Dear Mr. Market

DECEMBER 31, 2024

Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. Update Estate Plans If you have kids, own a business, or just want to make life easier for loved ones, make sure your will, trusts, and beneficiary designations are up to date.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Yardley Wealth Management

JANUARY 21, 2025

With the complexity of modern financial decisions and the abundance of online resources, you might wonder if speaking with a financial planner is truly worth the investment. Investment Management Is talking to a financial planner worth it for investment guidance?

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Financial Planner Financial Planning Planning Retirement Planning 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.

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Engineering Planning Financial Planning Financial Advisor 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. This is one of the fundamental principles of investment risk management.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

Darrow Wealth Management

APRIL 21, 2025

This approach typically provides greater benefits to those who have significant assets and high taxable income in retirement. If you wait until age 59 1/2 to take money out of a Roth IRA and have passed the more than five years holding period, then your investment earnings and growth will also be tax-free!

Retirement 54

Retirement Retirement Planning Taxes Accounting 54

FMG

MARCH 6, 2025

AI engines also analyze context ensure your website content clearly defines your services, location, and specializations (e.g., “retirement planning for small business owners” or “estate planning in New York”). What is the best investment strategy for retirees?

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Financial Advisor Engineering Media Retirement Planning 52

Harness Wealth

APRIL 17, 2025

Items costing less than $2,500 can typically be expensed immediately, while more substantial investments may require depreciation over time according to IRS guidelines. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.

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Taxes Tax Planning Professional Services Planning 52

MainStreet Financial Planning

MARCH 7, 2025

In contrast, a fee-only, flat-fee financial planner provides transparent pricing, unbiased advice, and comprehensive financial planningwithout taking a percentage of your investments. Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments. Are There Any Benefits to AUM-Based Advisors?

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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. Here’s the pathway under the current education structure: Investment Planning Specialist – Focuses on asset classes, portfolio strategies, and wealth accumulation.

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Financial Planner CFP Certified Financial Planner Certification 40

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.

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Financial Advisor Estate Planning Strategic Planning Retirement 40

Yardley Wealth Management

FEBRUARY 4, 2025

Key Takeaways: Maximize available deductions through strategic planning Consider timing of income recognition and deductions Leverage investment and charitable giving strategies Stay informed about AMT implications Regularly review and update your tax strategy FAQ Q: What are the best tax deductions for high-income earners?

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Taxes Wealth Management Healthcare Retirement 52

Midstream Marketing

DECEMBER 28, 2024

You can discuss retirement planning, simple investing for beginners, or estate planning. They also get to meet future clients and build relationships. Think about topics that meet the money needs of your ideal client. Talking about these subjects can help prevent capacity issues.

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Indigo Marketing Agency

JULY 2, 2025

Download a free guide to estate planning and get the tools you need to protect your wealth, honor your values, and provide for your loved ones. Here’s a better structure you can try for an effective call to action for financial advisors: Your Guide to Protecting What Matters: Safeguard your legacy today.

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Financial Advisor Retirement Planning Planning Media 52

Harness Wealth

APRIL 16, 2025

The fundamentals of Roth and traditional IRAs Traditional IRAs have long served as a cornerstone of retirement planning, offering immediate tax benefits through deductible contributions while deferring taxes until withdrawal. This approach allowed for optimization based on actual investment results rather than projections.

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Taxes Retirement Planning Retirement Distribution 52

Midstream Marketing

NOVEMBER 6, 2024

Are you aiming at young workers who need help with investing? Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? This can show your skills in sustainable investing or share good feedback from happy clients.

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Financial Advisor Marketing Marketing Media 52

Dear Mr. Market

DECEMBER 3, 2024

Invest in Memory Dividends : This concept, which resonated deeply during my brief island escape, is about creating lasting memories that pay emotional dividends over time. Reading this with my clients in mind, I saw opportunities to integrate some of Perkins’ ideas into their plans.

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Financial Planner Retirement Planning Retirement Financial Planning 59

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!).

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Financial Advisor Insurance Tax Planning Taxes 240

Yardley Wealth Management

SEPTEMBER 24, 2024

Whether it’s staying disciplined during market volatility or resisting the urge to make impulsive investment decisions, having a professional by your side can help you stay focused on your long-term goals. Time and Efficiency: Managing your finances can be time-consuming, requiring careful planning, research, and ongoing monitoring.

