Dudley Building Society’s Post

Excellent article on how RPs can maximise income streams from their existing stock from my colleagues Rebecca Jason and Leigh Shapiro

To help you sort through the many time-sensitive financial tasks that come up at the end of the year, here’s a helpful checklist that organizes some of the year-end deadlines you need to know. Let’s connect if you’d like help acting on any of the items listed within.

Our outstanding customer approach has been shaped by longstanding partnerships and valuable feedback from our clients. This has paved the way that Principal & Prosper have operated since 2003 🙌 We're grateful for all the reviews we receive, they solidify our team's unwavering hard work and attention to individual needs. Take a look at what some of our clients have to say in the images. Learn more about us: https://loom.ly/DlcAIXo #financialadvice #financialsupport #investmentadvice #moneymanagement

A piece from me about my experience in the US recently. How collaboration equates to a better outcome for the client #financialwellbeing. Financial advisers/planners/coaches: If you're interested in measuring how well your clients make financial decisions, check out the Financial Wellbeing Pulse https://lnkd.in/g2hMKYi6

🌟 Exciting News: A New Partnership to Expand Philanthropic Planning Education for Financial Advisors 🌟 We’re thrilled to announce Daylight’s partnership with CHIP (Changing How Individuals Prosper) www.chipprofessionals.com a platform dedicated to connecting individuals with financial professionals of color. Through this collaboration, we’re working together to expand access to high-quality philanthropic, wealth, and estate planning education for financial advisors. Daylight will provide its comprehensive Philanthropy Learning Stack to CHIP’s marketplace of financial advisors at a discounted rate, empowering them to better serve their clients and build stronger, more impactful philanthropic strategies. In addition, IPA graduates will receive discounted access to CHIP membership, offering even more opportunities to connect with industry experts and gain valuable insights into wealth planning and social impact. We’re proud to work alongside Dana L. Wilson, MBA and her CHIP team to help financial professionals of all backgrounds access the tools and knowledge they need to elevate their practice and support the communities they serve. To learn more about our partnership, reach out to Megan Lemieux Bell #Philanthropy #FinancialAdvisors #DiversityAndInclusion #FinancialPlanning #WealthManagement #Partnerships #SocialImpact

GSFM Pty Limited, CEO Damien McIntyre speaks to Karren Vergara on multi-boutiques for the latest feature in the Financial Standard magazine. He says that starting a boutique today, is completely different to what it was like starting 10 years ago. "It comes down to who are you? How good are you? And what is your point of difference that allows you to stand out from the rest of the crowd and raise money?" #investing #markets #fundsmanagement #financialservices

Many private foundations exceed the 5% minimum required distribution, but is this always the best approach? Understanding the rules governing qualified distributions can help you evaluate the long-term financial implications. Bernstein's latest blog shares ways to maximize the impact of your foundation distributions:

Many private foundations exceed the 5% minimum required distribution, but is this always the best approach? Understanding the rules governing qualified distributions can help you evaluate the long-term financial implications. Bernstein's latest blog shares ways to maximize the impact of your foundation distributions:

Many private foundations exceed the 5% minimum required distribution, but is this always the best approach? Understanding the rules governing qualified distributions can help you evaluate the long-term financial implications. Bernstein's latest blog shares ways to maximize the impact of your foundation distributions:

As we approach year-end, I've been having some interesting conversations with clients about protecting their wealth. One question keeps coming up: "What am I missing that could save me money on taxes?" It's a great question. Here are 5 strategies I'm discussing with clients right now: Strategic Loss Harvesting We're looking at portfolios holistically, using any underperforming investments to offset gains. It's about making the market work for you, even in down years. Optimizing Charitable Giving For philanthropically-minded clients, we're exploring ways to structure giving that amplifies impact while potentially reducing tax burden. It's about giving smarter, not just more. Leveraging IRAs Creatively (for those over 70½) There are some interesting strategies to use IRAs for charitable giving that can help manage taxable income. It's worth exploring if you're in this age group. Considering Roth Conversions With market volatility, some clients are looking at converting traditional IRAs to Roth IRAs. It's about thinking long-term for potentially tax-free growth. Maximizing Tax-Advantaged Accounts Beyond the basics like 401(k)s, we're looking at often-overlooked vehicles that can offer significant tax advantages. These aren't one-size-fits-all solutions, but they're sparking some valuable discussions. The key is to act before December 31st. I have a few slots open for year-end strategy sessions next week. If you'd like to explore how these approaches might benefit your specific situation, let's talk. Schedule a 30 minute strategy session ---> https://lnkd.in/gv24zbs7 💡 What's your biggest tax concern as we approach year-end? 📌 I help successful individuals optimize their tax strategies and grow their wealth.