Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
Kitces & Carl Ep 166: Financial Planners As The Guide To Help Clients Navigate Potentially Changing Terrain?
Nerd's Eye View
JUNE 12, 2025
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
MAY 16, 2025
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.
Mercer Advisors Lands $1.2B Raymond James Practice
Wealth Management
AUGUST 1, 2025
The deal includes Family Wealth Tax Advisory, an affiliated tax practice that will be integrated into Mercer’s tax planning services. “We -based wealth management firm with $1.2 billion in client assets across about 200 families. The firm is led by Founder and Principal Tom LaMacchio and Principal and Owner Nadia Keric.
The One Big Beautiful Bill and More: Highlights from Our July 2025 Market Update Webinar
Tobias Financial
AUGUST 5, 2025
Articles Investment Planning Market Update Webinars Tax Planning Charles “Chad” NeSmith Franklin Gay This is a representation of a general case scenario, however individual client timeline and experience may vary due to one’s unique circumstances.
Tax Strategies for High-Income Earners 2025
Yardley Wealth Management
FEBRUARY 4, 2025
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.
Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India
International College of Financial Planning
JULY 2, 2025
Whether it’s investment planning, retirement planning, tax strategy, estate management, insurance planning, or holistic money management, the CFP designation proves that you can deliver advice that is both competent and client-centric. What makes the CFP credential so respected?
It’s Crunch Time For Many Policyholders
Wealth Management
JUNE 11, 2025
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.
What Taxpayers Need to Know about Long-Term vs. Short Term Capital Gains Tax Rates in 2025
Harness Wealth
JULY 31, 2025
The 2025 tax year brings inflation-adjusted brackets that could affect investment planning, with long-term capital gains thresholds increasing by approximately 2.8% Taking control of your tax future Clearly, successful tax planning for 2025 requires a proactive approach that begins well before the tax year arrives.
The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed
Nerd's Eye View
DECEMBER 25, 2023
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 (..)
[cdata[ The Crucial Intersection of Personal Finance and Tax Planning ]]
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.
Weekend Reading For Financial Planners (June 8-9)
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 (..)
Identifying the four stages of transition for widows
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. Growth is where she begins designing her new life and starts exploring the possibilities.
Part 2: Tax-Wise Investment Techniques
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.
Part 2: Tax-Wise Investment Techniques
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.
Do You Still Need A Financial Advisor After You Retire?
WiserAdvisor
AUGUST 31, 2023
They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. Tax planning is not solely about federal taxes.
5 Tell Tale Signs You Might Need a Financial Advisor
Gen Y Planning
APRIL 3, 2023
Sign #4: You’re Looking to Minimize Your Tax Liability Taxes can be one of a person’s most significant financial obligations in their lifetime. That being said, any solid financial plan should include a tax plan. Thus, investing is a financial plan’s bread and butter.
An Exclusive Talk on New Certified Financial Planner (CFPCM) Certification With Mr Arun Thukral, Former MD & CEO – Axis Securities
International College of Financial Planning
JANUARY 18, 2023
Arun Thukral, New CFP Framework is different from other financial courses as it focuses on the practical aspects of financial planning. CFP course covers topics such as investment planning, retirement planning, estate planning, and tax planning. What new CFP course cover?
[cdata[ 4 Ways Australians Can Reduce Their Taxable Income ]]
oXYGen Financial
SEPTEMBER 21, 2022
However, there are some ways you can minimize the tax you are paying through tax deductions. If you are on the lookout for a way to minimize your taxable income, there is more to think about than tax cuts and concessions. As a taxpayer, your investment plan should include smart tax plans.
The Impact of Financial Planner Certification or CFP® on Career Growth
International College of Financial Planning
FEBRUARY 23, 2024
It demonstrates to employers, peers, and clients alike that the holder possesses a comprehensive understanding of financial planning concepts, including retirement, tax planning, investment management and estate planning.
An Insight into Investment Advisor Courses and Training Programs
International College of Financial Planning
NOVEMBER 10, 2021
Chartered Financial Analyst (CFA) – If you have set your eyes on becoming an Investment Advisor this is one of the best courses to take. It is important for you as an aspiring Investment or a Financial Advisor to seek the right education and training to excel in this industry.
Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers
International College of Financial Planning
MARCH 31, 2023
The program comprises of six modules that cover a range of topics related to wealth management: Module 1: Introduction to Wealth Management Introduction to Wealth Management Wealth Management Process Wealth Management Strategies Module 2: Financial Planning & Analysis Introduction to Financial Planning Analysis of Financial Statements (..)
How CFP® Courses Can Transform Your Approach to Financial Planning
International College of Financial Planning
DECEMBER 29, 2024
The CFP Program Structure Comprehensive Curriculum Design The CFP program offers a unique 4-in-1 certification structure that covers all essential areas of financial planning: Investment Planning: Understanding market dynamics, portfolio management, and asset allocation strategies Retirement and Tax Planning: Mastering retirement solutions and tax-efficient (..)
5 Good Elements of a Financial Advisor
International College of Financial Planning
OCTOBER 5, 2021
Hence, you must have a passion for finance and always stay ahead in the game.The laws, regulations, and compliance requirements concerning investment, planning, and finance keep changing regularly and you must stay abreast with them. Investments, tax planning, retirement planning is a dynamic field.
How smart planning can reduce your taxes?
