Nerd's Eye View

OCTOBER 1, 2022

A new bill would make many parts of the Tax Cuts and Jobs Act of 2017 permanent, including its changes to tax brackets, the higher standard deduction, and the cap on state and local tax deductions. What advisory firms can do to make the most out of client testimonials and avoid negative reviews on third-party websites.

Financial Planner 245

Financial Planner Retirement Planning Advertising Taxes 245

Nerd's Eye View

MARCH 24, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the CFP Board of Standards launched its 1st ad campaign, dubbed "It’s Gotta Be A CFP", following its transition to a 501(c)(6) organization.

Financial Planner 245

Financial Planner CFP Certification Education 245

Nerd's Eye View

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, ”, a series of measures that will have significant impacts on the world of retirement planning.

Financial Planner 246

Financial Planner Financial Planning Retirement Planning Budgeting 246

Nerd's Eye View

NOVEMBER 4, 2022

A recent study shows that while many consumers have expressed an interest in ESG investing, such funds within retirement plans have received limited allocations from investors. A survey showing how millionaires allocate their assets and the importance they place on the recommendations of their financial advisors.

Financial Planner 238

Financial Planner Financial Advisor Retirement Planning Medical 238

Nerd's Eye View

OCTOBER 20, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study from Fidelity Institutional highlights the growing popularity of the RIA model and the success advisors have had after going independent.

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

The Chicago Financial Planner

FEBRUARY 8, 2023

You’ve paid Social Security taxes over the course of your working life and you’ve earned these benefits. Many retirees and others collecting Social Security wonder about the tax treatment of their benefit. The answer to the question in the title is that your Social Security benefits may be subject to taxes.

Taxes 291

Taxes Retirement Financial Planner Financial Advisor 291

The Chicago Financial Planner

OCTOBER 21, 2021

The money goes into the account on a pre-tax basis much like a traditional 401(k) or IRA. This is a great opportunity for those who earn too much to make pre-tax contributions to a traditional IRA. Those who have made the maximum contributions to their 401(k) have another pre-tax savings option available to them as well.

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

Yardley Wealth Management

JANUARY 21, 2025

The post Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. Is Talking to a Financial Planner Worth It? ” This question crosses the minds of many people as they navigate their financial journey.

Financial Planner 52

Financial Planner Financial Planning Planning Retirement Planning 52

Abnormal Returns

JANUARY 15, 2024

Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. riabiz.com) Why women are still struggling to make progress in the world of financial advice. citywire.com) Taxes There simply aren't enough tax preparers to go around.

Financial Planner 278

Financial Planner Wealth Management Retirement Planning Financial Advising 278

MainStreet Financial Planning

MARCH 7, 2025

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). Instead, they provide objective, conflict-free financial advice at a predictable cost. Are There Any Benefits to AUM-Based Advisors?

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. But thats not even the biggest challenge you face with winning more clients.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

The Chicago Financial Planner

FEBRUARY 2, 2024

If the advisor’s primary service is focused in an area like constructing bond portfolios for their clients and you are looking for a financial planner to construct a comprehensive financial plan for you, this advisor may not be a good match. Photo credit: Flickr Related Posts: Will my Social Security be Taxed?

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

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 Insurance Financial Planner Clients 246

Nerd's Eye View

SEPTEMBER 6, 2022

In this episode, we talk in-depth about how, after seeing little success in his initial ‘traditional’ marketing efforts like seminars and creating profiles on advisor referral sites, Andy decided instead to create a Facebook group focused on “Taxes In Retirement” (so that he could more directly engage with and demonstrate his (..)

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

The Chicago Financial Planner

DECEMBER 5, 2021

Check with your financial or tax advisor as to how much you will be able to contribute. It’s best to check with your tax or financial advisor regarding the latest date for contributions. The Solo 401(k) can be a great self-employed retirement plan. Investment flexibility . Photo credit: Flickr.

Retirement Planning 155

Retirement Planning Retirement Financial Planner Accounting 155

Harness Wealth

APRIL 30, 2025

For many business founders, the eventual exit from their company represents one of the most significant financial events of their lives. Without proper planning, taxes can unexpectedly take a large bite out of the proceeds, potentially reducing financial security and the legacy.

