Indigo Marketing Agency

JUNE 18, 2025

A timely video explaining how recent Federal Reserve decisions might impact retirement planning can position you as the go-to advisor for your niche. For families, showcase how your planning helped clients achieve their children’s education goals while maintaining their desired lifestyle.

Financial Advisor

Harness Wealth

APRIL 17, 2025

Strategic tax planning with donor-advised funds One particularly powerful strategy involves “bunching” contributionsconsolidating multiple years of charitable giving into a single tax year. Table of Contents What Are Donor-Advised Funds, and How Do They Work?

Taxes

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes. Optimizing tax-efficient retirement income.

Financial Advisor

Financial Symmetry

APRIL 9, 2025

Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. Harnessing Tax-Advantaged Savings Retirement accounts and health savings plans offer the dual benefits of saving tax and building wealth.

Taxes

NAIFA Advisor Today

JANUARY 23, 2025

Mark Willis, CFP , is a dedicated financial professional and the founder of Lake Growth Financial Services , located in St. Charles, IL. Since entering the financial services industry, Mark has been driven by a deep passion to help individuals and families achieve their financial goals and create lasting security.

CFP

Harness Wealth

JULY 31, 2025

Tax professionals must evolve beyond compliance work as AI creates opportunities for high-value advisory services in strategic planning, and risk management. Advisory offerings that emphasize strategic tax planning, audit prevention, and proactive consulting reflect the shifting demands of the marketplace.

Taxes

Harness Wealth

AUGUST 5, 2025

Automating routine tasks frees up tax professionals to pivot to high-value advisory, strategic planning, and deeper client relationships. Time consumed by administrative minutiae is time not spent on proactive tax planning, developing new business, or strengthening client relationships.

Taxes

Harness Wealth

APRIL 16, 2025

The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one. Strategic tax planning serves both to keep companies on the right side of IRS regulations and to preserve necessary capital during those precarious early stages when the startup is most vulnerable.

Startup

Harness Wealth

MAY 8, 2025

Understanding LP Taxes Key Tax Deductions and Credits Tax Planning Tips for an LP Final Thoughts on Understanding LP Taxes Partner with Harness for Expert Tax Guidance What Is a Limited Partnership (LP)? Identifying and leveraging these opportunities is a vital part of effective tax planning.

Taxes

Workable Wealth

JULY 30, 2025

For women over 40, traditional risk assessment questionnaires miss the nuanced realities of midlife financial planning. This isn’t “playing it safe”—it’s strategic. Plan for longevity : Women typically live longer than men and often have more interrupted earning years. ” The math makes sense.

Risk Tolerance

Dear Mr. Market

MAY 29, 2025

Prudent risk management, diversification, and strategic planning are essential. And most importantly, investors allocate capital based on expected future conditions, not current headlines. What Should Investors Do Instead? This is not to suggest that risks dont exist they always do.

Media

Harness Wealth

JULY 31, 2025

In less than two years, estate planning regulations will undergo a seismic shift. This article outlines strategic planning options for navigating the sunset provisions ahead. Delaying action could result in significant financial losses —proactive planning is essential to secure your legacy.

Estate Planning

NAIFA Advisor Today

JUNE 9, 2025

NAIFA members, mark your calendars for June 26th at 12 pm Eastern for the Q3 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

Strategic Planning

Harness Wealth

AUGUST 6, 2025

No matter if your clients are scaling e-commerce businesses, working hourly jobs, planning retirement, or running cash-heavy operations, staying proactive is more important than before. This week is a clear reminder that compliance and strategic planning are non-negotiable.

Taxes

NAIFA Advisor Today

JUNE 9, 2025

NAIFA members, mark your calendars for June 26th at 12 pm Eastern for the Q3 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

Strategic Planning

Harness Wealth

JULY 31, 2025

Strategic planning through vehicles like 529 plans can help build substantial college savings while providing meaningful tax advantages. Key takeaways Starting a 529 plan early harnesses compound growth over 18+ years, with tax-free earnings when used for qualified education expenses. Private institutions?

