Million Dollar Round Table (MDRT)

DECEMBER 12, 2023

He also uploaded his LinkedIn CV and fed it his practice’s value proposition statement to get a result that was tailored more for his office than he would have received if he had merely asked it to write about tips and advice for Canadians drawing down their income during retirement. ChatGPT answered instantly with prose.

Financial Planner 81

Financial Planner Retirement Clients Marketing 81

Advisor Perspectives

OCTOBER 30, 2023

VettaFi hosted an Income Strategy Symposium that saw nearly 900 advisors and investors register for the event. The symposium was a success for everyone involved and included some of the top firms and individuals in the industry offering their insights into several different income-related topics.

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Advisor Perspectives

OCTOBER 30, 2023

On October 27, 2023, VettaFi hosted an Income Strategy Symposium that saw nearly 900 advisors and investors register for the event. The symposium was a success for everyone involved, and included some of the top firms and individuals in the industry offering their insights into several different income-related topics.

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Nerd's Eye View

MAY 3, 2024

Read More.

Financial Planner 186

Financial Planner Healthcare Retirement Financial Advisor 186

Random Roger's Retirement Planning

APRIL 16, 2024

Fixed income, meaning intermediate and longer term duration, is having a rough 2024 after a meh 2023 and terrible 2022. The idea of avoiding or at least really minimizing exposure to intermediate and longer duration has been an evergreen topic for quite a while. The title for this post is inspired by the following post on Threads.

Taxes 71

Taxes Marketing Marketing Investing 71

MainStreet Financial Planning

JUNE 29, 2023

Social Security can be a confusing topic and everyone’s social security strategy is specific to their circumstances, life expectancy, financial situation, etc. The decision you make about when to file will impact the rest of your life and can make a difference worth thousands of dollars over your lifetime.

Retirement 90

Retirement Financial Planning Taxes Planning 90

Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Integrity Financial Planning

OCTOBER 30, 2023

Social Security is taxed as income. [1] 1] This means that the government considers Social Security part of your yearly income and will tax it as such. Don’t forget that when you construct your projected take-home income! Social Security is a difficult topic, so you may just defer to generic advice you find online.

Retirement 84

Retirement Retirement Planning Taxes Financial Advisor 84

Validea

JUNE 22, 2023

In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu Pellerin.

Retirement 52

Retirement Investing Investments Retirement Planning 52

Validea

JUNE 22, 2023

In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu Pellerin.

Retirement 52

Retirement Investing Investments Retirement Planning 52

oXYGen Financial

DECEMBER 12, 2023

[CDATA[ Savings, an essential component of financial stability and freedom, has always been a topic of vital importance. of their disposable income. This importance is underscored in various global contexts, illustrating how savings trends can vary based on regional economic conditions. Take Canada for example. This statistic. ]]

Economics 40

Economics Management 40

Clever Girl Finance

APRIL 10, 2024

When it comes to personal finance, one of the biggest conversations has always been about active vs passive income. Table of contents What is active income? What is passive income? Is it better to have passive income vs active income? What are the differences between passive income and earned income?

Taxes 75

Taxes Education Assets Investing 75

Carson Wealth

NOVEMBER 2, 2023

It varies, depending upon your total income from the 2 nd prior tax year (2022 Income for 2024 Part B premiums). What is the income-related monthly adjustment (IRMA) amount? IRMA is the monthly surcharge one pays for their Medicare Part B premiums for having a high income two years prior to the current year.

Insurance 143

Insurance Medical Planning Accounting 143

Integrity Financial Planning

NOVEMBER 20, 2023

The length of each phase and the strategies for each are going to differ from person to person, but this can be a helpful way to break down a very complex topic. You’ve shifted from earning income from a job to fixed income, withdrawing from accounts, and possibly earning passive income on investments.

