International College of Financial Planning

JULY 2, 2025

Whether it’s investment planning, retirement planning, tax strategy, estate management, insurance planning, or holistic money management, the CFP designation proves that you can deliver advice that is both competent and client-centric.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

FMG

JUNE 17, 2025

Looking forward to our quarterly review next month to discuss your portfolio performance.” Your portfolio is performing as expected. I’ll be sharing your portfolio performance and discussing your goals for next quarter. ” This shows attention to detail and makes clients feel remembered.

Financial Advisor 52

Financial Advisor Communication Clients Financial Guidance 52

Harness Wealth

JANUARY 29, 2025

You should decide whether a traditional IRA or Roth IRA is more advantageous based on your current and expected future tax brackets. Engage in tax-loss harvesting Tax-loss harvesting is a strategy that helps investors reduce their taxable income by leveraging losses in their investment portfolios.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Harness Wealth

APRIL 16, 2025

Strategic timing of conversions during lower-income years can minimize tax impact, though without recharacterization, investors must be more certain about their decision. This structure particularly benefits those expecting lower tax rates in retirement than during their working years.

Taxes 52

Taxes Retirement Retirement Planning Distribution 52

Nerd's Eye View

DECEMBER 30, 2024

And as 2024 draws to a close, we wanted to highlight 24 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

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Financial Advisor Insurance Tax Planning Taxes 240

Midstream Marketing

NOVEMBER 6, 2024

Retirement Planning: Give tips on how to save for retirement. Explain how to manage your retirement funds and pay for healthcare. Explain how to manage risks and how to diversify portfolios. Tax Planning: Help clients learn smart tax strategies. Adjust your plans based on what you find.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Darrow Wealth Management

MAY 7, 2025

Tax filing status will also play a big role in determining your tax liability. Unrealized gains are not taxed, and you won’t owe taxes when selling assets held in tax advantaged retirement plans or IRAs, though there are tax implications when money is withdrawn.

Taxes 72

Taxes Accounting Assets Retirement 72

Yardley Wealth Management

SEPTEMBER 24, 2024

A financial professional can handle the day-to-day tasks of financial management, such as investment research, portfolio rebalancing, and tax planning, allowing you to enjoy greater efficiency and peace of mind. Comprehensive Financial Planning: Financial planning is a holistic process.

Tax Planning 40

Tax Planning Wealth Management Risk Management Financial Planning 40

WiserAdvisor

JUNE 27, 2025

To show you what’s possible and what’s necessary, if early retirement is something you want to pursue seriously. Even if you don’t plan to retire unusually early, starting your retirement planning now can dramatically improve your options later. What’s the earliest you can retire? Technically?

Retirement 59

Retirement Planning Retirement Planning Taxes 59

Discipline Funds

DECEMBER 29, 2024

This means you should try to create specific buckets for your portfolio where youre matching future expenses and liabilities to specific corresponding assets. That way weve got most of our time horizons covered in a specifically structured financial plan and asset allocation. Prune the fat in your portfolio. IGNORE ALL OF THEM.

Financial Planning 64

Financial Planning Planning Asset Allocation Retirement Planning 64

Carson Wealth

JUNE 26, 2025

Retirement-related behavioral and financial changes raise many tax planning questions and opportunities. A trusted tax professional can help you implement these and other strategies to help you minimize taxes in retirement, helping your money last longer and you realize your goals.

Tax Planning 98

Tax Planning Retirement Taxes Planning 98

Talon Wealth

OCTOBER 26, 2023

Retirement planning is a critical part of financial security that many women still overlook. However, remember that as a woman, you have a longer life expectancy than a man, which means retirement planning is even more important. That’s why you must actively understand how each investment plays into your portfolio.

Retirement Planning 98

Retirement Planning Retirement Planning Medical 98

Abnormal Returns

AUGUST 5, 2024

(kitces.com) Taxes Following the RMD rules for inherited IRAs may not be optimal. investmentnews.com) On the importance of tax planning in the first few years of retirement. barrons.com) When should you move from a diversified ETF portfolio to direct indexing? morningstar.com) Wealth matters when we activate it.

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Retirement Planning Estate Planning Wealth Advisor Tax Planning 173

Nerd's Eye View

DECEMBER 25, 2023

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

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Financial Advisor Financial Planner Insurance Clients 246

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

Clients 246

Clients B2B Estate Planning Planning 246

Carson Wealth

JULY 3, 2024

Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Get Help with Tax Planning Tax planning is a critical component of financial management.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Nationwide Financial

JANUARY 25, 2023

Last year’s considerable losses and market fluctuations underscore the need for clients to assess their retirement plans to ensure it aligns with their objectives, financial situations, timelines, and attitudes toward market volatility. You can help them start the year right by conducting a retirement checkup.

