Nerd's Eye View

NOVEMBER 1, 2024

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Financial Planner 188

Financial Planner CFP Certification Retirement Planning 188

Indigo Marketing Agency

JUNE 18, 2025

The Best Content for Financial Advisors to Attract Clients in 2025 Does your blog feel stale? Here’s content for financial advisors that’s actually working—and how to make it easier. What makes video so effective for financial advisors? Are your videos getting zero engagement?

Financial Advisor 64

Financial Advisor Clients Education Healthcare 64

FMG

MARCH 3, 2025

Financial advisors know that social media isnt just for posting updates; its for building connections. Social media for financial advisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts. For instance, many people feel overwhelmed by retirement planning.

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

Carson Wealth

DECEMBER 20, 2024

Strategic charitable giving not only benefits the recipient but can also create significant tax advantages for the giver. While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving.

Financial Planning 116

Financial Planning Planning Estate Planning Taxes 116

Zoe Financial

JUNE 20, 2025

This guide consolidates what we’ve learned to help you refine, update, or pressure-test your current retirement and estate strategy with confidence. Getting Started: What First-Time Planners Should Know Even for seasoned investors, key decisions around taxes, estate structure, and long-term income planning can carry significant implications.

Retirement Planning 40

Retirement Planning Retirement Planning Estate Planning 40

FMG

JUNE 17, 2025

Texting for financial advisors 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 Financial Advisors Texting for financial advisors is more than a time-saver. It’s a trust-building channel.

Financial Advisor 52

Financial Advisor Communication Clients Financial Guidance 52

Indigo Marketing Agency

MAY 31, 2025

Why Short-Form Financial Advisor Video Marketing Is Fueling Growth Financial advisor video marketing online can feel like an uphill battle. If youre looking for a clear way to rise above the noise, short-form video marketing is a powerful tool thats helping financial advisors attract more clients and grow faster.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Harness Wealth

MARCH 7, 2025

This weeks Tax Advisor news roundup covers key updates for financial professionals. Last but not least, we have a rundown of the IRSs ‘Dirty Dozen’ tax scams for 2025. Wealth Taxes in Europe, 2025 ( Cristina Enache , Tax Foundation) Net wealth taxes are recurrent taxes on an individuals wealth, net of debt.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Tobias Financial

JUNE 16, 2025

In contrast, your financial life often lacks such clear signals. Yet just like your vehicle, your financial plan benefits from regular maintenance and timely adjustments. At Tobias Financial Advisors, we view financial planning as an ongoing process designed to evolve with your life.

Planning 52

Planning Engineering Financial Planning Financial Advisor 52

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. Although this is the traditional tax filing deadline, given the spate of recent natural disasters (such as the California wildfires and Hurricane Milton), the IRS is granting certain filing and payment extensions beyond this date.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

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.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Indigo Marketing Agency

JULY 2, 2025

Mastering the Call to Action for Financial Advisors: Stop Saying “Book a Call” Let’s talk about your call to action for financial advisors. But for many financial advisors, that CTA ends up being a button that says…“Book a Call.” As a financial advisor , clarity and trust are everything.

Financial Advisor 52

Financial Advisor Retirement Planning Planning Media 52

Indigo Marketing Agency

MARCH 19, 2025

Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Darrow Wealth Management

APRIL 21, 2025

While a Roth conversion may never make sense for some individuals, for others, early retirement years may be the best time to convert pre-tax accounts to tax-free Roth. Your current and projected future tax rate is often a main component of the decision, but there are other considerations and benefits as well.

Retirement 54

Retirement Retirement Planning Taxes Accounting 54

Yardley Wealth Management

JANUARY 21, 2025

Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile. Tax Optimization When it comes to tax strategy, talking to a financial planner can be worth it for the potential savings alone.

Financial Planner 52

Financial Planner Financial Planning Planning Retirement Planning 52

Yardley Wealth Management

FEBRUARY 4, 2025

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.

Taxes 52

Taxes Wealth Management Healthcare Retirement 52

Zoe Financial

MARCH 21, 2025

What Do Financial Advisors Do? Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. What Does a Financial Advisor Do? Optimizing tax-efficient retirement income.

Financial Advisor 40

Financial Advisor Estate Planning Strategic Planning Retirement 40

Darrow Wealth Management

FEBRUARY 9, 2025

So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax. If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You may need more money than you think to retire on dividends. What is a dividend yield?

Retirement 79

Retirement Asset Allocation Taxes Portfolio 79

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?

