Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 246

Financial Planner Financial Advice Financial Advisor Tax Planning 246

Nerd's Eye View

OCTOBER 14, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Cost Of Living Adjustment (COLA) for Social Security beneficiaries will be 8.7% for 2023, the largest COLA since 1981. Why accounting firms have become hot acquisition targets for RIAs.

Financial Planner 246

Financial Planner Tax Planning Clients Accounting 246

Nerd's Eye View

SEPTEMBER 6, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

Nerd's Eye View

JULY 7, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that recent survey data indicate that advisors are more satisfied and productive when they have more time to spend with their clients and when those clients fit within their ideal client profile, in terms of needs, (..)

Financial Planner 246

Financial Planner Tax Planning Clients Valuation 246

Nerd's Eye View

NOVEMBER 18, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that AdvisorTech giant Envestnet has announced a partnership with New Zealand-based FNZ that will allow Envestnet to offer custodial services to advisors beginning in the second half of 2023.

Financial Planner 245

Financial Planner Tax Planning CFP Taxes 245

Nerd's Eye View

MAY 12, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent study found that clients of advisors providing comprehensive planning services are significantly more satisfied than those receiving a lower tier of service.

Financial Planner 246

Financial Planner Clients Tax Planning Food 246

Nerd's Eye View

JUNE 21, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5 million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey.

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

Nerd's Eye View

MAY 31, 2024

Also in industry news this week: Legislation that has passed through the U.S.

Financial Planner 234

Financial Planner Ethics Taxes Financial Advisor 234

Nerd's Eye View

JULY 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that at a time when employee retention has heightened importance for advisory firms given the ongoing competition for advisor talent, recent studies indicate that factors such as firm culture and leadership, as well as providing advisors (..)

Financial Planner 189

Financial Planner Clients Tax Planning Accounting 189

Nerd's Eye View

JUNE 7, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that recent surveys indicate that consumers continue to trust human financial advisors more than Artificial Intelligence (AI)-powered tools.

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

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.

Financial Advisor 246

Financial Advisor Financial Planner Insurance Clients 246

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. tax planning or working with blended families), as well as the type of clients they like working with the most.

Marketing 246

Marketing Marketing Financial Planner Clients 246

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? 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?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Harness Wealth

APRIL 30, 2025

With proper planning, certain tax obligations can be legally deferred, reduced, or in some cases eliminated entirely. To maximize the value you ultimately receive from your exit, incorporating comprehensive tax planning into your strategy is highly advantageous.

Taxes 52

Taxes Planning Tax Planning Sales 52

Carson Wealth

MAY 30, 2023

By Mike Valenti, CPA, CFP ® , Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. Tax Impact: The same as restricted stock awards.

Executive Compensation 52

Executive Compensation Tax Planning Taxes Planning 52

International College of Financial Planning

MARCH 9, 2024

Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Harness Wealth

SEPTEMBER 18, 2024

Only 26% of Americans have an estate plan. If you’re thinking, “But my clients are high-net-worth…many more have an estate plan.” Well, the numbers are only slightly better for high-net-worth families, with just over 50% as reported by Think Advisor. What do these numbers tell us?

Taxes 52

Taxes Clients Planning Estate Planning 52

Midstream Marketing

DECEMBER 6, 2024

Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. Hosting webinars or online workshops that teach potential clients about important financial topics and show that the RIA is a leader in the field. Look for areas that can improve.

Marketing 52

Marketing Marketing Media Engineering 52

Harness Wealth

JUNE 9, 2023

Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

International College of Financial Planning

AUGUST 2, 2021

Financial advisors work with different kinds of organizations, and these include –. Accounting & Tax Planning Firms. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges. CFP ( Certified Financial Planner ).

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

International College of Financial Planning

AUGUST 3, 2024

Helping People Secure Their Future A career in insurance planning is not just about numbers and policies; it’s about helping people protect their futures. By guiding clients through the complexities of financial planning, you can play a crucial role in their financial well-being.

Insurance 40

Insurance Certified Financial Planner Planning Certification 40

WiserAdvisor

JULY 1, 2022

The number of entrepreneurs in America has exponentially increased over the past few years. That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. Make the best use of tax-saving strategies. Tax planning should form the crux of your financial planning.

