Weekend Reading For Financial Planners (November 2–3)
Nerd's Eye View
NOVEMBER 1, 2024
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Financial Advisor Retirement Planning Tax Planning 
#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott
Nerd's Eye View
APRIL 8, 2025
Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, 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.
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Adviser links: a positive experience
Abnormal Returns
NOVEMBER 6, 2023
(citywire.com) Creative Planning is expanding its reach in the retirement plan space. papers.ssrn.com) Taxes A 2023 year-end tax planning guide. etf.com) The latest in financial advisortech including a new pay-per-lead generation platform. riaintel.com) How to prep an RIA for sale. (fa-mag.com)
How to Create an Eye-Catching Financial Advisor Bio for Instagram
FMG
MAY 19, 2025
A financial advisor Instagram bio might be short, but its impact isnt. Its one of the most visible pieces of your digital presence as a financial advisor. Financial advisors dont get second chances with first impressions. FIND OUT MORE HERE FAQs Why does a financial advisors Instagram bio matter?
#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko
Nerd's Eye View
SEPTEMBER 6, 2022
Welcome back to the 297th episode of the Financial Advisor Success Podcast ! Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. My guest on today's podcast is Andy Panko. Read More.
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The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed
Nerd's Eye View
DECEMBER 25, 2023
Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.
Effective Implementation Of A Backdoor Roth Strategy: Detailed Nuances, IRS Form 8606 (And When It’s Even Worth Doing)
Nerd's Eye View
NOVEMBER 1, 2023
There are many tax planning strategies that allow financial advisors to demonstrate the ongoing value they provide to clients in exchange for the fees they charge.
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Enhance Your Reach: Content Marketing for Financial Advisors
Midstream Marketing
NOVEMBER 6, 2024
Key Highlights Content marketing helps financial advisors 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.
8 Financial Planning Tips for Small Business Owners
Carson Wealth
JULY 3, 2024
Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Get Help with Tax Planning Tax planning is a critical component of financial management.
Wealth.com Raises $30M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024)
Nerd's Eye View
OCTOBER 7, 2024
Welcome to the October 2024 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!
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5 Reasons Why You Should Hire a Financial Advisor
Zoe Financial
MAY 18, 2023
5 Reasons Why You Should Hire a Financial Advisor Published May 18th, 2023 Reading Time: 3 minutes Written by: The Zoe Team Hiring a financial advisor is a big decision that can be crucial in helping you grow your wealth and achieve your goals. Here are 5 signs it might be time to hire a financial advisor.
The Downsides of a DIY Retirement Plan
Integrity Financial Planning
MARCH 15, 2023
Financial planning can be complicated. Have you thought about taxes or estate planning or when to withdraw and from where? Having a financial advisor can help navigate those emotions and decisions so you can feel more at ease. 4:06) Tax planning plays a key role in financial planning. (7:42)
When is the Best Time for a Roth Conversion?
Darrow Wealth Management
APRIL 21, 2025
This approach typically provides greater benefits to those who have significant assets and high taxable income in retirement. 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.
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The Battle of Advice: ChatGPT vs. a Financial Advisor on Retirement Planning
WiserAdvisor
JULY 27, 2023
This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.
Why a CRM for Financial Advisors is Critical For Growing Your Business
FMG
OCTOBER 6, 2022
From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. CRM for financial advisors tracks, manages, and analyzes the interactions you have with clients, prospects, referrals, and strategic partners.
Important Retirement Options for Small Business Owners
Integrity Financial Planning
AUGUST 21, 2023
If you are running your own business and are interested in setting yourself up for retirement, contacting a financial advisor can be a great idea. A financial advisor can help guide you through all possible options and help you to understand how those options will affect you and your business.
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5 Common Retirement Planning Mistakes
Carson Wealth
JUNE 28, 2023
Your retirement income plan may be sending up bubbles, too, whether around Social Security, retirement account distributions, taxes or somewhere else – and these holes need to be patched up right away. So, to help your retirement plan be more airtight, let’s look at a few of the common leaks.
Social Media Mistakes Financial Advisors Make (And How to Fix Them)
Indigo Marketing Agency
MARCH 10, 2025
Social Media Mistakes Financial Advisors Make (And How to Fix Them) Did you know that 73% of marketers think their social media marketing efforts have been either somewhat or very effective for their business? Financial advisors know social media marketing is effective, so they post. So whats the problem?
Is It Worth Paying a Financial Advisor 1%?
WiserAdvisor
AUGUST 3, 2023
While many individuals choose to navigate their financial journey independently, seeking the guidance of a professional financial advisor can offer unique advantages that may prove invaluable in the long run. One common aspect that most individuals consider is the cost associated with engaging a financial advisor.
Does the 4% Rule Really Work?
Integrity Financial Planning
NOVEMBER 1, 2022
It doesn’t factor in your healthcare coverage situation, it isn’t designed to avoid the 3 strikes of tax planning , and it doesn’t account for the location and liquidity of your wealth and savings. However, the 4% Rule may be used as a conversation starter with your financial advisor on how to turn your savings into income.
How do Financial Advisors Help in the Accumulation of Retirement Income?
WiserAdvisor
DECEMBER 15, 2023
While the prospect of accumulating sufficient retirement income may appear daunting, hiring a professional can be beneficial. The assistance of a financial advisor can play a pivotal role in helping you accumulate and safeguard your earnings. How do financial advisors help in retirement income accumulation?
