Tobias Financial

OCTOBER 12, 2023

Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. According to Catalina, empowering the Latino community financially requires knowledge, advocacy, and strategic planning.

Financial Planning 98

Financial Planning Planning Wealth Accumulation Strategic Planning 98

Zoe Financial

MARCH 21, 2025

Their role extends beyond investment managementthey can help with: Retirement Planning : Structuring your assets to support your desired lifestyle. Estate Planning : Ensuring your wealth is passed on according to your wishes. Coordinate estate and trust planning to preserve wealth. What Does a Financial Advisor Do?

Financial Advisor 40

Financial Advisor Estate Planning Strategic Planning Retirement 40

Integrity Financial Planning

SEPTEMBER 8, 2023

1] Game #3 – Monopoly Monopoly, a classic board game, encourages strategic planning, negotiation, and financial management. It tests players’ decision-making skills, as they must manage resources, plan ahead, and negotiate with their opponents. Keeping your brain sharp is also key for retirement planning.

Retirement 97

Retirement Strategic Planning Retirement Planning Planning 97

Harness Wealth

APRIL 16, 2025

million in total purchases, enables strategic planning of major technology investments. Leveraging retirement plans for tax advantages Tech entrepreneurs can create substantial tax advantages through Solo 401(k) plans, which allow contributions up to $69,000 in January 1, 2024 for those under 50.

Startup 52

Startup Taxes Tax Planning Transportation 52

Yardley Wealth Management

FEBRUARY 4, 2025

Key Takeaways: Maximize available deductions through strategic planning Consider timing of income recognition and deductions Leverage investment and charitable giving strategies Stay informed about AMT implications Regularly review and update your tax strategy FAQ Q: What are the best tax deductions for high-income earners?

Taxes 52

Taxes Wealth Management Healthcare Retirement 52

Financial Symmetry

APRIL 9, 2025

Business ventures or new income sources without tax withholding also necessitate proactive planning to avoid year-end surprises. Crafting a Smart Donation Strategy The decision to itemize or claim the standard deduction involves strategic planning, especially given the elevated standard deduction under current laws.

Taxes 62

Taxes Tax Planning Retirement Planning 62

Harness Wealth

APRIL 17, 2025

The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. Partner with Harness for top-tier advisory services in financial, tax, and estate planning.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

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. The key is having a strategic plan that combines education, trust-building, and genuine value delivery across multiple content types.

Financial Advisor 52

Financial Advisor Clients Education Healthcare 52

Harness Wealth

APRIL 30, 2025

Employee Stock Ownership Plans (ESOPs) An ESOP allows owners to gradually sell their shares to employees through a qualified retirement plan. Strategic planning around holding periods becomes essential, as assets held for longer than one year qualify for preferential long-term capital gains rates.

Taxes 52

Taxes Planning Tax Planning Sales 52

Zoe Financial

MARCH 21, 2025

Their role extends beyond investment managementthey can help with: Retirement Planning : Structuring your assets to support your desired lifestyle. Estate Planning : Ensuring your wealth is passed on according to your wishes. Coordinate estate and trust planning to preserve wealth. What Does a Financial Advisor Do?

Financial Advisor 45

Financial Advisor Estate Planning Strategic Planning Retirement 45

Steve Sanduski

FEBRUARY 6, 2023

Retirement planning is not really as much of a focus for my clients. They’re really focused on transferring wealth to the next generation, charitable gifting, cash flow management, different aspects of planning, and then reporting because of the complexity.

Clients 98

Clients Risk Tolerance Portfolio Budgeting 98

Getting Your Financial Ducks In A Row

APRIL 24, 2023

Too often the tax-reduction concept is relatively short-sighted in most retirement planning models. When taken in the context of a lifetime process, real value can be provided with strategic planning. This book is a very good guide to understanding the principles that can help you along that path.

Retirement 68

Retirement Taxes Planning Insurance 68

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

WiserAdvisor

SEPTEMBER 8, 2023

Delaying specific actions until your retirement is finalized can help you better prepare for this significant life transition. You may consult with a financial advisor to understand how to prepare for retirement and the importance of adopting a prudent approach to retirement planning.

Retirement 45

Retirement Retirement Planning Budgeting Financial Advisor 45

International College of Financial Planning

MARCH 9, 2024

Who is a Certified Financial Planner® Professional A Certified Financial Planner® (CFP®) professional is a beacon in the financial advisory landscape, offering unmatched expertise in financial management and strategic planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

WiserAdvisor

AUGUST 25, 2023

Tax considerations play a crucial role in retirement planning, as they can significantly impact your income and savings. Retirees must carefully strategize to minimize taxes during their non-working years. One practical approach is to convert traditional retirement accounts, like a 401(k) or a traditional IRA, into a Roth IRA.

Taxes 52

Taxes Retirement Accounting Financial Advisor 52

The Big Picture

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. We chose the latter and said, we have no idea how long this is going to go on, but we owe it to our clients to emerge from it stronger and better than when we went in. So we’ve rebuilt.

Clients 279

Clients Investing Investments Retirement 279

WiserAdvisor

MARCH 28, 2024

Retirement planning involves not only maximizing savings but also managing potential risks that could jeopardize your financial security in retirement. To conclude While catching up on retirement savings in your 50s may seem challenging, it is certainly achievable with strategic planning and disciplined action.

Retirement 45

Retirement Financial Advisor Medical Healthcare 45

WiserAdvisor

APRIL 4, 2025

AI offers automation, and this automated financial planning helps firms eliminate manual tasks like drafting emails and organizing client meet-ups. This ultimately allows financial advisors and wealth managers to focus more on the clients needs with strategic planning and personalized wealth management.

Wealth Management 40

Wealth Management Management Financial Advisor Financial Planning 40

WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. This strategic planning can ensure that you make the most of your financial situation while minimizing tax burdens. The decision to hire a financial advisor is a prudent move.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

Midstream Marketing

AUGUST 13, 2024

These could include subjects like retirement planning, investment strategies, or estate planning. To succeed in financial marketing, focus on strategic planning and keep improving. Frequently Asked Questions What is the first step in creating a financial advisor marketing plan?

Financial Market 52

Financial Market Planning Marketing Marketing 52