Clever Girl Finance

APRIL 22, 2025

Financial planning services 12. If you’re good with math, then turning to financial planning or accounting or opening up a similar company could be one of the best recession proof businesses to start! Thats why financial planning services are among the top recession-proof businesses to consider.

Economy 68

Economy Food Healthcare Economics 68

Yardley Wealth Management

JULY 9, 2025

This made Nasdaq more appealing to startups and other fledgling businesses, including high-tech startups like Intel in 1971, Apple in 1980, and Google in 2004. It ranks second only to the New York Stock Exchange (NYSE) in total market capitalization. 14 The Nasdaq Composite is a capitalization-weighted index.

Marketing 52

Marketing Marketing Risk Tolerance Wealth Management 52

WiserAdvisor

MAY 29, 2025

Growth investors look for companies that are expected to grow revenues and profits at an above-average rate such as tech firms, innovation-driven startups, and companies expanding into new markets. Growth investing : If youre willing to take on slightly more risk for the potential of higher returns, growth investing may be a good strategy.

Accounting 59

Accounting Wealth Accumulation Investing Investments 59

Harness Wealth

NOVEMBER 12, 2024

Equity Compensation and Carried Interest Planning For those involved in startups, private equity, hedge funds, or venture capital, year-end is a crucial time to assess how equity compensation and carried interest taxation can impact your tax planning.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

WiserAdvisor

JUNE 16, 2025

Use the right high-net-worth financial planning strategies to protect your assets from lawsuits, domestic disputes, theft, cybercrime, and more Lawsuits, cybercrime, and theft are real risks. Startups and private companies may offer significant growth. Nevertheless, the following strategies can also help.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Harness Wealth

APRIL 16, 2025

Understanding tax implications of acquisitions is vital for startups exploring mergers and acquisitions. Effective tax strategy and planning can minimize tax traps and maximize benefits for companies and shareholders. Tax implications vary, with potential capital gain recognition for target shareholders based on cash received.

Taxes 52

Taxes Tax Planning Startup Compliance 52

Yardley Wealth Management

DECEMBER 3, 2024

The post Choosing the Right Business Structure: A Financial Planner’s Guide appeared first on Yardley Wealth Management, LLC.

Compliance 40

Compliance Financial Planner Taxes Wealth Management 40

WiserAdvisor

JUNE 18, 2025

These are usually younger companies, such as startups, that are still growing and finding their footing in the market. So, if you are still doubting the impact a 401(k) or IRA can have on your financial planning , stop hesitating and consider adding them to your long-term investment strategy.

Investing 59

Investing Investments Taxes Risk Tolerance 59

Inside Information

JUNE 28, 2025

This could be startups, private companies looking for cash infusions, lending opportunities to companies that aren’t able to get traditional bank loans—and buying financial planning firms one at a time to roll up into a larger entity. There’s nothing whatsoever wrong with the concept.

Startup 40

Startup Investing Investments Financial Planning 40

Nerd's Eye View

MAY 5, 2025

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Charles Schwab has taken a minority stake in estate planning platform Wealth.com as it seeks to offer estate document preparation to its retail investor clients – which on the one hand gives Schwab a value-add that could keep (..)

Financial Planning 173

Financial Planning Clients Retail Planning 173

Wealth Management

JULY 11, 2024

Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.

Startup 265

Startup Tax Planning Medical Wealth Management 265

Abnormal Returns

SEPTEMBER 6, 2023

podcasts.apple.com) Eric Newcomer talks with Rey Flemings, the CEO of the YC-backed startup Myria which serves the ultra-wealthy. radreads.co) Planning You can't accomplish all your financial goals at once. wealthfoundme.com) How to speak financial planning. Just relax.

Retirement 264

Retirement Startup Financial Planning Planning 264

Abnormal Returns

DECEMBER 5, 2022

investmentnews.com) 401(k) plans Auto-enrollment helps boost 401(k) participation rates, the most for men. cnbc.com) Startup 401(k) provider Blooom has abruptly closed its doors. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless. Here are 101 action items.

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Nerd's Eye View

SEPTEMBER 4, 2023

This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)

Startup 246

Startup Clients Financial Planning Financial Advisor 246

Carson Wealth

JANUARY 4, 2024

Look for startups and opportunities that will let you grow and flourish. If you have student, personal or car loans, credit card debt or a mortgage, you need to have a plan on how to pay them off – and which ones to tackle first. Set aside time for financial planning to help you feel more confident about how you’re managing your money.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

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 246

Communication Portfolio Management Clients Startup 246

Nerd's Eye View

JUNE 13, 2023

Welcome back to the 337th episode of the Financial Advisor Success Podcast ! Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. My guest on today's podcast is Danika Waddell.

Financial Advisor 246

Financial Advisor Clients Startup Financial Planning 246

Abnormal Returns

NOVEMBER 28, 2022

Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. axios.com) Advisers Add Arta Finance to the list of tech-focused wealth startups. riabiz.com) How to build an annual planning process based on the seasons.

Wealth Management 130

Wealth Management Startup Medical Financial Advice 130

Abnormal Returns

AUGUST 22, 2022

Podcasts Matt Halloran talks with Meg Bartlet of Flow Financial Planning about her content strategy. proudmouth.com) Daniel Crosby talks financial literacy with Alex Chalekian, CEO of Lake Avenue Financial. investmentnews.com) How Creative Planning came to be comfortable doing acquisitions.