Taxes 52

Taxes Planning Tax Planning Sales 52

Carson Wealth

AUGUST 25, 2022

often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. would be “How do I plan for retirement?“ Social Security is a federal retirement plan originally created under the Social Security Act of 1935.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

The Chicago Financial Planner

OCTOBER 20, 2021

Any money that may have been withheld from your benefits such as taxes or Medicare premiums. Social Security and income taxes . Regardless of your age or the source of your income, Social Security benefits can be taxed based upon your income level. The tax levels are: Tax filing status. Combined income. %

Retirement 192

Retirement Financial Planner Taxes Distribution 192

Good Financial Cents

JANUARY 19, 2023

A major decision in retirement planning is whether to make pre-tax or Roth (after-tax) 401k contributions. Pre-tax contributions go into your retirement account with money that has not been taxed, and then taxes will be paid when the funds are withdrawn in retirement.

Taxes 97

Taxes Retirement Accounting Consulting 97

AdvicePay

APRIL 26, 2023

Fee-for-service financial planners can help small business clients maximize expanded tax credits by establishing a new retirement plan for employees

Financial Planner 78

Financial Planner Retirement Planning Clients Planning 78

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

Your Richest Life

JUNE 14, 2024

Physician Retirement Planning: What will your expenses really look like? Odds are you are not actually going to need $200k to live on once you retire. There are some very steep expenses that you won’t necessarily be dealing with in retirement – like a mortgage payment, income taxes and retirement savings.

Retirement Planning 52

Retirement Planning Retirement Planning Fee Only 52

International College of Financial Planning

JANUARY 18, 2023

.” Today’s businesses require financial advice to fulfill their financial objectives. Selecting a career as a “financial planner” will aid in opening doors to success. If you are aspiring to become a successful financial planner? Consider the CFP course. He discussed his insights.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

International College of Financial Planning

FEBRUARY 23, 2024

In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Park Place Financial

NOVEMBER 29, 2022

Retirement Planning 5 Ways to Catch Up on Retirement Planning Later in Life Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement is a significant investment, which is why so many financial experts recommend establishing goals and starting when still a younger adult.

Retirement Planning 52

Retirement Planning Retirement Certified Financial Planner 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

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

Million Dollar Round Table (MDRT)

MAY 7, 2023

So we have partnered with a financial planner. Hey, you need to be saving into your qualified retirement plan.” “You You need to be saving into a tax-preferred type of account.” “ You need an emergency fund, and you to be paying down your mortgage.”

CFP 97

CFP Financial Planner Retirement Planning Retirement 97

Carson Wealth

JULY 12, 2022

Ask financial planners about their degrees, where they are from, what they are in and when they earned the degree. . In financial services, you might encounter an LLM in tax or estate planning. . Broad Based Financial Planning Designations. Three broad financial planning designations include: .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. Life happens.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . Life happens.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

MainStreet Financial Planning

NOVEMBER 1, 2022

Roth IRAs: Conversions, Mega Back-Door, Tax Calculations, and Recent Legislation. Pon will discuss determining those who benefit most from conversions, calculating the tax on a Roth conversion, and–most importantly–how to avoid tax surprises when affecting these conversions. . ~30-45 minutes. Register here!

Taxes 52

Taxes Certified Financial Planner Retirement Planning Financial Planner 52

Carson Wealth

DECEMBER 1, 2022

Build Positive Financial Behaviors. An individual who learns to manage $4,000 a month after taxes will be equipped to manage $14,000 or even $40,000 a month as their earnings increase over time. Take Advantage of Retirement Plans and Matching Contributions. Work With a Financial Advisor .

Retirement Planning 72

Retirement Planning Risk Tolerance Retirement Budgeting 72

Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution. Tax Deductions .

Financial Planning 52

Financial Planning Taxes Planning Certified Financial Planner 52

Indigo Marketing Agency

MARCH 19, 2025

Example: Instead of writing something like: With our advanced wealth management strategies, we help high-net-worth individuals maximize tax-efficient investments while securing generational wealth. Try using shorter, more common words like: We help you save money on taxes and grow your investments. Book a free call today.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Park Place Financial

MARCH 10, 2022

Financial Strategies for Millionaires to Leverage. Reduce Tax Payments. Taxes are inevitable, but the amount you pay each year doesn’t have to be. There are several actions you can take to avoid higher tax rates and retain more money, including: . Switching income tax to capital gains . RELATED BLOG POSTS.

Portfolio 52

Portfolio Certified Financial Planner Financial Planner Healthcare 52

Nationwide Financial

JUNE 9, 2023

Key Takeaways: The last two years have been marked by the highest inflation rates in decades; your clients saving for retirement can use this to their advantage through short-term investments, tax deferral, and insurance products offering better benefits. This can mean an unexpected tax liability for the uninitiated.

Retirement 98

Retirement Clients Certification Taxes 98