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,

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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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Park Place Financial

SEPTEMBER 8, 2022

ESTATES Family Estate Planning: The 6 Essentials Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. According to one survey, 67% of Americans have no estate plan, which may reflect an aversion to thinking about dying or getting gravely ill. Navigate Family Estate Planning with Park Place Financial .

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Park Place Financial

SEPTEMBER 8, 2022

ESTATES The 5 Most Common Estate Planning Myths Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Estate planning is a crucial component of financial preparation for many individuals, as it enables their wealth to have a lasting and meaningful impact on their loved ones.

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Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

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Carson Wealth

APRIL 25, 2024

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being. Let’s break each one down.

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WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

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Nerd's Eye View

JANUARY 31, 2024

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges. Read More.

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Abnormal Returns

NOVEMBER 10, 2023

open.spotify.com) Bogumil Baranowski talks with Frazer Rice about the distinctions between current and legacy wealth, retirement planning vs. estate planning. Bowman and Christine Hamilton talk with Chris Ailman and Ashby Monk about the importance of fund governance.

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Abnormal Returns

JUNE 28, 2023

Podcasts Christine Benz and Jeff Ptak talk with Fritz Gilbert and Eric Weigel about retirement planning mistakes. savantwealth.com) What is an estate plan? thomaskopelman.com) New parents face their own financial planning challenges. bestinterest.blog) The Private College 529 Plan flies below the radar.

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Yardley Wealth Management

OCTOBER 7, 2020

The post Is COVID-19 affecting your Retirement Planning? Is COVID-19 affecting your Retirement Planning? Retirement Planning Financial Planning Risk. Over their lifetimes, most people have heard warnings and advice from retirement advisors about various aspects of their plans.

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Fortune Financial

JULY 28, 2022

You cannot sell the securities within the retirement plan, then move cash to a brokerage account and purchase the same shares at that point. Another major point is that the retirement plan must be empty within the calendar year as a lump sum distribution. This would negate the NUA benefit. Cost Tradeoff.

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Yardley Wealth Management

JUNE 6, 2023

Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.

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Nationwide Financial

AUGUST 16, 2022

Financial professionals understand the value of estate planning, but starting that conversation and inspiring clients to take action can be challenging. A 2021 Gallup poll showed that 64% of American adults working with a financial advisor have never discussed their estate plans with that advisor. Beginning the process.

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eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. People in this stage may have just graduated from college and recently joined the working world.

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NAIFA Advisor Today

FEBRUARY 15, 2023

Ike is highly skilled in analyzing long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirement planning. As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses.

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Yardley Wealth Management

SEPTEMBER 24, 2021

The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. Garry offers the following advice for investors who are shell-shocked and don’t know where to turn in taking the first step in creating a financial plan: Have a plan.

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Fortune Financial

FEBRUARY 4, 2024

Will you end up paying too much in ordinary income taxes for company stock in your 401(k) plan? With our deep expertise and qualifications in NUA strategies, our experts are adept at navigating the complexities of tax-efficient retirement planning.

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Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

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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. Discuss more advanced estate planning, charitable planning and special family issues.

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James Hendries

OCTOBER 28, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. Updated beneficiary information- Consistently check the beneficiaries listed on your legal documents, retirement savings, and insurance plans, as these designations can outweigh what is in a will.

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Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

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Fortune Financial

SEPTEMBER 29, 2022

In our planning with clients, we like to employ a “pay yourself first” approach, especially as it relates to retirement planning. You may have been contemplating starting contributions to a retirement plan, or you may have been contributing small amounts and are worried that you are behind in the game.

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Carson Wealth

JULY 26, 2023

By Odaro Aisueni, CFP ® , Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. Yet while succession planning is often overlooked, it holds immense significance for your future well-being.

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Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . Conferred Degrees.

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Walkner Condon Financial Advisors

NOVEMBER 11, 2022

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. You may want to review your contribution amounts and adjust for January payrolls if your goal is to maximize funding your retirement plan contributions. . 529 College Savings Plans.

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International College of Financial Planning

JULY 30, 2022

Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. A Person who completes the CFP course is qualified to provide financial planning services to those with a high degree of financial responsibility.

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International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” The new framework provides the tools to meet the highest financial planning standards.

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Park Place Financial

MARCH 16, 2022

FINANCIAL PLANNING 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Some advisors specialize in high-net-worth planning and can direct clients to the unique advantages and opportunities that come with being an HNWI. Income Tax Planning.

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International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

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International College of Financial Planning

JANUARY 15, 2024

Let’s discuss financial planning courses online and get an insight into its ability and success. Embracing Financial Planning Courses Online versus On-Campus Learning The advent of online financial planning courses marks a pivotal shift in educational methodologies. The college has vast course options to choose from.

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The Richer Geek

MARCH 1, 2023

Jeff works with clients to create comprehensive financial plans tailored to their individual circumstances. His evidence-based approach involves reviewing all parts of a client’s financial life, including investments, retirement planning, education savings, estate planning, charitable giving and tax strategies.

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Yardley Wealth Management

JANUARY 18, 2022

Protecting What’s Yours (After You Pass) In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. It’s possible to tackle this hurdle on your own, but we don’t usually recommend it.

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Yardley Wealth Management

JANUARY 18, 2022

In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating.

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Yardley Wealth Management

SEPTEMBER 14, 2020

Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. Retirement Planning, Income Taxes. Please contact us if you’d like to discuss your financial plan.

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International College of Financial Planning

JULY 10, 2023

The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financial planning concepts. Over the years, the CFP exam has undergone refinements in line with the evolution of the financial planning profession.

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International College of Financial Planning

DECEMBER 4, 2023

Understanding the Need for Qualified Financial Advisors Financial advisors are experts who provide investment, retirement, and overall financial planning advice, aiding clients in better managing their finances. Expertise and Knowledge Recognition: Globally acknowledged, the CFP® is often seen as the pinnacle in financial planning.

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