Nerd's Eye View

JUNE 26, 2024

Traditionally, the challenge in using a 529 plan to save for higher education expenses has been figuring out how much to save to cover the beneficiary's college costs without overshooting and saving more in the 529 plan than is actually needed. The Secure 2.0 Read More.

Education 189

Education Retirement Taxes Distribution 189

Nerd's Eye View

MAY 13, 2025

Ed is the president of Ed Slott And Company, a financial education company based in Rockville Centre, New York that offers seminars and newsletters for financial advisors and consumers focused primarily on IRAs.

Financial Advisor 189

Financial Advisor Accounting Education Estate Planning 189

Integrity Financial Planning

AUGUST 28, 2022

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Communication is crucial when preparing heirs to inherit wealth, and this includes discussing what they plan to do with the money. A Will vs. a Trust.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

Nerd's Eye View

APRIL 22, 2025

Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core' ultra-high-net-worth families.

Clients 130

Clients Planning Estate Planning Communication 130

Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. investmentnews.com) Momentum is growing for financial literacy education in high schools. bogleheads.podbean.com) Michael Kitces and Carl Richards talk about the opportunity and limits of advisor automation. investmentnews.com).

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

Nerd's Eye View

MARCH 24, 2023

In a change from previous campaigns, the first ad directly recommends that consumers seek out a CFP professional for financial advice, and future ads could more directly explain the benefits of earning the CFP marks.

Financial Planner 245

Financial Planner CFP Certification Retirement Planning 245

Nerd's Eye View

OCTOBER 31, 2023

Read More.

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

Abnormal Returns

SEPTEMBER 4, 2023

kitces.com) UHNW clients A Q&A with Jill Shipley, managing director and head of governance and education at AlTi-Tiedemann Global about charitable giving. fa-mag.com) Substance abuse issues complicate the estate planning process. (investmentnews.com) Crafting non-compete agreements for advisers is complicated.

Estate Planning 260

Estate Planning Retirement Financial Planning Planning 260

Nerd's Eye View

JULY 25, 2022

We’re also gearing up for our upcoming Kitces Financial Planning Value Summit, after more than 1,000 advisors registered for our first Value Summit last year! A gap our Kitces Courses aim to fill! can check out our Career Opportunities page for more!

Education 244

Education Financial Planning Estate Planning CFP 244

Yardley Wealth Management

NOVEMBER 12, 2024

Start Early and Set Clear Goals Setting financial goals early is the cornerstone of effective legacy planning. Begin by defining what you want to achieve—whether it’s covering educational costs, providing a first home down payment, or ensuring general financial stability for your children.

Financial Planning 52

Financial Planning Planning Estate Planning Education 52

eMoney Advisor

APRIL 4, 2023

While your clients may spend time and money to get their estate properly organized, there are additional steps financial professionals can take to help them prepare their children to receive their inheritance. Financial professionals should stress the importance of getting an early start with estate planning.

Education 97

Education Financial Advisor Clients Planning 97

eMoney Advisor

FEBRUARY 22, 2023

And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? the better path lies in improving family communication and financial education. Estate Plan Basics. Executors and Trustees.

Estate Planning 75

Estate Planning Planning Education Clients 75

eMoney Advisor

MARCH 7, 2023

Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Nerd's Eye View

SEPTEMBER 27, 2023

However, the number of Federal student loan borrowers over the age of 50 has increased significantly in the past 20 years, with many of these borrowers holding Parent PLUS loans that were used to help fund their children's undergraduate education. Read More.

Education 246

Education Financial Advisor Planning Clients 246

WiserAdvisor

JUNE 13, 2025

Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build. A good estate plan ensures your assets go where you want them to. A 2023 survey by Law Depot found that 73% of Americans didn’t have an estate plan.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

Carson Wealth

JANUARY 8, 2025

Knowledge and Personalized Planning Financial advisors can bring a wealth of knowledge from extensive education and experience, helping enable them to craft tailored strategies that align with your unique financial goals. 1 But working with a financial advisor has many additional benefits that can go beyond returns.

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

MainStreet Financial Planning

NOVEMBER 8, 2024

– Tuition Payments: Prepaying college tuition for the upcoming semester may qualify you for education credits, such as the American Opportunity Tax Credit, worth up to $2,500 per eligible student. Be aware of income phase-out ranges for these credits.

Taxes 98

Taxes Medical Education Retirement 98

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

Validea

JULY 10, 2023

In this episode, we take a high-level look at estate planning. We cover wills, living wills, powers of attorney and the other most important documents should be put in place, the importance of trusts, the estate tax, intergenerational planning and a lot more.

