Nerd's Eye View

JUNE 24, 2025

Welcome to the 443rd episode of the Financial Advisor Success Podcast ! Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households. My guest on today's podcast is Griffin Kirsch. Read More.

Tax Planning 130

Tax Planning Financial Advisor Asset Allocation Clients 130

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 189

Financial Planner CFP Certification Retirement Planning 189

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Deferred compensation is a complex subject.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Nerd's Eye View

MAY 29, 2025

Financial planning is inherently complex, especially when it comes to data gathering, analysis, and crafting well-reasoned recommendations. And when an advisor is already managing a full schedule, carving out the time to make the message clear can be a real challenge.

Clients 130

Clients Communication Tax Planning Financial Advice 130

Workable Wealth

OCTOBER 14, 2020

Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. A healthy financial plan gives you the tools to take control of your finances and start living your life with passion, purpose, and freedom. So what’s the value of a financial plan?

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

Yardley Wealth Management

FEBRUARY 18, 2025

The post Waterfall Wealth Management: A Strategic Approach appeared first on Yardley Wealth Management, LLC. This method ensures that financial obligations and goals are met in a systematic and efficient manner. Benefits of Waterfall Wealth Management Managing significant assets can be complex.

Wealth Management 52

Wealth Management Management Estate Planning Distribution 52

Carson Wealth

JANUARY 8, 2025

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B based QBCo Advisory.

Accounting 263

Accounting Taxes Estate Planning Wealth Management 263

Yardley Wealth Management

DECEMBER 17, 2024

The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael J. Regarding debt management, consider the current interest rate environment.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 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.

Engineering 52

Engineering Planning Financial Planning Financial Advisor 52

International College of Financial Planning

JULY 2, 2025

In this detailed guide, we’ll break down what the CFP certification is, its structure, who it’s meant for, the career benefits it offers, and why it can be a game-changer in India’s evolving financial advisory space. The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

Wealth Management

JULY 2, 2025

Lothes July 2, 2025 2 Min Read Cheng Xin/Getty Images News/Getty Images In Nosirrah Management, LLC vs. AutoZone, Inc. Another shareholder (Nosirrah Management LLC) brought a derivative action on behalf of the company to disgorge William’s profit. Handler, Alison E.

Distribution 207

Distribution Estate Planning Wealth Management Planning 207

WiserAdvisor

JUNE 16, 2025

This is why you need to have high-net-worth investment management techniques up your sleeve that focus on preserving your wealth. Hiring a wealth manager can be helpful in getting personalized guidance suited to your situation. Real estate risk management: Your primary residence, commercial properties, etc.,

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Wealth Management

JUNE 11, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Brett Brodeski Savant Wealth Management WealthTech The Future of Wealth Management: Transformation and Innovation The Future of Wealth Management: (..)

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

WiserAdvisor

JULY 9, 2025

Many people have managed their own investment portfolios and have seen great results. But there is another group of investors who swear by their financial advisors. They credit their financial stability and success to their guidance. You pay fewer fees: Hiring a financial advisor can cost you more than self-investing.

Financial Advisor 59

Financial Advisor Investing Investments Asset Allocation 59

Darrow Wealth Management

NOVEMBER 7, 2024

Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and tax planning opportunities. Cash flow: Depending on the type of equity you have, exercising can be challenging given tax implications and having cash to buy the stock.

Taxes 98

Taxes Wealth Management Tax Planning Wealth Advisor 98

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

Harness Wealth

DECEMBER 30, 2024

However, as appealing as these forms of compensation may be, they can result in sizable and unexpected tax bills. With the provision allowing eligible employees to defer taxes for up to five years, an 83(i) election provides the breathing room needed for employees to manage their tax liability more effectively.

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

Financial Symmetry

APRIL 9, 2025

Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. What if, instead of seeing it as a mere logistic hurdle, we embraced it as a moment to refine our financial strategy?

Taxes 62

Taxes Tax Planning Retirement Planning 62

Tobias Financial

JUNE 2, 2025

Understanding how assets will be distributed, navigating tax implications, and aligning these decisions with your personal goals can feel overwhelming. Vanilla helps us create a clearer, more organized view of a clients estate by integrating their financial and legacy planning.

Estate Planning 52

Estate Planning Planning Financial Advisor Tax Planning 52

Harness Wealth

APRIL 16, 2025

Tax planning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Every element, from structure to price negotiations, hinges on understanding tax implications for all parties involved. To qualify for tax-free treatment under IRC Section 368 , attention to detail is essential.

Taxes 52

Taxes Tax Planning Startup Compliance 52

Harness Wealth

FEBRUARY 5, 2025

Managing daily life and avoiding red flags While countries like Mexico may offer better property value per dollar spent, expats also need to factor in other day-to-day considerations. However, those in low- or no-tax countries, such as the UAE or Singapore, face additional hurdles. or inaccurately reporting foreign income.

