Wealth Management

JUNE 26, 2025

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Clients

Wealth Management

JULY 2, 2025

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.

Financial Advisor

Abnormal Returns

DECEMBER 18, 2024

Just a 10-Step Plan to Create Your Rich Life Together." tonyisola.com) Aging 10 steps to prepare financially for retirement, including 'Design a retirement paycheck.' theretirementmanifesto.com) How to think about retirement planning even though it may be decades off. No More Fights. signaturefd-3437664.hs-sites.com)

Retirement Planning

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4. Plan for retirement 5.

Budgeting

Carson Wealth

MAY 29, 2025

It probably depends on whether you have a strong plan in place for income during your retirement years. Having a retirement planning checklist can help make this final commute the time of reflection and joy it should be. These are staples of retirement and are great things to do to when every day is a Saturday.

Retirement Planning

Wealth Management

JULY 28, 2025

Related: Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Another plaintiff’s attorney, Carl Engstrom of Engstrom Lee, noted that total 401(k) plan costs have declined 30% from 2009, when 5500 forms became publicly available, until 2022, with the steepest declines among mega plans, which are the most frequent litigation targets.

Estate Planning

Yardley Wealth Management

JANUARY 21, 2025

Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. Goal Setting and Planning Many people discover that talking to a financial planner is worth it simply for the structured approach to goal setting. The post Is Talking to a Financial Planner Worth It?

Financial Planner

The Big Picture

JULY 16, 2025

. ~~~ About this week’s guest: Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “ How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. ” She joins Barry Ritholtz to discuss what you need to know about planning for retirement.

Retirement

Tobias Financial

JUNE 16, 2025

Yet just like your vehicle, your financial plan benefits from regular maintenance and timely adjustments. At Tobias Financial Advisors, we view financial planning as an ongoing process designed to evolve with your life. It is for information and planning purposes only.

Engineering

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. A little planning now avoids big headaches later. Happy Planning and best to you in 2025!

Budgeting

Wealth Management

JULY 3, 2025

Jacob William Advisory has proactively recruited next-generation advisors as part of its business continuity plan. Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

Wealth Management

Carson Wealth

JUNE 27, 2025

What Is Financial Planning and Why Does It Matter in a Crisis? Financial planning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future. Diversification.

Financial Planning

Discipline Funds

MARCH 10, 2025

I n our Countercyclical Indexing strategy I like to use a 10 year target duration for the multi-asset index, but the application of that depends on personal preference and planning needs. This is also what makes retirement planning so difficult – you effectively lose an asset in your portfolio when your income stops or declines.

Assets

WiserAdvisor

JULY 2, 2025

Without proper planning, healthcare expenses can quickly consume a significant portion of retirement savings. Without careful selection and timing, individuals risk incurring avoidable penalties and paying more than necessary for healthcare in retirement. Part A (Hospital Insurance): Covers inpatient hospital care.

Healthcare

Abnormal Returns

FEBRUARY 24, 2025

advisorperspectives.com) Retirement planning models are just uncertainty piled on uncertainty. advisorperspectives.com) Health care shocks are better insured than long-term care shocks. (kitces.com) Working with UNHW clients is more complex. citywire.com) Your (potential) clients are looking online for financial advice.

Wealth Management

Harness Wealth

APRIL 17, 2025

Floor plans, regular updates to your documentation, and a clear boundary between personal and business space help establish the legitimacy of your home office deduction. We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year.

Taxes

Don Connelly & Associates

JUNE 16, 2025

Nothing will destroy a retirement plan faster than a long-term care event. Proactive long-term care planning isn’t about selling a product. The post The Competitive Advantage for Financial Advisors of Proactive Long-Term Care Planning appeared first on Don Connelly & Associates. It’s about showing leadership.

Financial Advisor

Wealth Management

JULY 25, 2025

Diana Britton , Executive Editor , WealthManagement.com July 25, 2025 3 Min Read The Summit Financial & Insurance Services team The AmeriFlex Group, a Las Vegas-based hybrid RIA and super office of supervisory jurisdiction of Cambridge Investment Research, has recruited a California-based team from Osaic.

Recruitment

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.

Retirement

Darrow Wealth Management

FEBRUARY 13, 2025

Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). Do you have a unique situation?

Fee Only

International College of Financial Planning

JULY 2, 2025

The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning. It is awarded globally by the Financial Planning Standards Board (FPSB). Retirement and Tax Planning Specialist – Covers retirement income strategies, tax optimisation, and goal-based planning.

