Financial Planning
@financialplanning.bsky.social
We empower wealth management professionals with analysis and insights into the ideas shaping their businesses. Through authoritative journalism, events and research, we help firms drive their businesses and the industry forward. financial-planning.com
Here's how to understand the tricky alternative minimum tax:
'Stealth' tax is back: An advisor primer on the alternative minimum tax
Starting next year, more households will need to calculate or pay the AMT. The rules are complicated. Here's how financial advisors can prepare themselves — and clients — for the changes.
www.financial-planning.com
October 20, 2025 at 6:36 PM
Here's how to understand the tricky alternative minimum tax:
Gold keeps going up. But you know what they say...💰 See how advisors are reacting to the precious metal's climbing price.
As gold smashes records, more advisors adjust allocations
As geopolitical and other uncertainty remains, gold is seen as a useful hedge. But experts warn gold's rise won't last forever.
www.financial-planning.com
October 17, 2025 at 9:08 PM
Gold keeps going up. But you know what they say...💰 See how advisors are reacting to the precious metal's climbing price.
What's your comic book collection worth? Some investors have seen seven figures for a single edition. 🦹🦸♂️🤑 See the latest from @robaburg.bsky.social:
Returns on comic books rarely go up, up and away
Issues that feature a character's first appearance or death — or even a popular artist or writer's first publication — can command high prices. But a volatile short-term investment market and meticulo...
www.financial-planning.com
October 9, 2025 at 8:11 PM
What's your comic book collection worth? Some investors have seen seven figures for a single edition. 🦹🦸♂️🤑 See the latest from @robaburg.bsky.social:
To wealth advisors, financial planners and everyone else: Happy World Financial Planning Day!! 😊💵🎉🪅
October 8, 2025 at 4:53 PM
To wealth advisors, financial planners and everyone else: Happy World Financial Planning Day!! 😊💵🎉🪅
High earners aged 50 and up should consider 401(k) catch-up contributions while they're still an option:
Tax break for high earners over 50 to disappear in 2026
Starting in 2026, high earners over the age of 50 must make 401(k) catch-ups after-tax. Savers may not be celebrating, but advisors say the shift will benefit them over the long term.
www.financial-planning.com
October 7, 2025 at 4:16 PM
High earners aged 50 and up should consider 401(k) catch-up contributions while they're still an option:
With $80 trillion in generational wealth at stake, tradfi providers should be making moves to understand exactly what millennial and Generation Z clients want. Join us Oct. 7 at 2pm ET for a session featuring expert insight on how to capture these clients. #wealthmanagement #wealthtransfer #leaders
The $80T Question: TradFi, Gen Z and the Pursuit of a Digital-Asset Wealth Strategy
Nancy Beaton, President of Uphold U.S. and CRO/CMO of Uphold Ambre Soubiran, CEO, Kaiko Raghav Chopra, Managing Partner, Tephra Digital Moderator: Holly Sraeel
www.financial-planning.com
October 6, 2025 at 9:35 PM
With $80 trillion in generational wealth at stake, tradfi providers should be making moves to understand exactly what millennial and Generation Z clients want. Join us Oct. 7 at 2pm ET for a session featuring expert insight on how to capture these clients. #wealthmanagement #wealthtransfer #leaders
Reposted by Financial Planning
I'm excited to announce I’ll be speaking at @financialplanning.bsky.social's ADVISE AI, set for Oct. 28–29 at the Wynn Las Vegas! Will I see you there?
October 2, 2025 at 10:30 PM
I'm excited to announce I’ll be speaking at @financialplanning.bsky.social's ADVISE AI, set for Oct. 28–29 at the Wynn Las Vegas! Will I see you there?
A $22K bottle of Burgundy. 🍷A $10 million handbag. 👜A $6 million guitar. 🎸 Can you really build wealth with collectibles? Here’s what to know from @robaburg.bsky.social. 💰
Passion in the portfolio: Luxury collectibles as alternative assets
Wine, whiskey, cars, handbags, guitars and watches are loved by many clients. And they may be worth serious money, too.
www.financial-planning.com
October 2, 2025 at 4:56 PM
A $22K bottle of Burgundy. 🍷A $10 million handbag. 👜A $6 million guitar. 🎸 Can you really build wealth with collectibles? Here’s what to know from @robaburg.bsky.social. 💰
From potential disruption to benefits and reduced enforcement actions, here's what financial advisors should know about the government #shutdown:
An advisor's guide to the government shutdown
A government shutdown disrupts federal agencies and markets. Here's what advisors need to know to guide clients through the uncertainty.
www.financial-planning.com
October 1, 2025 at 7:46 PM
From potential disruption to benefits and reduced enforcement actions, here's what financial advisors should know about the government #shutdown:
📣 Calling all financial advisors! 📝 Our latest continuing education quiz is ready for you to ace it (and earn CE credit):
FP's September CE quiz is now live for financial advisors
Take Financial Planning's latest self-study continuing education quiz for an hour of credit toward maintaining professional certifications.
www.financial-planning.com
September 30, 2025 at 6:46 PM
📣 Calling all financial advisors! 📝 Our latest continuing education quiz is ready for you to ace it (and earn CE credit):
There's an unexpected stumbling block to many FIRE ("financial independence, retire early") finish lines: 🧠🤔
The hurdle dampening FIRE clients' plans
Even with the money to retire early, FIRE clients often face unexpected challenges. Advisors say mindset — more than finances — is often the real hurdle.
www.financial-planning.com
September 29, 2025 at 9:03 PM
There's an unexpected stumbling block to many FIRE ("financial independence, retire early") finish lines: 🧠🤔
How to avoid the "cash trap" with interest rates dropping:
With $7.7T in money markets, advisors confront client cash hoarding
Even as interest rates fall, investors keep piling into money market funds. Advisors think many could be putting their money to better uses.
