Abnormal Returns

MARCH 10, 2025

kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. wealthmanagement.com) The number of cash balance plans are on the rise. abnormalreturns.com)

Estate Planning 157

Estate Planning Retirement Planning CFP Portfolio Management 157

Carson Wealth

DECEMBER 20, 2024

While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals. government.

Financial Planning 116

Financial Planning Planning Estate Planning Taxes 116

Wealth Management

AUGUST 21, 2024

An often-overlooked tactic in estate planning.

Assets 290

Assets Retirement Estate Planning Planning 290

Wealth Management

OCTOBER 22, 2024

Holistic advisory services like succession planning, retirement strategies and estate planning are needed now more than ever.

Estate Planning 298

Estate Planning Retirement Planning 298

Abnormal Returns

NOVEMBER 11, 2024

riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. kitces.com) What it means to be a great adviser to retired clients. thinkadvisor.com) A year-end tax planning checklist. (standarddeviationspod.com) The biz Fidelity is crushing it. advisorperspectives.com)

Wealth Management 157

Wealth Management Estate Planning Tax Planning Financial Advisor 157

Abnormal Returns

NOVEMBER 20, 2024

(sites.libsyn.com) Frazer Rice talks with Christine Benz author of "How to Retire" (podcasts.apple.com) Carl Richards talks money and more with journalist Kara Swisher. 50fires.com) Retirement Gray divorce can have a huge effect on your retirement. nytimes.com) Taxes in retirement only get more complicated.

Estate Planning 157

Estate Planning Retirement Marketing Marketing 157

Abnormal Returns

APRIL 21, 2025

(kitces.com) Peter Lazaroff talks with Christine Benz about the most overlooked parts of a retirement plan. riabiz.com) The battle over online estate planning is only heating up. alphaarchitect.com) Succession plans are not set it and forget it. riabiz.com) Charles Schwab ($SCHW) has taken a stake in Wealth.com.

Retirement Planning 157

Retirement Planning Estate Planning Retirement Planning 157

Abnormal Returns

MAY 21, 2025

morningstar.com) Dan Haylett talks with Fritz Gilbert about his 10 Commandments of Retirement. nytimes.com) Personal finance 11 financial things to do in your 40s, including 'Doing an estate plan check up.' podcasts.apple.com) Peter Lazaroff talks with Mark Higgins, author of "Investing in U.S. Financial History."

Estate Planning 157

Estate Planning Financial Services Education Retirement 157

Abnormal Returns

SEPTEMBER 4, 2024

(ritholtz.com) Rick Ferri talks with Christine Benz about her new book "How to Retire, 20 Lessons for a Happy, Successful, and Wealthy Retirement." morningstar.com) Sam Dogen talks in ins and outs of early retirement with Khe Hy. sites.libsyn.com) Retirement Why spending decisions in retirement are challenging.

Estate Planning 261

Estate Planning Retirement Tax Planning Planning 261

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. Read More.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

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. Charles L. Ratner Charles L. See more from Charles L.

Wealth Management 162

Wealth Management Insurance Estate Planning Clients 162

Abnormal Returns

OCTOBER 9, 2024

(wsj.com) Another reminder that TreasuryDirect is a mess (wsj.com) Estate planning Why it often takes a crisis to prompt movement on an estate plan. kindnessfp.com) Where people without children are passing on their estates. wsj.com) Retirement savings How 401(k) rollovers can reduce your expenses.

Estate Planning 270

Estate Planning Insurance Retirement Financial Planning 270

Abnormal Returns

APRIL 10, 2024

(morningstar.com) Dan Haylett talks with Eric Brotman, who is the founder and CEO of BFG Financial Advisors, about retirement as 'graduation.' humansvsretirement.com) Estate planning Why you should update your estate plans periodically. wsj.com) Retirement Some reasons to go back to work after retiring.

Estate Planning 259

Estate Planning Retirement Planning Retirement Taxes 259

Wealth Management

JUNE 10, 2025

RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group.

Wealth Management 176

Wealth Management Engineering Estate Planning Management 176

Wealth Management

JUNE 11, 2025

Duran and the industry's self-proclaimed nerd, Michael Kitces, participated in a "Financial Feud" game show where they debated topics such as private equity, succession planning and the value of a brand.

Wealth Management 175

Wealth Management Management Financial Advisor Business Planning 175

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. Many people may not know that their will does not control who inherits all of their assets, such as retirement accounts, life insurance, and annuities.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

Nerd's Eye View

APRIL 18, 2025

Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).

Financial Planner 195

Financial Planner Risk Tolerance Estate Planning Clients 195

Abnormal Returns

NOVEMBER 27, 2024

msn.com) Aging Spending more money doesn't necessarily make for a more fulfilling retirement. nextavenue.org) Lessons learned from Warren Buffett's estate planning, including 'Tell your kids you are proud of them.' axios.com) Financial planning A financial plan can help you navigate forks in the road.

Portfolio 144

Portfolio Financial Planning Estate Planning Planning 144

Abnormal Returns

JUNE 5, 2024

(ritholtz.com) Dan Haylett talks with Stephanie McCullough, founder of Sophia Financial, about the challenges facing women planning for retirement. wsj.com) Retirement When to collect Social Security is a complex decision, that you can't take back. obliviousinvestor.com) Retirement is about making things work.