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Media 52

Carson Wealth

JUNE 27, 2025

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Financial planning should ideally involve every area of your financial life because they are all interrelated. Tax planning. Estate planning.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

Midstream Marketing

DECEMBER 10, 2024

By adopting these campaigns, advisors can achieve better results, connect with their target audience, and grow their business successfully. Introduction In todays challenging market, financial advisors need strong financial advisor marketing strategies. This is why video marketing works well for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Darrow Wealth Management

MARCH 3, 2025

The choice between stocks and bonds depends on their individual circumstances, such as risk tolerance, time horizon, and financial goals. Taxes, fees, expenses, trading costs, etc. Consider working with a fiduciary financial advisor to help manage your investments and provide financial planning guidance before and during retirement.

Risk Tolerance 72

Risk Tolerance Asset Allocation Assets Portfolio 72

Indigo Marketing Agency

MARCH 5, 2025

Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Financial Symmetry

MAY 22, 2025

Deciphering the Social Security Tax Puzzle Another frequently overlooked aspect is Social Security’s tax implications. Delaying Social Security can create a strategic tax window in early retirement, allowing you to draw from tax-deferred accounts at potentially lower tax rates before starting your Social Security benefits.

Retirement 62

Retirement Retirement Planning Taxes Financial Planning 62

Random Roger's Retirement Planning

NOVEMBER 20, 2024

The 4% rule is generally the accepted standard for a safe withdrawal rate in retirement to ensure the assets last for 30 years. Bengen retired as a financial advisor in 2013 but he also considers himself a researcher. He basically ran the numbers for someone retiring in 1926 and then each each up into the 1970's.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

MainStreet Financial Planning

MARCH 7, 2025

When choosing a financial advisor, how they charge for their services can significantly impact your long-term wealth. The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management).

Fee Only 52

Fee Only Financial Planner Financial Planning Estate Planning 52

Tobias Financial

JUNE 15, 2025

Retirement planning is deeply personal, and for single individuals, it comes with both unique opportunities and important considerations. Whether by choice or circumstance, retiring solo means you’re in full control of your financial decisions, but you also face distinct planning challenges that require thoughtful strategy.

Retirement 52

Retirement Financial Advisor Retirement Planning Taxes 52

Yardley Wealth Management

SEPTEMBER 10, 2024

Take advantage of tax-advantaged retirement accounts such as 401(k)s, IRAs, and Roth IRAs to maximize your contributions and benefit from tax-deferred or tax-free growth. Learn more about retirement plan options here. The earlier you start investing, the more time your money has to grow through compounding.

Retirement 40

Retirement Risk Tolerance Investing Investments 40

Harness Wealth

APRIL 16, 2025

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. One of the Roth IRA’s most compelling features?

Taxes 52

Taxes Retirement Retirement Planning Distribution 52

Indigo Marketing Agency

FEBRUARY 8, 2025

Its true that scammers do nothing to help skeptical prospects decide who to trust their livelihood with, but the biggest challenge is cutting through all the noise of social media and other financial advisors targeting the same prospects as you. What role does consistency play in financial advisor marketing?

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

WiserAdvisor

JULY 7, 2025

However, when it comes to taxes, the two main ones you need to know about are Traditional and Roth. The rules around withdrawals and tax treatment are very different for each. These withdrawals are taxed as regular income. But withdrawals from a Roth IRA are not taxed, as it is funded with money you have already paid taxes on.

Planning 40

Planning Retirement Taxes Distribution 40

WiserAdvisor

JUNE 27, 2025

To show you what’s possible and what’s necessary, if early retirement is something you want to pursue seriously. Even if you don’t plan to retire unusually early, starting your retirement planning now can dramatically improve your options later. What’s the earliest you can retire? Technically?

Retirement 59

Retirement Planning Retirement Planning Taxes 59

Random Roger's Retirement Planning

APRIL 3, 2025

Nate Geraci Tweeted out that "a ny sort of market, economic, or political turmoil offers a window into your financial advisor, portfolio manager, etc" Tough but fair. If you are an advisor, what are you doing to try to make it better for clients.

Portfolio Management 45

Portfolio Management Financial Advisor Clients Management 45

Random Roger's Retirement Planning

JUNE 20, 2025

Hopefully, everyone here realizes this would be a woefully tax-inefficient way to do a conversion for just about every circumstance. If someone has $500,000 in their rollover IRA and they convert it all at once and assuming no other income, the effective tax rate would be about 28% or $140,000.

Taxes 59

Taxes Clients Portfolio Communication 59

Hubly

JUNE 24, 2025

Many human advisors leverage the same technological resources, but they add a layer of human emotion and understanding to deliver personalized recommendations. Advisors can also adjust their offerings to meet client needs, such as adding tax or retirement planning tailored to each client’s circumstances.

Clients 52

Clients Education Financial Planning Retirement Planning 52

FMG

FEBRUARY 13, 2025

Bring in an expert to speak on topics like retirement planning, tax strategies, sustainable investing, or market insights. Key Strategies for Webinar Success Collaborate with Experts : Partnering with subject matter experts (SMEs) and centers of influence (COIs) can help attract a larger audience.

Clients 52

Clients Planning Education Communication 52