Mindy Diamond

Don't miss out. A comprehensive review of succession planning and implementation for financial advisors practitioners all in one place. Sign up soon! #Succession #RIA #Financial #Advisor #M&A #BusinessContinuation #PracticeManagement

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Have you checked out New England Wealth Management's Podcast? We are committed to educating you on the topics and trends that impact your financial future. Browse and listen to past episodes from our Dollar and Sense podcast to get our thinking on relevant wealth planning issues. 🎙️🔗👉https://loom.ly/N19fmYM #podcast #podcasting #FinancialFreedom #podcasts #Planforthefuture #financialplanning #wealthplanning #NewEnglandfinancialplanner #financialplanner #financialgoals #NEWealthmanagement

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Navigating Connecticut's financial landscape? Let Heritage Capital be your compass. Our experienced advisors are dedicated to helping you achieve your financial goals, whether planning for retirement, protecting your assets, or investing wisely. https://bit.ly/3PZoEkB #ConnecticutFinance #FinancialPlanning #RetirementPlanning #HeritageCapital

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🗓️ Today is Tax Day in Massachusetts! 🗓️ Feeling the crunch because you're just getting started with your taxes? You're not alone. April 17th has a way of sneaking up on us. If your tax prep is starting to look more like a treasure hunt, it's time to call in the experts! At Kent, Parker & Associates, we've seen it all and are here to help take the stress out of your tax season. Don't let the tax deadline get the best of you. Reach out today—let's prepare to get those taxes done and maybe even find you some unexpected savings. It's time to turn those tax day blues into tax day woo-hoos! #TaxDay #StressFreeTax #KentParkerAssociates #CPAs

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What is the difference between a wealth advisor, CFP, CLU, RIA, ChFC, CFA. RICP, CMA, AIF, CAIA, FRM, and a PFS? https://lnkd.in/guafRBAe. First of all, I recommend that everyone employ even for a one year to acquire a financial plan from a professional financial planner. Yes, the cost may be exorbitant however demonstrating your current status and a road map of where you wish to go will justify the cost. Some of you are well read that your personal research will partially meet your current needs. Most financial planners charge from 1% to 1.5% for AUM (Assets Under Management) which means that you must earn that amount over what you are currently receiving to offset the cost. Always ask financial planners for the professional qualifications and whether they have been disciplined by FINRA.

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How do you add additional value to clients as an investment advisor? 1. Be their quarterback and be open to client's specific needs 🏈 2. Present differentiated solutions 🔬 3. Consider adding sources of tax alpha that enhance overall account performance 📈 4. Scale your practice efficiently so you spend more time with CLIENTS and less time with OPERATIONS 📢 Brooklyn Investment Group Erkko Etula Flyer Financial Technologies #investments #wealthtech #alternativeinvestments #investmentadvisor #seperatelymanagedaccounts https://lnkd.in/erTZcv39

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The Advisor Club Podcast - Episode 4 is live! 🎙️ Dive into strategies on helping clients navigate change with ease in "Helping clients to change when change is hard - Part II." Learn how to motivate clients using If/Then statements, clear the path by pre-filling forms, and create action triggers for seamless transitions. Make change a breeze for your clients with these insightful tips. https://lnkd.in/gWMK3Uf5 #AdvisorClub #PodcastEpisode #ChangeManagement #financialadvisor #advisor