Estate Planning 292

Estate Planning Retirement Planning Accounting 292

Abnormal Returns

DECEMBER 4, 2024

Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." morningstar.com) Dan Haylett talks with Christine Benz, author of "How to Retire: 20 Lessons For a Happy, Successful, And Wealthy Retirement." humbledollar.com) Have you signed up for daily e-mail newsletter?

Retirement 144

Retirement Estate Planning Taxes Assets 144

Abnormal Returns

MARCH 4, 2024

Retirement JP Morgan Asset Management's 'Guide to Retirement.' am.jpmorgan.com) How longevity literacy affect financial wellness in retirement. papers.ssrn.com) Why getting charitable giving in retirement right is challenging. (fa-mag.com) riabiz.com) Estate planning is growing in importance for advisers.

Recruitment 274

Recruitment Estate Planning Financial Planning Retirement 274

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Maximize Retirement Contributions Contribute as much as possible to your 401(k), IRA, or Roth IRA.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Abnormal Returns

JULY 5, 2023

financiallywelloff.com) Peter Mallouk and Jonathan Clements on the key ingredients of a good retirement. open.spotify.com) Estate planning How to create a digital estate plan in three steps. 403bwise.org) Retirement 9 steps to a productive retirement including 'Stay flexible on the withdrawal rate front.'

Estate Planning 246

Estate Planning Retirement Planning Numbers 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 Startup 240

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.

Wealth Management 144

Wealth Management Marketing Marketing Tax Planning 144

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

Education 189

Education Retirement Taxes Distribution 189

Abnormal Returns

SEPTEMBER 4, 2023

(theadvisorjourney.com) Brendan Frazier talks about the challenge of retirement spending with Morningstar's Christine Benz. standarddeviationspod.com) Creative Planning Creative Planning is buying Goldman Sachs' former Personal Financial Management unit. riabiz.com) Creative Planning could reintroduce the United Capital brand.

Estate Planning 260

Estate Planning Financial Planning Retirement Planning 260

NAIFA Advisor Today

APRIL 20, 2023

is here, but what does that mean for your clients' retirement and estate planning? SECURE 2.0 On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0,

Estate Planning 92

Estate Planning Retirement Clients Planning 92

Abnormal Returns

JUNE 12, 2024

semafor.com) Retirement Cognitive decline is inevitable. Why you need to plan for it. abnormalreturns.com) It's easy to let your spending fall in retirement. humbledollar.com) Some charts to help you think about retirement. theretirementmanifesto.com) A problem with Medicare Advantage plans. moneytalks101.substack.com)

Asset Allocation 261

Asset Allocation Financial Advisor Estate Planning Retirement 261

Abnormal Returns

JUNE 3, 2024

Podcasts Dan Haylett talks with Jamie Hopkins about rewiring the way we think about retirement and its underlying assumptions. riabiz.com) Retirement The signs of Alzheimer's disease often show up years ahead of time in financial behaviors like missed payments. nytimes.com) How estate planning for blended families can go wrong.

Estate Planning 274

Estate Planning CFP Retirement Assets 274

Abnormal Returns

MAY 8, 2024

(advisorperspectives.com) The 7 best retirement books including "More Than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need" by Mike Piper. morningstar.com) Retirement Three tips to improve your retirement including 'Pursue serendipity.' ft.com) Estate planning is all about tradeoffs.

Retirement 268

Retirement Estate Planning Taxes Sales 268

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 246

Tax Planning Compliance Taxes Financial Advisor 246

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

Abnormal Returns

JULY 31, 2023

riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). morningstar.com) QLACs are coming to the 401(k) plan. riaintel.com) Retirement A certain portion of the population never wants to retire. kitces.com) How pro bono planning can change your life as an adviser.

Financial Planner 245

Financial Planner Estate Planning Portfolio Management Retirement 245

Abnormal Returns

MARCH 20, 2023

(barrons.com) The FDIC is planning to sell SVB Private separately from the rest of the bank. citywire.com) Retirement Spending in retirement is a dynamic process. citywire.com) Retirement Spending in retirement is a dynamic process. citywire.com) Adviser technologies are becoming commoditized. What comes next?

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Abnormal Returns

SEPTEMBER 27, 2023

awealthofcommonsense.com) What you need to understand about employee stock purchase plans. dariusforoux.com) Want to be happier in retirement? marketwatch.com) Why your estate plan should include this letter. (humbledollar.com) Investing How the introduction of the IRA changed how Americans invest.

Estate Planning 274

Estate Planning Taxes Insurance Retirement 274

Wealth Management

JUNE 12, 2025

Sponsored Content Alternative Investment Summit: Navigating the New Frontier Alternative Investment Summit: Navigating the New Frontier Apr 11, 2025 thumbnail Sponsored Content Boost Impact With Equity Awards Boost Impact With Equity Awards Jun 13, 2025 1 Min Read Wealth Planning Related Topics Estate Planning Financial Planning High Net Worth Insurance (..)

Assets 144

Assets Management Wealth Management Risk Management 144