No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Sunday, October 26, 2025
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Financial Planning

Weekend Reading For Financial Planners (July 5–6)

by TheAdviserMagazine
4 months ago
in Financial Planning
Reading Time: 2 mins read
A A
Weekend Reading For Financial Planners (July 5–6)
Share on FacebookShare on TwitterShare on LInkedIn


Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress has passed highly anticipated tax legislation, making ‘permanent’ (i.e., without a scheduled sunset) the lower individual tax rates enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA), increasing the estate and gift tax exemption (which was scheduled to revert to approximately $7.14 million next year) to $15 million in 2026, and raising the limit on the deductibility of State And Local Taxes (SALT) to $40,000 (though this measure is scheduled to revert to the current $10,000 in 2030 and begins to phase out for consumers with more than $500,000 of income), among many other measures. Which will ultimately provide greater tax planning certainty to advisors and their clients for 2025 and beyond (and avoid the year-end rush they faced with the late-December passage of TCJA in 2017).

Also in industry news this week:

A recent survey of wealth management firm leaders found that while respondents were confident in their abilities, many are facing challenges finding the right people for their teams and creating time to support them
RIAs are being targeted by a phishing attack impersonating an SEC official, highlighting the value of vigilance and staff training in the face of varied cybersecurity risks

From there, we have several articles on retirement planning:

How population-wide life expectancy statistics can provide misleading estimates when it comes to choosing a specific client’s life expectancy for financial planning purposes
The cognitive biases that can lead clients to underestimate their life expectancy and affect their financial decision-making
How financial advisors can add value for client couples by assessing both longevity and mortality risk when creating retirement income plans

We also have a number of articles on practice management:

Why taking a proactive approach can help an aspiring successor show a firm founder how they can be an effective partner in helping the firm grow into the future
A look into the range of financing options available for advisors looking to buy an equity stake in their firm without making a large, lump-sum payment
How some founders are turning to “synthetic equity” programs to create incentives to attract and retain talent without giving up control over the firm

We wrap up with three final articles, all about (financial) independence:

While many clients might say they have a goal of financial independence, this concept can mean very different things to different individuals (and can change over time)
Why pursuing an extreme version of financial independence could lead to a less enjoyable and meaningful lifestyle, and how alternative approaches can provide a sense of freedom without having to make some of these sacrifices
How to cultivate a sense of independence that goes beyond financial means and extends to the ability to live life on one’s own terms

Enjoy the ‘light’ reading!

Read More…





Source link

Tags: financialJulyPlannersReadingWeekend
ShareTweetShare
Previous Post

Stock market today: Dow futures fall as Trump hints as 70% tariffs

Next Post

Here’s How You Qualify For The Benefit

Related Posts

edit post
Meet Heidi Hallmark: A Bookkeeper Helping Women Find Peace of Mind in Their Finances

Meet Heidi Hallmark: A Bookkeeper Helping Women Find Peace of Mind in Their Finances

by TheAdviserMagazine
October 25, 2025
0

One of my favorite things to do is highlight women who have taken their gifts and used them to build...

edit post
*HOT* Shark Cyclone Pet Handheld Vacuum only .99 shipped! (Reg. ) {Today Only}

*HOT* Shark Cyclone Pet Handheld Vacuum only $24.99 shipped! (Reg. $70) {Today Only}

by TheAdviserMagazine
October 25, 2025
0

Here’s a great deal on this Shark Handheld Vacuum! HSN has this Shark Cyclone PET Handheld Vacuum with XL Dust...

edit post
Your Top October Money Questions Answered

Your Top October Money Questions Answered

by TheAdviserMagazine
October 24, 2025
0

The investing information provided on this page is for educational purposes only. NerdWallet, Inc. does not offer advisory or brokerage...

edit post
Mortgage Rates Inch Toward 6% as Fed Weighs October Cut

Mortgage Rates Inch Toward 6% as Fed Weighs October Cut

by TheAdviserMagazine
October 24, 2025
0

Mortgage rates fell for the fourth consecutive week, finally nearing 6% for the first time since September 2024. Lenders and...

edit post
Client relationships still advisors’ top priority

Client relationships still advisors’ top priority

by TheAdviserMagazine
October 24, 2025
0

Enjoy complimentary access to top ideas and insights — selected by our editors. Artificial intelligence has become a fixture in...

edit post
*HOT* FREE LEGO Harry Potter Flying Car Set after cash back!

