Nerd's Eye View

JULY 20, 2022

A sabbatical refers to a period of time in which someone takes an extended, planned break from work prior to retirement, often as an opportunity to focus on their wellbeing and/or to gain valuable perspectives of life outside of work.

Retirement 207

Retirement Financial Planning Planning Clients 207

Carson Wealth

FEBRUARY 29, 2024

It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifting as it relates to your overall estate plan? Taxes on Giving??? Why do you have to pay taxes on money you’re giving away?

Taxes 96

Taxes Financial Planning Planning Estate Planning 96

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. These financial needs are linked to Maslow’s hierarchy esteem needs, such as self-respect and personal accomplishment. 2 Neufeld, Dorothy.

Financial Planning 78

Financial Planning Planning Wealth Management Clients 78

WiserAdvisor

JULY 1, 2022

That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. Long working hours, lack of financial security, irregular income, managing investors, liquidity issues, insufficient equity, and more, while juggling personal finances, can be a daunting task.

Financial Planning 52

Financial Planning Planning Financial Planner Retirement 52

eMoney Advisor

MARCH 16, 2023

Along the way, I’ve gathered six key insights about financial planning for Millennials. However, sometimes it gets to be too much when it comes to financial topics. Then we do the financial plan and tax planning around that—it’s been a lot of fun. I would say that’s accurate.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Nerd's Eye View

JANUARY 8, 2024

For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. In the context of the financial planning industry, whereas Financial Advice 1.0 Specifically, Financial Advice 3.0

Financial Advice 178

Financial Advice Medicine Financial Planning Estate Planning 178

XY Planning Network

JULY 7, 2023

Available exclusively to XYPN members, each month one of XYTS's tax experts hosts an office hours session where tax-specific topics are discussed and attendees can ask any top-of-mind questions.

Tax Planning 63

Tax Planning Taxes Planning CFP 63

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

International College of Financial Planning

MAY 1, 2023

Financial planning is an important aspect of life that is often overlooked, especially by young professionals starting their careers. Proper financial planning can make a significant difference in achieving financial goals, building wealth, and ensuring long-term financial stability.

Financial Planning 52

Financial Planning Planning Financial Planner Budgeting 52

XY Planning Network

JULY 7, 2023

Available exclusively to XYPN members, each month one of XYTS's tax experts hosts an office hours session where tax-specific topics are discussed and attendees can ask any top-of-mind questions.

Tax Planning 52

Tax Planning Taxes Planning CFP 52

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. There are many different types of trusts, each designed to address specific estate planning needs.

Estate Planning 52

Estate Planning Financial Planning Planning Taxes 52

Abnormal Returns

AUGUST 28, 2023

riabiz.com) Charles Schwab ($SCHW) is planning more job cuts due to the TDA integration. investmentnews.com) Pro bono planning Does financial planning have a pro bono problem? mywealthplanners.com) The CFP Board wants to encourage pro bono planning. financial-planning.com)

Tax Planning 213

Tax Planning CFP Financial Planning Planning 213

Abnormal Returns

NOVEMBER 6, 2023

ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space. papers.ssrn.com) Taxes A 2023 year-end tax planning guide. riabiz.com) The biz Goldman Sach's ($GS) future is in wealth management.

Wealth Management 245

Wealth Management Retirement Planning Tax Planning Financial Advisor 245

MainStreet Financial Planning

MAY 31, 2022

The MainStreet Financial Planning Discussion Club. Tax Planning: Things to work on before year-end. Though it may seem that we’ve just put last tax season to rest, now is the time to work on adjustments to optimize your 2022 taxes! “MainStreet Chalk Talk”. 30-45 minutes. Some of the topics we’ll discuss: ?

Tax Planning 40

Tax Planning Taxes Planning Financial Planner 40

WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Need a financial advisor?

Financial Planning 52

Financial Planning Planning Financial Advisor Medical 52

MainStreet Financial Planning

JUNE 27, 2022

The MainStreet Financial Planning Discussion Club. Acts, what that means to you and your Tax Planning in Retirement. Acts, what that means to you and your Tax Planning in Retirement. Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified. “MainStreet Chalk Talk”.

