Creative Planning Expands Tax Expertise With Latest Acquisition
Wealth Management
AUGUST 21, 2023
The deal to acquire CTB Financial Services will bring more tax-focused investment strategies to Creative Planning’s client base.
Adviser links: zero engagement
Abnormal Returns
FEBRUARY 26, 2024
investmentnews.com) Advisers The American College of Financial Services notes the coming shortage of advisers. kitces.com) How advisers should work with tax professionals. advisorperspectives.com) How couples can approach a financial life together. (kitces.com) American consumers are increasingly trying out fintech apps.
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Sunday links: fast pivots
Abnormal Returns
MAY 21, 2023
wsj.com) Apple ($AAPL) is playing the long game in financial services. nytimes.com) Taxes Tax filing companies are lining up against the IRS offering a free filing option. nytimes.com) Taxes Tax filing companies are lining up against the IRS offering a free filing option.
Using Tax Clarity and Income InSight in Annual Client Review Meetings
Covisum
DECEMBER 7, 2022
Your work is important and helpful but showing clients the value of your advice is a critical differentiator between you and the rest of the financial service providers. Good financial planning software includes visuals that make challenging concepts feel straightforward.
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Personal finance links: taking actual risks
Abnormal Returns
MARCH 15, 2023
humbledollar.com) Advice How to fire your financial advisor in four steps. kindnessfp.com) When does it make sense to get help with your taxes? thomaskopelman.com) The financial services industry spends A LOT on lobbying. genyplanning.com) How to compare college financial aid awards.
Monday links: riding out bear markets
Abnormal Returns
APRIL 24, 2023
ft.com) Don't discount Apple's ($AAPL) push into financial services. thereformedbroker.com) Income tax withholdings are in decline. (advisorperspectives.com) Finance Why the demise of Silicon Valley Bank shouldn't have been surprising. macworld.com) Twitter has stopped funding VCs it has committed to.
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Income Tax Planning and 529 Plans
Zoe Financial
MAY 16, 2023
Qualified withdrawals from a 529 plan are tax-free at the federal level, and some states also offer tax breaks to their residents. It’s important to evaluate the federal and state tax consequences of plan withdrawals and contributions before you invest in a 529 plan. The federal income tax treatment of these plans is identical.
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Adviser links: client confidence
Abnormal Returns
FEBRUARY 13, 2023
standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. citywire.com) Taxes Five tax mistakes to avoid when it comes to stock options, RSUs, etc. mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023.
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Weekend Reading For Financial Planners (May 6-7)
Nerd's Eye View
MAY 5, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)
An In-Depth Guide to DeFi Taxes for 2023
Harness Wealth
MARCH 17, 2023
An Introduction to DeFi Decentralized Finance (DeFi) is a rapidly evolving space, offering blockchain-based financial applications that enable individuals and businesses to access various financial services, including lending, borrowing, trading, and earning interest without traditional financial institutions as intermediaries.
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How to Minimize Your Tax Liability When Rolling Over to a Roth IRA
WiserAdvisor
AUGUST 25, 2023
Tax considerations play a crucial role in retirement planning, as they can significantly impact your income and savings. Retirees must carefully strategize to minimize taxes during their non-working years. However, it is important to consider the immediate tax liabilities that come with converting to a Roth account.
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Weekend Reading For Financial Planners (Oct 1-2)
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.
Blog #221: Testing Financial Tolerance™for Zero Estate Tax withLoan-Based Private Split-Dollar and Wealthy and Wise
Robert B. Ritter Jr.
MAY 30, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”
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Clint Walkner Featured in Wealth Management
Walkner Condon Financial Advisors
MAY 9, 2024
Read more on what impact this will have on financial services and Clint’s comments HERE. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only.
Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University)
Robert B. Ritter Jr.
MARCH 28, 2022
The post Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University) first appeared on Bob Ritter's Blog, ideas for financial service professionals. Still, such a strategy can look terrific if you know […].
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Sunday links: connecting the dots
Abnormal Returns
APRIL 23, 2023
axios.com) Apple ($AAPL) is being very deliberate in its approach to financial services. abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Companies RIP, Bed, Bath & Beyond ($BBBY).
