Home Financial Planning The Greatest Of Weekend Studying 2023: High 25 Articles You Would possibly Have Missed

The Greatest Of Weekend Studying 2023: High 25 Articles You Would possibly Have Missed

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The Greatest Of Weekend Studying 2023: High 25 Articles You Would possibly Have Missed


Every week in Weekend Studying For Monetary Planners, we search to deliver you synopses and commentaries on 12 articles protecting information for monetary advisors together with matters protecting technical planning, follow administration, advisor advertising and marketing, profession improvement, and extra. And as 2023 attracts to a detailed, we wished to spotlight 25 of the preferred and insightful articles that have been featured all year long (that you simply might need missed!). 

We begin with a number of articles on retirement planning:

  • Knowledge displaying the place American retirees at the moment stand, from their common web price to how they spend every hour of the day
  • How, in accordance with a current research, delaying Social Safety advantages usually results in higher lifetime wealth than claiming advantages early with a purpose to scale back portfolio withdrawals
  • Why widespread advisor issues about Monte Carlo evaluation are extra in regards to the software program instruments they use quite than the approach itself

From there, we’ve got a number of articles on funding planning:

  • Why holding on to shares, quite than transferring to money, might be a wise transfer, even when a recession is predicted to happen
  • A current research discovered that traders lagged the efficiency of the funds during which they invested by 1.7% per 12 months over the previous decade, suggesting a possible position for advisors in serving to them overcome this “habits hole”

We even have plenty of articles on money circulation planning:

  • Why it may be invaluable for purchasers to think about the ‘hidden’ prices of shopping for a trip residence earlier than leaping into a purchase order
  • What being “upper-middle class” truly means in greenback phrases
  • A current research suggests a causal connection between married {couples} who use a joint checking account and elevated relationship happiness
  • How setting a spending cap will help {couples} scale back cash conflicts and revel in extra guilt-free spending

We proceed with 3 articles on tax planning:

  • How advisors will help purchasers benefit from the 0% long-term capital positive factors tax bracket
  • How IRMAA surcharges, whereas a nuisance, are inclined to signify a comparatively small proportion of a retiree’s earnings
  • How advisors will help purchasers scale back the quantity of their Social Safety advantages (and total earnings) topic to taxation

Subsequent, we’ve got a couple of articles on insurance coverage planning:

  • How advisors can add worth for purchasers by serving to them make higher Medicare choices
  • Why high-deductible well being plans with paired HSAs might be probably the most cost-effective and tax-efficient medical insurance possibility for a lot of purchasers 
  • Why an advisor determined to purchase an listed common life insurance coverage coverage for himself

We even have plenty of articles on follow administration:

  • 10 ‘harsh’ classes one enterprise proprietor discovered on his entrepreneurial path and the way they apply to monetary advisors
  • What actions advisory agency homeowners can take once they discover they’ve an excessive amount of work on their plate
  • Why stressed-out agency homeowners may take into account downsizing their consumer base quite than promoting their agency

From there, we’ve got a number of articles on monetary advisor advertising and marketing:

  • Why ChatGPT might be a invaluable instrument to help advisor advertising and marketing, from creating advert copy to drafting prospect emails
  • How providing a “second-opinion service” will help advisors generate extra referrals from purchasers and facilities of affect
  • Methods to optimize the 5 most vital pages on an advisory agency web site

We wrap up with 3 remaining articles, all about profession improvement:

  • How a collection of psychological workouts will help people construct resilience and overcome challenges they face
  • How each “macro” and “micro” focus can contribute to productive, fulfilling work 
  • How cultivating a way of moxie will help people tackle “impostor syndrome”
  • Why displaying poise, the mix of fashion and substance, is commonly on the coronary heart of a profitable profession

Thanks for letting us be part of your studying listing every week and we’ll stay up for highlighting extra insightful articles in 2024!

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