WiserAdvisor

JUNE 4, 2025

Apart from new laws and changes in regulations, it is also important to pay attention to emerging investment trendsevery year. The financial planning industry is constantly undergoing change. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.

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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. Optimize Tax Strategies Its not what you makeits what you keep. But not this year. Not for you.

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Abnormal Returns

MAY 21, 2023

bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. nytimes.com) Taxes Tax filing companies are lining up against the IRS offering a free filing option.

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Nerd's Eye View

DECEMBER 25, 2023

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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Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. ” to pass by the end of the year, while passage of other proposed tax measures appears to be less likely.

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WiserAdvisor

JUNE 13, 2025

Keeping it safe, growing it wisely, and using it to support your future takes careful planning. Yet even the best financial plans can stumble. Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build. Wealth management isn’t only for the ultra-rich.

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Nerd's Eye View

SEPTEMBER 8, 2023

Read More.

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Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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Trade Brains

JUNE 30, 2025

The 20 th century has seen a rise in numerous investment options, among these the gilt mutual funds (MFs) have emerged as one of the most reliable investment plans. Gilt funds primarily invest in government securities, which are issued by the Reserve Bank of India (RBI).

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Brown Advisory

OCTOBER 16, 2017

Investment Planning Options achen Mon, 10/16/2017 - 10:24 The decision to sell or hold a concentrated position may sound simple, but these situations are often more complex than they appear. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors.

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Brown Advisory

OCTOBER 16, 2017

Investment Planning Options. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors. Taxes: What are the tax consequences if the position is sold? These plans may include provisions for a variety of scenarios (e.g.,

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International College of Financial Planning

JULY 2, 2025

Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning. What is the CFP Certification?

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Nationwide Financial

OCTOBER 18, 2022

As college costs rise, qualified tuition plans, or 529 college savings plans, can be an option for clients to save for their child or grandchild’s (or even their own!) There are two types of 529 plans—each with its own advantages. Plans also vary by state, so location will come into play when choosing between plans.

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Carson Wealth

OCTOBER 26, 2022

As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting. A net neutral tax position. What Is Tax Loss Harvesting? How Tax Loss Harvesting Works.

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oXYGen Financial

MARCH 24, 2024

[CDATA[ When it comes to managing your finances, it's not just about saving and investing wisely. Tax planning is a crucial aspect of personal finance that often gets overlooked and plays a pivotal role in your overall financial health and wealth accumulation.

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Workable Wealth

NOVEMBER 25, 2020

Traditional IRAs operate similarly to your workplace plan. Contributions are pre-tax, investments grow tax-free, and distributions are taxed as ordinary income. To add more tax-efficiency into your retirement planning, it’s also good to consider investing in a Roth IRA. 

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Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

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Truemind Capital

FEBRUARY 2, 2021

This reminded him of the last time when he didn’t submit any investment proof, a significant portion of his salary was deducted in lieu of taxes. He asked his colleagues what they are doing for saving taxes. Little did Rohit know that he ended up investing in a pension plan with a commitment to pay fixed annual premiums.

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Darrow Wealth Management

OCTOBER 28, 2024

Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires careful planning. If you are expecting a sudden windfall , develop a plan to allocate the proceeds and reinvest in your future. Are you planning to retire? Create a formal financial plan.

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eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. People in this stage may have just graduated from college and recently joined the working world.

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Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

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Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

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Random Roger's Retirement Planning

FEBRUARY 9, 2025

The point is to understand that a portfolio that is valid for a long term investment plan will have periods where it lags in a frustrating manner. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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Darrow Wealth Management

AUGUST 30, 2022

This is a major advantage as assets can be sold/diversified right away without tax implications. Jump-starting (or catching up on) retirement savings by investing the money in a brokerage account. Developing an asset allocation and investment plan that suits you , which may be different than who left you the inheritance.

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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?

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Talon Wealth

OCTOBER 26, 2023

Retirement planning can be intimidating, especially if you need help figuring out where to start. Even if you can’t contribute a significant amount each month, any savings will help strengthen your financial future, put you on track for a comfortable retirement, and take advantage of specific tax incentives.

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Gen Y Planning

JUNE 1, 2022

Bonds also generate income, making them a flexible part of your long-term cash flow plan. While bonds are an essential component of investing, it’s important to note that inflation and bonds typically don’t get along, which isn’t good news for today’s investors. Think about this in conjunction with investing in a 529 Plan.

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Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Discuss more advanced estate planning, charitable planning and special family issues.

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WiserAdvisor

MAY 29, 2025

Its a great way to invest in strong performers while maintaining balance in your portfolio. IRAs offer tax advantages and encourage consistent, long-term investing. Small investments in IRAs can grow substantially over decades when combined with regular additions and compound interest.

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Brown Advisory

APRIL 13, 2022

Expats: Tax Compliance mhannan Wed, 04/13/2022 - 06:37 We help U.S.-connected assess their current financial situation, understand their long-term goals and objectives, and build a robust and flexible investment plan for the future – all while considering the intricacies (and importantly, the interaction) of the U.S.

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Talon Wealth

AUGUST 26, 2023

We all know retirement is an important milestone that requires careful planning. Of course, one of the most important aspects of retirement planning is managing retirement taxes. Taxes can significantly impact the amount of money you’ll have for retirement. This can be a mistake.

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Talon Wealth

OCTOBER 26, 2023

We all know retirement is an important milestone that requires careful planning. Of course, one of the most important aspects of retirement planning is managing retirement taxes. Taxes can significantly impact the amount of money you’ll have for retirement. This can be a mistake.

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Carson Wealth

OCTOBER 6, 2022

I have two friends, both in education, who literally threw away their 403(b) enrollment forms because they didn’t understand what the tax-sheltered retirement plan was. 1. Employer match on 401(k) plans. There’s not a lot of mystery surrounding the 401(k) retirement and savings investment plan.

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Workable Wealth

APRIL 29, 2020

Taxes play an important role in your financial life. Taxes are actually involved in nearly every financial decision you make, chief among them being investing.  Taxes are to investing as textbooks are to education—you can’t have one without the other. But what happens if your investments lose money?

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WiserAdvisor

AUGUST 26, 2022

Are you good with numbers, accounting, and financial planning? If yes, then DIY financial planning might be a good option for you. On the other hand, if you tend to struggle with budgeting or find financial planning overwhelming, then professional money management could be a better solution. What is DIY financial planning?

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Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. And while ABLE accounts can be a bit more complex for Wisconsin residents, they offer significant tax benefits for individuals with disabilities and their families.

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Your Richest Life

APRIL 15, 2024

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. There are traditional and Roth 401(k)s, both differentiated by their tax benefits.

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