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“𝐇𝐨𝐰 𝐂𝐚𝐧 𝐘𝐨𝐮 𝐀𝐯𝐨𝐢𝐝 𝐅𝐞𝐝𝐞𝐫𝐚𝐥 𝐈𝐧𝐜𝐨𝐦𝐞 𝐓𝐚𝐱 𝐖𝐡𝐞𝐧 𝐚 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐝 𝐌𝐢𝐧𝐢𝐦𝐮𝐦 𝐃𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧 𝐂𝐨𝐦𝐞𝐬 𝐎𝐮𝐭 𝐨𝐟 𝐘𝐨𝐮𝐫 𝐈𝐑𝐀 𝐨𝐫 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐞𝐝 𝐏𝐥𝐚𝐧?” By Camden Miracle, SFA Director of Financial Planning For many investors in their golden years, proper tax management strategies become crucial when the Required Minimum Distribution (RMD) age is reached. Based on current IRS mandates, when an individual who holds a traditional IRA, 401(k), 403(b), etc... reaches the age of 73, they are required to take annual distributions from these accounts. This distribution is a taxable event. Basically, the tax code is forcing a taxable event to occur – even if you don’t want or need to distribute! While there are many effective tax management strategies, one technique to mitigate the tax burden surrounding an RMD is to utilize a Qualified Charitable Distribution (QCD). Essentially, a donation to a qualified 501(c)(3) organization from your RMD-mandated account satisfies a portion or all of your RMD without forcing you to pay any income tax on this distribution. This means the organization you support gets more of your money! In 2024 up to a maximum of $100,000 of your annual RMD can be donated to a qualified charity, allowing you to bypass this potential tax event. This is a highly effective strategy for investors with a charitable focus! For example, donating appreciated securities to your qualifying church or charity provides the charity an equal dollar amount of benefit as writing a check would. But, if you give appreciated stock instead of cash, you not only receive a tax deduction for the full market value of the stock and satisfy your Required Minimum Distribution amount, but you also avoid capital gains tax on the appreciated stock! The charity takes ownership of the stock, bond, etc.... and sells it. Donating in this manner means you are giving the same exact value and receiving the same tax deduction, but you have eliminated paying the IRS up to a maximum of 20% for capital gains tax (long-term holdings) or up to 37% capital gains tax (short-term holdings) that you would have paid had you sold the security and donated cash instead. That’s powerful in reducing your taxes! ++++ For regular market insights, tips, and important retirement planning information, follow me here and join our email list at: https://loom.ly/T5bkz28 ++++ Spectrum Financial Alliance utilizes a concentrated and predictive investment style that attempts to put our clients' money in front of events that our firm's analysis shows are highly probable. Choose how we can best work for you: • Call or text our office at 859-223-6333 • Click here https://loom.ly/5Gkhkuo to schedule a convenient time for us to call you! • Click here https://loom.ly/NJKs_QQ for our brief connect form • Click here https://loom.ly/TLCmtq4 to browse our website to learn more -See the full list of disclosures at bit.ly/3ImVwjZ

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Just as a breathtaking summer sunset in CT marks the end of a busy day, our tailored financial services bring clarity and peace of mind to your demanding schedule. Corporate Executives, Professors, and Professionals let Heritage Capital be your guiding light toward financial independence. Define your goals, and let us pave the way to a brighter financial future. #FinancialPlannning #FinancialFreedom #HeritageCapital

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Article featuring my quotes and a link to my blog post regarding how -- or whether -- the results of the upcoming election might affect investors' portfolios.

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Changing your family’s environment can open doors to new possibilities and improve your collective well-being. Explore the considerations that ensure a move benefits all. #FamilyWellbeing #Relocation https://lnkd.in/eAZejypy

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👀Value is in the eye of the beholder ⚖️Investors’ preferences, priorities, wants, needs can vary widely 🥴As a financial professional, where do you spend your time and resources to deliver relevant value? Last week in NJ we hosted one of our Next Gen events 20ish years or less of experience 🤩We had a panel of three rockstar financial pro’s who are excelling in their careers, their way 👇🏼Here’s what they said drives relevant value: - Financial planning is non-negotiable - Technology is a game changer, embrace it - Outsource what you’re not good at or don’t want to spend time on, like portfolio construction - Contact. Don’t be out of sight, out of mind with clients and prospects - Relationships are EVERYTHING. Deepen relationships with clients and prospects by showing them how well you know them - Also relationships with COIs and strategic partners - Position yourself as the one-stop-shop or first phone call 🤝This generation of FP’s wants to help each other They’re collaborating, not competing They’re proactively sharing best practices, what’s working, what not to do The collaboration is incredible 💥Who really benefits in the end? Clients. Thank you to all who joined First Trust! Steven Gentile Brian J Weichel

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