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 162

Estate Planning Retirement Planning CFP Portfolio Management 162

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 162

Estate Planning Retirement Marketing Marketing 162

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 162

Wealth Management Estate Planning Tax Planning Financial Advisor 162

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 162

Estate Planning Financial Services Education Retirement 162

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. peterlazaroff.com) Charles Schwab Despite some trepidation, Charles Schwab ($SCHW) is inching toward offering spot crypto trading.

Retirement Planning 162

Retirement Planning Estate Planning Retirement Planning 162

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 264

Estate Planning Retirement Tax Planning Planning 264

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 275

Estate Planning Insurance Retirement Financial Planning 275

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 298

Estate Planning Retirement Planning Accounting 298

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 262

Estate Planning Retirement Planning Retirement Taxes 262

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 147

Retirement Estate Planning Taxes Assets 147

Carson Wealth

DECEMBER 20, 2024

You can move these large stock holdings to a DAF, get the tax break, and then use the money to make donations every year through your retirement. Your tax footprint for the year can grow substantially, depending on the size of your retirement accounts. government. Converting from a traditional IRA to a Roth IRA is a taxable event.

Financial Planning 116

Financial Planning Planning Estate Planning Taxes 116

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 278

Estate Planning CFP Retirement Assets 278

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

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 279

Recruitment Estate Planning Financial Planning Retirement 279

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.' (apolloacademy.com) How higher property taxes would help unlock the housing market.

Portfolio 147

Portfolio Financial Planning Estate Planning Planning 147

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

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 264

Asset Allocation Financial Advisor Estate Planning Retirement 264

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 273

Retirement Estate Planning Taxes Sales 273

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

Nerd's Eye View

JUNE 26, 2024

Because of the strict limitations on when and how the 529-to-Roth rollover can be done , it has limited usefulness as a planning tool beyond its intended purpose of giving individuals with overfunded 529 plans an opportunity to reallocate some of those funds tax-free towards their retirement savings. Read More.

Education 189

Education Retirement Taxes Distribution 189

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 187

Financial Planner Risk Tolerance Estate Planning Clients 187

Abnormal Returns

SEPTEMBER 4, 2023

theadvisorjourney.com) Brendan Frazier talks about the challenge of retirement spending with Morningstar's Christine Benz. citywire.com) Why retiring advisers often have second thoughts. thinkadvisor.com) UHNW individuals don't want to talk about traditional retirement. thinkadvisor.com)

Estate Planning 264

Estate Planning Financial Planning Retirement Planning 264

Dear Mr. Market

DECEMBER 31, 2024

Maximize Retirement Contributions Contribute as much as possible to your 401(k), IRA, or Roth IRA. 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. A little planning now avoids big headaches later.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Abnormal Returns

MARCH 20, 2023

citywire.com) Retirement Spending in retirement is a dynamic process. advisorperspectives.com) A shocking number of people don't have a will or estate plan. (citywire.com) Adviser technologies are becoming commoditized. What comes next? kitces.com) RIAs are increasingly pushing back against SEC charges.

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Abnormal Returns

SEPTEMBER 27, 2023

dariusforoux.com) Want to be happier in retirement? marketwatch.com) Why your estate plan should include this letter. (tonyisola.com) Leverage, not the financial kind, is the fuel to generate wealth over time. ofdollarsanddata.com) What the 'Matthew effect' tells us about wealth.

Estate Planning 278

Estate Planning Taxes Insurance Retirement 278

Abnormal Returns

JULY 31, 2023

riaintel.com) Retirement A certain portion of the population never wants to retire. investmentnews.com) How family estrangement affects estate planning. (wsj.com) Fraud Sadly, family members engage in a lot of elder financial exploitation. theatlantic.com) 2022 saw a jump in investment fraud. financial-planning.com)

Financial Planner 245

Financial Planner Estate Planning Portfolio Management Retirement 245

Nerd's Eye View

MARCH 24, 2023

Also in industry news this week: Top Democratic Senators are urging the Treasury Department to crack down on a range of estate planning strategies for high-net-worth individuals, including GRATs and IDGTs Amid fallout from recent bank failures, both Republicans and Democrats are considering whether current FDIC insurance limits should be increased (..)

Financial Planner 245

Financial Planner CFP Certification Retirement Planning 245

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.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

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

Podcasts Michael Kitces talks divorce planning with Michelle Klisanich who is a Wealth Advisor for Financially Wise Divorce. kitces.com) Matt Zeigler talks with Wade Pfau about managing sequence of returns risk in retirement. investmentnews.com) On the importance of tax planning in the first few years of retirement.

Retirement Planning 173

Retirement Planning Estate Planning Wealth Advisor Tax Planning 173

Abnormal Returns

MAY 29, 2023

thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. kitces.com) Social Security retirement ages are always a political decision. (ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? advisorperspectives.com)

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Abnormal Returns

JANUARY 22, 2024

standarddeviationspod.com) Retirement How to put retirement income guardrails in place. thinkadvisor.com) Retirement withdrawal strategies all have their tradeoffs. investmentnews.com) Americans want to retire gradually. riabiz.com) Vanguard is partnering with estate planning software provider Vanilla.

Wealth Management 162

Wealth Management Estate Planning Startup Retirement 162

Integrity Financial Planning

JUNE 27, 2023

However, it is a common goal for retirees to create and maintain generational wealth in retirement. Prior to your retirement years, diversifying your investment portfolio can be a good way to grow your wealth. This can include investing in stocks, bonds, real estate, and other assets. [3]

Retirement 98

Retirement Healthcare Financial Planning Estate Planning 98

Nerd's Eye View

JANUARY 24, 2024

The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are met throughout retirement. Ultimately, the key point is that a properly drafted POA is an essential part of every estate plan.

Estate Planning 246

Estate Planning Accounting Clients Planning 246

Nerd's Eye View

JANUARY 24, 2024

The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are met throughout retirement. Ultimately, the key point is that a properly drafted POA is an essential part of every estate plan.

Clients 246

Clients Estate Planning Accounting Planning 246