www.financial-planning.com
September 26, 2025 at 3:33 PM
How to avoid the "cash trap" with interest rates dropping:
This one simple trick really will help your firm's search results. 💻👀💰 Get clicky with it and check out FP's latest by @robaburg.bsky.social
How one small tweak can boost advisor search visibility
AI-powered search results have changed how SEO works. Simple tweaks can help financial advisors and their firms show up much more frequently in no-click search results, experts say.
www.financial-planning.com
September 25, 2025 at 8:57 PM
This one simple trick really will help your firm's search results. 💻👀💰 Get clicky with it and check out FP's latest by @robaburg.bsky.social
Tax law changes could take a bite out of business meal write-offs: 🍽️ 🫰🏦
Northwestern Mutual $23M tax suit reflects changes in meal write-offs
The new tax law won't completely eliminate the complicated tax incentives for food on the job, but experts suggest businesses may change up their menus.
www.financial-planning.com
September 23, 2025 at 4:29 PM
Tax law changes could take a bite out of business meal write-offs: 🍽️ 🫰🏦
Champagne problems...? 🥂💰💍
Taylor and Travis may need some tax advice
The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.
www.financial-planning.com
September 20, 2025 at 8:50 PM
Champagne problems...? 🥂💰💍
Taxing the very rich:
Lawmakers advance tax legislation for billionaires, IRS, Tax Court
Senate and House Democrats proposed a bill to ensure billionaires pay a "fair share" of taxes, without actually raising their tax rate under current law, while Republicans advanced legislation pertain...
www.financial-planning.com
September 19, 2025 at 3:26 PM
Taxing the very rich:
It’s the first revision to NASAA’s non-traded REIT guidelines since 2007: 🏡💰
NASAA's new REIT rules and what financial advisors need to know
The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.
www.financial-planning.com
September 18, 2025 at 1:40 PM
It’s the first revision to NASAA’s non-traded REIT guidelines since 2007: 🏡💰
The past week has given employers and employees alike a stark reminder that online speech can have professional consequences. By @robaburg.bsky.social
Strong social media policies shield wealth firms from potential fallout
After right-wing activist Charlie Kirk was killed, some workers found out the hard way that personal social posts had professional consequences. Experts say the time for firms to strengthen policies i...
www.financial-planning.com
September 17, 2025 at 5:13 PM
The past week has given employers and employees alike a stark reminder that online speech can have professional consequences. By @robaburg.bsky.social
Soaring markets can push some investors to untimely exits, but advisors can help:
Market highs can scare clients into exits; here's how to calm their fears
As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.
www.financial-planning.com
September 15, 2025 at 9:58 PM
Soaring markets can push some investors to untimely exits, but advisors can help:
Americans are living longer. Holding on to equities for longer than previously recommended could be wise:
#retirement #investing #portfoliomanagement
#retirement #investing #portfoliomanagement
The stock allocation retirees don't want (but need)
Older Americans hold a higher allocation of stocks than they would like, according to the Center for Retirement Research. Researchers say that could be a positive, though not all advisors agree.
www.financial-planning.com
September 12, 2025 at 8:47 PM
Americans are living longer. Holding on to equities for longer than previously recommended could be wise:
#retirement #investing #portfoliomanagement
#retirement #investing #portfoliomanagement
The FutureProof AI Demo Drop featured seven upstart firms, several of which are employing agentic AI. Read more about each:
AI takes the spotlight as 7 fintechs pitch their products to advisors
Agentic AI in several forms took center stage as fintech executives made the case for their services at the first-ever AI-focused demo drop at Future Proof.
bit.ly
September 11, 2025 at 4:48 PM
The FutureProof AI Demo Drop featured seven upstart firms, several of which are employing agentic AI. Read more about each:
Calling all developers — there's a big market for better tax tech:
5 tax challenges that beg for better tools for financial advisors
Cerulli's research based on a survey of wealth and asset management firms suggest that firms have only just begun to address clients' comprehensive planning needs.
www.financial-planning.com
September 10, 2025 at 2:22 PM
Calling all developers — there's a big market for better tax tech:
On-ramps into wealth management careers aren't disappearing due to AI, reports @robaburg.bsky.social, but they are changing:
How AI is disrupting the first rung of the advisor career ladder
Though one study recently found that 78% of hiring managers said they expect AI use will lead to layoffs of recent graduates, advisors say plenty of on-ramps into wealth management will remain — they ...
www.financial-planning.com
September 5, 2025 at 5:49 PM
On-ramps into wealth management careers aren't disappearing due to AI, reports @robaburg.bsky.social, but they are changing:
Big wealth firms look to alternative investments to open the wallets of the ultrarich as well as the rich-but-not-that-rich: 💸
Ultrarich or mass affluent, Merrill, Wells Fargo, Goldman are all into alts
Merrill and Bank of America Private Bank seeks niche private equity opportunities for its ultrawealthy clients, while Goldman looks to retirement savers and Wells Fargo to everyday investors.
www.financial-planning.com
September 4, 2025 at 10:43 PM
Big wealth firms look to alternative investments to open the wallets of the ultrarich as well as the rich-but-not-that-rich: 💸
"Magic happens" at the third annual SER Summit outside Chicago: #financialadvisor #financialplanning #events
Surging attendance, sponsors propel event for Latino financial advisors
A record high in attendance and backers like LPL, Morgan Stanley, Carson Group and FPA highlight how the industry has taken notice of the SER Summit.
www.financial-planning.com
September 3, 2025 at 8:59 PM
"Magic happens" at the third annual SER Summit outside Chicago: #financialadvisor #financialplanning #events