Adviser links: spreadsheet knowledge
Abnormal Returns
APRIL 3, 2023
wiredplanning.com) The biz Even before Fisher Investments' HQ move, Dallas-Fort Worth is already a hub for financial services firms. wsj.com) Somebody just paid a really big estate tax bill. (allaboutyourbenjamins.com) Brendan Frazier talks with Warren Berger about asking better (client) questions.
Branding: Becoming the advisor to call
Million Dollar Round Table (MDRT)
JUNE 4, 2023
By Sandy Schussel In any financial services practice, branding is a primary way to attract ideal clients. If you meet someone and tell them you’re a financial advisor who works with medical professionals to help them avoid taxes in retirement, you’re engaging in direct marketing.
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Key Differences Between a Roth IRA and Pre-Tax Retirement Account
WiserAdvisor
APRIL 12, 2023
The Roth Individual Retirement Account (IRA) and the pre-tax retirement account are two common options. Both these accounts can offer tax benefits and the chance to accumulate sufficient savings for your retirement. A Roth IRA is a tax-advantaged retirement savings account funded with your after-tax dollars.
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What Do Financial Adviser Designations Mean? What are the Letters after a Name?
Carson Wealth
JULY 12, 2022
Financial service professionals like Tammy climb a competence stairway to work with clients. In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. . Registration Standards for Financial Advisors.
Choosing A Financial Advisor? – Ask These 6 Questions
The Chicago Financial Planner
FEBRUARY 2, 2024
This argument continues in the financial services industry as the regulators work through this issue. The questions listed above are just a few of the many questions you should ask when choosing a new financial advisor or even to ask of an advisor with whom you currently have a relationship.
The 5 Pillars of Retirement Planning You Should Be Aware of
WiserAdvisor
MARCH 13, 2024
Investment planning also plays a crucial role in tax optimization, enabling you to minimize tax liabilities and maximize after-tax returns. Additionally, tax-loss harvesting, and other tax-optimization strategies can further improve the tax efficiency of your investment portfolio, thereby enhancing overall returns.
#FA Success Ep 289: Coming Together As A Partnership To Serve Your Collective Community, With Kamila Elliott
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, (..)
Blog #220: Testing Financial Tolerance™for Zero Estate TaxUsing InsMark’s Premium Financing and Wealthy and Wise
Robert B. Ritter Jr.
APRIL 30, 2022
The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.
High Promoter Holding Stocks Under Rs 50 – Strong Promoter Confidence?
Trade Brains
AUGUST 28, 2023
High Promoter Holding Stocks Under Rs 50 For our study, we’ll read about the business and operations of five companies from various industries such as power generation, financial services, and textiles. Furthermore, we’ll briefly talk about their financials. It reported a profit after tax of Rs 6,337.01 Dividend Yield 4.6%
#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko
Nerd's Eye View
SEPTEMBER 6, 2022
Read More.
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Blog #214:Roth Conversion Magic
Robert B. Ritter Jr.
OCTOBER 30, 2021
It’s an analysis of a Roth Conversion with the income tax paid by a Reverse Mortgage coupled with Indexed Universal Life — all illustrated with Wealthy and Wise®. The post Blog #214: Roth Conversion Magic first appeared on Bob Ritter's Blog, ideas for financial service professionals. Case Study […].
10 Monday AM Reads
The Big Picture
OCTOBER 30, 2023
Financial Times ) • When Sunset’s NOT SELLING: Nobody Is Buying the Fanciest LA Real Estate With a new mansion tax, fleeing insurers, and knock-on effects of the strike, multimillion-dollar homes are sitting, and sitting, on the market. Vanity Fair ) • They Cracked the Code to a Locked USB Drive Worth $235 Million in Bitcoin.
How Certified Financial Planners Can Leverage Digital Platforms?
International College of Financial Planning
OCTOBER 17, 2023
The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. These professionals can deliver superior client services by embracing digital platforms and understanding their potential.
Blog #212: InsMark’s Introductionto the Ultimate Professional Coach
Robert B. Ritter Jr.
