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. Tax planning. Estate planning. Tax planning is crucial.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

Yardley Wealth Management

FEBRUARY 18, 2025

Key benefits include: Ensuring essential financial obligations are met first – Taxes, estate planning, and retirement savings take precedence. Strategic long-term planning – Provides a roadmap for surplus wealth allocation. Traditional investment strategies focus on portfolio diversification and market performance.

Wealth Management 52

Wealth Management Management Estate Planning Distribution 52

WiserAdvisor

JULY 9, 2025

Many people have managed their own investment portfolios and have seen great results. You make all the decisions, choose the funds or stocks you are interested in, and build your financial portfolio solo. If you want to review your portfolio during your lunch break, go ahead! And honestly, you are not entirely wrong. No problem!

Financial Advisor 59

Financial Advisor Investing Investments Asset Allocation 59

WiserAdvisor

JUNE 16, 2025

Because what good is a strong portfolio if it cannot stand the test of time and come to your rescue even as the years go by? It is easy to get caught up in growing your wealth, chasing high-net-worth investment opportunities , or expanding your financial portfolio, but wealth preservation deserves just as much of your attention.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

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.,

Risk Tolerance 40

Risk Tolerance Consulting Estate Planning Wealth Advisor 40

International College of Financial Planning

JULY 2, 2025

Here’s the pathway under the current education structure: Investment Planning Specialist – Focuses on asset classes, portfolio strategies, and wealth accumulation. Retirement and Tax Planning Specialist – Covers retirement income strategies, tax optimisation, and goal-based planning.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

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. Have I reviewed my portfolio for tax-smart strategies like direct indexing or loss harvesting? Have I implemented a drawdown strategy that reduces long-term taxes?

Retirement Planning 40

Retirement Planning Retirement Planning Estate Planning 40

Harness Wealth

JULY 14, 2025

These alternative investments can offer distinct advantages in the shape of portfolio diversification and the potential for higher returns, but they can come with equally distinct tax complications that need to be carefully planned for. Real estate Real estate investments offer a unique set of tax advantages.

Taxes 52

Taxes Investing Investments Assets 52

Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Explain how to manage risks and how to diversify portfolios. Tax Planning: Help clients learn smart tax strategies. Adjust your plans based on what you find.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

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 (..)

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Yardley Wealth Management

SEPTEMBER 24, 2024

A financial professional can handle the day-to-day tasks of financial management, such as investment research, portfolio rebalancing, and tax planning, allowing you to enjoy greater efficiency and peace of mind. Comprehensive Financial Planning: Financial planning is a holistic process.

Tax Planning 40

Tax Planning Wealth Management Risk Management Financial Planning 40

Harness Wealth

APRIL 16, 2025

This flexibility allows for more sophisticated estate planning strategies and continued tax-free growth throughout retirement. This flexibility becomes increasingly valuable as your retirement portfolio grows more complex. One of the Roth IRA’s most compelling features?

Taxes 52

Taxes Retirement Planning Retirement Distribution 52

Abnormal Returns

JUNE 23, 2025

capitalallocators.com) Michael Batnick talks alternatives with Phil Huber, Managing Director & Head of Portfolio Solutions at Cliffwater. riabiz.com) Blackrock ($BLK) dominates the model portfolio business. aswathdamodaran.blogspot.com) Taxes On the difference between tax planning and tax advice.

Wealth Management 173

Wealth Management Financial Advising Estate Planning Tax Planning 173

Harness Wealth

FEBRUARY 4, 2025

Alternative investments cover a wide range of asset types, offering exposure to everything from private companies to real estate, fine arts, and even collectible cars. Many investors turn to alts for portfolio diversification and the potential for high-growth opportunities. How can I reduce taxes on my alternative investments?

Taxes 52

Taxes Investing Investments Startup 52

Harness Wealth

JANUARY 28, 2025

For corporations, Trumps proposal includes a corporate tax rate reduction from 21% to 20%, with an additional cut to 15% for companies engaged in manufacturing in the U.S. This initiative aims to provide more tax relief to U.S.-based This allows for tax-free growth and withdrawals in retirement. What are exchange-traded funds?

Taxes 52

Taxes Planning Retirement Accounting 52

Zajac Group

APRIL 23, 2025

Selling stock outright, however, can incur a sizable tax billmaking it difficult to balance concentration risk with long-term portfolio preservation. 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.

