Planning Related Topics 
Nerd's Eye View
FEBRUARY 8, 2023
government is the largest employer in the country, it can be especially helpful for advisors to be familiar with the ins and outs of (and recent changes to) the Federal government’s own defined contribution plan: the Thrift Savings Plan (TSP).
The Chicago Financial Planner
NOVEMBER 27, 2022
One of the best tax deductions for a small business owner is funding a retirement plan. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k). I generally consider this a plan for the self-employed.
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Nerd's Eye View
MARCH 20, 2023
But even as fee-only financial planning has gained in popularity and advisory firm websites have become ubiquitous, it can still sometimes be hard for prospective clients to determine how much they would pay for advice before actually reaching out to the firm.
Abnormal Returns
FEBRUARY 10, 2023
Strategy A look at long term, 10, 20, 30 year, stock market returns. awealthofcommonsense.com) How paradigm shifts happen in markets. mrzepczynski.blogspot.com) Finance A couple of deals this week highlight a thaw in the IPO market.
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Can you give your employees the best of both worlds? Research has shown that when executed correctly, hybrid working models can allow companies to recruit better talent, achieve innovation, and build a flexible, productive future.
Nerd's Eye View
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72.
MainStreet Financial Planning
MARCH 2, 2023
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 3-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here!
Nerd's Eye View
MARCH 9, 2023
For many financial advisors, annual strategic planning is an essential process that establishes clear and specific business goals for the year, along with the steps necessary to achieve those goals.
Nerd's Eye View
NOVEMBER 21, 2022
A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.
Integrity Financial Planning
MARCH 15, 2023
From financial plans to home remodeling, it’s common to be tempted to DIY your way there. Financial planning can be complicated. Have you thought about taxes or estate planning or when to withdraw and from where? 4:06) Tax planning plays a key role in financial planning. (7:42)
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This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.
Integrity Financial Planning
AUGUST 28, 2022
Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Communication is crucial when preparing heirs to inherit wealth, and this includes discussing what they plan to do with the money.
Nerd's Eye View
FEBRUARY 23, 2023
The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. Kitces & Carl Podcast OPTIN: One Page Business Plan (BAR) OPTIN: One Page Business Plan (SLIDE IN
Nationwide Financial
JANUARY 27, 2023
What does legacy planning include? Legacy planning is a great example. We use the term “legacy planning” because it includes more than just basic estate planning. Why should financial professionals be involved in legacy planning?
Nerd's Eye View
DECEMBER 21, 2022
Monte Carlo simulations have become the dominant method for conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs. Retirement Planning OPTIN: SWR (BAR) OPTIN: SWR (SLIDE IN
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Today, nearly half of companies plan to continue offering some form of remote work flexibility to their employees. In this guide, we will explain what a remote-first company is and how you can quickly and efficiently pivot to this workforce model.
Nerd's Eye View
AUGUST 3, 2022
For financial advisors, dealing with issues concerning clients’ children, from education costs to legacy goals, is a common part of the planning process. And no matter the reason, clients without children have unique planning needs that are important for advisors to recognize.
Abnormal Returns
JANUARY 11, 2023
the-long-view.simplecast.com) A discussion about when it is time to adjust your retirement plans. npr.org) Retirement Nine retirement myths including 'I’m frugal and plan to live on 50% of my pre-retirement income.'
Financial Symmetry
JANUARY 2, 2023
Do you have a mapped-out plan for your future? Financial Planning could be the answer. The post The Importance of Financial Planning appeared first on Financial Symmetry, Inc. Do you know the best steps to take to achieve your goals?
MainStreet Financial Planning
MARCH 22, 2023
Are you one of the few out there that might have saved too much for your child’s college into a tax-advantaged 529 savings plan? Education 529 plans allow you to change beneficiaries, so if you have any other family members needing college funds, that should be your first option.
Random Roger's Retirement Planning
SEPTEMBER 16, 2022
There also needs to be what I'll call risk planning which is what the above describes. Some interesting conversations and the like related to portfolio construction and the use of alternative strategies.
The Chicago Financial Planner
OCTOBER 21, 2021
Many of you have the option to enroll in high-deductible insurance plans that allow the use of a health savings account via your employer. High deductible health insurance plans . These types of plans are becoming more common with employers and are available privately as well.