Education

Trade Brains

JULY 11, 2025

In this article, let’s dig deep for detailed insights into the company, its strategic plans following the acquisition, and the implications of the open offer. Even though an open offer was announced back in April, the tender date is still unknown. With a market capitalization of Rs. 3091, down by 2.25

Strategic Planning

The Big Picture

MAY 6, 2025

What was the career plan? Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. Also, with no further ado, my conversation with Hudson Bay Capitals, sander Gerber. Sander Gerber : Well, actually I was good at math.

Risk Management

NAIFA Advisor Today

AUGUST 8, 2025

While a member of NAIFA’s Board of Trustees in the mid-1990s, he led an important Strategic Planning Task Force that shaped the association’s direction for many years to follow. After his term as President, Mark continued as a volunteer leader providing guidance for NAIFA’s Advisor Today magazine.

Strategic Planning

Trade Brains

JULY 14, 2025

With plans to launch nine new projects and deliver 1,000 homes by H2 FY26, the company remains focused on execution, debt reduction, and tapping demand in Mumbai and Bengaluru’s high-growth real estate markets. The company plans to launch nine new projects, covering 2.2 million sq. 6,500 crore.

Sales

Trade Brains

JUNE 17, 2025

Leadership pressure: Captaincy adds mental workload and strategic demands. Availability concerns: Bumrah plans to play a maximum of 3 Tests in the series. Strategic priority: BCCI wants to preserve Bumrah for long-term goals. Consensus decision: Both Bumrah and selectors agreed it’s the best call.

Strategic Planning

Wealth Management

OCTOBER 11, 2022

The conversation shouldn’t be about “How are we going to get more?” it needs to be, “What do we want more of?”

Strategic Planning

Wealth Management

FEBRUARY 6, 2025

A well-defined plan can expose gaps and reveal the best path toward addressing a RIA's unique goals.

Strategic Planning

Wealth Management

FEBRUARY 6, 2025

A well-defined strategic plan can expose gaps and reveal the best path toward addressing an RIA's unique goals.

Strategic Planning

Wealth Management

MARCH 10, 2025

Strategic planning and preparation can equip anyone to ensure philanthropy remains a cornerstone of Americans financial stewardship.

Strategic Planning

Wealth Management

APRIL 22, 2024

Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning.

Strategic Planning

Wealth Management

MAY 21, 2024

A cornerstone in strategic planning to optimize clients’ financial legacies.

Strategic Planning

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.

Taxes

Nerd's Eye View

SEPTEMBER 2, 2022

From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

Financial Planner

Nerd's Eye View

NOVEMBER 17, 2022

At the same time, though, over-analyzing strategies prior to implementing them can create a substantial gap between ideating a plan and actually putting it into motion. And sometimes, the fear of committing to an idea that might end in failure can be the real reason for the hesitation to implement in the first place. business goals!

Strategic Planning

Nerd's Eye View

OCTOBER 14, 2024

Many employee advisors gravitate toward service-oriented roles; this preference often stems from their initial motivation for entering the profession – wanting to help clients or perform the more analytical aspects of investing and financial planning. Rarely do they enter the field to be in a sales or marketing role.

Strategic Planning

Brown Advisory

FEBRUARY 3, 2022

Strategic Planning Roadmap for Entrepreneurs eberkwits Thu, 02/03/2022 - 17:41 Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues.

Strategic Planning

Brown Advisory

FEBRUARY 3, 2022

Strategic Planning Roadmap for Entrepreneurs. Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues. Estate planning fundamentals. Planning for business success and transactions. Thu, 02/03/2022 - 17:41.

Strategic Planning

Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Financial Planner

The Big Picture

AUGUST 26, 2023

Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries.

Strategic Planning

Brown Advisory

APRIL 19, 2022

The Family Mission Statement and Strategic Plan jharrison Tue, 04/19/2022 - 16:38 Download the Report We believe a family mission statement – and a strategic plan to implement that mission – allows a family to filter out the “background noise” of day-to-day challenges and focus on long-term goals and objectives.

Strategic Planning

Trade Brains

JULY 24, 2025

Synopsis : The new venture is part of the company’s strategic plan to diversify its portfolio and tap into emerging and high-demand sectors. The new venture is part of the company’s strategic plan to diversify its portfolio and tap into emerging and high-demand sectors.

Management