Midstream Marketing

DECEMBER 6, 2024

Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. You can increase engagement and boost sales by dividing your email list into different groups. Then, send them useful content that fits their interests.

Marketing

Random Roger's Retirement Planning

NOVEMBER 20, 2024

Where Sam writes about FIRE, he asked Bengen what a safe withdrawal rate would be for someone who retired, planning to need the money to last for 50 years instead of the typical 30 used for planning purposes. It is now for sale and today I spent time going through it (virtually) to decide whether to pursue it or not.

Retirement

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. This might be scheduling a consultation, attending a webinar, or downloading additional resources that move them further down your sales funnel.

Financial Advisor

Validea

JUNE 11, 2025

This combination makes them especially valuable for retirement planning or for investors who want reliable, expanding income while still participating in market growth opportunities. Start investing like the Oracle of Omaha today! Here are Validea’s top 10 dividend growth stocks for June of 2025.

Retirement Planning

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

Random Roger's Retirement Planning

DECEMBER 23, 2024

Having an allocation to something that moves like that makes sense in the context of constructing a diversified portfolio but going heavy into that sort of volatility is a panic sale waiting to happen. Going back 24 years, VBAIX compounded at 6.99%. 10,000 invested on November 30, 2000 would have grown to $50,820 according to testfol.io.

Sales

Midstream Marketing

OCTOBER 29, 2024

Specialization: Do you focus on a certain area, like retirement planning, estate management, or investment advice for tech entrepreneurs? You could offer custom financial plans or have frequent meetings that go beyond what clients expect. It’s important to clearly state your main goals, including financial planning.

Advertising

Harness Wealth

APRIL 30, 2025

Meanwhile, investment activities generate their own ecosystem of documentation1099-DIV forms for reporting dividend income, 1099-INT forms for covering interest earnings, and 1099-B forms detailing stock sales and capital gains. Self-employed individuals enjoy unique advantages when it comes to health insurance and retirement planning.

Taxes

Harness Wealth

JANUARY 29, 2025

The IRS implements whats known as the wash-sale rule, which prohibits you from buying a substantially identical security within 30 days before or after the sale of a loss-producing asset. Planning ahead : Carefully plan stock sales or gifts for dependents to avoid triggering higher tax rates.

Taxes

Clever Girl Finance

APRIL 22, 2025

Sales at grocery stores, candy sales, and alcohol sales all tend to increase during a recession. Secondhand stores saw a 31% increase in sales during the last recession even as other retailers’ sales dropped. Even though sales might decline, there is a need to send packages.

Economy

Harness Wealth

MARCH 6, 2025

Retirement contributions: Contributions to SEP IRAs, SIMPLE IRAs, or other qualified retirement plans can reduce your taxable income. These can include state income tax, sales tax (if you sell taxable goods or services), and other business taxes. What State and Local Taxes Do Freelancers Have to Pay?

Taxes

Indigo Marketing Agency

FEBRUARY 8, 2025

You can start hosting webinars by first choosing topics that matter to your audiencethings like retirement planning, wealth preservation, or smart investment strategies. By discussing relevant topics like wealth preservation, retirement planning, or tax strategies, advisors can establish themselves as knowledgeable and approachable.

Financial Planner

Yardley Wealth Management

FEBRUARY 4, 2025

Key deductions include: Mortgage interest payments on primary and secondary residences Property tax deductions (subject to SALT limitations) Home office deductions for qualifying spaces Maximizing Retirement Account Benefits Take full advantage of tax-advantaged retirement accounts to reduce your current tax burden: Contribute the maximum allowed to (..)

Taxes

Random Roger's Retirement Planning

NOVEMBER 10, 2024

Mistakes are most likely to be caused by some sort of panic sale or making some sort of big bet that goes wrong. At 50 years old, making a behavioral mistake in your portfolio is far more likely to have a long term impact than some sort of big win. 1 Should you bother owning anything but stocks?

Portfolio

Darrow Wealth Management

MAY 7, 2025

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. The maximum gain exclusion on the sale of a primary residence is $250,000 for single filers and $500,000 for married taxpayers.

Taxes

Indigo Marketing Agency

JULY 29, 2025

We explain why this matters for their retirement planning and how they should think about portfolio alignment moving forward. Learn more about our Total Marketing Package for help with building out your full client-winning sales funnel.Or, get a complimentary and personalized strategy by booking a free call today.

Financial Advisor

Random Roger's Retirement Planning

MARCH 25, 2025

It wouldn't be a panic sale because assuming no malfunction, the fund wouldn't be down. If that isn't written clearly, just sell if it's down close to 20% inside of one quarter. You'd be mitigating a possible, even if unlikely, structural risk to the product.

Taxes

Indigo Marketing Agency

MAY 13, 2025

Educational Marketing Webinars, seminars , and lunch-and-learns are still some of the most effective tools for attracting new clientsespecially in niches like retirement planning. No sales pitch. Webinar Spotlight: Marketing to CPAs: Get Their Attention & Earn Trust 2. People crave education. And the best part? No cold call.

Financial Advisor

Indigo Marketing Agency

JULY 23, 2025

Your website isn’t getting leads because you’re still treating it like a digital business card instead of your most powerful sales tool. Most website designs for financial advisors fail to generate leads because they treat their site like a brochure instead of a sales tool. ” The harsh truth?