Startup 130

Startup Financial Planning Insurance Valuation 130

Abnormal Returns

FEBRUARY 20, 2023

onyxadvisornetwork.com) Brendan Frazier talks with Dave Yeske about the day that financial planning changed. standarddeviationspod.com) Frazier Rice talks health care planning with John Samuels, founder of Better Health Advisors. citywire.com) Why startup employees should consider 83b elections.

Startup 130

Startup Financial Planning Retail Insurance 130

Abnormal Returns

SEPTEMBER 26, 2022

riabiz.com) This startup wants to make it easier to borrow against whole life insurance policies. ft.com) Advisers Why checklist-style financial planning isn't all bad. kitces.com) How one firm plans to use client testimonials. linkedin.com) Fintech Most people don't need asset management, they need paycheck management.

Tax Planning 130

Tax Planning Startup Compliance Financial Planning 130

XY Planning Network

AUGUST 14, 2023

If you’re looking to leave your existing job and start your journey to independent RIA ownership but you’re afraid to lose your paycheck or have concerns about startup capital, you’re not alone.

Startup 97

Startup Financial Planning Planning Management 97

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

APRIL 17, 2023

Equity compensation is a popular strategy used by startups to attract and retain top talent, and it can sometimes result in significant financial rewards for founders and employees alike. However, realizing the value of equity can be rare, particularly when the company has no immediate plans to go public.

Startup 52

Startup Taxes Risk Tolerance Sales 52

Harness Wealth

FEBRUARY 7, 2023

If you’re a startup employee, chances are you earn stock options or grants as part of your compensation package. Startups typically follow a three to four year vesting schedule, with shares gradually being distributed monthly after one full year on the job (that one-year mark is known as the cliff).

Startup 52

Startup Taxes Tax Planning Commission 52

Darrow Wealth Management

JULY 30, 2024

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For fast-growing startups, this can be a big headache, especially when there isn’t a public market for the stock.

Taxes 103

Taxes Tax Planning Startup Valuation 103

XY Planning Network

AUGUST 14, 2023

If you’re looking to leave your existing job and start your journey to independent RIA ownership but you’re afraid to lose your paycheck or have concerns about startup capital, you’re not alone.

Startup 52

Startup Financial Planning Planning Management 52

Integrity Financial Planning

MARCH 19, 2023

The Series of Events Before interest rates started to rise, SVB, a large and respected bank primarily for tech companies and startups, had lots of cash on hand. Sources : [link] [link] [link] [link] [link] [link] [link] [link] [link] The post The SVB Situation and Your Financial Picture appeared first on Integrity Financial Planning, Inc.

Insurance 97

Insurance Insurance Coverage Banking Accounting 97

James Hendries

NOVEMBER 12, 2022

Financial Risks Inherent to Entrepreneurship. Even the smallest new business may require something in the way of initial startup costs. The ultimate risk of any startup venture is the loss of this initial capital, and the risk this actually poses depends on the source of this cash. Mitigating These Financial Risks.

Startup 52

Startup Business Planning Financial Planning Planning 52

Darrow Wealth Management

NOVEMBER 17, 2022

A tech employee at a startup has stock options. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor in Boston and Needham, MA. We specialize in financial planning for an IPO, acquisition, or sale of a private business. the taxable gain is $1.7M. About Darrow Wealth Management.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

The Big Picture

MAY 7, 2024

She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Like that was the hot thing.

Startup 147

Startup Advertising Engineering Numbers 147

Harness Wealth

MAY 31, 2022

We built Equity Tax Insights to help startup employees better navigate these big choices. Making a plan. Oscar has ISO stock options in the late-stage startup where he works. His company has announced an IPO (great news) and Oscar has heard that effectively planning when to exercise his options may be a smart idea (it is).

Taxes 52

Taxes Tax Planning Startup Planning 52

James Hendries

FEBRUARY 23, 2023

Financial Risks Inherent to Entrepreneurship Even the smallest new business may require something in the way of initial startup costs. The ultimate risk of any startup venture is the loss of this initial capital, and the risk this actually poses depends on the source of this cash.

Startup 40

Startup Business Planning Financial Planning Planning 40

International College of Financial Planning

MARCH 31, 2023

Technology and Innovation in Finance: The rise of fintech startups has disrupted the traditional banking industry, with many new players emerging to offer innovative financial services. One is that traditional banking institution will continue to lose market share to fintech startups and other new players.

Startup 52

Startup Financial Services Banking Compliance 52

Harness Wealth

MAY 31, 2022

It’s nearly impossible to make the most profitable investment and financial planning decisions without having a comprehensive view of your assets and liabilities. To find the path to your best financial future, you need to see everything in one place. That’s why we developed the Personal Balance Sheet.

Startup 52

Startup Asset Allocation Taxes Accounting 52

Darrow Wealth Management

JULY 30, 2024

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For fast-growing startups, this can be a big headache, especially when there isn’t a public market for the stock.

Taxes 52

Taxes Tax Planning Startup Valuation 52