Truemind Capital
FEBRUARY 2, 2021
Many people, especially new in jobs, end up investing in the worst investment products which have more benefit for the agents (high commissions that are paid out from the premium/investment amount) and negligible to no benefits for the investors. Where should you invest? Why does this happen?
CFP® Certification Course: From Novice to Expert in Holistic Financial Planning
International College of Financial Planning
APRIL 25, 2024
This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning.
What You Need To Know About Taxes and Investing
Workable Wealth
APRIL 29, 2020
If a dividend meets certain IRS regulations , it can be a qualified dividend that is taxed at the capital gains rate. How to Keep Taxes in Mind When Investing Tax planning is an important step to get the most out of your investments. As you can see, they play a major role in your overall profits.
CFP- All You Need To Know – New Course Structure
International College of Financial Planning
JUNE 10, 2022
Level 1: CFPC® Investment Planning Specialist . Level 2: CFPC® Retirement and Tax Planning Specialist . Level 3: FPSB® Risk and Estate Planning Specialist . Level 4: FPSB® Integrated Financial Planning Course .
4 Financial Strategies to Leverage if your Portfolio is Worth Millions
Park Place Financial
MARCH 10, 2022
At Park Place Financial, our wealth management advisors can review your financial profile in detail to find tax-saving opportunities that can benefit your future. These income tax planning services help ensure you avoid paying more than you are legally obliged to, providing a greater level of financial security during retirement.
2017 Year-End Planning Letter
Brown Advisory
DECEMBER 4, 2017
presidential election, we have grappled with the lack of clarity regarding the details of new tax legislation. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. Since last year’s U.S. Those conditions do not exist today.
Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently
eMoney Advisor
FEBRUARY 9, 2023
Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.
How to Avoid Common Investment Mistakes by Becoming an Investment Advisor?
International College of Financial Planning
JULY 31, 2023
Investment advisors take the time to understand their client’s objectives, time horizons, and risk appetites before crafting customized investment plans. Building a Diversified Portfolio: Diversification is a fundamental principle of sound investing.
Workable Wealth Investing Series: What Investment Strategies Should I Use?
Workable Wealth
SEPTEMBER 16, 2020
The type of stock that is right for you comes down to your risk tolerance, investment goals, tax plan, and investment horizon. . There are many different investing strategies out there, and you need to find one that supports your unique goals. Building Your Strategy.
Preparing for the CFP Exam: Effective Tips and Strategies for Success
International College of Financial Planning
JULY 10, 2023
These encompass a wide array of subjects such as professional conduct and regulation, general principles of financial planning, and specific areas like estate planning, tax planning, investment planning, retirement planning, risk management, and insurance planning.
How To Become A Less-Stressed Millionaire
Gen Y Planning
FEBRUARY 1, 2023
For example, stressed millionaires report receiving these services less often: Estate planning Investment Planning Trust services Tax planning Long-term care planning Additionally, it was found that stressed millionaires also have their financial plans updated less frequently.
How do Financial Advisors Help in the Accumulation of Retirement Income?
WiserAdvisor
DECEMBER 15, 2023
They can eliminate the fear of loss, overconfidence, or herd mentality so your investment choices are not impacted by poor decisions. A skilled advisor can help you develop a more objective and rational approach to investing. Engaging with a skilled financial advisor can empower you to manage your taxes proactively.
What are the Different Types of Financial Advisors?
WiserAdvisor
JUNE 2, 2023
Wealth managers Wealth managers primarily work with wealthy investors and hold expertise in several fields, such as investment planning, estate planning, tax planning, insurance planning, charitable donations, etc. Their main area of focus is wealth preservation.
How to invest 1 million dollars in the current market
WiserAdvisor
MARCH 2, 2023
However, working with a financial advisor may be beneficial if you are unfamiliar with the financial markets, lack investment experience, or have complex financial goals. A financial advisor can recommend investment strategies, risk management tips, tax planning methods, estate planning tips, and other financial approaches.
12 Steps To Creating A Solid Financial Plan For Yourself
Clever Girl Finance
MARCH 19, 2024
You also want to ensure you have a basic understanding (at minimum) of any investment you make (e.g., You should also understand investment terms. Your investment plans should be part of your monthly budget, where you allocate a certain percentage of your income toward your investment goals.
What is A 401(k) Rollover And How Can It Impact You?
Workable Wealth
APRIL 1, 2020
You will need to pay ordinary income tax on those distributions, so be sure to factor that into your tax plan. In general IRAs have more flexibility and customization in your investment choices which can allow you to allocate your money as you see fit.
Delay These 7 Actions Until Your Retirement Is Finalized
WiserAdvisor
SEPTEMBER 8, 2023
You may find yourself paying a considerably higher percentage of your income in state taxes than you would in your current state. Engaging in careful tax planning is essential to navigate this potential tax challenge. This can eat into your retirement savings and reduce your overall financial security in retirement.
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
There are instances where you may not need a financial advisor: You’ve automated your finances Have you decided to automate your finances so you’re hitting your savings and investment goals? Many people in this bucket have set up a simple investment plan. It sounds like you’re already in good shape.
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
There are instances where you may not need a financial advisor: You’ve automated your finances Have you decided to automate your finances so you’re hitting your savings and investment goals? Many people in this bucket have set up a simple investment plan. It sounds like you’re already in good shape.
The 5 Pillars of Retirement Planning You Should Be Aware of
WiserAdvisor
MARCH 13, 2024
This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives.
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