Tax Planning 40

Tax Planning Wealth Management Risk Management Financial Planning 40

Fintoo

JULY 17, 2025

We all want a life where we feel financially safe and secure—where the unexpected doesn’t knock down everything we’ve worked so hard to build. But in today’s unpredictable world, that sense of security can feel fragile. Have you ever asked yourself: If yes, you’re not alone.

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Economy Estate Planning Tax Planning Retirement Planning 71

Yardley Wealth Management

JUNE 25, 2025

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. However, withdrawals in retirement are taxed as ordinary income.

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Retirement Distribution Taxes Accounting 52

WiserAdvisor

JUNE 11, 2025

They can have a direct impact on the stock market, and by extension, on your retirement investments, including your 401(k). Since you are decades away from retirement, short-term market volatility due to new tariffs should not affect your long-term 401(k) strategy. The announcement has already changed global trade dynamics.

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Budgeting Retirement Asset Allocation Accounting 59

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.

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Estate Planning Accounting Insurance Distribution 62

Midstream Marketing

DECEMBER 10, 2024

Do you specialize in retirement planning for small business owners? Once you have a solid list, separate it by what clients want or their investment goals. You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

MARCH 5, 2025

By sharing knowledge on topics such as retirement planning, wealth management, and investment strategies, you demonstrate your expertise while attracting an audience already interested in your services. Google Ads: Reaching Active Searchers Lets take a closer look at implementing a Google Ads campaign.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

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.

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Retirement Planning Financial Advice Retirement Planning 52

Discipline Funds

DECEMBER 29, 2024

Nothing will nuke your financial plan like high credit card debts and other high rate liabilities. As a general rule, you wont earn much more than 4-5% on investment accounts so any liabilities with rates much higher than that should be paid down BEFORE you contribute to savings. Are you on track to retire when you want to?

Financial Planning 64

Financial Planning Planning Asset Allocation Retirement Planning 64

Indigo Marketing Agency

MAY 13, 2025

The Top 1% Dont Hope for GrowthThey Plan for It The most successful advisors treat client acquisition like a diversified investment portfolio. Estate planning attorneys can be strong allies. You cant scale your business hoping the phone will ring. Growth requires intention. Targeting women in transition?

Financial Advisor 52

Financial Advisor Clients B2B Estate Planning 52

Carson Wealth

MAY 8, 2025

It takes consistent saving, smart decision-making, and a retirement strategy tailored to your goals. The earlier you start planning, the more confident you can feel about your future. These 10 practical retirement planning tips can help you build the financial foundation you need for the next chapter of your life.

Retirement 71

Retirement Retirement Planning Taxes Distribution 71

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M.

Planning 191

Planning Estate Planning Wealth Management Retirement Planning 191

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

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 246

Clients B2B Estate Planning Planning 246

Carson Wealth

DECEMBER 8, 2023

Attorneys are telling us that 2024 is the time to review and change your estate plan as the lines may be out the door in 2025 for taxpayers wanting to make last minute changes to take advantage of the higher exemption amount. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

Planning 143

Planning Retirement Planning Taxes Retirement 143

Integrity Financial Planning

MARCH 15, 2023

Financial planning can be complicated. Have you thought about taxes or estate planning or when to withdraw and from where? From retirement income to tax strategies on an investment property, Brian shares what options you might have. 11:14) Bonds are more predictable but still not guaranteed. (15:47)

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planning 52

WiserAdvisor

NOVEMBER 14, 2023

Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. The concept of retirement has undergone a significant transformation in recent times. Traditional retirement plans often rely heavily on pension schemes.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust . Charitable Remainder Unitrust .

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Estate Planning Economics Planning Financial Planner 52

Million Dollar Round Table (MDRT)

JULY 21, 2022

Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning.

Charitable Planning 95

Charitable Planning Estate Planning Retirement Planning Tax Planning 95

Carson Wealth

JULY 12, 2022

By Craig Lemoine, Director of Consumer Investment Research . 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. . Broad Based Financial Planning Designations. Retirement.

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Financial Advising Ethics Financial Planning CFP 98