Harness Wealth

APRIL 17, 2025

Professional services require documentation that shows a direct benefit to your business, supported by contracts or engagement letters. For specified service businesses in fields such as healthcare, law, accounting, and financial services, income thresholds introduce phase-outs that may reduce or eliminate the deduction altogether.

Taxes

Harness Wealth

MARCH 6, 2025

Office supplies: Expenses for items like paper, pens, software, and other necessary office equipment Marketing and advertising: Costs incurred for promoting your freelance services, including website development, social media advertising, and business cards. Freelancers can take a variety of tax deductions for legitimate business expenses.

Taxes

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. In its most recent report on U.S.

Financial Planner

Nerd's Eye View

JULY 11, 2023

What's unique about Thor, though, is how he has structured his firm so that clients rotate through different advisors at the firm each time they come in for a meeting, eschewing the traditional industry approach of trying to help clients form a deep relationship with one individual advisor and instead intentionally creating an environment where clients (..)

Clients

FMG

OCTOBER 14, 2022

To demonstrate that, we’ve compiled a few of the best financial services websites to inspire your own. Based out of Newport, Oregon the Financial Freedom Wealth Management website focuses on retirement planning services. Financial Freedom Wealth Management Group.

Financial Advisor

Indigo Marketing Agency

APRIL 3, 2024

So when someone cracks open that 10-pound book and flips to F for “financial advisor,” they see your smiling face, professional services, and contact info. The phonebook readers, on the other hand, are already motivated buyers weighing potential solutions. It connects you with the active searchers.

Financial Services

Harness Wealth

MAY 17, 2025

Common deductions include those for retirement income, medical expenses, and charitable contributions. Popular Deductions Popular deductions in Delaware include those for retirement income, which can be partially or fully exempt from state tax depending on the taxpayers age and income.

Taxes