Case Study: How One Advisor Turned a 50‑Page Financial Plan Into a One‑Page Tax‑First Action Blueprint
If you’ve ever watched a client’s eyes glaze over halfway through a thick financial plan, you’re not alone. One advisor we worked with had a beautifully detailed 50‑page document for […]
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Prospecting Is a Conversation, Not a Coin Flip
Many advisors treat prospecting like a numbers game: more calls, more emails, more meetings. Quantity matters, but without quality, you’re just increasing the volume of “no.” The real leverage comes […]
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2026 Tax Law Changes Advisors Should Prepare for Now
Why 2026 Tax Law Changes Matter for Advisors We’re heading into a year of meaningful tax law change, and advisors who prepare now will be in a much stronger position […]
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From Burnout to Capacity: Why Financial Advisors Need More Than Time Management
Many financial advisors don’t have a time management problem—they have a capacity problem. You can buy every planner, block your calendar perfectly, and still feel like you’re one client email […]
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What Sets a Tax‑First Planning Framework Apart From Traditional Financial Plans?
Most financial plans look impressive on paper but fall short when it comes to taxes. The charts and projections are there, yet clients still overpay the IRS year after year. […]
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Ask an Advisor: How Can Tax Rates Be Higher in Retirement Than Your Earning Years?
Required minimum distributions (RMDs) are certainly a reason that a person’s tax rate might go up in retirement, but they’re not the only reason. There are a number of possible scenarios in which a person faces higher taxes in retirement when compared to their earning years. (And if you need help with planning for taxes in retirement, consider matching with a financial advisor.)
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Ask an Advisor: I’m in the Highest Tax Bracket and ‘Plan to Be There Moving Forward.’ Should I Do a Roth Conversion?
If you ask some financial professionals, the answer to this question might be a resounding no, and the discussion would be over. But there are arguments for doing Roth conversions, even if you are in the highest tax bracket.
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7 Tax Pitfalls Financial Advisors Should Avoid This Season
Some financial advisors may be tempted to wash their hands of taxes and leave them to the accountants. But that approach doesn’t ensure the best outcome for their clients. Great financial advisors know that, while the calendar has turned over on 2022, there is still work to be done before it is left behind. And that work is around taxes.
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Is it too late to convert to a Roth?
There is also no earned income requirement to convert to a Roth. As long as you have a balance in an IRA, in theory, you can keep converting to a Roth as long as you like.
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