Financial Advisor

Nationwide Financial

AUGUST 23, 2024

Key Takeaways: Net Unrealized Appreciation (NUA) is the difference between the cost basis of employer securities in a retirement plan and their market value at the time of distribution. As a financial professional, understanding the NUA planning concept is essential and can be a valuable strategy for your clients’ retirement planning.

Retirement

Indigo Marketing Agency

MARCH 5, 2025

By sharing knowledge on topics such as retirement planning, wealth management, and investment strategies, you demonstrate your expertise while attracting an audience already interested in your services. In-Person Seminars vs. Google Ads: Reaching Active Searchers Lets take a closer look at implementing a Google Ads campaign.

Financial Advisor

Wealth Management

AUGUST 7, 2025

trillion held in participant-directed retirement plans. Related: Fidelity Brings its Custom Models with Private Assets to Vestmark The practice of gating — or limiting withdrawals — can be useful to manage flows and reduce the risk of premature, forced asset sales, Heron’s Nguyen said. has hired Goldman Sachs Group Inc.’s

Retail

NAIFA Advisor Today

DECEMBER 6, 2024

Instead, he found himself in a sales position at Ash, where his career quickly flourished. Specializing in annuities and retirement planning, Tyler now works alongside other advisors to help clients achieve their retirement goals through customized financial strategies.

Insurance

Random Roger's Retirement Planning

FEBRUARY 17, 2025

The property is tucked way back in there off the main road and when we visited, a couple of the other nearby parcels were for sale. The picture is from the Airbnb where we stayed for one night. It's on a 100 acre parcel. I don't know if there are any utilities or if the power was generated through some combo of wind and solar.

Healthcare

Random Roger's Retirement Planning

APRIL 26, 2025

None of the trades when placed had any sort of immediate impact on the portfolio and for now, the BKLN sale hasn't proved out as being needed and if there is no credit event that comes from this, that sale would have been unnecessary. None of these trades were a reaction to price declines.

Portfolio

Random Roger's Retirement Planning

DECEMBER 19, 2024

A smaller portion of the drop was attributable to their risk management process dictating the sale of a "couple of positions." The huge spike in the VIX required them to mark a couple of positions to market that they believe will self correct (snap back) quickly. We'll see. This is a perfect example of why you diversify your diversifiers.

Risk Management

Abnormal Returns

NOVEMBER 6, 2023

(ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space. riaintel.com) How to prep an RIA for sale. (fa-mag.com) papers.ssrn.com) Taxes A 2023 year-end tax planning guide.

Wealth Management

Nerd's Eye View

NOVEMBER 3, 2023

Among other measures, the proposal would amend the current 5-part test that determines fiduciary status for retirement accounts by defining as a fiduciary act a one-time recommendation to roll funds from a company retirement plan to an Individual Retirement Account (IRA), strengthen advice standards for independent insurance professionals, apply to (..)

Financial Planner

Nerd's Eye View

JUNE 30, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that NAPFA has announced that it will no longer exclude advisors who receive up to $2,500 in annual trailing commissions from previous product sales, if they agree to donate that money to a non-profit organization (..)

Financial Planner

Nerd's Eye View

JANUARY 1, 2024

This month's edition kicks off with the news that held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – although an ongoing investigation by Washington state regulators over whether advisors' use of Pontera violates (..)

Retirement Planning

Nerd's Eye View

OCTOBER 4, 2024

Also in industry news this week: A recent survey found that while 1/3 of advisory firms are currently using AI tools, another 1/3 are fearful of doing so, indicating that while some firms are eager to be early adopters of this technology, others are taking a wait-and-see approach, perhaps as regulation surrounding this technology evolves over time (..)

Financial Planner

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner

The Chicago Financial Planner

FEBRUARY 2, 2024

Fee-only advisors receive no compensation from the sale of investment or insurance products. Financial Fraud – Tips to Protect Yourself Annuities: The Wonder Drug for Your Retirement? 4 Reasons to Accept Your Company’s Buyout Offer Small Business Retirement Plans – SEP-IRA vs. Solo 401(k) Choosing A Financial Advisor?

Financial Advisor

Nerd's Eye View

MAY 9, 2023

In this episode, we talk in-depth about how, to realize their vision for the future of a commission-based firm their father originally built, Liz and her brother have gone through the messy multi-year process of refocusing to a niche and rightsizing their client loads, how Liz and her brother realized in the process of buying into the firm that they (..)

Commission

Darrow Wealth Management

OCTOBER 28, 2024

Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires careful planning. If you are expecting a sudden windfall , develop a plan to allocate the proceeds and reinvest in your future. As you weigh what to do with money from the sale of a business, consider these key points.

Sales

Nerd's Eye View

JUNE 5, 2023

This month's edition kicks off with the news that Riskalyze has completed its previously-announced rebranding, and will now be known as “Nitrogen”, a ”growth platform” for advisory firms – which represents less of a shift in the platform’s core function (given that Riskalyze’s risk tolerance tool was always (..)

Risk Tolerance

Nerd's Eye View

OCTOBER 7, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: VRGL has announced a new venture capital funding round to continue building out its capabilities to extract data from prospects' investment statements and automatically generate investment proposals – which while having proven (..)

Clients