Remove Financial Advisor Remove Retirement Remove Tax Planning
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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financial advisors after baby boomers.

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Weekend Reading For Financial Planners (July 5–6)

Nerd's Eye View

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.,

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The Liability Risk Of Giving Inadvertent Tax Advice (And How To Avoid It)

Nerd's Eye View

In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. While common wisdom suggests that only CPAs, EAs, or attorneys are authorized to give tax advice, this is only strictly true in limited contexts, such as in promoting abusive tax shelters.

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At The Money: How to Spend Your Money in Retirement

The Big Picture

At The Money: The Right Way to Spend Your Money in Retirement (July 16, 2025) One of the biggest challenges of retirement is actually spending your money! She joins Barry Ritholtz to discuss what you need to know about planning for retirement. She is the Director of Personal Finance and Retirement Planning at Morningstar.

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#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Nerd's Eye View

Welcome to the 421st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Daniel Friedman. 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. Read More.

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Weekend Reading For Financial Planners (November 2–3)

Nerd's Eye View

Read More.

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Personal finance links: psychological benefits

Abnormal Returns

Podcasts Khe Hy talks with Christine Benz author of "How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement." humansvsretirement.com) Peter Lazaroff on what you need to know when choosing a financial advisor. podcasts.apple.com) Retirement Retirement is a great time to do some creative tax planning.