XY Planning Network

JULY 7, 2023

Get a sneak peek at content reserved for XYPN members with XY Tax Solutions Office Hours program! Available exclusively to XYPN members, each month one of XYTS's tax experts hosts an office hours session where tax-specific topics are discussed and attendees can ask any top-of-mind questions. Enjoy the recording!

Tax Planning

XY Planning Network

JANUARY 6, 2023

While we can wish for a magic eight-ball that gives us all the answers to the burning questions we have about the future, at the very least, we on the tax team can support you by shedding light on some of the tax-related issues to look out for as we head into the new year.

Taxes

XY Planning Network

JANUARY 23, 2023

3 MIN READ Are taxes too taxing? No one likes taxes. Even though I do taxes for a living, I’ll be the first to admit it’s not always easy or simple. Taxes are a hassle at least and a complete nightmare at worst. While not everyone avoids taxes, there are a significant number of people who do.

Taxes

XY Planning Network

FEBRUARY 20, 2023

Surprisingly (ahem), tax filings tend … not to be top of mind for most business owners. This is your friendly reminder that tax filings are probably buried somewhere toward the bottom of your to-do list, and now is the time to kick things into gear if you’ve been putting it off. the tax code can be absolute - except when it’s not.

Taxes

Sara Grillo

OCTOBER 21, 2022

Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. Fee-only advisors are bound to the fiduciary standard. He knew before graduating fee-only was the path for him, his conscience, and his personality.

Insurance

eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. Tax and insurance advice was also somewhat constrained. Then we do the financial plan and tax planning around that—it’s been a lot of fun.

Financial Planning

Your Richest Life

MAY 29, 2025

Check in with Your Investments The summer is the welcome respite between tax season and year-end prep work season. This is also an ideal time to get some of your tax planning taken care of. This will help you avoid surprises come tax season. For more information on the services offered, contact Katie today.

Budgeting

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! Tax preparation is also available.

Financial Planning

International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Accounting & Tax Planning Firms.

Financial Advisor

WiserAdvisor

AUGUST 3, 2023

A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management. Here’s how different types of fee models work in comparison to the 1 percent fee structure: 1.

Financial Advisor

Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. And that’s before even considering taxes or market volatility! Depending on your goals and personal financial situation, there may be many more planning opportunities to consider.

Wealth Management

Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. And that’s before even considering taxes or market volatility! Depending on your goals and personal financial situation, there may be many more planning opportunities to consider.

Wealth Management

Harness Wealth

MAY 25, 2023

The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. Fee-based : This structure is a blend of fees and commissions. What Is the Difference Between a Fee-Only and a Fee-Based Advisor?

Financial Advisor

Walkner Condon Financial Advisors

MARCH 15, 2023

With the advent of fractional shares available at some custodians , improved software for tax efficient implementation, and competition driving prices lower, the perfect storm for direct indexing appears to be now. Higher Net Fees….Better Better After-Tax Result? So why do we list “lower net fees” as an advantage?

Taxes

Clever Girl Finance

JULY 16, 2023

Here’s an example of a financial plan to ensure you are on track. You’re looking for tax help Tax help should not be confused with financial advisory help. A Certified Public Accountant (CPA) is best equipped to support all your tax needs. It can be useful because having a plan can help you take action.

Financial Advisor

Clever Girl Finance

JULY 16, 2023

Here’s an example of a financial plan to ensure you are on track. You’re looking for tax help Tax help should not be confused with financial advisory help. A Certified Public Accountant (CPA) is best equipped to support all your tax needs. It can be useful because having a plan can help you take action.

Financial Advisor

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. RICK FERRI, CFA: What’s more tax efficient? An hourly financial advisor is someone who provides financial advisor for a set hourly rate. Jon Luskin.

Financial Advisor

Darrow Wealth Management

NOVEMBER 5, 2024

If eligible, you may be able to exclude up to 100% of the gain from federal taxes when you sell your shares through the capital gains tax exclusion. The potential tax savings simply cannot be understated. Using IRS Section 1202, taxpayers can sell stock potentially free of federal capital gains taxes if the requirements are met.

Taxes

Darrow Wealth Management

SEPTEMBER 11, 2024

When withdrawals from inherited IRAs are NOT required during the 10-year window Beneficiaries who inherited an IRA from a parent who hadn’t reached their required beginning date only need to follow the 10-year rule. That said, for tax purposes, taking a large lump sum in year 10 should generally be avoided.

Accounting

Sara Grillo

MAY 8, 2023

They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.

Insurance