Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

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Tobias Financial

JUNE 2, 2025

Estate planning is one of the most important steps in securing your financial legacy, but its also among the most complex. Understanding how assets will be distributed, navigating tax implications, and aligning these decisions with your personal goals can feel overwhelming.

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WiserAdvisor

JULY 9, 2025

If you are someone who loves a good Do It Yourself (DIY) challenge, whether it is fixing your own car or kitchen sink, you might think investing is just another task you can master on your own. Self-investing, or DIY investing, is incredibly popular. What is self-investing, and what are its pros and cons?

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Carson Wealth

JANUARY 8, 2025

They consider your current financial situation, risk tolerance, and future objectives to help develop a comprehensive plan. Behavioral Guidance and Emotional Support Investing often involves emotional decision-making, which can lead to impulsive actions during market volatility. The post Why Should I Hire a Financial Advisor?

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Wealth Management

JUNE 11, 2025

Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Ratner Charles L. See more from Charles L.

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Harness Wealth

JULY 14, 2025

Alternative investments such as private equity, cryptocurrencies, and collectibles now represent a significant part of the investment arena, in particular to high-income individuals. Table of Contents What are alternative investments? What are the key tax strategies for alternative investments in 2025?

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The Big Picture

JULY 16, 2025

After decades of working, saving, and investing, pivoting to spending down your accumulated wealth can be surprisingly difficult. She joins Barry Ritholtz to discuss what you need to know about planning for retirement. She’s published numerous books on money investing and retirement.

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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.

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Tobias Financial

JUNE 16, 2025

These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents. Without periodic evaluations, it’s possible for parts of your plan to become misaligned with your current circumstances.

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Yardley Wealth Management

FEBRUARY 18, 2025

In this article, we’ll break down the concept of waterfall wealth distribution, its benefits, and how it compares to traditional investment strategies. We’ll also explore the role of income tiers, provide real-world case studies, and highlight key considerations when implementing this strategy in your financial plan.

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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. This option is particularly valuable for businesses seeking to minimize current-year tax liability while investing in growth-oriented assets.

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MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.

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WiserAdvisor

JUNE 16, 2025

While you are busy earning, investing, and scaling your income, it is easy to overlook the importance of protecting what you have already built. With the right high-net-worth investing strategies, you can keep your wealth intact without turning your life upside down. Making sure it lasts, not just your lifetime but also after you.

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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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Inside Information

JANUARY 31, 2025

Depending on a firms tech strategy, she wrote, advisors may have to log in to the CRM, custodian, portfolio accounting, planning software, tax planning software, estate planning software, social security maximizer software, etc.,

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Darrow Wealth Management

APRIL 21, 2025

Funds that have already been taxed wont be subject to double-taxation. 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!

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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. He’s already saving aggressively, but wants to reduce long-term tax drag and better structure his investment strategy. Self-Assessment Checklist: Are You on Track?

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Yardley Wealth Management

FEBRUARY 4, 2025

In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations. In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations.

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Harness Wealth

MARCH 6, 2025

Determining the fair market value of stock options, for example, can be time-consuming, with a tax extension allowing individuals to make sure theyre maximizing the potential tax benefits of their equity compensation. This article should not be considered tax or legal advice and is provided for informational purposes only.

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Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Let’s take a look at the tax impact and other considerations of each. 200/share (today’s fair market value) – $188.44/share

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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. Who do you want to reach?

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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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Harness Wealth

APRIL 16, 2025

This flexibility allows for more sophisticated estate planning strategies and continued tax-free growth throughout retirement. This situation became particularly acute with large conversions that generated substantial tax liabilities. This systematic approach ensures compliance and optimal tax outcomes.

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Nerd's Eye View

DECEMBER 30, 2024

We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)

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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.

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Darrow Wealth Management

JANUARY 16, 2025

At a high level, if the asset is part of the decedent’s estate it’s typically eligible for a step-up. This can get very tricky so it’s important to work with the estate planning attorney settling the estate. Assets that bypass the estate through a trust or another mechanism are usually not eligible.

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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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Harness Wealth

FEBRUARY 4, 2025

Alternative investments offer investors access to startups, real estate, and other non-traditional opportunities beyond stocks and bonds. In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets.

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Cornerstone Financial Advisory

MARCH 14, 2025

As a Christian, your estate plan should represent your dedication to financial stewardship according to Scripture. W hat important factors should Christians consider when estate planning? W hat important factors should Christians consider when estate planning?

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WiserAdvisor

JULY 4, 2025

This is a simple and assured tax deduction that you can make without needing to provide any proof of any expenses or investments. Earned income tax credit for head of household No children One child Two children Three or more children Income at max credit $8,490.00 $12,730.00 $17,880.00 $17,880.00 Married filing jointly $30,000.00

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Yardley Wealth Management

AUGUST 27, 2024

Garry, Esquire, CFP®, MBA, Founder & CEO , and Accredited Investment Fiduciary® at Yardley Wealth Management, is ready to guide you through the process. Ready to Explore Your Options? If this sounds like something you ’ d like to explore, don ’ t hesitate to reach out.

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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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Zajac Group

APRIL 23, 2025

But for those interested in charitable giving, there may be a way to address the tax concerns associated with highly appreciated assets and give meaningfully over time. 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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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. Do so before year-end and plan for next years RMD now.

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Wealth Management

JUNE 11, 2025

During the term of the trust, the Beneficiary shall have the right to make withdrawals with respect to Contributions made to the trust in accordance with the following: Related: How to Help Women With Blended Family Estate Plans A. Terms of Contributions.

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Wealth Management

JULY 17, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B

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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.

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