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At the Money: How to Pay Less Capital Gains Taxes

The Big Picture

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. How can you avoid sticker shock when Uncle Sam comes knocking? On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes. Equity returns.

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The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed

Nerd's Eye View

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.

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Weekend Reading For Financial Planners (July 1-2)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that NAPFA has announced that it will no longer exclude advisors who receive up to $2,500 in annual trailing commissions from previous product sales, if they agree to donate that money to a non-profit organization (..)

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4 Steps to Make Your 401(k) Work as Hard as You Do

The Chicago Financial Planner

Whether you work as an employee or you are self-employed you work hard for your money. Look at your budget, determine how much you can afford to defer each pay period and get started. This is a great time to review the amount of your salary deferral and look to increase it if you are not already maxing out your contributions.

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How To Manage A Financial Windfall In 10 Steps

Clever Girl Finance

When handled with care and used wisely, receiving a large sum of money provides a great opportunity to improve your financial situation. 10 steps to manage a financial windfall Expert tip: Keep living your life normally Factoring in taxes How do you deal with sudden financial windfall? This money might not always be a complete shock.

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Weekend Reading For Financial Planners (September 9-10)

Nerd's Eye View

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Don't Move The Goal Post On Your Financial Security

Random Roger's Retirement Planning

Speaking of volatility, I swapped the QQQY money to test drive Simplify Bitcoin Strategy Plus Income ETF (MAXI). I've invested a decent amount of time in trying to understand Bitcoin and I've owned a little for a good while, I am surprised though that only a couple of clients have ever asked about it. I made 4.8%

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