Abnormal Returns

DECEMBER 18, 2024

Podcasts Peter Lazaroff talks stock options with Ally Jane Ayers, co-founder of Brooklyn FI and host of The Liquidity Event podcast. tonyisola.com) Aging 10 steps to prepare financially for retirement, including 'Design a retirement paycheck.'

Retirement Planning 130

Retirement Planning Retirement Valuation Insurance 130

Carson Wealth

MARCH 28, 2024

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

Retirement Planning 142

Retirement Planning Retirement Planning Taxes 142

Abnormal Returns

MAY 13, 2024

blogs.cfainstitute.org) How life events affect retirement planning. investmentecosystem.com) Reflections on eight years of running a financial planning practice. investmentecosystem.com) Reflections on eight years of running a financial planning practice. kitces.com) How one advisory firm uses Salesforce.

Math 282

Math Retirement Planning Financial Advice Communication 282

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. You may need more money than you think to retire on dividends. Retire on dividends?

Retirement 79

Retirement Asset Allocation Taxes Portfolio 79

NAIFA Advisor Today

FEBRUARY 6, 2025

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. During his tenure on FSPs Executive Committee, McGlothlin fulfilled more than 50 speaking engagements and was highly sought-after for FSP national and chapter events. Leadership Award.

Ethics 138

Ethics Education Retirement Planning CFP 138

Wealth Management

JULY 2, 2025

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy trillion annually.

Financial Advisor 161

Financial Advisor Estate Planning Wealth Management Financial Planning 161

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. Plan for retirement. Maximize your use of tax-advantaged accounts.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

Darrow Wealth Management

SEPTEMBER 19, 2024

Unlike most types of retirement plans, the SEP IRA is funded by the employer. A SEP IRA (Simplified Employee Pension Individual Retirement Account) is a type of retirement plan specifically designed for self-employed individuals and small business owners. What is a SEP IRA?

Retirement Planning 98

Retirement Planning Retirement Taxes Planning 98

Carson Wealth

AUGUST 25, 2022

How much do I need for retirement?” Your financial needs in retirement can depend on dozens of factors – some known and some unknown. One or two million dollars may seem like a lot of money to have set aside for retirement. A Retirement Reality Check. The concept of retirement continues to evolve with the world around us.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. DeVoe & Company).

Clients 52

Clients Planning Education Communication 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. DeVoe & Company).

Clients 52

Clients Planning Education Communication 52

Nerd's Eye View

SEPTEMBER 16, 2022

In addition to being held outdoors, the event stood out from ‘standard’ industry conferences in other ways, from the wide scope of its content to the diverse makeup of its attendees. Huntington Beach, California.

Financial Planner 245

Financial Planner Retirement Retirement Planning Numbers 245

FMG

JUNE 13, 2025

During our recent “ “ Make Your Event an Easy YES ” workshop, advisors shared so many creative and successful event ideas that we knew we had to package them up and share more broadly. These events give clients a natural reason to bring friends and family members, creating warm introductions in a relaxed setting.

Education 52

Education Food Clients Retirement 52

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. Converting from a traditional IRA to a Roth IRA is a taxable event.

Financial Planning 116

Financial Planning Planning Estate Planning Taxes 116

FMG

SEPTEMBER 16, 2022

While presentations and town hall meetings still have their place in today’s event landscape there are better ways to host memorable client events. Even better, with current technology, we’re now able to host virtual events that can be as engaging as in-person ones. . The Benefits of Client Events. Types of Events.

Clients 108

Clients Food Education Retirement Planning 108

Nerd's Eye View

JUNE 30, 2025

We've also announced a Save-The-Date for a second IAR CE Intensive Day later this year – on Thursday, October 30th, we'll host an "IAR P&P CE Day" (covering the Products & Practice portion of the IAR CE requirement), with a particular focus on advanced tax and retirement planning.

Financial Planning 130

Financial Planning Financial Advice Clients Ethics 130

Darrow Wealth Management

APRIL 21, 2025

While a Roth conversion may never make sense for some individuals, for others, early retirement years may be the best time to convert pre-tax accounts to tax-free Roth. Converting a traditional IRA to a Roth doesnt make sense unless you have cash to pay taxes without dipping into your retirement savings.

Retirement 54

Retirement Retirement Planning Taxes Accounting 54

Darrow Wealth Management

NOVEMBER 17, 2022

The ‘millionaires’ tax will also ensnare taxpayers who exceed the $1M limit after selling a home, business, stock options, or other types of one-time events. The MA ‘millionaire’ surtax will apply to one-time sudden wealth events. Considering tax planning strategies to reduce the impact of the new MA surtax.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

Carson Wealth

JULY 3, 2024

In the event of an audit, it can add layers of complexity not in your favor. Set up separate plans and goals for your business and your personal finances. While the event itself can be a surprise and unknown, you should always have cash ready to meet these costs head on and keep your business operating.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Nerd's Eye View

OCTOBER 7, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: VRGL has announced a new venture capital funding round to continue building out its capabilities to extract data from prospects' investment statements and automatically generate investment proposals – which while having proven (..)

