MainStreet Financial Planning

NOVEMBER 8, 2024

Maximize Your Retirement Contributions: Enhancing your retirement savings not only secures your future but also offers immediate tax benefits. Contribute to a 529 College Savings Plan Contributions to a 529 plan grow tax-free, and withdrawals for qualified education expenses are also tax-free.

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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.

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WiserAdvisor

JUNE 13, 2025

Keeping it safe, growing it wisely, and using it to support your future takes careful planning. It plays a crucial role in helping people achieve financial stability, prepare for retirement, and leave a lasting legacy for their families. Yet even the best financial plans can stumble. Yet, many people put it off. The good news?

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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.

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Zoe Financial

DECEMBER 28, 2024

For instance, I will contribute an additional $10,000 to my retirement fund this year or I will pay off my $15,000 credit card balance by December 2025. Outcome: Define Your Big Financial Goals Set a Clear Spending Plan Create a budget that prioritizes your values. A spending plan isnt about restrictionits about intentionality.

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International College of Financial Planning

JULY 2, 2025

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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Zoe Financial

JUNE 18, 2025

This can come from dividends, interest, rental income, and distributions from brokerage or retirement accounts. For example, if funds are invested in a brokerage or retirement account, they may generate dividends or interest, which contribute to total earnings. Save Saving involves setting aside money for future needs or goals.

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Harness Wealth

APRIL 17, 2025

The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. Partner with Harness for top-tier advisory services in financial, tax, and estate planning.

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International College of Financial Planning

JUNE 27, 2025

Laying the foundation with a basic emergency fund, securing adequate life and health insurance, beginning investments for her child’s education, and planning early for retirement are essential steps toward building long-term financial security.

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Estate Planning CFP Insurance Financial Planning 40

WiserAdvisor

JUNE 4, 2025

At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs. They would also want to plan how and when to withdraw funds since different accounts come with different tax implications.

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Financial Planning Planning Financial Advisor Ethics 59

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?

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WiserAdvisor

JUNE 16, 2025

Additionally, you also need to consider domestic disputes and estate planning issues related to property. Next, consider fully funding your retirement accounts by maxing out contributions to tax-advantaged plans like 401(k)s , Individual Retirement Accounts (IRAs), and Health Savings Accounts (HSAs).

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Wealth Management Taxes Insurance Assets 59

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. Building your credibility as a thought leader via marketing and educational events. Do you have an estate plan?

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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. Optimizing tax-efficient retirement income.

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Financial Advisor Estate Planning Strategic Planning Retirement 40

Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Financial Goals: These include saving for retirement, managing money, and paying for education. Retirement Planning: Give tips on how to save for retirement.

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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.

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Accounting Taxes Education Planning 62

Indigo Marketing Agency

JULY 2, 2025

Stronger CTA Options That Actually Work Before someone is ready to meet with you, they might be more open to saying yes to something smaller, like a downloadable guide , webinar registration, or educational resource. What are some alternatives to "Book a Call" as a call to action for financial advisors?

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Yardley Wealth Management

SEPTEMBER 24, 2024

Comprehensive Financial Planning: Financial planning is a holistic process. It covers many aspects of your financial life, such as budgeting, saving, investing, insurance, and retirement. It also includes estate planning. A financial professional helps you develop a plan that covers all these areas.

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The Big Picture

JANUARY 21, 2025

He also worked as director of financial Education at, at Citigroup. And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family.

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Yardley Wealth Management

JUNE 25, 2025

The post How Do You Turn Retirement Savings into a Reliable Income Strategy? How Do You Turn Retirement Savings into a Reliable Income Strategy? You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way.

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Midstream Marketing

DECEMBER 10, 2024

Do you specialize in retirement planning for small business owners? Effective content marketing focuses on education and value rather than overt selling, strengthening audience connections and increasing conversion potential. You can offer educational webinars and online workshops. This helps you share your knowledge.

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Indigo Marketing Agency

MARCH 5, 2025

Events are one of the most effective ways for financial advisors to: Establish credibility Educate prospects Generate high-quality leads After all, youre inviting people to your event to sell them on your services and what makes you the best option. Past attendees: Engage those who have shown interest before.

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Wealth Management

JUNE 9, 2025

Fred Barstein , The Retirement Adviser University, June 9, 2025 6 Min Read Mihajlo Maricic/iStock/Getty Images Plus While the defined contribution market is finally capturing due attention from the financial services industry and mainstream media with $12.5 Convergence of wealth, retirement and benefits at the workplace 3.

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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.

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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.

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Zajac Group

APRIL 23, 2025

If your estate is close to or currently exceeds the federal estate tax exemption limit (or state exemption limits, if applicable), a CRT can also help reduce potential estate tax liability. The Three Types of CRTs While all CRTs share the same core structure, there are several variations, each suited to different planning goals.

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Distribution Taxes Assets Tax Planning 52

Don Connelly & Associates

NOVEMBER 4, 2024

A critical aspect of advising clients is to ascertain their financial goals correctly. If you or your clients don't genuinely understand the goal, your advice could be dangerously off base, and you could lose your client's confidence.

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Indigo Marketing Agency

MAY 13, 2025

B2B Referral Partnerships Building strategic alliances with professionals like CPAs , estate planning attorneys, and family law attorneys can be incredibly powerfulespecially if your niche aligns with theirs. Estate planning attorneys can be strong allies. People crave education. Targeting women in transition?

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Nationwide Financial

AUGUST 23, 2024

Key Takeaways: Net Unrealized Appreciation (NUA) is the difference between the cost basis of employer securities in a retirement plan and their market value at the time of distribution. As a financial professional, understanding the NUA planning concept is essential and can be a valuable strategy for your clients’ retirement planning.

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Wealth Management

JULY 11, 2025

We’ll now review the many changes since that time and how fiduciaries can continue to educate themselves on those differences. Reaction of the Estate Planning Industry Amid this paradigm shift, estate planners and trust banks are choosing to “go crypto” or stay within traditional legal concepts and principles.

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Wealth Management

JUNE 24, 2025

And for many clients who are approaching retirement or wanting to be more conservative, buffer ETFs give them a way to retain equity exposure while having less tail risk.” It’s very much case-by-case and all anchored back to identifying the strategy that’s going to maximize the success for the client’s financial plan.”

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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?

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Retirement Retirement Planning Taxes Distribution 71

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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Dear Mr. Market

NOVEMBER 22, 2024

Has it been nearly a decade (or more) since you and your spouse updated your estate plan? If so, there’s a good chance your plan includes the classic “AB Trust” structure, which—prior to 2011—was the primary way for married couples to double the value of their federal estate tax exemptions. Submit a form.

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Estate Planning Taxes Planning Assets 52

Wealth Management

JULY 18, 2025

What Can Shakespeare Teach Us About Estate Planning? That’s the essence of estate planning, a uniquely human enterprise. Unlock All Access Premium Subscription Get Trusts & Estates articles, digital editions, and an optional print subscription. Four observations inspired by The Bard of Avon.

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Wealth Management

JULY 18, 2025

The caregiving system becomes more resilient when family members are empowered and educated. Whats the Status of Jeffrey Epsteins Estate? Jul 18, 2025 People in a meeting Estate Planning Engaging the Rising Gen Engaging the Rising Gen Jul 18, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

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Wealth Management

JUNE 11, 2025

The Group seeks to foster collaboration, advocate for equity in business and educate lawmakers in Congress on the strength of women-owned businesses. For many women business owners, this group offers valuable insights and education that can change the course of their success, growth and sustainability. About the Author Patricia M.

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