Retirement 88

Retirement Budgeting Medical Distribution 88

Carson Wealth

APRIL 4, 2024

Approaching the Conversation If you’re hesitant to broach the topic of money with your parents, you’re certainly not alone. They can even help to mediate some of the tougher topics you are hesitant to bring up with your parents. Let’s discuss a few of them.

Management 137

Management Healthcare Medical Estate Planning 137

Advisor Perspectives

JANUARY 3, 2023

My guest today is here to discuss four topics: Why adding low volatility to a portfolio is a defense mechanism; Where there is opportunity in dividend income, and what elements to prioritize; What high yield bonds offer as a less risky risk asset; and. How to use real assets when seeking out inflation protection.

Assets 52

Assets Economics Numbers Portfolio 52

Nerd's Eye View

JUNE 6, 2023

In this episode, we talk in-depth about how, while working with ultra-high-net-worth clients, Adam began to draw his own financial maps to help him better visualize his clients’ complex financial situations on one page (and then realized that by showing his financial planning maps to his clients, they became better engaged in the financial planning (..)

Assets 205

Assets Financial Advisor Financial Planning Insurance 205

Trade Brains

NOVEMBER 18, 2023

The course covers the topics of an introduction to fundamentals, basics of analysis, understanding financial statements, and valuation methodologies. Fundamental Analysis by Zerodha Varsity Zerodha Varsity provides various courses related to financial topics with detailed explanations in a video and text-based format.

Marketing 64

Marketing Marketing Valuation Certification 64

Integrity Financial Planning

JUNE 5, 2023

Next: try researching income generation tools and options for you. You may realize that, while not ideal or risk-free, there are options out there that can provide you with the stable income needed to achieve the retirement you’re working so hard to achieve. Lastly, but importantly: talk to a financial advisor.

Retirement 98

Retirement Financial Advisor Planning Budgeting 98

MainStreet Financial Planning

JULY 6, 2023

Build Your MoneyGuide Pro Financial Plan Skills Exclusive for Current Clients Hosted by: Cynthia Flannigan, CFP® Every year we review the MoneyGuide Pro software projecting the income, goals and expenses for your financial plan to check that you are on track. When you register, we’ll confirm you have your log in and password.

Financial Planning 52

Financial Planning Planning CFP Clients 52

Carson Wealth

MARCH 19, 2024

For many clients, it is one of the largest fixed-line items of their life whether it is property tax, income tax on interest or RMD’s or capital gains on dividends. If you have any thoughts about today’s topic, please reach out at your convenience. The growth horsepower of those dollars is gone forever once they are spent.

Tax Planning 52

Tax Planning Taxes Planning Wealth Advisor 52

The Big Picture

JULY 20, 2023

Musk is not the only blowhard from the Silicon Valley set, regularly mouthing off on topics ranging from negotiations between Ukraine and Russia, pronouns, sleep management, covid-19 and joke cryptocurrencies. PIMCO ) • What Could Derail Private Credit’s Momentum? The answer is in its business model and algorithm.

Valuation 100

Valuation Assets Management Economics 100

Cornerstone Financial Advisory

MARCH 11, 2024

.” – Zig Ziglar Do You Know The Difference Between Taxable And Nontaxable Income? All income you receive is taxable unless the rules explicitly state it isn’t. According to the IRS, taxable income includes earned income like wages and any income earned by bartering or through the exchange of property or services.

Marketing 80

Marketing Marketing Insurance Taxes 80

The Big Picture

NOVEMBER 21, 2022

I had never considered this until now, but once you do, the answer is terribly obvious: Of course people don’t want to lose their main source of income. It is a timely reminder about easy it is to be wrong about broad topics or fool ourselves via motivated reasoning. — Barry Ritholtz (@ritholtz) November 21, 2022.

Economics 319

Economics Budgeting Taxes Economy 319

eMoney Advisor

JANUARY 12, 2023

Volunteers say: “The Savvy Ladies Helpline is an amazing tool to help those who might not be as knowledgeable on financial topics.” The organization is also hosting a series of free webinars on divorce topics in 2023. Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE).

