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Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

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Kitces & Carl Ep 166: Financial Planners As The Guide To Help Clients Navigate Potentially Changing Terrain?

Nerd's Eye View

Tax planning often fits the 'kind environment' model: The rules are relatively stable, outcomes repeat annually, and feedback is immediate (e.g., a tax bill or refund). Kind environments have clear rules, quick feedback, and consistent patterns, making them easier to navigate and learn from.

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Weekend Reading For Financial Planners (May 17–18)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.

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Tax Strategies for High-Income Earners 2025

Yardley Wealth Management

In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations. In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations.

Taxes 52
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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. Here’s the pathway under the current education structure: Investment Planning Specialist – Focuses on asset classes, portfolio strategies, and wealth accumulation.

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It’s Crunch Time For Many Policyholders

Wealth Management

Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning.

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

Nerd's Eye View

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)