Nic Nielsen, CFP®, CLTC®

The role of an annuity is to ensure a set amount of income delivered on a regular schedule for the rest of your life, irrespective of market conditions or other external factors. HBKS Senior Financial Advisor William J Chase IV, CPA, CFP® explains the impact annuities can have on your portfolio and their role in your overall retirement plan. #annuities #FinancialPlanning #FinancialAdvsior #RetirementPlanning

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Make #YearEndGiving seamless! This quick checklist for financial advisors covers everything from confirming goals by Thanksgiving to processing contributions by Dec. 31. Make sure your clients are ready for the Giving Season at year-end with this simple guide! Download now: https://bit.ly/3UQvMBM #WealthManagement

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If you're over 50, you can maximize retirement savings with catch-up contributions. Learn how they can help secure your financial future.

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Creating a Conversation Plan: As you meet with clients over the next few months, talking about the Secure 2.0 Act and the Tax Cuts and Jobs Act can help them think about additional opportunities to create a more tax-efficient long-term financial plan. https://loom.ly/_UgL9es #conversationstarters #financialprofessionals #retirement

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UPCOMING WEBINAR 🎥 The great tax sunset is (likely) coming as current tax brackets are expected to change at the end of 2025. Are you prepared to diligently guide your clients through this potential transition? fpPathfinder has created a TCJA Sunset Provisions Comparison Guide to help advisors navigate important conversations with clients about how their tax planning needs might change. Join us for a webinar with Holistiplan where we'll discuss the real-world applications of this new guide, as well as how to leverage the fpPathfinder and Holistiplan integration. Register now & get the TCJA Summary Guide for free ➡️ https://buff.ly/3UkOule

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ICYMI: 3 Ways Advisors Can Support Business Owner Clients Now

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529 plans are tax-advantaged savings accounts that can be used for post-secondary education expenses including tuition, books, and room and board. In Wellspring Financial Advisors' latest insights piece, Senior Wealth Advisor, Katie Madzsar, CFP®, AEP®, provides an overview of these plans, including the benefits and potential drawbacks as well as use before, during, and after college. Click here for the full article: https://lnkd.in/eWAPB3vN #529plan #financialplanning

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Behind the scenes at this year's Fidelity Investments #InsideTrack Conference, I shared a few key beliefs that guide us every day at Falcon Wealth Planning. Growth is essential, but it only matters when it serves our clients. We stay planning-focused because every decision should lead to better outcomes for those we serve. 📈 Investing in clients, our team, and each person we work with creates lasting value. When we focus on people first, shareholder success naturally follows... Ultimately, building true value means putting our clients and associates at the heart of Falcon's growth. 🦅 #Finance #FollowGabe

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Say goodbye to tax stress and hello to being financially savvy with these year-round tax planning tips. From maximizing retirement contributions to strategic charitable giving, learn how to keep more of your hard-earned money in your pocket. Check out our latest blog post: "Tax Strategies That Stick" and start implementing these tax-efficient strategies today! #TaxSeason #FinancialFreedom #SmartInvesting

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Are you struggling to plan financially at the end of the year? Here’s a quick Do’s and Don’ts list that will help you get on track: DO’S: → Revise Annual Budget → Plan For Taxes → Review Insurance Coverage → Assess Investment Portfolio → Analyze Estate Planning Needs DON’TS: → Forget RMDs → Overlook Tax-Loss Harvesting → Neglect Retirement Contributions → Delay Charitable Contributions → Dismiss Funding HSA Let us know below what you're doing to plan before 2025!

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Emotions will rule client decisions. Here’s what advisors can do

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In the new podcast episode of MDRT Presents, learn how to take retirement planning beyond the money and help clients prepare both financially and personally at https://bit.ly/4bdQl1m.

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