*HOT* FREE LEGO Harry Potter Flying Car Set after cash back!

by TheAdviserMagazine
October 24, 2025
0

This LEGO Harry Potter Flying Car Set is so cute! Looking for a fun new LEGO set to build? Top Cash Back is...

Next Post
edit post
Here’s How You Qualify For The Benefit

Here's How You Qualify For The Benefit

edit post
What to know before you use “buy now, pay later” in Canada

What to know before you use “buy now, pay later” in Canada

  • Trending
  • Comments
  • Latest
edit post
77-year-old popular furniture retailer closes store locations

77-year-old popular furniture retailer closes store locations

October 18, 2025
edit post
Pennsylvania House of Representatives Rejects Update to Child Custody Laws

Pennsylvania House of Representatives Rejects Update to Child Custody Laws

October 7, 2025
edit post
What to Do When a Loved One Dies in North Carolina

What to Do When a Loved One Dies in North Carolina

October 8, 2025
edit post
Another Violent Outburst – Democrats Inciting Civil Unrest

Another Violent Outburst – Democrats Inciting Civil Unrest

October 24, 2025
edit post
Probate vs. Non-Probate Assets: What’s the Difference?

Probate vs. Non-Probate Assets: What’s the Difference?

October 17, 2025
edit post
California Attorney Pleads Guilty For Role In 2M Ponzi Scheme

California Attorney Pleads Guilty For Role In $912M Ponzi Scheme

October 15, 2025
edit post
What Saudi Arabia and Bangladesh can teach Silicon Valley

What Saudi Arabia and Bangladesh can teach Silicon Valley

0
edit post
How the ExO framework, AI, and IP can transform CPA firms

How the ExO framework, AI, and IP can transform CPA firms

0
edit post
Empowering Students to Use Their Voice – Faculty Focus

Empowering Students to Use Their Voice – Faculty Focus

0
edit post
Applying for Disability: A Letter From Your Future Self

Applying for Disability: A Letter From Your Future Self

0
edit post
Applied Materials to lay off 100 in Israel

Applied Materials to lay off 100 in Israel

0
edit post
You May Be Eligible for a Tax Credit/Health Insurance Subsidy

You May Be Eligible for a Tax Credit/Health Insurance Subsidy

0
edit post
What Saudi Arabia and Bangladesh can teach Silicon Valley

What Saudi Arabia and Bangladesh can teach Silicon Valley

October 26, 2025
edit post
49-year-old favorite pizza chain files for Chapter 11 bankruptcy

49-year-old favorite pizza chain files for Chapter 11 bankruptcy

October 26, 2025
edit post
SharpLink Gaming Withdraws M Ethereum, Boosts Supercycle

SharpLink Gaming Withdraws $78M Ethereum, Boosts Supercycle

October 26, 2025
edit post
Skill financing scheme, Pradhan Mantri Kaushal Mudra Yojana, likely to be unveiled in Budget

Skill financing scheme, Pradhan Mantri Kaushal Mudra Yojana, likely to be unveiled in Budget

October 26, 2025
edit post
Kamala Harris expects a woman to be president, and says it could ‘possibly’ be her — ‘I’m not done’

Kamala Harris expects a woman to be president, and says it could ‘possibly’ be her — ‘I’m not done’

October 26, 2025
edit post
‘Protect Yourself From Me Entirely’ — Pregnant Fiancée Says 0K-A-Year Partner’s Prenup Makes Her ‘Legally And Financially Easy To Discard’

‘Protect Yourself From Me Entirely’ — Pregnant Fiancée Says $800K-A-Year Partner’s Prenup Makes Her ‘Legally And Financially Easy To Discard’

October 26, 2025
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • What Saudi Arabia and Bangladesh can teach Silicon Valley
  • 49-year-old favorite pizza chain files for Chapter 11 bankruptcy
  • SharpLink Gaming Withdraws $78M Ethereum, Boosts Supercycle
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.