Taxes 52

Taxes Compliance Accounting Government 52

Zoe Financial

JUNE 20, 2025

The platform itself does not offer financial advice Scenario-Based Guide: Hypothetical Investor Examples – Scenario 1: Linda, 68 — Planning for RMDs and Legacy Background : Linda holds a significant Traditional IRA and is approaching required minimum distributions (RMDs). When should I start thinking about retirement?

Retirement Planning 40

Retirement Planning Retirement Planning Estate Planning 40

Carson Wealth

JANUARY 28, 2025

Why Philanthropic Planning Matters There are two main reasons for taking the time and effort to make a philanthropic plan. When you have the resources to make an impact, this type of planning helps you pinpoint what you want to accomplish for your family, community, and society. Establish a budget and schedule for giving.

Risk Management 52

Risk Management Nonprofit Management Compliance 52

Harness Wealth

MARCH 27, 2025

This avoids the double taxation that traditional corporations face, where profits are taxed at both the corporate and individual levels. Effective financial planning requires business owners to understand how their income is taxed, with their share of business income subject to individual, state, and local taxes.

Taxes 52

Taxes Compliance Consulting Financial Planning 52

Harness Wealth

APRIL 17, 2025

However, when exercised, holders must calculate the spread between strike price and fair market value for Alternative Minimum Tax purposes. Documentation significantly impacts ISO tax planning. Companies provide Tax Form 3921 in January to detail the information needed for accurate calculations. Net Investment Income Tax.

Taxes 52

Taxes Tax Planning Planning Sales 52

Midstream Marketing

NOVEMBER 6, 2024

Financial Goals: These include saving for retirement, managing money, and paying for education. Pain Points: These are issues like market ups and downs, tax problems, and money planning being hard. Essential Tools and Resources for Financial Advisors Several digital marketing tools can improve your content marketing.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

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 240

Financial Advisor Insurance Tax Planning Taxes 240

Yardley Wealth Management

SEPTEMBER 24, 2024

The post The Importance of Delegating Financial Decisions to a Professional appeared first on Yardley Wealth Management, LLC. The Importance of Delegating Financial Decisions to a Professional Introduction: Managing your finances effectively is essential for achieving your long-term goals and securing your financial future.

Tax Planning 40

Tax Planning Wealth Management Risk Management Financial Planning 40

Harness Wealth

APRIL 16, 2025

Without mandatory withdrawals forcing taxable distributions, you can better manage tax brackets and preserve wealth for longer periods. Strategic conversion timing during years of lower income, favorable tax circumstances, or when between jobs can dramatically improve lifetime tax efficiency.

Taxes 52

Taxes Retirement Planning Retirement Distribution 52

Darrow Wealth Management

MAY 7, 2025

The tax rate will depend on several factors, such as your holding period, type of asset, and your taxable income for the year. Depending on your income, it’s possible to sell a long-term investment and ‘pay’ tax at a 0% rate. What is a capital gains tax?

Taxes 72

Taxes Accounting Assets Retirement 72

Harness Wealth

JULY 16, 2025

Instead of billing for time spent, fees are aligned with the tangible benefits clients receive—whether it’s strategic tax planning that reduces their liabilities, expert consulting that guides key decisions, or proactive advice that helps clients deal with complex financial landscapes. Are they difficult to manage?

Taxes 52

Taxes Clients Compliance Tax Planning 52

Darrow Wealth Management

JANUARY 16, 2025

You’ll need to fill out paperwork with the custodian if there isn’t a financial advisor managing the accounts. These rules can be very complex and nuanced so its essential to consult with a tax professional and trust and estates attorney to understand the specific rules and current law in your state.

Assets 98

Assets Estate Planning Taxes Wealth Management 98

Yardley Wealth Management

AUGUST 27, 2024

The post Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy appeared first on Yardley Wealth Management, LLC. Plus, it offers additional flexibility in how you manage your charitable contributions. This restriction is important to note when planning your estate and financial future.

Taxes 40

Taxes Wealth Management Distribution CFP 40

Discipline Funds

DECEMBER 29, 2024

Good financial planning is all about asset and liability matching across time. A financial plan with an asset liability mismatch is likely to fail over time. Nothing will nuke your financial plan like high credit card debts and other high rate liabilities. Asset and Liability Matching.

Financial Planning 64

Financial Planning Planning Asset Allocation Retirement Planning 64

WiserAdvisor

JUNE 27, 2025

Decades of deadlines, difficult managers, and late nights can wear you down. Why it works: You control your tax rate now instead of leaving it to later. After five years, converted funds can be withdrawn tax- and penalty-free. Stress reduction and improved mental health Workplace stress is cumulative.

Retirement 59

Retirement Planning Retirement Planning Taxes 59