5 Good Elements of a Financial Advisor
International College of Financial Planning
OCTOBER 5, 2021
In this write up we look at the five most important elements of a Financial Advisor and the reasons it is important to have these traits to succeed in the industry. Are you exploring the career option as a Financial Advisor? Investments, tax planning, retirement planning is a dynamic field.
How to Maximize Tax Deductions for the 2025 Filing Season
Harness Wealth
JANUARY 29, 2025
Bunching strategies Bunching strategies are tax planning 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 financial advisors best suited to your needs. Starting at $1,500 per year.
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How to Become a Financial Advisor in India?
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?
4 Things Millennials Need From Their Financial Advisors
Indigo Marketing Agency
OCTOBER 6, 2020
Either way, millennials now make up the majority of the global workforce, and as they rise to the top, they’ll be looking for financial advisors to help them manage their growing wealth. . But besides these good qualities, there are three main reasons why financial advisors might want to start setting their sights on millennials.
5 Tell Tale Signs You Might Need a Financial Advisor
Gen Y Planning
APRIL 3, 2023
When you think of people who use financial advisors, you may not consider yourself the right demographic. But it may surprise you that plenty of advisors cater to people who aren’t retired millionaires. There are plenty of reasons for younger people to engage with a financial advisor well before retirement age.
Retirement Tax Strategies to Consider
Integrity Financial Planning
JULY 17, 2023
How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. 6] Municipal bonds, in particular, can be an attractive investment because they are often exempt from most taxes. [7]
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Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events
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. But for others, there might be some strategies to consider.
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6 Reasons Why a Financial Advisor May be Right for You
WiserAdvisor
APRIL 16, 2025
Financial planning can be cumbersome and take a lot of your time. However, a financial advisor can help you overcome financial challenges and offer professional guidance beyond just picking stocks and bonds. Below are 6 reasons why you may need a financial advisor: 1.
Reversing a Roth IRA Conversion
Harness Wealth
APRIL 16, 2025
Strategic timing of conversions during lower-income years can minimize tax impact, though without recharacterization, investors must be more certain about their decision. This structure particularly benefits those expecting lower tax rates in retirement than during their working years.
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Mastering Finances with a Certified Investment/Financial Advisor
International College of Financial Planning
JULY 10, 2023
This blog post will discuss the various aspects of being an investment advisor in India, including career prospects, roles and responsibilities, qualifying exams, necessary qualifications, job opportunities, and salary potential. They help clients manage their financial aspects and develop customized strategies based on their needs.
Is Wealth Management Worth It? The ROI of Working With a Financial Advisor
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. .’
How Working with a Financial Advisor Helps You Retire with More Wealth
WiserAdvisor
FEBRUARY 29, 2024
Working with a financial advisor can significantly enhance your chances of retiring with more wealth. According to the National Study of Millionaires, nearly 7 out of 10 millionaires attribute their success, in part, to partnering with an investment professional or financial advisor. However, there is good news.
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!
Enhance Your Reach: Content Marketing for Financial Advisors
Midstream Marketing
NOVEMBER 6, 2024
Key Highlights Content marketing helps financial advisors stand out. When advisors share valuable content for a specific target audience, they can attract new clients. By tracking key metrics, advisors can adjust their strategies. Introduction In today’s world, financial advisors must be strong online.
What to Do After Maxing Out Your 401(k)
Darrow Wealth Management
SEPTEMBER 26, 2024
This infographic has more on how a brokerage account is taxed. Tax planning opportunities in retirement If you only have assets in tax-deferred accounts, you may have fewer tax planning options in retirement. See 2024 limits to determine whether you’re eligible.
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Tax Strategies for High-Income Earners 2025
Yardley Wealth Management
FEBRUARY 4, 2025
In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations. From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning.
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What are the Different Types of Financial Advisors?
WiserAdvisor
JUNE 2, 2023
While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Below are the different kinds of financial advisors you may choose from: 1. Need a financial advisor?
Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?
Zoe Financial
FEBRUARY 21, 2023
Depending on your situation, you may need the help of a financial advisor or an accountant. Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. When looking for a financial advisor, ensure they’re certified.
Unclaimed 401(k) Recovery: Securing Your Retirement and Family’s Future
Fortune Financial
APRIL 11, 2024
According to the Department of Labor , “Based on the experience of Council members, and testimony and conversations with recordkeepers, the value of uncashed retirement plan checks likely exceeds $100 million per year but could be considerably larger.
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Unlocking the Power of Net Unrealized Appreciation (NUA)
Fortune Financial
JUNE 2, 2023
In retirement, how you distribute that company stock will play a key role in determining your tax liability for its value. In the realm of investment and retirement planning, the concept of Net Unrealized Appreciation (NUA) holds significant importance. The remaining assets may be rolled over.
How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.
An Insight into Investment Advisor Courses and Training Programs
International College of Financial Planning
NOVEMBER 10, 2021
MBA (Finance) – This is the minimum qualification that you’d need to work as an investment or financial advisor in India. Chartered Financial Analyst (CFA) – If you have set your eyes on becoming an Investment Advisor this is one of the best courses to take. Other Courses & Training Programs.
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