Planning Related Topics 
Abnormal Returns
SEPTEMBER 18, 2023
(citywire.com) Creative Planning is getting creative to retain former United Capital advisers. theirrelevantinvestor.com) Taxes Why clients need to start planning now for the coming dip in the estate tax exemption. riaintel.com) Selling a service, like financial planning, is different than selling a product.
Nerd's Eye View
JULY 12, 2023
The two key pillars of the administration's package were a proposed one-time cancellation of up to $10,000 of Federal student debt per borrower, and a new Income-Driven Repayment (IDR) plan featuring much more borrower-friendly terms than previously existing IDR plans. Fast forward to this summer, and the U.S.
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Nerd's Eye View
JULY 26, 2023
Financial plans play an important role for both clients and advisors, as they not only help clients gain a clear perspective of their current financial position, but also provide advisors with a systematic way to organize their analyses and communicate their recommendations to the client.
Abnormal Returns
OCTOBER 4, 2023
humansvsretirement.com) Jon Luskin talks with Steve Chen about DIY retirement planning tools. nextavenue.org) Don't retire from work without a plan. (sites.libsyn.com) Dan Haylett talks with Hal Hershfield author of "Your Future Self: How to Make Tomorrow Better Today." obliviousinvestor.com) Should I invest or pay off my mortgage?
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Nerd's Eye View
OCTOBER 23, 2023
Though, at some point, covering a large number of financial planning topics can eat into an advisor's time, which is problematic if clients won't pay substantially more to receive that more comprehensive advice.
The Big Picture
JUNE 15, 2023
The firm’s release of How America Saves is chock full of data and charts showing how 401k savings have reached all-time highs at Vanguard; I expect other large plan managers like Fidelity and Schwab to be at or near similar levels. Vanguard is out with its annual deep dive into what its 5 million 401k participants are up to.
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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.
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Additionally, companies need to adopt a long-term perspective and engage in rigorous financial planning to identify potential risks and opportunities. By implementing these strategies, companies can build a resilient balance sheet that can weather economic storms and position themselves for long-term success.
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