Carson Wealth

JUNE 26, 2025

Retirement-related behavioral and financial changes raise many tax planning questions and opportunities. However, some people have not had or not taken the opportunity to save on their own, and guaranteed retirement pensions are becoming an endangered species, replaced by other plans like 401(k)s.

Tax Planning

Million Dollar Round Table (MDRT)

JULY 17, 2022

By Bryce Sanders Financial advisors are trained to ask clients for referrals, and so from time to time we ask, “Do you know anyone I can help?” A former executive relayed to me how he was able to help his financial advisor get 50 referrals. His advisor would call and say, “Sally, do you know John Jones at ABC company?

Nonprofit

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Financial Planning Association chapters.

Financial Planning

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

The nonprofit sector has a path forward, but it needs the help of individuals, institutions, and government to get there. Whichever way you look at it, 2024 will bring uncertainty for a vast swath of the nonprofit sector, making planning and charitable spending more conservative and less dependable.

Nonprofit

MainStreet Financial Planning

MAY 10, 2023

A few weeks ago, I had the pleasure of attending a gala fundraiser for one of my favorite nonprofit organizations, Junior Achievement. They do this through programs that teach entrepreneurship, financial literacy, and career readiness skills. Junior Achievement’s mission is to inspire and prepare young people to succeed.

Nonprofit

FMG

JULY 20, 2022

As a financial advisor, generating leads you can convert into clients is essential. Read on and find out how our 4 Digital Lead Generation Strategies for Financial Advisors can help you! Creating a strategy without a plan is asking for it to fail. Help out nonprofits with a cause using an online fundraiser.

Financial Advisor

Clever Girl Finance

JANUARY 22, 2024

Types of guidance you can get from budget counseling Expert tip: Leverage budgeting tips from counseling to improve your finances How much budget counseling costs Where to find a budget counseling service Questions to ask to help you choose the right counseling service What makes a financial counselor and a financial advisor different?

Budgeting

Carson Wealth

MAY 30, 2025

Although sophisticated tech solutions have been slower to reach the nonprofit world than some other sectors, their arrival was inevitable. Today, they can help make charitable giving a simpler and more effective component of your financial plan. Plus transparency can help nonprofits operate better.

Nonprofit

Walkner Condon Financial Advisors

APRIL 27, 2023

You may have recently changed jobs and are wondering, “What should I do with my retirement account that was established through my former employer’s retirement plan?” It is a defined-contribution plan that offers an opportunity for an employee to save and invest for retirement in a tax-deferred manner.

Retirement Planning

WiserAdvisor

FEBRUARY 2, 2023

If you need guidance on how to prepare for a recession and secure your finances, consider consulting with a professional financial advisor who can advise you on the same. Here are some things that can help you understand how to protect yourself in a recession with minimal harm to your long-term financial goals.

Financial Advisor

Walkner Condon Financial Advisors

APRIL 13, 2022

You may have recently changed jobs and are wondering, “What should I do with my retirement account that was established through my former employer’s retirement plan?”. It is a defined-contribution plan that offers an opportunity for an employee to save and invest for retirement in a tax-deferred manner. Roll” the 403(b) into an IRA.

Retirement Planning

James Hendries

SEPTEMBER 13, 2022

Since employers are responsible for following retirement savings plan rules, they should familiarize themselves with the SECURE Act 2.0’s Retirement plans for churches and government agencies. Employers with a 401(k) or 403(b) plan in place before the enactment of SECURE 2.0. Changes for plan participants (employees)-.

Retirement Planning

Harness Wealth

APRIL 26, 2022

The charity just needs to be a registered nonprofit. Many of the estate planning tools that are advantageous for large equity liquidity events can be applied to large crypto gains. Crypto Assets Alongside Your Other Assets: Help from CPAs and Financial Advisors. Additionally, the funds in the account can grow tax-free.

Taxes

Brown Advisory

MARCH 28, 2017

Meanwhile, four out of five financial advisors wait for investors to begin the conversation, Calvert says. We have found that clients who clarify their values and reflect them in their portfolios view that process as a cornerstone of their investment plan, and they tend to successfully stick to that plan for the long term.

Portfolio

Brown Advisory

MARCH 28, 2017

Meanwhile, four out of five financial advisors wait for investors to begin the conversation, Calvert says. We have found that clients who clarify their values and reflect them in their portfolios view that process as a cornerstone of their investment plan, and they tend to successfully stick to that plan for the long term.

Portfolio

WiserAdvisor

FEBRUARY 2, 2023

If you need guidance on how to prepare for a recession and secure your finances, consider consulting with a professional financial advisor who can advise you on the same. Here are some things that can help you understand how to protect yourself in a recession with minimal harm to your long-term financial goals.

Financial Advisor

Nerd's Eye View

JANUARY 31, 2024

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. Of the many provisions in the bill, the so-called "Death of the Stretch" arguably received the lion's share of consternation from the financial advisor community.

Estate Planning

Nerd's Eye View

AUGUST 23, 2023

Charitable Gift Annuities (CGAs) have long been a popular way for individuals with charitable intentions to plan their legacies. in an IRA or 401(k) plan) to contribute to the Charitable Gift Annuity, they would need to withdraw – and be taxed on – those funds first. But the SECURE 2.0 legislation at the end of 2022.

Taxes

Carson Wealth

JANUARY 31, 2023

What to Know About Defined Contribution Plans The following are answers to some of the most common questions about defined contribution plans. If you have other questions that aren’t answered here, you can contact one of our financial advisors who will help you better understand your options.

Planning

Carson Wealth

DECEMBER 28, 2022

There are a number of strategies to deploy when deciding which accounts are right for you so it’s wise to seek counsel from a financial advisor and tax professional. But here are some common tax-advantaged financial vehicles and tips on using them to their greatest benefit. . 529 Plans . Tax-Deferred Accounts .

Accounting

Carson Wealth

NOVEMBER 30, 2022

When we talk about a high-income year, we’re not referring just to a hefty raise from a promotion or a job change (although that is commendable and likely should invite some financial planning of its own). However, not all nonprofits will accept this type of gift because it can be more involved to set up a payment stream.

Taxes

Carson Wealth

MARCH 11, 2025

If youre planning to donate a substantial amount to any organization, you want to be sure they also embody your values, are doing what they promise, and operate with as little waste as possible. Public Disclosure Tax-exempt nonprofits are subject to strict public disclosure laws. There are several ways to do this.

Nonprofit

Carson Wealth

APRIL 3, 2025

With this strong foundation, also keep estate planning top of mind. You should consider reviewing it every three to five years or when you experience financial, family, or legislative changes. As your beneficiaries age and your wealth grows, you may need to adjust your estate plan so it accurately reflects your intentions.

Retirement Planning