Nerd's Eye View

DECEMBER 23, 2022

”, a series of measures that will have significant impacts on the world of retirement planning. While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023.

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Carson Wealth

JULY 26, 2023

By Odaro Aisueni, CFP ® , Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. Yet while succession planning is often overlooked, it holds immense significance for your future well-being.

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Planning Taxes Retirement Financial Advisor 52

Abnormal Returns

AUGUST 15, 2022

Podcasts Michael Kitces talks with Anna N’Jie-Konte who is the founder of Dare to Dream Financial Planning about leveraging her reach. thinkadvisor.com) Young lawyers have their own unique financial planning needs. investmentnews.com) Advisers What is happening with RIA valuations?

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Abnormal Returns

AUGUST 22, 2022

Podcasts Matt Halloran talks with Meg Bartlet of Flow Financial Planning about her content strategy. investmentnews.com) How Creative Planning came to be comfortable doing acquisitions. investmentnews.com) What's the story behind the valuation behind startup Farther?

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Startup Financial Planning Insurance Valuation 130

Carson Wealth

JUNE 6, 2023

Inevitably, there will come a time you need to leave your business behind — whether due to retirement or unforeseen circumstances. That’s why now is the time to create a succession plan that will ensure your business continues to thrive long after you’ve turned over the reins. What Is Succession Planning?

Planning 52

Planning Financial Planning Financial Advisor Retirement 52

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. While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Read More.

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Carson Wealth

JULY 6, 2023

By Elizabeth Schanou, JD, CExP TM , Senior Wealth Planner Succession planning – or more accurately “business exit planning” – is a critical process that has weighty implications for small business owners. However, the best outcomes are achieved when small business owners make exit planning a priority in their ongoing strategy.

Planning 52

Planning Valuation Financial Advisor Taxes 52

James Hendries

OCTOBER 28, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. Updated beneficiary information- Consistently check the beneficiaries listed on your legal documents, retirement savings, and insurance plans, as these designations can outweigh what is in a will.

Planning 52

Planning Taxes Estate Planning Consulting 52

Fortune Financial

MARCH 5, 2024

One powerful tool that might not be on every entrepreneur’s radar — but definitely should be — is a 401k plan. Aside from just being a retirement savings option, a 401k for small business owners can be a game-changer that offers benefits extending well beyond your future financial security and that of your employees.

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Retirement Planning Financial Advisor Retirement Taxes 52

Steve Sanduski

MAY 31, 2022

If you’re within 5 – 7 years of exiting the business, succession planning should be one of your key strategic initiatives. Without proper planning, you risk undervaluing your life’s work and damaging the key client relationships you’ll need to sustain the business when the time comes to retire.

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Planning Consulting Valuation Financial Advisor 52

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Trusts can be highly beneficial for those engaged in estate planning.

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The Big Picture

MARCH 6, 2023

Venture-capital investments are plunging, along with valuations of prepublic companies. Lawmakers are trying to restrict these investment choices in workplace retirement plans, but big fund managers are trying to give shareholders a voice. ( The Justice Department just can’t stop filing antitrust suits against Google.

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Steve Sanduski

AUGUST 29, 2023

But that span coincided with an unprecedented combination of low interest rates, a roaring market, the first wave of retiring baby boomer CEOs, and the AUM model boosting profits and valuations. How succession planning can fuel consolidation and how institutional capital can create an alternative for founders.

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Valuation Retirement Sales Clients 59

Diamond Consultants

APRIL 16, 2024

Providing a monetization event for the senior (retiring advisor); and 2.) Providing a succession plan whereby the clients can continue to be serviced with little to no interruption or friction. Pros: This allows an advisor to walk the “path of least resistance” in the same way as an advisor who has a built-in succession plan.

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Recruitment Retirement Clients Planning 52

Darrow Wealth Management

AUGUST 28, 2023

With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical. It’s not uncommon for business owners to assume they’ll never retire at some point during their life. On the bright side, you only need to get through it once.

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Sales Wealth Advisor Estate Planning Taxes 77

Darrow Wealth Management

APRIL 25, 2023

Here’s a financial planning checklist for surviving spouses. In addition to making funeral arrangements and notifying family and friends, another priority is alerting your estate planning attorney and financial advisor. Asset Titling, Beneficiary Elections, and Probate The estate planning attorney is going to be critical here.

Estate Planning 73

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Brown Advisory

AUGUST 1, 2019

The Long Game: Roth Conversions & Legacy Planning ajackson Thu, 08/01/2019 - 14:51 Legacy planning is all about transferring wealth to descendants as efficiently as possible. From a legacy planning standpoint, two distinctions are especially important: Roth IRAs do not require their owners or spouses to take mandatory distributions.

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Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

The Long Game: Roth Conversions & Legacy Planning. Legacy planning is all about transferring wealth to descendants as efficiently as possible. So it may be surprising to hear that a Roth IRA—a vehicle ostensibly intended for retirement income—can be a powerful mechanism for next-generation wealth transfer. Background.

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Planning Distribution Taxes Accounting 52

Validea

JANUARY 13, 2023

Valuations have come way down, and many companies are still reporting earnings higher than the market average, with roughly 8% expected for 2023 in the S&P 500. Healthcare company Humana was another company that passed the Barron’s test, as more retirement-age Americans purchase their Medicare Advantage plans.

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Valuation Healthcare Wealth Management Manufacturing 59

Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. 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. As we write this letter, Congress and the White House are working to develop and finalize a tax plan by the end of this calendar year.