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

MainStreet Financial Planning

JULY 7, 2023

Here are three things to consider as you explore this topic in your own family. Some common answers we hear: Financial support for dependents: If you have loved ones who rely on your income, life insurance can provide financial support to replace your lost income in the event of your death.

Insurance 96

Insurance Estate Planning Taxes Planning 96

Carson Wealth

AUGUST 23, 2022

The type of retirement plan you have will determine whether you can reduce your taxable income with your contributions. So, your contributions are deducted from your total income each year, reducing your tax obligation for that year. Instead, your employer will exclude the amount you contributed from your taxable income.

Retirement Planning 52

Retirement Planning Retirement Taxes Planning 52

Talon Wealth

OCTOBER 26, 2023

Retirement Taxes are Difficult to Calculate Taxes are a complex topic and it can be difficult to calculate the exact amount of taxes due on your retirement income. Additionally, you can exclude certain retirement income, such as Social Security benefits, from your taxable income if you’re retired.

Retirement 52

Retirement Taxes Retirement Planning Risk Tolerance 52

Clever Girl Finance

OCTOBER 9, 2023

Table of contents Programs offering rent assistance for single moms Expert tip: Look into support from local and government organizations Other resources to leverage as a single mom Learn more about money as a single mom Find ways to increase your income How can I afford to live on my own as a single mom? USDA rental assistance The U.S.

Food 83

Food Government Budgeting Education 83

Integrity Financial Planning

NOVEMBER 20, 2023

The length of each phase and the strategies for each are going to differ from person to person, but this can be a helpful way to break down a very complex topic. You’ve shifted from earning income from a job to fixed income, withdrawing from accounts, and possibly earning passive income on investments.

Retirement 52

Retirement Budgeting Medical Distribution 52

Nationwide Financial

MAY 9, 2023

As their doubts rise, many retirees and near-retirees are shifting their financial priorities from building wealth to seeking stable income in retirement. This gathering covered a wide range of topics beyond finance and featured prominent voices from global governments, media, entertainment and the business community.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Services 52

Talon Wealth

AUGUST 26, 2023

Retirement Taxes are Difficult to Calculate Taxes are a complex topic and it can be difficult to calculate the exact amount of taxes due on your retirement income. Additionally, you can exclude certain retirement income, such as Social Security benefits, from your taxable income if you’re retired.

Retirement 52

Retirement Taxes Retirement Planning Risk Tolerance 52

Sara Grillo

APRIL 11, 2023

Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Was this financial advisor income statement stuff helpful?

Financial Advisor 97

Financial Advisor Management Accounting Consulting 97

Harness Wealth

SEPTEMBER 18, 2023

Not only will it provide the autonomy to grow your career in the way that works best for you, but it will also offer the opportunity and flexibility to potentially earn more income than you could in a salaried role at a larger, more established firm. You’ll also need to set your rates based on income and lifestyle goals.

Taxes 59

Taxes Accounting Clients Management 59

Getting Your Financial Ducks In A Row

APRIL 24, 2023

I found this book, by Jasen Dahm, CFA, CPA, to be a very good review of strategies to maximize your income and avoid taxes where possible, while planning your retirement income stream. In today’s world, we’re for the most part on our own when it comes to planning our retirement income.

Retirement 54

Retirement Taxes Planning Insurance 54

Walkner Condon Financial Advisors

JUNE 27, 2023

Note that not every topic below will be relevant to your situation, nor is this an exhaustive list. For high income earners it may be a small fraction of the income you are used to receiving from your former job, but it is still there to help provide some income to help pay the bills. Emotional support.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

Note that not every topic below will be relevant to your situation, nor is this an exhaustive list. For high income earners it may be a small fraction of the income you are used to receiving from your former job, but it is still there to help provide some income to help pay the bills. Emotional support.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52