Nerd's Eye View

NOVEMBER 27, 2024

Some give through established channels, such as by donating to charities or volunteer work, others may give informally to family members on a regular but less structured basis – and some simply aspire to "do more". Charitable giving is an essential aspect of many people's financial lives.

Clients 242

Clients Education Financial Planner Planning 242

Random Roger's Retirement Planning

JULY 14, 2025

The magic of having $1 million for retirement is no longer what it once was. million as being sustainable for a 25 year retirement assuming 4%/$50,000/yr. million as being sustainable for a 25 year retirement assuming 4%/$50,000/yr. How much do you have now and how much are you likely to have when you retire?

Retirement 59

Retirement Math Numbers Portfolio 59

The Big Picture

MARCH 31, 2025

The challenge is how to frame the current economic scenario in a way that is useful and informative and not the usual run-of-the-mill noise. A quick note on tariffs : Over the past few weeks, I’ve been putting together my quarterly call for clients. We see this in the Tariffs On, Tariffs Off, Sell, Buy pattern of news-flow.

Taxes 297

Taxes Economics Education Planning 297

Yardley Wealth Management

SEPTEMBER 10, 2024

The post Investing for Retirement: Strategies for Long-Term Success appeared first on Yardley Wealth Management, LLC. Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline. What lifestyle do you envision?

Retirement 40

Retirement Risk Tolerance Investments Investing 40

Clever Girl Finance

DECEMBER 23, 2024

As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. Plan for retirement 5. Plan for retirement Without a traditional employer-sponsored 401(k), freelancers need to take control of their retirement savings. That’s where financial planning for freelancers comes in.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Don Connelly & Associates

DECEMBER 16, 2024

Whether planning for retirement, investing in volatile markets, or managing tax implications, clients are often presented with intricate information that can leave them overwhelmed, confused, and anxious, undermining their ability to make informed decisions.

Communication 52

Communication Clients Financial Planning Financial Advisor 52

Nerd's Eye View

APRIL 8, 2025

In this episode, we talk in-depth about how Seth built and provides his input deliverable (which calculates the appropriate amount of tax-exempt housing allowance pastors can take based on their individual circumstances, and even prepares a request and subsequent resolution that the Church's Board can then use) to demonstrate his expertise to prospective (..)

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

Your Richest Life

NOVEMBER 26, 2024

Do you know when you want to retire? Are you saving enough for the retirement you want? Myth #2: You should plan to retire in your 60s With more people going back to school or changing careers later, holding off on retiring is becoming more common, too. for more information. And then, there are the un-retirees.

Retirement 52

Retirement Planning Fee Only Financial Planning 52

Nerd's Eye View

NOVEMBER 6, 2024

Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. The process begins by helping clients define their core values.

Clients 130

Clients Planning Financial Planner Financial Planning 130

Tobias Financial

JUNE 15, 2025

Retirement planning is deeply personal, and for single individuals, it comes with both unique opportunities and important considerations. Whether by choice or circumstance, retiring solo means you’re in full control of your financial decisions, but you also face distinct planning challenges that require thoughtful strategy.

Retirement 52

Retirement Financial Advisor Retirement Planning Taxes 52

WiserAdvisor

JULY 2, 2025

Healthcare costs are rising at a pace that demands attention, particularly for individuals nearing retirement. Without proper planning, healthcare expenses can quickly consume a significant portion of retirement savings. They can build a more resilient financial strategy for retirement. increase from the previous year.

Healthcare 59

Healthcare Financial Advisor Management Medical 59

NAIFA Advisor Today

APRIL 23, 2025

Last observed in 2019, the campaign was paused during the pandemic and has been revived to help Americans make informed decisions about their retirement income.

Retirement 98

Retirement Education Clients 98

Diamond Consultants

DECEMBER 18, 2024

There is so much information out there and so many varying and often conflicting perspectives that an advisor might rightfully feel paralyzed by indecision, uncertainty, and data overload. Its critical to be armed with accurate and timely information. Firm retire-in-place programs are the only way to retire.