Clients 246

Clients B2B Estate Planning Planning 246

Zoe Financial

JANUARY 27, 2025

The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. The Transition Phase Approaching retirement brings the need for a shift in priorities. Ready to Grow Your Wealth?

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Yardley Wealth Management

DECEMBER 17, 2024

This might seem conservative to some, but recent global events have demonstrated how quickly circumstances can change. Retirement Planning: Looking Beyond the Basics For 2025, it’s essential to think beyond the standard “maximize your 401(k)” advice.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

Don Connelly & Associates

JUNE 16, 2025

Nothing will destroy a retirement plan faster than a long-term care event. Seven out of ten people in America will have a long-term care event and most Advisors are not discussing it. And that’s exactly where the opportunity lies for the advisor who does more. Long-term care (LTC) is one such opportunity.

Financial Advisor 52

Financial Advisor Planning Retirement Planning Clients 52

Nerd's Eye View

AUGUST 24, 2022

a single person, a couple, a business, or a retirement plan) and the date on which the agreement will become effective. To start, the agreement should contain basic information about the adviser-client relationship, including who the client is (e.g.,

Electronics 231

Electronics Clients Retirement Planning Financial Advice 231

WiserAdvisor

JULY 2, 2025

Healthcare costs are rising at a pace that demands attention, particularly for individuals nearing retirement. Without proper planning, healthcare expenses can quickly consume a significant portion of retirement savings. They can build a more resilient financial strategy for retirement. increase from the previous year.

Healthcare 59

Healthcare Financial Advisor Management Medical 59

FMG

MARCH 3, 2025

Instead of listing ten tips for retirement planning, share your top three and ask, What would you add to this list? For instance, many people feel overwhelmed by retirement planning. Whats your biggest question about retirement? Whats your biggest challenge when it comes to retirement planning?

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

Integrity Financial Planning

MARCH 30, 2023

Writing can be a great hobby to pick up in retirement. They skip important moments and move too quickly through major events. This will help your reader see what you see when you picture the events in your story. The post How to Start Creative Writing in Retirement appeared first on Integrity Financial Planning, Inc.

Retirement 96

Retirement Financial Planning Retirement Planning Transportation 96

Nerd's Eye View

AUGUST 24, 2022

a single person, a couple, a business, or a retirement plan) and the date on which the agreement will become effective. To start, the agreement should contain basic information about the adviser-client relationship, including who the client is (e.g.,

Electronics 221

Electronics Clients Retirement Planning Financial Advice 221

WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

Budgeting 102

Budgeting Retirement Healthcare Food 102

Darrow Wealth Management

NOVEMBER 20, 2023

If you think retirement planning moves stop at retirement, think again. Although it won’t make sense in every situation, retirement can be a unique opportunity for Roth conversions for some investors. For high earners, converting an IRA to a Roth IRA while you’re still working could be the worst time of all.

Retirement 104

Retirement Distribution Taxes Accounting 104

Tobias Financial

JUNE 16, 2025

While there may not be a single indicator that it’s time to update your plan, there are key moments when a review becomes especially important. These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents.

Planning 52

Planning Engineering Financial Planning Financial Advisor 52

Truemind Capital

MAY 3, 2024

A retirement crisis could turn out to be the biggest headache in most of the countries, including India. Gone are the days when one could think of retiring comfortably in their 60s. Gone are the days when one could think of retiring comfortably in their 60s. The retirement problem en-mass will show over the next decade.

Retirement Planning 52

Retirement Planning Retirement Planning Education 52

NAIFA Advisor Today

JANUARY 28, 2025

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. Zack is also skilled in presenting, emceeing, event planning, program management, and social media.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

Indigo Marketing Agency

JUNE 12, 2025

An example of a solid specialty niche for a financial advisor would be “investing strategies for retirement income.” In this case, your target audience is in or near retirement and they want investment strategies that produce portfolio income. This will draw in the people who need your services most.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Nationwide Financial

AUGUST 16, 2024

This scenario is becoming increasingly common, and you can be well-equipped to guide your farmer clients through the complex process of retiring without direct heirs. Develop a succession plan Based on the financial assessment and the client’s goals, develop a detailed succession plan.

Retirement 52

Retirement Medical Clients Planning 52

Random Roger's Retirement Planning

FEBRUARY 5, 2025

The Retirement Manifesto Blog had a post about the "5 Top Regrets of Retirees." Retiring with too much debt? If you have a lot of consumer debt, and assuming no sort of horrible medical event you're paying for, then sorry, you're living beyond your means. The first regret was not saving enough money.

Retirement 52

Retirement Retirement Planning Medical Planning 52

Harness Wealth

APRIL 16, 2025

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. This flexibility becomes increasingly valuable as your retirement portfolio grows more complex.

Taxes 52

Taxes Retirement Planning Retirement Distribution 52