Distribution 52

Distribution Taxes Assets Tax Planning 52

Discipline Funds

DECEMBER 29, 2024

This means you should try to create specific buckets for your portfolio where youre matching future expenses and liabilities to specific corresponding assets. That way weve got most of our time horizons covered in a specifically structured financial plan and asset allocation. Prune the fat in your portfolio.

Financial Planning 64

Financial Planning Planning Asset Allocation Retirement Planning 64

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.

Estate Planning 59

Estate Planning Planning Distribution Taxes 59

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

AUGUST 5, 2024

(kitces.com) Taxes Following the RMD rules for inherited IRAs may not be optimal. investmentnews.com) On the importance of tax planning in the first few years of retirement. barrons.com) When should you move from a diversified ETF portfolio to direct indexing? papers.ssrn.com) Four steps to create a digital estate plan.

Retirement Planning 173

Retirement Planning Estate Planning Wealth Advisor Tax Planning 173

Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Financial Planner 246

Financial Planner Financial Advisor Math Taxes 246

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

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 96

Charitable Planning Estate Planning Retirement Planning Tax Planning 96

WiserAdvisor

AUGUST 31, 2023

They can provide ongoing support so you can continue investing after retirement, monitor market fluctuations, and make necessary adjustments to your retirement portfolio. Your investment risk appetite is lowered, and it is important to readjust your portfolio accordingly. Tax planning is not solely about federal taxes.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

AdvicePay

JUNE 13, 2024

With the fee-for-service model, you can customize service offerings for clients seeking advice who don’t (yet) have traditional portfolio assets to transfer to your firm’s custodian for full-time management. This approach allows you to engage these clients by charging a fee that’s covered through their monthly cash flow.

Insurance Coverage 88

Insurance Coverage Financial Planning Estate Planning Tax Planning 88

Darrow Wealth Management

JULY 1, 2024

This tax benefit is scheduled to sunset at the end of 2026. Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary. As with anything in tax planning, it’s important not to let the tax-tail wag the dog.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Darrow Wealth Management

FEBRUARY 19, 2024

A deep discussion of these strategies is outside the scope of this overview, and because every situation is so different, be sure to discuss your situation with your tax and financial advisor. Taxes should always be a component of any investment decision — but not the main driver. But it isn’t always a no-brainer.

Management 111

Management Taxes Portfolio Estate Planning 111

Yardley Wealth Management

FEBRUARY 15, 2022

Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools. Tax breaks come and go, and are beyond our control. It’s another to make best use of them.

Taxes 52

Taxes Investing Investments Tax Planning 52

Yardley Wealth Management

FEBRUARY 15, 2022

Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. .

Taxes 52

Taxes Investing Investments Tax Planning 52

WiserAdvisor

JANUARY 5, 2024

This group allocates substantial portions of their portfolios to high-risk instruments such as stocks, private equity, and hedge funds. While both groups recognize the value of real estate, the rich and the middle class differ in how they leverage it as an investment vehicle.

Investing 59

Investing Investments Wealth Accumulation Tax Planning 59

Integrity Financial Planning

NOVEMBER 14, 2023

Gift Tax Exemptions Each year, you can give up to $17,000 to any number of people tax-free. This means that if you have two children, you can give each of them $17,000 without a tax penalty in 2023. [1] 1] This can be something you do as part of your estate plan.

Taxes 96

Taxes Retirement Estate Planning Planning 96

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

WiserAdvisor

FEBRUARY 19, 2024

Blind Spot 3: Inadequate estate planning In today’s age, where 60 is the new 50 and people are more active and health-conscious than ever before, it is common to think that estate planning can wait. Life is inherently unpredictable, and unanticipated circumstances can arise at any moment.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

International College of Financial Planning

JUNE 30, 2022

The wealth manager offers advisory services or multiple products, including mortgages, retirement plans, stock options, tax planning, bonds and real estate investment. Advisors work closely with clients and modify portfolios depending on circumstances. . Planning services . Tax planning services .

Wealth Management 52

Wealth Management Management Financial Planner Tax Planning 52

International College of Financial Planning

DECEMBER 29, 2024

The CFP Program Structure Comprehensive Curriculum Design The CFP program offers a unique 4-in-1 certification structure that covers all essential areas of financial planning: Investment Planning: Understanding market dynamics, portfolio management, and asset allocation strategies Retirement and Tax Planning: Mastering retirement solutions and tax-efficient (..)

CFP 52

CFP Financial Planning Planning Certification 52

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. Jon Luskin. Rick Ferri.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52