Recruitment 52

Recruitment Retirement Assets Education 52

Random Roger's Retirement Planning

JANUARY 6, 2025

It's not like this is a bad problem but there can be expensive mistakes made in this sort of scenario I want to believe that it is not realistic that if someone has a set of maybe five or six assumptions that go into their retirement plan, that not all of them would have a worst case outcome. Everything going wrong would be really bad luck.

Retirement 52

Retirement Retirement Planning Insurance Medical 52

Midstream Marketing

OCTOBER 30, 2024

Why Referrals Matter More Than Ever in the Digital Age In today’s online world, people receive a lot of information. Making Data-Driven Decisions to Improve Your Program Use the information you gather to make smart decisions about your referral program. These clients will likely keep using your services for a long time.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Tobias Financial

JUNE 16, 2025

Life transitions such as marriage, divorce, the birth of a child or grandchild, career changes, retirement, an inheritance, or the purchase or sale of a home can all influence your broader financial picture. It is for information and planning purposes only. This is a publication of Tobias Financial Advisors.

Engineering 52

Engineering Planning Financial Planning Financial Advisor 52

Clever Girl Finance

JANUARY 10, 2025

This could include saving for a down payment on a home, contributing to retirement accounts, or growing an investment portfolio. These principles can inform your financial priorities and decisions. If security is your priority, focus on building an emergency fund or increasing your retirement contributions.

Ethics 98

Ethics Budgeting Retirement Accounting 98

FMG

MARCH 6, 2025

AI-powered search engines, including Googles AI Overviews and tools like ChatGPT, now generate responses by pulling information from multiple sources. AI prioritizes information from reputable sources secure media mentions in trusted finance publications and news sites. How Can Financial Advisors Adapt to AI-Powered Search Engines?

Financial Advisor 52

Financial Advisor Engineering Media Retirement Planning 52

Darrow Wealth Management

MARCH 3, 2025

While an investor’s timeline affects their risk tolerance and allocation decisions between stocks and bonds, it’s important to remember how long a retirement time horizon can truly be. Retirement planning, like any type of robust financial planning, should include stress testing your investment strategy and financial plan.

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

Yardley Wealth Management

JANUARY 21, 2025

The answer largely depends on your financial situation, but understanding the value these professionals bring can help you make an informed decision. Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile.

Financial Planner 52

Financial Planner Financial Planning Planning Retirement Planning 52

Zoe Financial

DECEMBER 28, 2024

For instance, I will contribute an additional $10,000 to my retirement fund this year or I will pay off my $15,000 credit card balance by December 2025. Allocate funds for savings, retirement, and an emergency fund while leaving room for meaningful indulgences. Outcome: What Results Will You Achieve? Ready to Grow Your Wealth?

Estate Planning 40

Estate Planning Financial Advisor Accounting Wealth Advisor 40

Harness Wealth

JANUARY 9, 2025

Backdoor strategies are retirement contribution methods that allow individuals to bypass income limits and contribute to tax-advantaged retirement accounts. Roth IRAs are also not subject to Required Minimum Distributions (RMDs), allowing more flexibility in retirement planning.

Taxes 52

Taxes Planning Retirement Retirement Planning 52

Random Roger's Retirement Planning

NOVEMBER 20, 2024

The 4% rule is generally the accepted standard for a safe withdrawal rate in retirement to ensure the assets last for 30 years. Bengen retired as a financial advisor in 2013 but he also considers himself a researcher. He basically ran the numbers for someone retiring in 1926 and then each each up into the 1970's.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

Zoe Financial

JUNE 18, 2025

Financial literacy isn’t just about knowing technical jargon—it’s about applying principles that support informed financial decision-making. This can come from dividends, interest, rental income, and distributions from brokerage or retirement accounts. What is Financial Literacy? Deferred gratification often plays a role in saving.

