Nerd's Eye View

FEBRUARY 19, 2024

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.

Consulting 192

Consulting Financial Advice Engineering Financial Advisor 192

WiserAdvisor

DECEMBER 15, 2023

The assistance of a financial advisor can play a pivotal role in helping you accumulate and safeguard your earnings. Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Harness Wealth

FEBRUARY 27, 2023

Traditional IPO: Valuation, Lockup Period, and Employee Equity Founders have more options for reducing the tax consequences of an acquisition Founders are generally in the best position to engage in tax planning and limit the taxable consequences associated with an acquisition.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Harness Wealth

MARCH 29, 2023

But aside from the fact that the markets have since nearly recouped all those losses (markets go UP as well as down), it can be easy to forget that selling when the markets are down can still mean you’re paying capital gains tax, especially if you’ve been invested for a while. Any growth that accumulates in the Roth IRA is tax-free.

Tax Planning 52

Tax Planning Taxes Planning Marketing 52

Zoe Financial

MAY 16, 2023

Deducting Your Contributions to a 529 Plan Unfortunately, you can’t claim a federal income tax deduction for your contributions to a 529 plan. Depending on where you live, though, you may qualify for a deduction on your state income tax return. Disclosure: This blog is original content by CAPTRUST.

Tax Planning 52

Tax Planning Taxes Planning Education 52

Nerd's Eye View

MAY 8, 2023

Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. Besides the fact that many financial advisors don’t hold the necessary credentials (e.g., Besides the fact that many financial advisors don’t hold the necessary credentials (e.g.,

Taxes 239

Taxes Financial Planning Financial Advisor Clients 239

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

James Hendries

AUGUST 10, 2022

Contributions to your HSA, and any interest or earnings, grow tax. Contributions and any earnings you withdraw will be tax-free if used to pay qualified medical Here are the key tax numbers for 2022 and 2023. High-deductible health plan: self-only coverage. an affiliate of LPL Financial. Self-only coverage.

Accounting 52

Accounting Numbers Taxes Tax Planning 52

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide? Here, we focus on two such studies. .’

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Nerd's Eye View

AUGUST 21, 2023

Many financial advisors start their own firm because of an entrepreneurial itch, a desire to work with a specific type of client, or perhaps because they want to have more control over their work life. Nonetheless, one group of advisors reported more marketing success than others: those serving client niches.

Marketing 227

Marketing Marketing Financial Planner Clients 227

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 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!

Communication 236

Communication Portfolio Management Clients Tax Planning 236

Zoe Financial

JUNE 5, 2023

May’s payrolls number came in better than expected. year-over-year growth (slower pace than the previous month at 4.5%). – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

MAY 23, 2023

April jobs number was strong. We are likely heading into a mild recession. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. What’s going on beneath the surface?

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

James Hendries

SEPTEMBER 20, 2022

Income shifting (also known as income splitting) may be defined as dividing income in a way that lowers overall taxes. Each child can receive limited partnership interests worth $16,000 (the current annual gift tax exclusion amount) from each parent as gifts, without federal gift tax consequences. an affiliate of LPL Financial.

Tax Planning 52

Tax Planning Taxes Planning Accounting 52

XY Planning Network

FEBRUARY 20, 2023

With these come a number of different dates to keep track of, which as a small business owner or a solopreneur can get overwhelming, fast. 8 MIN READ There are a million things to keep track of when running a business. There are customers and employees, marketing and keeping an eye on industry trends, cash flow and compliance. to address!

Taxes 70

Taxes Financial Advisor Compliance Numbers 70

International College of Financial Planning

OCTOBER 26, 2023

In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor? Where Do They Shine?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

XY Planning Network

FEBRUARY 6, 2023

Everyone’s tax situation is different, and as a result, there are no “one-size-fits-all" guidelines available as to what to keep, how long to keep it for, and what your tax professional actually needs to see versus what you need to keep as support documentation.

Taxes 81

Taxes Tax Planning Clients Accounting 81

Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Darrow Wealth Management

MAY 3, 2024

Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. Deciding what to do with a cash windfall always comes down to your personal goals and financial situation. In working with your wealth advisor, you’ll want to consider some of these questions.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Harness Wealth

MARCH 5, 2024

In this guide, we’ll explore the average fees of tax advisors in the US for 2024. This fee can include consulting around specific issues or all-inclusive packages for outsourcing accounting and tax services. This enables advisors to set minimum fees for clients and add on fees as more services are needed.

Taxes 52

Taxes Tax Planning Ethics Education 52

Darrow Wealth Management

NOVEMBER 17, 2022

Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., that could increase the tax due from the surtax. Considering tax planning strategies to reduce the impact of the new MA surtax. Financial decisions should be tax- conscious vs tax- driven.

Taxes 96

Taxes Wealth Management Tax Planning Planning 96

Fortune Financial

APRIL 11, 2024

Search for Unclaimed Funds and Gather Documentation: Start by locating any previous plan statements you may have, as they will provide your account number and the plan administrator’s contact information. Consult with a Fortune Financial advisor for personalized advice on maximizing the growth of your recovered funds.

