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Investments Planning Retirement Planning 
Nerd's Eye View
DECEMBER 11, 2024
"How much can I spend in retirement?" Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. Ideally, retirement spending would align perfectly with a client's needs – neither too much nor too little.
Wealth Management
JUNE 18, 2025
Explore three mega-trends in private market investing, including big partnerships, semi-liquid structures and retirement plan integration.
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Wealth Management
MAY 14, 2025
Empower has worked with private market investment providers such as Apollo and Goldman Sachs to make private credit, equity, and real estate available in defined contribution retirement plans.
Nerd's Eye View
JUNE 6, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, (..)
Wealth Management
JUNE 26, 2025
The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.
Nerd's Eye View
JUNE 23, 2025
In this article, Senior Financial Planning Nerd Sydney Squires draws on research from Morningstar that identifies 11 core motivators that influence how prospects choose their particular advisor. These motivators fall into three categories: emotional, financial, and situational ("other").
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Wealth Management
JULY 2, 2025
trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually over the next decade as part of the great wealth transfer, a new report finds.
Wealth Management
JUNE 26, 2025
Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., Mason, a former advisor who was barred from the industry, was sentenced to 97 months in prison and three years of supervised release for defrauding at least 13 advisory clients out of more than $17 million, according to the Department of Justice.
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Trade Brains
JULY 9, 2025
Real Returns: The True Metric If your investments deliver 8% nominal annual returns , with 2.8% That means if your retirement plan underestimates medical costs, you risk serious shortfalls. over that period. If you planned to live on ₹1 lakh per month today, you might need ₹1.5 – ₹1.7 real return. 50,00,000.00
Wealth Management
JUNE 3, 2025
CBIZ took a look at how the One Big Beautiful Bill Act would impact alternative investments. A federal appeals court ruling might have long-term implications for inclusion of private market assets in retirement plans, according to Private Funds CFO.
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Nerd's Eye View
NOVEMBER 6, 2024
In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.
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Nerd's Eye View
JANUARY 31, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)
Getting Your Financial Ducks In A Row
MARCH 10, 2025
Many of us are covered by one or more types of defined contribution retirement plans, such as a 401(k), 403(b), 457, or any of a number of other plans. What many of these plans have in common is that they are referred to as Cash Or Deferred Arrangements (CODA), as designated by the IRS. So, what should you do about this?
Abnormal Returns
JANUARY 8, 2025
Podcasts Ryan Morrissey talks with Larry Swedroe author of "Enrich Your Future: Keys to Successful Investing." youtube.com) Peter Lazaroff on the need for professional help in retirement planning. fortunesandfrictions.com) Just because financial plans change, doesn't mean planning is useless.
Nerd's Eye View
NOVEMBER 1, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)
Wealth Management
JULY 3, 2025
Related: Allworth’s Latest Deal Signals a Shift in M&A Strategy Carson Group Acquires $300M Affiliate Carson Group, the $42 billion registered investment advisor, has acquired another location out of its Carson Wealth partner network. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B
Nerd's Eye View
JANUARY 3, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)
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.
Zoe Financial
JUNE 20, 2025
For high-net-worth individuals, continuously refining your strategy over time is what keeps your plan efficient and aligned with evolving goals. At Zoe Financial, we’ve seen firsthand how proactive planning with a fiduciary advisor helps individuals protect and grow their wealth across generations.
Abnormal Returns
DECEMBER 18, 2024
Just a 10-Step Plan to Create Your Rich Life Together." ritholtz.com) Investing How to deal with a stock market at or near all-time highs. tonyisola.com) Aging 10 steps to prepare financially for retirement, including 'Design a retirement paycheck.' No More Fights. barrons.com) Don't let bad energy ruin your portfolio.
Nerd's Eye View
JANUARY 17, 2025
Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)
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.
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Yardley Wealth Management
JANUARY 21, 2025
Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. With the complexity of modern financial decisions and the abundance of online resources, you might wonder if speaking with a financial planner is truly worth the investment. The post Is Talking to a Financial Planner Worth It?
Nerd's Eye View
NOVEMBER 22, 2024
Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)
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. Tobias Financial Advisors is registered as an investment advisor with the SEC.
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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.
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. Review Investment Allocations Markets evolve, and so should your portfolio. But not this year.
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Yardley Wealth Management
DECEMBER 17, 2024
Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach. Interest rates remain a significant factor in financial planning, affecting everything from mortgage rates to investment returns.
Harness Wealth
APRIL 30, 2025
Without proper planning, taxes can unexpectedly take a large bite out of the proceeds, potentially reducing financial security and the legacy. The most common exit options include mergers and acquisitions, asset sales, stock sales, and employee ownership plans.
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Nerd's Eye View
JUNE 25, 2025
Determining when an individual has 'reached' Coast FIRE relies on a formula that calculates the current savings required to support income needs in retirement over the period that investments are expected to compound. changes to the client's spending, real rate of return, or retirement date) and psychological risks (e.g.,
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Darrow Wealth Management
APRIL 21, 2025
This approach typically provides greater benefits to those who have significant assets and high taxable income in retirement. If you wait until age 59 1/2 to take money out of a Roth IRA and have passed the more than five years holding period, then your investment earnings and growth will also be tax-free!
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Nerd's Eye View
MARCH 28, 2025
Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)
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. Tax-free growth on interest and investment returns within the account.
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Harness Wealth
JANUARY 9, 2025
It also requires an individuals 401(k) plan to allow after-tax contributions and in-service withdrawals. The approach comes with more limited investment options. While a Mega Backdoor Roth IRA rolls these contributions into a Roth IRA, a Mega Backdoor Roth 401(k) converts them directly into a Roth 401k within the employer’s plan.
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Darrow Wealth Management
MARCH 3, 2025
Bonds, however, are more stable investments that provide income, but have much less upside. while bonds are broken down by duration and sectors (for example government bonds such as municipal or Treasury bonds or corporate bonds, including investment grade or high yield bonds), etc. Taxes, fees, expenses, trading costs, etc.
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. Items costing less than $2,500 can typically be expensed immediately, while more substantial investments may require depreciation over time according to IRS guidelines.
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Darrow Wealth Management
FEBRUARY 9, 2025
The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.
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Abnormal Returns
FEBRUARY 24, 2025
citywire.com) The biz Joe Duran's Rise Growth Partners made another investment. advisorperspectives.com) Retirement planning models are just uncertainty piled on uncertainty. (kitces.com) Morningstar Why Morningstar ($MORN) is getting out of the RIA software business. riabiz.com) Orion wants those former Morningstar customers.
FMG
MARCH 3, 2025
Instead of listing ten tips for retirement planning, share your top three and ask, What would you add to this list? For financial advisors, this could mean commenting on posts from potential clients in your niche related to entrepreneurship, financial news, or investment strategies.
Midstream Marketing
OCTOBER 29, 2024
Because of this, many are delaying plans to buy homes and become financially independent, unlike older generations who may have had different financial paths. Millennials need help with budgeting, investing, and managing debt. Therefore, a complete digital marketing plan that includes social media posts is crucial.
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. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. Independent firm. Do you have a unique situation?
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FMG
MARCH 6, 2025
AI engines also analyze context ensure your website content clearly defines your services, location, and specializations (e.g., “retirement planning for small business owners” or “estate planning in New York”). What is the best investment strategy for retirees?
Your Richest Life
NOVEMBER 26, 2024
Do you know when you want to retire? Are you saving enough for the retirement you want? There are also more people than ever going back to college, getting degrees, and investing in their career well into (and beyond) middle age. Try to focus on your own plan, and what will work best for you. for more information.
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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?
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