MainStreet Financial Planning

MARCH 14, 2024

As April 15th approaches, taxpayers across the country are gearing up to fulfill their annual obligation – filing taxes. Whether you’ve already submitted your returns or are yet to tackle the paperwork, now is the perfect time for a tax check-up. Other Resources Should I do my own taxes?

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Taxes Retirement Planning Healthcare Retirement 88

Abnormal Returns

MAY 15, 2024

thinkadvisor.com) Taxes Taxes matter, but don't organize your life around paying less. fortunesandfrictions.com) Why we tax capital at a lower rate than income. moneywithkatie.com) Tax burdens by state visualized. visualcapitalist.com) Financial plans Why you need a statement of financial purpose.

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Financial Planning Taxes Planning Portfolio 162

eMoney Advisor

MARCH 1, 2023

As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

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Ballast Advisors

OCTOBER 6, 2023

Claim the Home Energy Audit Tax Credit: IRS Guidance Explained 7 Tips to Navigate Healthcare Over 65 What’s Happening in the World of Higher Education? 2022 Key Numbers Plan Your Finances as You Would Your Exercise 2021 Year-End Tax Tips 1 2 3 Next »

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MainStreet Financial Planning

JANUARY 31, 2024

In the vast world of financial services, it’s crucial to distinguish between legitimate businesses and those seeking to exploit unsuspecting individuals. MainStreet Financial Planning , Inc. Please also note that the name of our financial planning firm is spelled differently.

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eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Website: irs.gov/individuals/irs-tax-volunteers.

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Financial Planning Planning Financial Planner CFP 107

eMoney Advisor

NOVEMBER 7, 2022

In my book— Flipping a Switch: Your Guide to Happiness and Financial Security in Later Life — I discuss over 15 financial engagement topics to support clients as they go from someone saving for retirement to a retiree who must now manage those savings. Creating Financial Organization and Simplification for Clients.

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Financial Planning Retirement Planning Taxes 107

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Related: How Financial Advisors Should Engage With Female Clientele?

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eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

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Financial Planning Planning Financial Planner CFP 101

Sara Grillo

MARCH 29, 2024

Here’s how to handle a financial planning fee objection. Financial planning fees can be hard to justify Question from a subscriber: “Prospects all say my financial planning fee is too high, and try to negotiate down.” Sara G The post Prospects keep saying my financial planning fee is too high!

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Financial Planning Planning Financial Advisor Clients 52

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

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eMoney Advisor

APRIL 11, 2023

Financial planning and tax planning go hand in hand. Including tax planning as part of your service provides clients a comprehensive view of their finances and helps them achieve their financial goals. In addition, we can be confident that tax rates will continue to ebb and flower over time.

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Tax Planning Financial Advisor Taxes Planning 77

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.

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Estate Planning Financial Planning Planning Taxes 52

MazumaBusinessAccounting

JULY 7, 2021

Financial planning is essential for anyone who wants to achieve financial independence. The goal of financial planning is to help you reach your financial goals, whether that be retiring by a certain age or having the money to open a new business. Establish personal & business financial goals.

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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.

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Financial Planning Planning Wealth Management Clients 78

eMoney Advisor

MARCH 16, 2023

Early in my career at a large broker-dealer in San Francisco, I noticed retirees were the ones getting all the attention, while the Millennials were craving financial knowledge and the attention of financial advisors. Tax and insurance advice was also somewhat constrained. This is an easier way to get the lifestyle you want.

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Financial Planning Planning Clients Retirement 88

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.

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Retirement Financial Planning Planning Clients 207

eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. But it takes a strong plan—and no small amount of willpower—to do this.

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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.

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MainStreet Financial Planning

APRIL 4, 2024

If your child is a sophomore in high school right now, this year is super important for your college funding plan! To be eligible for financial aid (grants & student loans) for college your child will need to submit your tax return as part of their FAFSA application when applying to colleges in their senior year.

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Taxes Retirement Planning Financial Planning Planning 86

Integrity Financial Planning

SEPTEMBER 19, 2022

Taxes are among the most common concern for people in retirement. You might be wondering how to start thinking about your tax strategy so you aren’t taxed more than you need to be. These three mistakes can help start the conversation about what a comprehensive tax strategy might look like for you. Taking Too Much Income.

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Tax Planning Taxes Planning Wealth Accumulation 98

MainStreet Financial Planning

OCTOBER 3, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 10-17-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! It seems like everyone is getting into real estate investing these days!

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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.

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Financial Planning Clients Planning Education 95

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

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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?

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eMoney Advisor

FEBRUARY 7, 2023

We also offer financial planning firms access to a more diverse talent pool. Like me, the remarkable professionals below are doing their part to change the financial planning landscape. Dr. Cherry is also the founder of Concurrent Financial Planning, where he helps clients pursue what he calls “life-money balance.”

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Wealth Management

FEBRUARY 14, 2024

FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients.

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Planning Insurance Taxes Financial Planning 76

Abnormal Returns

JULY 18, 2022

ngpf.org) Christine Benz and Jeff Ptak talk with Justin Fitzpatrick who is the co-founder and chief innovation officer at Income Lab, which provides retirement planning software. wealthmanagement.com) Taxes Tax loss harvesting isn't always optimal: some cases to keep in mind. kitces.com) Direct indexing for advisers, 101.

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Taxes Retirement Planning Financial Planning Retirement 130

eMoney Advisor

DECEMBER 21, 2022

Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. Whereas cash flow-based financial planning involves a precise approach to meeting goals based on the money flowing into and out of a household every month.

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Financial Planning Planning Budgeting Clients 76

International College of Financial Planning

JULY 31, 2023

Retirement is a time to embrace your dreams and live a contended retirement life, but it requires meticulous financial planning and preparation. Retirement planning is even more critical for self-employed individuals as they lack the safety net of traditional benefits like PPF or LTA.

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Financial Planning Retirement Planning Retirement Planning 52

MainStreet Financial Planning

MARCH 22, 2023

Are you one of the few out there that might have saved too much for your child’s college into a tax-advantaged 529 savings plan? I am sure you don’t want to take out the money for non -education expenses because then you will have to pay taxes and penalties. Not sure what to do with it now? Um, no thank you. Sounds great right?

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Taxes Planning Education Accounting 96

eMoney Advisor

DECEMBER 6, 2022

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Our research shows about 70 percent of advisors offer risk management and insurance planning. However, there is a disconnect. Sources: 1.

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Financial Planning Clients Planning Estate Planning 97

Nationwide Financial

OCTOBER 14, 2022

Whether your client has young children of their own, teenage grandkids heading to college, or wants to help finance college for someone else in the family, it’s wise to encourage your clients to create a financial plan for doing so. Savings Plans: 529, Coverdell, UGMA. Tax considerations. Overall financial planning.

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Financial Planning Clients Planning Taxes 64

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.

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Financial Planning Planning Financial Planner Budgeting 52

Carson Wealth

MARCH 7, 2024

By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Although there are some basic guidelines, your financial life is as unique as your fingerprint. Goals will evolve, and thus our plan must evolve as well.

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Retirement Planning Retirement Planning Risk Tolerance 143

Tobias Financial

APRIL 11, 2024

We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. Contact us today, and let’s discuss how we can assist with your specific financial situation. appeared first on www.tobiasfinancial.com.

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Integrity Financial Planning

AUGUST 3, 2022

Why does tax planning matter for your retirement plan? Brian talks through the difference it can make and why you should pay attention to it now as a part of your financial plan. When it comes to taxes, should you use the same person that files taxes to do tax planning and retirement planning for you?

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