Planning 52

Planning Taxes Tax Planning Clients 52

Aleph

MARCH 25, 2023

Social Insurance plans facing a crackup. Notice the protests in France from moving the retirement age from 62 to 64? Around that same time, maybe 20% of US states will have severe events regarding the defined benefit plans for public sector employees. Valuations are still extended. The Fed does too much.

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Carson Wealth

JUNE 29, 2023

Ideally, it comes at the time of their choosing – whether they want to retire or pursue new opportunities. When Is the Timing Right for Business Exit Planning? One useful model, the “ Value Acceleration Methodology ,” comes from the Exit Planning Institute (EPI). In reality, that’s a backward approach.

Planning 52

Planning Sales Valuation Wealth Advisor 52

The Irrelevant Investor

MARCH 23, 2021

See important Disclaimer here On today’s show we discuss : There's a housing affordability crisis But what if houses aren't as expensive as we think There are more realtors than houses It's hard work being a junior investment banker Retiring early might not be all it's cracked up to be The child tax credit is a big deal Ray Dalio on what happens when (..)

Valuation 52

Valuation Retirement Taxes Planning 52

International College of Financial Planning

NOVEMBER 10, 2021

If you are planning your career in this direction, it is the right time to take the plunge in this trade. In this course program, you’d be trained in concepts such as capital budgeting, risk management, and option valuation to name a few. Retirement Planning Course – Retirement planning is gaining huge popularity among Indians.

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Investment Advisor Investing Investments Certified Financial Planner 52

Darrow Wealth Management

FEBRUARY 20, 2023

If you are considering taking a job at a startup or private company with plans for an exit, there’s a lot to consider before accepting an offer. Here are key provisions to gather: What type of equity is being offered and how many shares Strike or purchase price for the equity Current 409a valuation Vesting schedule Warning!

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Startup Taxes Wealth Management Tax Planning 99

Zoe Financial

FEBRUARY 21, 2023

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Additionally, financial advisors focus on helping you achieve long-term goals like retirement planning. You’re on the right track! Both seem to be similar and help in their unique ways.

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Nationwide Financial

FEBRUARY 1, 2023

These recurring shifts in the composition of the benchmark stock Index can offer insight into how different factors, such as cyclicality, long-term growth potential, and valuation, may impact stock performance in the future. The outsized influence of tech company earnings on the S&P 500 is important to understand.

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Valuation Economy Accounting Marketing 59

Walkner Condon Financial Advisors

MAY 1, 2023

According to Aileen Lee of Cowboy Ventures, only 0.14% of tech startups reach “unicorn” status (billion dollar market valuation), and of those, only 39% IPO or get acquired. The fair market value of the stock, based on its 409(a) valuation , is worth $20/share. How do I plan for taxes of my option exercise or Restricted Stock vesting?

Taxes 98

Taxes Startup Planning Valuation 98

Brown Advisory

NOVEMBER 12, 2015

Strategic Advisory Letter | 2015 Year-End Planning Checklist. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Thu, 11/12/2015 - 11:10.

Planning 52

Planning Taxes Distribution Medical 52

eMoney Advisor

MARCH 22, 2023

2 Additionally, with the significant wealth set to shift in their direction, both their size and financial potential means they could play a pivotal role in the growth, valuation, and long-term success of your firm. Below are six hallmarks to consider when providing financial planning to Millennials and Gen Z. Create a niche offering.

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Trade Brains

AUGUST 19, 2022

He teaches MBA students (at MDI Gurgaon) two popular courses: “Behavioral Finance & Business Valuation” and “Financial Shenanigans & Governance”. Stable Investor also provides various financial services like financial planning, retirement planning, children’s future planning, etc. Fundoo Professor.

Marketing 59

Marketing Marketing Education Investing 59

Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. Here are some key considerations when financial planning for a divorce. Money and divorce This article solely focuses on some of the general financial planning aspects of divorce and is not personal legal, tax, accounting, or financial advice.

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Financial Planning Planning Estate Planning Taxes 84

The Big Picture

FEBRUARY 6, 2024

What, what was the career plan? And that a bit of that cult, Dick and Ike are both retired now. And I very much get the sense he has no interest in retiring. It’s great to be here. 00:02:41 [Barry Ritholtz] So, so you have a really interesting and unusual background. Let, let, let’s start there. It was over 50 right?

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Valuation Investing Investments Assets 130

Cornerstone Financial Advisory

DECEMBER 5, 2022

IRAs Are One Tool In The Retirement Planning Toolbox. There are many tools to use to plan for retirement and an Individual Retirement Account is one of them. Here are some quick facts about both of them: A traditional IRA is a tax-advantaged personal savings plan where contributions may be tax deductible.

Marketing 59

Marketing Marketing Taxes Economics 59

Darrow Wealth Management

OCTOBER 23, 2023

This stepped-up cost basis is usually the market value of the property on the date of death, though the estate may elect an alternate valuation date (six months after death). If you’d have to deplete your savings or cut back on other important financial activities like saving for retirement, you probably can’t afford it.

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Taxes Distribution Estate Planning Wealth Management 78

The Richer Geek

JANUARY 12, 2022

Mike took his FIRST company, Greenskies Renewable Energy, to a nearly half-billion-dollar valuation before selling and is now focused on connecting investors to renewable energy projects and developing renewable energy around the world. He served as a Peace Corps volunteer in Mali, West Africa, as a small enterprise development officer.

Portfolio 52

Portfolio Retirement Planning Assets Retail 52

Zoe Financial

DECEMBER 23, 2022

To implement this strategy, first look at all your investments in your non-retirement accounts. And even though there may be plenty of money for kids’ and grandkids’ college education , wealthy investors know to take advantage of the five-year accelerated gifting to a 529 college savings plan. If so: Sell those positions.

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