Insurance 40

Insurance Accounting Taxes Retirement 40

Midstream Marketing

DECEMBER 6, 2024

This information can help you improve your campaigns and boost your ROI. Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. Using strong cybersecurity is important to protect sensitive information from breaches and unauthorized access.

Marketing 52

Marketing Marketing Media Engineering 52

Yardley Wealth Management

DECEMBER 17, 2024

Retirement Planning: Looking Beyond the Basics For 2025, it’s essential to think beyond the standard “maximize your 401(k)” advice. While that remains important, consider diversifying your retirement strategy. This can significantly impact your retirement savings trajectory.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

Midstream Marketing

OCTOBER 29, 2024

They often use the internet to find information and make choices. This includes budgeting, investing, retirement planning, and understanding key financial concepts in wealth management. Email Marketing Build relationships and share valuable information through targeted email campaigns. Use a friendly tone to keep them engaged.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

Harness Wealth

NOVEMBER 12, 2024

Fully Utilize Tax-Advantaged Retirement and Savings Accounts There are multiple steps you can take using retirement accounts to reduce your taxable income. Contribute to Tax-Advantaged Retirement Accounts Do your best to fully contribute to one or multiple tax-advantaged retirement accounts, such as 401(k), 403(b), or IRAs.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Wealth Management

JUNE 20, 2025

Advisors can customize the application to convey pretty much any type of data or information clients or prospects might want. We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day.

Wealth Management 172

Wealth Management Management Financial Advisor Clients 172

Nerd's Eye View

JANUARY 14, 2025

In this episode, we talk in-depth about Michelle's 5-part planning process, which starts with a "Get to Know You" meeting with prospects that includes some Life Planning exercises to both help Michelle understand what the client's real issues are and help the client understand Michelle's planning approach and whether a planning relationship would be (..)

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

Midstream Marketing

NOVEMBER 8, 2024

Articles that inform and educate your readers. Infographics that present information in a visual way. E-books that provide in-depth information on a subject. E-books that provide in-depth information on a subject. Articles: Discuss topics such as investing, retirement planning, and related subjects.

Financial Advisor 52

Financial Advisor Media Clients Financial Services 52

FMG

MARCH 3, 2025

Leave Space for Responses A common mistake is overloading posts with too much information. Instead of listing ten tips for retirement planning, share your top three and ask, What would you add to this list? For instance, many people feel overwhelmed by retirement planning. Whats your biggest question about retirement?

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

WiserAdvisor

JUNE 27, 2025

Let’s be honest, retirement isn’t what it used to be. The traditional blueprint of working until 65, collecting a pension, and retiring feels outdated, especially for mid-level professionals who’ve started thinking early about what their ideal retirement should look like. What’s the earliest you can retire?

Retirement 59

Retirement Planning Retirement Planning Taxes 59

Yardley Wealth Management

FEBRUARY 4, 2025

Click here and contact us for more information. A: Key tax deductions include maximizing retirement contributions, utilizing HSA accounts, strategic charitable giving through donor-advised funds, and property-related deductions like mortgage interest and property taxes. Tax Strategies for High-Income Earners in 2025.

Taxes 52

Taxes Wealth Management Healthcare Retirement 52

Harness Wealth

APRIL 17, 2025

The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. Connect with our expert advisors today for guidance on life events, equity compensation, or retirement planning.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Wealth Management

JULY 2, 2025

This content is intended for informational purposes only and does not constitute legal, investment, or financial advice. The views and opinions expressed in this article are those of the author and do not necessarily reflect the official policy or position of Moran Wealth Management.

Wealth Management 168

Wealth Management Estate Planning Planning Clients 168

Indigo Marketing Agency

JUNE 18, 2025

The key to success lies in grasping what your target audience truly needs and delivering that information in formats they prefer to consume. A timely video explaining how recent Federal Reserve decisions might impact retirement planning can position you as the go-to advisor for your niche.

Financial Advisor 64

Financial Advisor Clients Education Healthcare 64