Nerd's Eye View
JANUARY 25, 2023
And while there are many things to consider when planning for a layoff, these considerations can be grouped into two distinct types of conversations. Next, the advisor and client can make a ‘game plan’ which would take effect if the client is actually laid off. With the U.S.
Integrity Financial Planning
SEPTEMBER 19, 2022
So, make sure your Social Security and retirement account income plans are lined up so you can claim your maximum benefit with minimal taxation. Don’t just wait until tax season to figure out your tax plan. Blog Tax Planning Taxes
Integrity Financial Planning
MARCH 13, 2023
4] Conclusion As you can tell, taxes are a major part of retirement planning, and often making the right choice for your retirement involves being savvy about which tax-advantaged retirement savings vehicles to use. Blog Retirement Planning
Integrity Financial Planning
NOVEMBER 16, 2022
Financial planning is not the same for everybody, so it’s important to have a plan. Just like Mr. Miyagi in the movie Karate Kid teaches discipline, you need to have discipline with your financial plan.
Nerd's Eye View
JULY 27, 2022
Financial planning is both an art and a science. As part of his Life Planning approach, George Kinder developed three questions that probe deeper into a client’s hopes, dreams, and fears, to help advisors develop more complete and impactful financial plans.
Nerd's Eye View
JULY 27, 2022
Financial planning is both an art and a science. As part of his Life Planning approach, George Kinder developed three questions that probe deeper into a client’s hopes, dreams, and fears, to help advisors develop more complete and impactful financial plans.
Nationwide Financial
AUGUST 24, 2022
But sometimes clients can use simplified tips to help them think through their plans. Knowing their monthly expenses, social security plans, long term tax implications, and more can be important steps in helping clients prepare for retirement. 2 – Make a plan for Social Security.
Nerd's Eye View
JULY 26, 2022
Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Financial Advisor Success Podcast OPTIN: One Page Business Plan (BAR) OPTIN: One Page Business Plan (SLIDE IN
Nerd's Eye View
JULY 20, 2022
A sabbatical refers to a period of time in which someone takes an extended, planned break from work prior to retirement, often as an opportunity to focus on their wellbeing and/or to gain valuable perspectives of life outside of work.
Covisum
DECEMBER 2, 2022
One of the most challenging aspects of financial planning is setting reasonable performance expectations. Of course, no one can predict the future, but the right financial planning software can help you make wise investment decisions based on available factors.
Nerd's Eye View
AUGUST 23, 2022
Financial Advisor Success Podcast OPTIN: One Page Business Plan (BAR) OPTIN: One Page Business Plan (SLIDE IN Welcome back to the 295th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Shari Greco Reiches.
Integrity Financial Planning
AUGUST 3, 2022
Why does tax planning matter for your retirement plan? Brian talks through the difference it can make and why you should pay attention to it now as a part of your financial plan. What things can you do now to plan ahead for taxes in retirement?
Nerd's Eye View
NOVEMBER 23, 2022
Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.
Nerd's Eye View
JANUARY 3, 2023
Financial Advisor Success Podcast OPTIN: One Page Business Plan (BAR) OPTIN: One Page Business Plan (SLIDE IN Welcome back to the 314th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sue Chesney.
Carson Wealth
AUGUST 31, 2022
Choosing the right Medicare plan is one of the most important decisions seniors are faced with. That’s why it’s a good idea to consult a qualified professional about which plan works best for you. What Medicare Plans Cover (and What They Don’t).
Abnormal Returns
OCTOBER 28, 2022
The biz How an idea becomes a podcast: the case of the new 'Work Appropriate' pod. annehelen.substack.com) Is listening to audiobooks really reading? wired.com) How to write a podcast script. casted.us) Business Jim O'Shaughnessy talks with Jeremiah Lowin of Prefect.io about making original mistakes.
Nationwide Financial
AUGUST 16, 2022
Financial professionals understand the value of estate planning, but starting that conversation and inspiring clients to take action can be challenging. It’s easy to think of estate planning as just wills, trusts and advanced directives, but it’s so much more.
Wealthfront
SEPTEMBER 3, 2022
The post Our Plans to Remain an Independent Company appeared first on Wealthfront Blog. Today we announced that together with UBS we decided to terminate our pending acquisition and will instead remain an independent company.
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