Retirement 59

Retirement Retirement Planning Financial Advisor Education 59

Carson Wealth

SEPTEMBER 14, 2023

They aren’t worried about your personal net number and the tax repercussions. Your team should include a CPA and an attorney, often with your financial advisor as the “quarterback.” The goal of estate tax planning is to help the next generation.

Taxes 52

Taxes Financial Advisor Planning Sales 52

Zoe Financial

DECEMBER 5, 2023

One data point caught my attention: the number of advised investors, individual investors, has increased from 35% to 47% when you look at the time frame from 2009 to today. Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days. Ready to Grow Your Wealth?

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

FMG

FEBRUARY 22, 2023

In the case of financial advisors, they need to find the marketing tactic that works best for their niche. For that reason, we’ll be taking a look at what marketing tactics financial advisors use, and how it’s worked out for them. The same goes for financial advisors and anyone else in the finance field.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Investing Caffeine

MAY 3, 2023

Hope is Not a Strategy We have lived through an endless number of scary headlines in some shape or fashion throughout our lifetimes. Tax Planning: Are you maximizing your tax-deferred investment accounts? What is going to happen with the Debt Ceiling deadline and will the U.S. default on its debt?

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Indigo Marketing Agency

JUNE 20, 2023

For financial advisors, leveraging platforms like Google can significantly enhance your visibility and help you attract new prospects. For example, a potential client may research multiple financial advisors before making a decision. Are you looking to increase the number of qualified leads actually booking appointments?

Financial Advisor 52

Financial Advisor Tax Planning Taxes Clients 52

Carson Wealth

FEBRUARY 13, 2023

Like an insurance plan, your employer’s legal services might give you access to an attorney and/or cover certain fees and expenses associated with establishing a will. Turn to the other professionals you work with – think your financial advisor, accountant, and insurance agent – for their input. Do you execute the estate plan?

Estate Planning 52

Estate Planning Planning Consulting Financial Advisor 52

Carson Wealth

FEBRUARY 29, 2024

You only made a small dent in your lifetime gift tax exclusion. You can give away a lot more Mustangs with that large number! Estate Tax Exemption The lifetime gift tax exemption and the estate tax exemption are considered unified. Then, she meets with her financial advisor to review her estate plan.

Taxes 96

Taxes Financial Planning Planning Estate Planning 96

WiserAdvisor

AUGUST 8, 2022

If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financial advisor who can advise you on the same. Ultra high-net-worth financial planning can require intricacies and attention to the minutest of details.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Darrow Wealth Management

AUGUST 28, 2023

He says, “the biggest mistake many businesses owners make is not running a competitive process when the business is capable of attracting interest from a broad number of buyers. Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney.

Sales 78

Sales Wealth Advisor Estate Planning Taxes 78

Gen Y Planning

FEBRUARY 1, 2023

The average age of stressed millionaires (66) is lower than less-stressed millionaires (67) The number of investable assets between the two groups is equal ($1.75 In addition to having positive financial habits, less-stressed investors have a high-quality relationship with their financial advisor.

Financial Planning 52

Financial Planning Retirement Financial Advisor Planning 52

International College of Financial Planning

MARCH 9, 2024

Who is a Certified Financial Planner® Professional A Certified Financial Planner® (CFP®) professional is a beacon in the financial advisory landscape, offering unmatched expertise in financial management and strategic planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

WiserAdvisor

JANUARY 8, 2023

The record inflation and the global financial turmoil caused by the Ukraine-Russia war are other striking concerns. However, as you look ahead to 2023, there are a number of key trends and concerns that you may want to keep an eye on. Need a financial advisor? Compare vetted advisors matched to your specific requirements.

Financial Advisor 52

Financial Advisor Investing Investments Portfolio 52

Nerd's Eye View

DECEMBER 28, 2022

includes a significant number of Roth-related changes (both involving Roth IRAs as well as Roth accounts in employer retirement plans), though notably, the legislation does not include any provisions that restrict or eliminate existing Roth strategies (e.g., In addition, SECURE 2.0 backdoor Roth conversions). Read More.

Tax Planning 246

Tax Planning Taxes Planning Retirement Planning 246

Nerd's Eye View

DECEMBER 28, 2022

includes a significant number of Roth-related changes (both involving Roth IRAs as well as Roth accounts in employer retirement plans), though notably, the legislation does not include any provisions that restrict or eliminate existing Roth strategies (e.g., In addition, SECURE 2.0 backdoor Roth conversions). Read More.

Tax Planning 246

Tax Planning Taxes Planning Retirement Planning 246

Carson Wealth

JULY 26, 2023

Tax planning: This aspect must go hand in hand with your desired compensation, as the impact the sale has on your taxes may point you toward extending your payout, rather than taking a lump sum. Remember, the number that matters is not how much you sell the company for, but how much you end up with in your pocket.

Planning 52

Planning Taxes Retirement Financial Advisor 52