Abnormal Returns

JANUARY 29, 2024

wiredplanning.com) Michael Kitces talks with Michelle Ogden, who is the founder of Ogden Wealth, about managing growth. kitces.com) Daniel Crosby talks with Jon Dauphiné of the Foundation for Financial Planning about the value of pro bono planning. standarddeviationspod.com) Advisortech Advisers just want technology that works.

Financial Advising 214

Financial Advising Financial Planning Risk Management Clients 214

Clever Girl Finance

JANUARY 4, 2024

Life insurance is one of those things that we kind of know we need, but many of us don’t want to deal with getting it right away. However, we can’t downplay the importance of life insurance, how life insurance protects our finances and family, and how much peace of mind it can give you. Let’s get into it!

Insurance 59

Insurance Retirement Taxes Medical 59

Clever Girl Finance

JANUARY 4, 2024

Life insurance is one of those things that we kind of know we need, but many of us don’t want to deal with getting it right away. However, we can’t downplay the importance of life insurance, how life insurance protects our finances and family, and how much peace of mind it can give you. Let’s get into it!

Insurance 52

Insurance Retirement Taxes Medical 52

James Hendries

OCTOBER 28, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. Updated beneficiary information- Consistently check the beneficiaries listed on your legal documents, retirement savings, and insurance plans, as these designations can outweigh what is in a will.

Planning 52

Planning Taxes Estate Planning Consulting 52

Good Financial Cents

JULY 7, 2023

Deciding whether to continue with your life insurance policy or cancel it is not just a significant financial choice, it can also have profound emotional implications. After all, life insurance isn’t just a monetary consideration – it’s about ensuring that your loved ones are protected in case of your untimely demise.

Insurance 88

Insurance Insurance Coverage Retirement Planning Investing 88

Abnormal Returns

APRIL 17, 2024

theirrelevantinvestor.com) Things you shouldn't do if you want to build wealth. bakadesuyo.com) Why we always turn to people with a plan, evidence-based or not. moneywithkatie.com) Some statements that are mostly true, including “Whole life insurance is an overpriced financial product that should be avoided.”

Retirement 248

Retirement Taxes Insurance Investing 248

Nerd's Eye View

SEPTEMBER 6, 2023

Financial advisory clients are routinely concerned about lurking threats to their hard-earned wealth in the form of a large unforeseen judgment on a liability claim. While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth.

Education 236

Education Assets Clients Estate Planning 236

Abnormal Returns

SEPTEMBER 27, 2023

awealthofcommonsense.com) What you need to understand about employee stock purchase plans. morningstar.com) There are a lot of decisions to make when it comes to health insurance. tonyisola.com) Leverage, not the financial kind, is the fuel to generate wealth over time. dariusforoux.com) Want to be happier in retirement?

Estate Planning 248

Estate Planning Taxes Insurance Retirement 248

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 195

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 195

MainStreet Financial Planning

JANUARY 5, 2023

The MainStreet Financial Planning Discussion Club. Hidden Insurance Limits. Trouette Insurance Agency. You may be surprised at what your insurance won’t pay…. You may be surprised at what your insurance won’t pay…. The post Chalk Talk: Hidden Insurance Limits appeared first on MainStreet Financial Planning.

Insurance 52

Insurance Financial Planning CFP Financial Advisor 52

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 212

Financial Advisor Financial Planner Insurance Clients 212

Nerd's Eye View

OCTOBER 17, 2023

What's unique about Brad, though, is how he built a multi-billion-dollar advisory firm not by moving 'upmarket' to gather multi-millionaire clients, but instead leveraged his 401(k) retirement plan advisory firm to begin offering comprehensive financial planning to the employees of large companies as an added employee benefit, and in the process scaled (..)

Financial Planning 130

Financial Planning Planning Wealth Management Retirement Planning 130

Tobias Financial

SEPTEMBER 29, 2022

September is Life Insurance Awareness Month, and at Tobias Financial Advisors one of our goals is to educate our clients on the importance of Life Insurance and the role it can play in protecting their family’s financial security. . Basic Types of Life Insurance. Life Insurance: Want to Learn More? Home purchase.

Insurance 52

Insurance Financial Planning Wealth Advisor Financial Advisor 52

Nerd's Eye View

MARCH 29, 2024

Also in industry news this week: With the new “T+1” rules for trade settlements will go into effect in late May, the SEC has issued a risk alert for broker-dealers and RIAs outlining the requirements they face and areas of focus for the regulator during upcoming examinations A recent survey suggests that while client satisfaction with their (..)

Financial Planner 182

Financial Planner Insurance Coverage Financial Advisor Communication 182

Abnormal Returns

AUGUST 23, 2023

bestinterest.blog) Baby Boomer wealth is concentrated in real estate which they will leave to their children. papers.ssrn.com) How 529 plan accounts are treated in a divorce. marketwatch.com) Estate planning Estate planning is about showing our love for our families. humbledollar.com) Why banks offer flashy CD 'specials.'

Estate Planning 230

Estate Planning Retirement Communication Taxes 230

Sara Grillo

OCTOBER 21, 2022

There are better options than entering a predatory insurance or wirehouse training program and crossing your fingers (which is an AWFUL idea, by the way). Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. So please subscribe!

Insurance 98

Insurance Fee Only Financial Planner Financial Advisor 98

Carson Wealth

NOVEMBER 29, 2023

By Matt Lewis, CLTC ® , Vice President, Insurance In today’s world it’s fair to say that most reasonable people believe they are going to live a long life. What Is Long-Term Care Insurance? One misconception about long-term care insurance is that it’s cost prohibitive. However, if you don’t use it, you lose it.