Financial Planning 52

Financial Planning Planning Financial Planner Retirement 52

Workable Wealth

OCTOBER 14, 2020

Making emotional financial decisions. Overpaying on taxes. Tax Planning. A proactive tax plan can save you thousands of dollars every year. You can accomplish this task in several ways like strategic charitable giving, maxing out your retirement accounts, tax-loss harvesting, and more.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

James Hendries

SEPTEMBER 27, 2022

If you’re unsure about how to allocate your funds between retirement and college, a professional financial planner may be able to help. If the numbers say that you can’t afford to educate your child or retire with the lifestyle you expected, you’ll probably have to make some sacrifices. Should they be?

Education 52

Education Retirement Retirement Planning Financial Planner 52

Indigo Marketing Agency

JUNE 20, 2023

Or the ad might appear but produce no conversions because consumers are looking for tours of the Grand Canyon and not a financial planner. Keyword Search Volume Keyword search volume refers to the number of times a particular keyword or phrase is searched on Google. Here are some tips to get started.

Tax Planning 52

Tax Planning Financial Advisor Taxes Clients 52

International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Zajac Group

FEBRUARY 10, 2022

The amount taxable is equal to the stock’s fair market value multiplied by the number of units vested. This value is considered compensation income and subject to ordinary income, Medicare, and Social Security taxes. Thankfully, many employers make paying your RSU taxes easy by offering automated share withholding.

Financial Planning 52

Financial Planning Planning Taxes Financial Planner 52

Bell Investment Advisors

JUNE 16, 2022

That could strain relationships or put financial peace of mind at risk if hard-earned money is being spent irresponsibly. Some give up to the annual gift tax exclusion amounts as holiday gifts as part of year-end tax planning. So keep it simple, or work with a financial planner to help keep it all straight.

Taxes 52

Taxes Assets Financial Planner Education 52

Carson Wealth

JULY 26, 2023

There are multiple alternatives with different benefits, which is why it’s critical to discuss the pros and cons with a financial planner. One popular option is setting up an employee stock ownership plan (ESOP), where employees are technically buying equity in the business through a retirement plan.

Planning 52

Planning Retirement Taxes Financial Planner 52

International College of Financial Planning

OCTOBER 5, 2021

Investments, tax planning, retirement planning is a dynamic field. As we have stated above the rules of the game continuously change, and financial advisors need to swim with the tide. There should be no ambiguity in your judgment and your lack of knowledge or outdated knowledge mustn’t come back to hurt your clients.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

WiserAdvisor

AUGUST 8, 2022

Getting the right financial advisor: Financial planning for high-net-worth individuals can include tax planning, managing philanthropic activities like charity, asset protection, estate and succession planning, and risk management, among several other things. Chartered Financial Consultant (ChFC).

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Carson Wealth

MAY 4, 2023

To illustrate, let’s assume Liam and Dana have taxable income of $200,000 and traditionally pay around $20,000 in federal income taxes, all of which is withheld in payroll. As previous years have been relatively predictable, Liam and Dana are not concerned with tax planning.

Taxes 52

Taxes Sales Planning Tax Planning 52

Nerd's Eye View

AUGUST 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the ups (..)

Financial Planner 246

Financial Planner Taxes Financial Planning Estate Planning 246

Nerd's Eye View

DECEMBER 30, 2024

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.

Financial Advisor 238

Financial Advisor Insurance Tax Planning Taxes 238

Nerd's Eye View

MARCH 10, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that President Biden released his latest budget proposal this week, which calls for a range of tax increases on higher-income and wealthier taxpayers to fund deficit reduction and the president’s spending priorities. (..)

Financial Planner 246

Financial Planner Tax Planning Budgeting Taxes 246

Clever Girl Finance

MARCH 19, 2024

You should also go over the numbers. Plan for taxes Yup, taxes! Taxes are annoying, but they’re certainly not going away anytime soon. So, make sure your long-term income projections include taxes. Avoiding tax planning can impact your cash flow in a major way.

Financial Planning 98

Financial Planning Planning Budgeting Insurance 98

Inside Information

SEPTEMBER 26, 2022

You can see the trend, and you can see where the momentum is taking us: more and more and more tech solutions in an increasingly crowded space, simultaneous with purchases and consolidation by a growing number of private-equity funded platforms. But where will that lead the profession?

Clients 40

Clients Sales Management Planning 40