Estate Planning 52

Estate Planning Planning Taxes Financial Planner 52

Wealth Management

JUNE 12, 2025

These institutions educate a high percentage of the ultra-wealthy, regardless of what their marketing departments’ messaging suggests. " Of course, people with that kind of disposable money enjoy an edge, whether or not they fly around to campuses in their private jet.

Wealth Management 239

Wealth Management Financial Planning Planning Financial Advisor 239

Yardley Wealth Management

NOVEMBER 19, 2024

The post Including Pets in Your Estate Plan for Peace of Mind appeared first on Yardley Wealth Management, LLC. Including Pets in Your Estate Plan for Peace of Mind As a pet owner, you’ve likely considered your furry friend’s well-being in many aspects of your life. People now treat pets like family.

Estate Planning 52

Estate Planning Planning Wealth Management Insurance 52

Harness Wealth

NOVEMBER 12, 2024

Consider 529 Plans A 529 Plan is a tax-advantaged investment account specifically designed to fund education costs. 529 plans’ tax advantages vary by state, and most states that offer tax benefits have a cap on the amount of contributions receiving the tax deduction.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Darrow Wealth Management

MARCH 13, 2025

In this case, you can speak with your estate planning attorney about gifting stock to family outright during your life (perhaps someone in a lower tax bracket!) or putting shares in trust to maintain some control while removing the value from your estate.

Management 83

Management Taxes Estate Planning Asset Allocation 83

Advisor Perspectives

MAY 16, 2025

529 plans provide tax benefits, estate planning advantages, and flexible education savings. Our Bill Cass explains how 529 plans can be part of an estate planning strategy.

Estate Planning 40

Estate Planning Planning Education Taxes 40

Financial Symmetry

APRIL 14, 2025

529 Plan When it comes to saving for future education expenses, this is probably the most advertised or talked about account for children given the ballooning cost of college tuition the past two decades. Under the Secure Act 2.0 , you can now start converting unused 529 plan balances to Roth IRA contributions for the beneficiary.

Accounting 62

Accounting Taxes Education Planning 62

Nerd's Eye View

SEPTEMBER 3, 2024

In this episode, we talk in-depth about how Zack views fiduciary financial wellness to 401(k) plan participants as a 3-tiered offering consisting of education, one-on-one advice, and implementation support, how Zack's firm is able to generate incredibly strong email open rates of 75%–90%, and click-through rates of 40%–50%, on the (hyper-targeted) (..)

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Million Dollar Round Table (MDRT)

MARCH 17, 2024

As financial advisors, it’s our job to educate them and motivate them to act. Second opinion If a prospect doesn’t seem receptive at first because they believe they have everything taken care of as far as estate planning or business succession planning, ask them if they would be willing for you to give them a second opinion for free.

Estate Planning 105

Estate Planning Financial Advisor Clients Education 105

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. Help her find her independence through education, motivation and collaboration. Discuss more advanced estate planning, charitable planning and special family issues.

Charitable Planning 98

Charitable Planning Estate Planning Retirement Planning Tax Planning 98

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

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

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.

Retirement Planning 40

Retirement Planning Retirement Planning Estate Planning 40

WiserAdvisor

FEBRUARY 21, 2023

Educate the elderly on ways to protect and defend themselves Educating the elderly on the warning signs of financial abuse is the first step in eradicating such disputes. Further, financial advisors can educate their clients on elder investments that may be appropriate for investors in their age group.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Conferred Degrees.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Zoe Financial

DECEMBER 28, 2024

Identity: Adopt the Mindset of Financial Empowerment Stay Educated on Personal Finance Commit to becoming financially literate. Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics.

Estate Planning 40

Estate Planning Financial Advisor Accounting Wealth Advisor 40

Integrity Financial Planning

FEBRUARY 10, 2023

While you may be fairly savvy about your investments and wealth management, your family members with less experience will likely need support and education explaining how best to use the money that you are passing down to them. This conversation is the first step to understanding the full estate planning picture.

Estate Planning 95

Estate Planning Communication Education Financial Planning 95

MainStreet Financial Planning

MARCH 7, 2025

Comprehensive Financial Planning is Included Many AUM advisors charge extra for estate planning, tax strategies, and retirement planning. Unlike AUM advisors, they dont have an incentive to keep assets under management, so their recommendations are truly objective. Are There Any Benefits to AUM-Based Advisors?

Fee Only 52

Fee Only Financial Planner Financial Planning Estate Planning 52

MainStreet Financial Planning

AUGUST 29, 2024

Not only do these accounts allow you to gift assets to the younger generation, but they also serve as an excellent educational tool for imparting important lessons about investing and financial management. If the focus is specifically on education, a 529 Plan may be a better choice in some circumstances, however.

Education 98

Education Accounting Taxes Assets 98