Planning 143

Planning Insurance Assets Financial Advisor 143

Abnormal Returns

AUGUST 8, 2022

(standarddeviationspod.com) Jeff Malec talks behavioral conversations with Brian Portnoy of Shaping Wealth. riabiz.com) a16z is expanding its wealth management ambitions. investmentnews.com) Citibank ($C) has big hiring plans to build out its wealth management practice targeting young professionals.

Wealth Management 130

Wealth Management Retirement Insurance Clients 130

NAIFA Advisor Today

JUNE 28, 2023

Scott Blake is a Wealth Management Advisor and Founder at a leading wealth management firm delivering comprehensive planning, investment, and insurance services for individuals, families, and businesses to help them achieve financial success and live rich, rewarding lives.

Wealth Management 96

Wealth Management Insurance Financial Advisor Management 96

Nerd's Eye View

SEPTEMBER 23, 2022

Also in industry news this week: How advisors can serve clients of the millennial generation who have seen their income and wealth grow as they have gotten older. A new designation is available for advisors looking to serve clients with nonqualified deferred compensation plans.

Financial Planner 206

Financial Planner Compensation Planning Compliance Insurance 206

Carson Wealth

NOVEMBER 2, 2023

By Matt Lewis, CLTC ® , Vice President, Insurance You’re turning 65 this year and Medicare is on your mind. If you’re still working and are covered by your or your spouse’s employer or individual health plan, you may meet the Plan B and Plan D exceptions, which will waive the penalties if the coverage is creditable.

Insurance 143

Insurance Medical Planning Accounting 143

Abnormal Returns

AUGUST 22, 2022

Podcasts Matt Halloran talks with Meg Bartlet of Flow Financial Planning about her content strategy. wiredplanning.com) Dan Graham talks with Thomas Kopelman of All Street Wealth about using social media. investmentnews.com) How Creative Planning came to be comfortable doing acquisitions.

Startup 130

Startup Financial Planning Insurance Valuation 130

Nerd's Eye View

OCTOBER 21, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, ”, by the end of the year. Social Security COLA for 2023.

Financial Planner 159

Financial Planner Retirement Planning Retirement Insurance 159

Darrow Wealth Management

APRIL 15, 2024

According to the 2024 State of Retirement Planning Study by Fidelity Investments, the rise of remote and hybrid work has shifted retirement preferences for working Americans under age 42. The study found that 66% of Gen Z and Millennials prefer a phased retirement and 57% of all respondents plan to work part-time in retirement.

Retirement 90

Retirement Retirement Planning Insurance Medical 90

Abnormal Returns

JANUARY 23, 2023

Podcasts Christine Benz and Jeff Ptak talk taxes with Jeffrey Levine, chief planning officer for Buckingham Strategic Wealth. ritholtz.com) 401(k) Why Carson Wealth Management is launching a 401(k) program with Vestwell. investmentnews.com) Why people don't buy disability insurance. Sign up for the next go-round.

Wealth Management 130

Wealth Management Financial Advising CFP Financial Advisor 130

Nerd's Eye View

APRIL 3, 2023

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

Estate Planning 197

Estate Planning Financial Planning Wealth Management Clients 197

Nerd's Eye View

JANUARY 20, 2023

While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and reducing the state estate tax exemption, potentially creating future planning opportunities for advisors with clients in those states. Read More.

Financial Planner 193

Financial Planner Financial Advice Fee Only Financial Planning 193

Nerd's Eye View

SEPTEMBER 2, 2022

From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. Why private placement life insurance policies could become an increasingly popular option for ultra-high-net-worth clients. Enjoy the ‘light’ reading! Read More.

Financial Planner 197

Financial Planner Strategic Planning Retirement Planning Retirement 197

Carson Wealth

DECEMBER 27, 2023

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. While this is by no means an exhaustive or comprehensive list of financial planning tools, these three broad areas will get you headed in the right direction. Rates are more accessible than ever before.

Planning 89

Planning Retirement Planning Insurance Taxes 89

NAIFA Advisor Today

MARCH 21, 2024

Ronald Koehler: A Lifetime of Financial Planning Excellence and Advocac y Ronald Koehler, ChFC, LUTCF , a veteran financial planner and loyal NAIFA member since 1984 from Galesburg, IL, has dedicated an impressive four decades to the industry. Koehler's odyssey commenced in 1984, fresh out of Iowa State University in Ames, IA.

Financial Planner 52

Financial Planner Financial Advising Financial Planning Financial Advisor 52

Clever Girl Finance

AUGUST 22, 2022

But wealth accumulation might be something you haven't thought about. But how do you create wealth? Is wealth accumulation only for the rich and famous? While some are born into it, many others spent a long time accumulating their wealth. What is wealth accumulation? But building wealth doesn't happen overnight.

Wealth Accumulation 97

Wealth Accumulation Budgeting Estate Planning Insurance 97

MainStreet Financial Planning

JANUARY 5, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 1-16-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

CFP 91

CFP Financial Planning Insurance Planning 91

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

JANUARY 11, 2024

The Importance of Employee Benefits Education Life Insurance Marketing Research Association’s (LIMRA) 2022 research revealed that a robust benefits package is crucial to employee loyalty, with 63% of workers more inclined to stay with their employer due to their benefits. Let’s get into it.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Carson Wealth

APRIL 25, 2024

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being. Let’s break each one down.

Financial Planning 52

Financial Planning Planning Retirement Insurance Coverage 52

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98