place can protect your legacy and provide peace of mind for your loved ones.

Estate Planning 59

Estate Planning Planning Distribution Taxes 59

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 (..)

Clients 246

Clients B2B Estate Planning Planning 246

Abnormal Returns

JULY 3, 2023

beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. kitces.com) Estate planning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. (matts-newsletter-7a3f46.beehiiv.com)

Estate Planning 240

Estate Planning Recruitment Wealth Management CFP 240

Nerd's Eye View

JANUARY 24, 2024

The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are met throughout retirement. Ultimately, the key point is that a properly drafted POA is an essential part of every estate plan.

Estate Planning 246

Estate Planning Accounting Clients Planning 246

Nerd's Eye View

JANUARY 24, 2024

The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are met throughout retirement. Ultimately, the key point is that a properly drafted POA is an essential part of every estate plan.

Clients 246

Clients Estate Planning Accounting Planning 246

Nerd's Eye View

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

Carson Wealth

APRIL 4, 2024

Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) But note, in order for a power of attorney (POA) document to be valid, it must be signed by your parents while they are still mentally competent.

Management 137

Management Healthcare Medical Estate Planning 137

Tobias Financial

AUGUST 19, 2024

Estate planning is a critical component of a successful financial strategy. Whether you’ve been putting off your estate plan for years or you’re considering an update due to changes in your family circumstances, it’s essential to keep your plan current. Take a moment to review the checklist.

Estate Planning 52

Estate Planning Planning Retirement Planning Retirement 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.

Charitable Planning 96

Charitable Planning Estate Planning Retirement Planning Tax Planning 96

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Darrow Wealth Management

MARCH 31, 2023

Once the divorce is finalized, a crucial (but often overlooked) part of the process is updating estate documents and beneficiary designations. Here are some key considerations when financial planning for a divorce. You’ll also want to consider engaging a financial advisor, tax advisor, and estate planning attorney too.

Financial Planning 105

Financial Planning Planning Estate Planning Assets 105

Carson Wealth

JANUARY 4, 2024

Which decade should you really start to plan for retirement? Planning in Your 20s Is youth wasted on the young? Start building retirement assets: Hopefully your career is blossoming and you’re able to set aside money. This means increasing how much you’re saving for retirement.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

WiserAdvisor

APRIL 19, 2024

While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.

Estate Planning 45

Estate Planning Planning Distribution Accounting 45

MainStreet Financial Planning

JUNE 13, 2023

Saving for college is like saving for retirement, the earlier you get started the easier it is to save the money you will need to meet your goal. Open a 529 plan and begin contributing as soon as you can. Get your estate plan in order. Start saving for college now. Start saving for future expenses.

Insurance Coverage 98

Insurance Coverage Budgeting Healthcare Estate Planning 98

Carson Wealth

JULY 12, 2022

Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . In financial services, you might encounter an LLM in tax or estate planning. .

Financial Advising 98

Financial Advising Financial Planning Ethics CFP 98

WiserAdvisor

FEBRUARY 21, 2023

This is a common way to target an individual’s retirement savings. Financial advisors can also help the elderly understand the best practices in terms of sharing personal or financial information, maintaining privacy, and keeping their financial and legal documents safe. can take advantage of a situation and misuse the client’s estate.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. You may want to review your contribution amounts and adjust for January payrolls if your goal is to maximize funding your retirement plan contributions. . TAX AND ESTATE PLANNING.

Insurance Coverage 98

Insurance Coverage Retirement Planning Accounting Taxes 98