Financial Planner

NAIFA Advisor Today

MAY 12, 2025

Cash balance plans have quickly become one of the most popular options in the defined benefit spacenow representing over 50% of all such plans. Their appeal lies in their flexibility, tax advantages, and ability to help small business owners save more for retirement while reducing taxable income.

Planning

Random Roger's Retirement Planning

JANUARY 6, 2025

Before yeah butting me about long term care insurance, I've seen content (sorry no link) about LTC insurance not keeping up anywhere close to the inflation rate of healthcare costs. I'm not an expert here, I don't sell insurance. Do you plan to work one way or another, consulting, part time or monetized hobby?

Retirement

Sara Grillo

DECEMBER 16, 2024

Today I have Brian Williams of Northshire Consulting and were going to be talking about how financial advisors can help improve 401k plan access to the American people who are working at small businesses who currently do not offer them. What if the local baker had a 401k plan? Why are small business owners not offering 401k plans?

Financial Advisor

WiserAdvisor

JUNE 27, 2025

Start planning early. The essence of retirement lies in reclaiming your time, on your terms and with confidence. Yet far too many professionals delay the planning process. To show you what’s possible and what’s necessary, if early retirement is something you want to pursue seriously. And the best way to do that?

Retirement

Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Financial Planner

Trade Brains

JULY 16, 2025

Synopsis: Bajaj Finserv shares received IRDAI approval to acquire Allianz’s 26% stake in its life and general insurance joint ventures. With this move, the Bajaj Group is set to fully consolidate its insurance businesses, transitioning them from joint ventures with a foreign partner to 100% Indian-owned entities.

Insurance

Financial Symmetry

MAY 22, 2025

Delaying benefits not only provides you with a larger monthly payout for as long as you live, but also increases the survivor benefit for your spouse, offering important longevity insurance. This strategy can reduce lifetime tax bills and provide opportunities for Roth conversions and careful withdrawal planning.

Retirement

Random Roger's Retirement Planning

JULY 14, 2025

Our Airbnb covers about 2/3rd of our current monthly expenses plus less frequent expenses like property tax and insurance. Anyone relying on their portfolio to make their retirement plan work probably needs a "normal" allocation to equities. Hopefully, a 5% CAGR going forward is insanely conservative.

Retirement

Harness Wealth

APRIL 30, 2025

This article will explore how to navigate complex tax situations arising from multiple income sources, examining various income types, reporting requirements, self-employment obligations, and strategic approaches to record-keeping and tax planning that can help protect your financial interests.

Taxes

International College of Financial Planning

JUNE 17, 2025

Financial institutions based in GIFT City can treat their operations, investments, and deposits as offshore, enabling Indian banks, NBFCs, insurance providers, and capital market entities to offer global financial products in foreign currencies.

Compliance

Trade Brains

JUNE 16, 2025

Retirement sets in motion a new life—one that promises freedom from day-to-day grind but also requires prudent planning of finances. Thankfully, India provides a range of safe and sound passive income alternatives designed exclusively for retired citizens. Highlights Benefits: Interest Rate: 7.4% per annum (payable monthly).

Retirement

Harness Wealth

MARCH 6, 2025

On the whole, its advisable to consult a tax adviso r to develop a dependable tax plan. Health insurance premiums: You may be able to deduct a portion of your health insurance premiums if you are self-employed. Do Freelancers Need to Pay Quarterly Estimated Taxes? How do I pay self-employment tax?

Taxes

NAIFA Advisor Today

JANUARY 28, 2025

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. Zack is also skilled in presenting, emceeing, event planning, program management, and social media.

Financial Planner

Harness Wealth

APRIL 16, 2025

Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. The stakes became higher after the Tax Cuts and Jobs Act of 2017 eliminated recharacterizationthe ability to reverse conversions that did not work as planned.

Taxes

Harness Wealth

APRIL 16, 2025

The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one. Strategic tax planning serves both to keep companies on the right side of IRS regulations and to preserve necessary capital during those precarious early stages when the startup is most vulnerable.

Startup

Random Roger's Retirement Planning

NOVEMBER 14, 2024

Insurance companies lay off a portion of their risk to things like hurricanes or tornados through catastrophe, cat, bonds. Selling insurance can be very profitable with the occasional big hit. The way cat bond funds mitigate the risk is by holding a lot of very small positions insuring different types of events.

Investing