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As a result, financialadvisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and taxplanning and mortgage refinancing. They also make up the second biggest client base for financialadvisors after baby boomers.
Welcome to the 412th episode of the FinancialAdvisor Success Podcast ! Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. Welcome everyone! Read More.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e.,
Welcome to the 421st episode of the FinancialAdvisor Success Podcast ! Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. Welcome everyone! My guest on today's podcast is Daniel Friedman.
Welcome to the 443rd episode of the FinancialAdvisor Success Podcast ! Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households. Welcome everyone! My guest on today's podcast is Griffin Kirsch. Read More.
based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. Minopoli, who is also a partner in the new RIA, had previously been the chief investment officer of a team managing a $30 billion portfolio for the Knights of Columbus Asset Advisors.
While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financialadvisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.
(podcasts.apple.com) Daniel Crosby talks the racial wealth grap with Adam Tolliver who is a Partner FinancialAdvisor at Artisan Financial Strategies. riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? kitces.com) Practice management Should you outsource your marketing to an outside firm?
Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)
Many people have managed their own investment portfolios and have seen great results. But there is another group of investors who swear by their financialadvisors. They credit their financial stability and success to their guidance. You pay fewer fees: Hiring a financialadvisor can cost you more than self-investing.
humansvsretirement.com) Peter Lazaroff on what you need to know when choosing a financialadvisor. podcasts.apple.com) Retirement Retirement is a great time to do some creative taxplanning. Jordan Grumet author of "The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy."
Welcome to the 432nd episode of the FinancialAdvisor Success Podcast! Seth is the founder of Heartwood FinancialPlanning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.
As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end taxplanning can lead to significant savings and set you up for financial success in the new year. Deferred compensation is a complex subject.
Welcome to the February 2025 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 financialadvisors!
Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Financialplanning should ideally involve every area of your financial life because they are all interrelated. Taxplanning. Diversification.
Texting for financialadvisors has shifted from being a novelty to a necessary part of client communication. Advisors now meet clients where they are: on their phones. Texting for FinancialAdvisors Texting for financialadvisors is more than a time-saver. It’s a trust-building channel.
The post Waterfall Wealth Management: A Strategic Approach appeared first on Yardley Wealth Management, LLC. This method ensures that financial obligations and goals are met in a systematic and efficient manner. Benefits of Waterfall Wealth ManagementManaging significant assets can be complex.
Key Highlights Content marketing helps financialadvisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. It helps advisors show their thought leadership and grow their business.
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And find the entire musical playlist of all the songs I have used on At the Money on Spotify TRANSCRIPT: Speak to any financialadvisor and they’ll tell you one of the biggest challenges they have professionally is getting clients to actually spend their money after decades of working and saving and investing.
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In contrast, your financial life often lacks such clear signals. Yet just like your vehicle, your financialplan benefits from regular maintenance and timely adjustments. At Tobias FinancialAdvisors, we view financialplanning as an ongoing process designed to evolve with your life.
Lothes July 2, 2025 2 Min Read Cheng Xin/Getty Images News/Getty Images In Nosirrah Management, LLC vs. AutoZone, Inc. Another shareholder (Nosirrah Management LLC) brought a derivative action on behalf of the company to disgorge William’s profit. Handler, Alison E.
A financialadvisor Instagram bio might be short, but its impact isnt. Its one of the most visible pieces of your digital presence as a financialadvisor. Financialadvisors dont get second chances with first impressions. FIND OUT MORE HERE FAQs Why does a financialadvisors Instagram bio matter?
We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and taxplanning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.
However, as appealing as these forms of compensation may be, they can result in sizable and unexpected tax bills. With the provision allowing eligible employees to defer taxes for up to five years, an 83(i) election provides the breathing room needed for employees to manage their tax liability more effectively.
Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and taxplanning opportunities. Cash flow: Depending on the type of equity you have, exercising can be challenging given tax implications and having cash to buy the stock.
The post Tax Strategies for High-Income Earners 2025 appeared first on Yardley Wealth Management, LLC. Tax Strategies for High-Income Earners in 2025. In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations.
Bunching strategies Bunching strategies are taxplanning techniques used to maximize deductions by combining multiple years’ worth of deductible expenses into a single tax year. Get started Harness makes it easy to find tax and financialadvisors best suited to your needs. Starting at $1,500 per year.
To help make this process more approachable and efficient, our financialplanning and advisory teams at Tobias FinancialAdvisors now use Vanilla, an estate planning software, designed by estate attorneys, and powered by AI. Were here to ensure your financial goals and legacy are on track.
When a Roth conversion doesn’t make sense Since a Roth conversion will increase your ordinary income, it isn’t always advantageous as it can push you into a higher tax bracket. Always consider the specifics of your tax situation and financial goals. appeared first on Darrow Wealth Management.
The platform itself does not offer financial advice Scenario-Based Guide: Hypothetical Investor Examples – Scenario 1: Linda, 68 — Planning for RMDs and Legacy Background : Linda holds a significant Traditional IRA and is approaching required minimum distributions (RMDs). What is a fiduciary advisor? Find an Advisor
A taxadvisor from Harness can help guide you through the tax-loss harvesting process, tailoring the strategy to your specific circumstances and goals. Get started Harness makes it easy to find tax and financialadvisors best suited to your needs. GET STARTED What are the benefits of tax-loss harvesting?
and foreign income or miscalculating the FEIE can result in audits or lost tax benefits, and it’s advisable to seek professional tax advice to avoid mistakes and optimize deductions for the best financial outcome. Get started Harness makes it easy to find tax and financialadvisors best suited to your needs.
Managing Investment Income Wisely As your investments grow and you consider selling appreciated positions, keep in mind the additional 3.8% tax that could apply to those gains. Charitable Giving and TaxPlanning The tax rules continue to encourage generosity.
Donations to endowment funds are tax-deductible, giving them a place in your overall financialmanagement and taxplan. An endowment offers benefits that can extend beyond tax deductions and financial efficiency. Common Pitfalls and How to Avoid Them Managing an endowment can be complicated.
Taxes should be a factor, but not the driver, when making financial decisions. Consult your taxadvisor and financialadvisor to discuss your situation. Last reviewed November 2024] The post Why Non-Deductible IRA Contributions Aren’t Worth It appeared first on Darrow Wealth Management.
When you have the resources to make an impact, this type of planning helps you pinpoint what you want to accomplish for your family, community, and society. Steps to Setting Up a Philanthropy Fund Taking the proper steps in the beginning can give your charitable giving plan a solid foundation.
The post Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy appeared first on Yardley Wealth Management, LLC. Plus, it offers additional flexibility in how you manage your charitable contributions. If this resonates with you, there ’ s an effective way to achieve both goals. How Do CRTs and CGAs Work?
Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financialadvisors including topics covering technical planning, practice management, advisor marketing, career development, and more.
The tax rate will depend on several factors, such as your holding period, type of asset, and your taxable income for the year. Depending on your income, it’s possible to sell a long-term investment and ‘pay’ tax at a 0% rate. What is a capital gains tax? A financialadvisor can help you set this up.
Without mandatory withdrawals forcing taxable distributions, you can better managetax brackets and preserve wealth for longer periods. Strategic conversion timing during years of lower income, favorable tax circumstances, or when between jobs can dramatically improve lifetime tax efficiency.
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