Tax Planning 52

Tax Planning Certified Financial Planner Retirement Taxes 52

Harness Wealth

DECEMBER 8, 2022

Note, you actually have until Tax Day of 2023 to make these contributions into IRAs but you should act ASAP to avoid forever forgoing the chance to make a 2022 contribution. Contributions can be deducted from taxable income and withdrawals can be made tax-free from these accounts as long as funds are used for qualifying healthcare expenses.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

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

Integrity Financial Planning

MARCH 15, 2023

From financial plans to home remodeling, it’s common to be tempted to DIY your way there. Financial planning can be complicated. Have you thought about taxes or estate planning or when to withdraw and from where? Here’s what you’ll learn on today’s show: Why shouldn’t you plan retirement by yourself? (0:12)

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planning 52

James Hendries

FEBRUARY 23, 2023

Your financial planning strategies should simultaneously encourage the success of your business while also working towards safeguarding your personal finances. Tax Plan Strategically As a small business owner, you have to think about your personal and business tax liability.

Financial Planning 40

Financial Planning Planning Tax Planning Taxes 40

Nerd's Eye View

DECEMBER 22, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Envestnet has published research highlighting a number of key trends that they believe will shape the growth of the advisory industry in 2024 and beyond, which reflect at a high level advisors' ongoing shift towards providing (..)

Financial Planner 215

Financial Planner Fee Only Tax Planning Retirement 215

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming for financial independence, the importance of a structured approach should be emphasized. It also minimizes errors and oversights.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Nerd's Eye View

MAY 8, 2023

In this post, Kitces.com Senior Financial Planning Nerd Ben Henry-Moreland writes about how he went from being hesitant to offer tax preparation at his solo RIA (given how common it is for tax preparers to work long hours throughout tax season) to embracing it as a core part of the business’ service offering.

Taxes 225

Taxes Financial Planning Financial Advisor Clients 225

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 201

Financial Planner Financial Advice Financial Advisor Tax Planning 201

Harness Wealth

JANUARY 24, 2023

Maryland is the only state that imposes both estate and inheritance taxes. These state taxes range from 0.8% Because of all this, strong estate planning can be a major tax saver down the line, and it’s important to pick a state that will do the least damage to your wallet. million or more. million or more.

Startup 52

Startup Tax Planning Taxes Planning 52

Advisor Perspectives

APRIL 5, 2023

Many advisors today are helping clients with a broad range of their financial planning needs.

Tax Planning 45

Tax Planning Planning Taxes Financial Planning 45

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

WiserAdvisor

NOVEMBER 21, 2022

What’s tricky about financial planning is that not every strategy is designed for every person. As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. What is a Certified Financial Planner?

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Nerd's Eye View

JULY 12, 2022

In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Zajac Group

FEBRUARY 10, 2022

Tax implications , financial planning, what to do post vest, and managing any proceeds from a sale should all be approached with careful consideration to ensure you get the most out of your restricted stock units. Tax Planning for Stock Shares that Originated from Vested Restricted Stock Units.

Financial Planning 52

Financial Planning Planning Taxes Financial Planner 52

Wealth Management

FEBRUARY 3, 2023

This week, Orion announced they were making it easier for those in need of free financial planning to find help, TIFIN and Morningstar partnered to enhance their AI-powered distribution platform and eMoney responded to recently-passed legislation with tax planning upgrades.

Taxes 91

Taxes Tax Planning Distribution Financial Planning 91

Abnormal Returns

SEPTEMBER 26, 2022

Podcasts Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. ft.com) Advisers Why checklist-style financial planning isn't all bad. kitces.com) How one firm plans to use client testimonials. kitces.com) Daniel Crosby talks with Tom Morgan about personal myth making.

Compliance 130

Compliance Tax Planning Startup Financial Planning 130

Fortune Financial

JULY 28, 2022

You cannot sell the securities within the retirement plan, then move cash to a brokerage account and purchase the same shares at that point. But, they are nonetheless taxed when received, which can reduce overall returns due to the taxes owed on these. . This would negate the NUA benefit. Cost Tradeoff.

Taxes 98

Taxes Planning Retirement Planning Distribution 98

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 219

Communication Portfolio Management Clients Tax Planning 219

International College of Financial Planning

OCTOBER 17, 2023

The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial. Financial planning software offers CFPs the advantage of tracking market trends, analyzing data, and making informed decisions.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52