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Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Million Dollar Round Table (MDRT)

JULY 21, 2022

Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning.

Charitable Planning 95

Charitable Planning Estate Planning Retirement Planning Tax Planning 95

Park Place Financial

MARCH 10, 2022

FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person. Reduce Tax Payments.

Portfolio 52

Portfolio Certified Financial Planner Financial Planner Healthcare 52

Darrow Wealth Management

SEPTEMBER 26, 2024

This infographic has more on how a brokerage account is taxed. Tax planning opportunities in retirement If you only have assets in tax-deferred accounts, you may have fewer tax planning options in retirement. See 2024 limits to determine whether you’re eligible.

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Accounting Retirement Taxes Distribution 98

WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

Retirement Planning 40

Retirement Planning Financial Advisor Retirement Planning 40

Fortune Financial

JUNE 2, 2023

In retirement, how you distribute that company stock will play a key role in determining your tax liability for its value. In the realm of investment and retirement planning, the concept of Net Unrealized Appreciation (NUA) holds significant importance. The remaining assets may be rolled over.

Retirement Planning 52

Retirement Planning Distribution Retirement Taxes 52

Darrow Wealth Management

JULY 1, 2024

This tax benefit is scheduled to sunset at the end of 2026. Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary. As with anything in tax planning, it’s important not to let the tax-tail wag the dog.

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Taxes Tax Planning Planning Estate Planning 105

WiserAdvisor

FEBRUARY 19, 2024

Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. From seemingly harmless low-interest debt to underestimating the emotional impact of transitioning out of the workforce, various factors can disrupt your peace of mind during your retirement years.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Integrity Financial Planning

JUNE 12, 2023

Some states also offer tax exemptions for Social Security benefits and other retirement income sources. Assessing the tax structure of your state and constructing your retirement plan and financial strategy around your state’s tax system can help you stay a step ahead in retirement.

Retirement 92

Retirement Taxes Financial Planning Retirement Planning 92

International College of Financial Planning

NOVEMBER 10, 2021

Some of the most popular ones include – Portfolio Management Course – There are several business schools and other institutions in India offering this and similar courses and it involves the basic and advanced concepts in the financial planning and management of portfolios for clients.

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Investment Advisor Investments Investing Certified Financial Planner 52

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

WiserAdvisor

DECEMBER 15, 2023

These professionals meticulously assess your financial situation, income level, and retirement goals to tailor personalized strategies. For instance, they can guide you on leveraging employer-sponsored retirement plans, such as a 401(k) with employer matches, to optimize your contributions and harness the full benefits of the accounts.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

International College of Financial Planning

JUNE 30, 2022

The wealth manager offers advisory services or multiple products, including mortgages, retirement plans, stock options, tax planning, bonds and real estate investment. Advisors work closely with clients and modify portfolios depending on circumstances. . Planning services . Tax planning services .

Wealth Management 52

Wealth Management Management Financial Planner Tax Planning 52

WiserAdvisor

AUGUST 3, 2023

This fee structure is common in the financial advisory industry and varies based on the size of the client’s portfolio. If the financial advisor consistently delivers impressive returns, aids in achieving primary financial goals, or offers extensive financial planning services, the 1% fee may be well-justified.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

Fortune Financial

APRIL 11, 2024

According to the Department of Labor , “Based on the experience of Council members, and testimony and conversations with recordkeepers, the value of uncashed retirement plan checks likely exceeds $100 million per year but could be considerably larger.

Retirement 59

Retirement Retirement Planning Financial Advisor Accounting 59

Yardley Wealth Management

OCTOBER 13, 2021

In short, if you’ve not yet done so, it’s time to define your financial goals, and build your personalized, globally diversified portfolio to complement them. In fact, moving holdings in and out at seemingly opportune times is more likely to detract from the vital, inflation-busting role stocks play in your portfolio. So far, so good.

Retirement Planning 52

Retirement Planning Retirement Wealth Accumulation Wealth Management 52

Zoe Financial

MAY 18, 2023

From retirement planning to market volatility, equity compensation, family expenses, and major life transitions, it’s easy to feel overwhelmed with financial responsibilities. An advisor can answer questions like: When can I fully retire? Do I have enough saved up to live out the retirement I want? When should I?

Financial Advisor 76

Financial Advisor Retirement Budgeting Wealth Accumulation 76

Investing Caffeine

MAY 3, 2023

If you are close to retirement, and you have too much exposure to equities, a retrenchment in the stock market could delay your retirement plans by years. This concept highlights the importance of rebalancing your portfolio as you get closer to retirement. Fees are like a leaky faucet.

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. Jon Luskin. Rick Ferri.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52