AUGUST 30, 2021
The Center for Tax Strategies & Resources is a premiere coaching resource for the financial industry. It is also one of only two organizations to which InsMark has extended serious product discounts (the other is First Financial Resources). With the link […]. With the link […].
: SoFi stock gains after company gives upbeat 2023 earnings forecast
MarketWatch
JANUARY 30, 2023
SOFI were rising 7% in premarket trading Monday after the digital financial services company delivered an upbeat earnings forecast for the full year ahead. On an adjusted basis, SoFi reported earnings before interest, taxes, depreciation, and amortization (Ebitda) of $70.1 Shares of SoFi Technologies Inc. million from $285.6
Kitces & Carl Ep 101: Where Are All The Proudly Premium-Fee Advisors
Nerd's Eye View
DECEMBER 15, 2022
For the better part of a decade, the financial services industry has anticipated the coming of fee compression, mainly due to the rise of robo-advisors offering low-cost automated wealth management services. tax and estate planning) to differentiate themselves.
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CFP® Certification Course: From Novice to Expert in Holistic Financial Planning
International College of Financial Planning
APRIL 25, 2024
Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.
Weekly Market Insights – October 9, 2023
Cornerstone Financial Advisory
OCTOBER 9, 2023
WFC), The PNC Financial Services Group, Inc. The Internal Revenue Service (IRS) has a handy tool called the Tax Withholding Estimator, which can help you manage having too much or too little tax withheld from your wages. This information is not intended to substitute for specific individualized tax advice.
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Helping Make Smart Money Decisions, Aligning with Responsibilities and Goals
The Richer Geek
MARCH 1, 2023
He has worked in the financial services industry since 1982 and has many longstanding clients. His evidence-based approach involves reviewing all parts of a client’s financial life, including investments, retirement planning, education savings, estate planning, charitable giving and tax strategies.
Is M1 Finance Safe? (Legit Place to Invest Your Money)
Good Financial Cents
DECEMBER 12, 2022
M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. M1 Finance is a legitimate financial services company that is regulated by both FINRA and SIPC. What Services does M1 Finance Offer? So, is M1 Finance secure?
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Stephany Kirkpatrick, Founder & CEO of Orum, joins the Harness Wealth Board
Harness Wealth
DECEMBER 14, 2022
As an executive at LearnVest, Stephany helped pioneer a new model for the delivery of financial advice. We believe that her ability to identify solutions to complex financial service problems and scale companies to address them will make her an extraordinary partner to Harness and our team.
Financial Planning Tips For Advisors with Special Needs Clients
BlueMind
FEBRUARY 15, 2023
However, financial advisors will find that special clients and their families are unanimous about their main concern: to have a financial plan in place that will provide support for the special needs person in the future. Related: How Financial Advisors Should Engage With Female Clientele?
How financial professionals can make strong connections with Black consumers
Nationwide Financial
FEBRUARY 7, 2023
In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being. Census Bureau, the U.S. populations segments.
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What your clients may not know about annuity taxation
Nationwide Financial
SEPTEMBER 8, 2022
Distributions from the annuity with a living benefit rider will be taxed differently depending on the type of account and whether or not the benefit requires annuitization. We’ll also highlight the differences for the three main types of annuity ownership: nonqualified, Roth Individual Retirement Annuity (IRA) and pre-tax IRA.
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Charitable Donation Wealth Benefits
Park Place Financial
SEPTEMBER 30, 2022
Lowering Incomes Taxes . Donations may be essential to your tax reduction planning strategy. The Internal Revenue Service ( IRS ) allows taxpayers to deduct charitable contributions from their taxable income, which may decrease their tax burden at the end of the year. Minimizing Estate Taxes .
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#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown
Nerd's Eye View
JANUARY 10, 2023
In this episode, we talk in-depth about how Lisa realized that by visiting Coca-Cola’s headquarters consistently and engaging employees in-person about their financial issues, she could become known as a familiar and trusted financial expert in the Coca-Cola community, how Lisa leveraged writing white papers about preparing for retirement and (..)
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What are the Different Types of Financial Advisors?
WiserAdvisor
JUNE 2, 2023
These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. They help prepare a retirement plan based on a client’s financial needs and goals.
Top 35 Influencers for Financial Advisors in 2024
Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.
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