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领英登录马上加入忘记密码立即加入《用户协议》《隐私政策》《Cookie 政策》忘记密码立即加入《用户协议》《隐私政策》《Cookie 政策》忘记密码立即加入《用户协议》《隐私政策》《Cookie 政策》忘记密码立即加入《用户协议》《隐私政策》《Cookie 政策》加入领英，查看档案忘记密码立即加入《用户协议》《隐私政策》《Cookie 政策》举报此会员档案忘记密码《用户协议》《隐私政策》《Cookie 政策》立即加入忘记密码《用户协议》《隐私政策》《Cookie 政策》立即加入《用户协议》《隐私政策》《Cookie 政策》Jenni OConnell查看档案Jon Harrison查看档案Andrew Kinder, CFP® ChFC®查看档案Raymond Lee, CLU®, CFP®查看档案Kass Everett查看档案Phil Sher查看档案Maria Alvarez Mann查看档案Roger Bernhammer查看档案Zack Seidman查看档案Joseph Koronakis, CRPC®查看档案Hassen Lopez查看档案John T. Driscoll, CFM查看档案Bob Anderson查看档案Roxana Maddahi查看档案Jason Campbell, LUTCF®查看档案James Wolf, CPFA®查看档案Erick G. Colón查看档案Avery Henderson, MBA查看档案Marcus Miller, CPA, CFP®查看档案Stan Evans, CRPC ®, AIF ®查看档案Grey Yeager Truist Wealth • 2023 位关注者When markets are turbulent, a sound investment philosophy helps guide your decision-making. In the latest episode of the Truist Wealth podcast, I’ve Been Meaning To Do That, host Oscarlyn Elder and her fellow co-chief investment officer, Keith Lerner, discuss the investment philosophy they developed for Truist Wealth and how it helps advisors and their clients. bit.ly/3SagCWh 5Christine Utter, CFP® Truist Advisory Services, Inc. • 1389 位关注者When markets are turbulent, a sound investment philosophy helps guide your decision-making. In the latest episode of the Truist Wealth podcast, I’ve Been Meaning To Do That, host Oscarlyn Elder and her fellow co-chief investment officer, Keith Lerner, discuss the investment philosophy they developed for Truist Wealth and how it helps advisors and their clients. bit.ly/3SagCWh 1Kimberly Cordone Wells Fargo Advisors • 1502 位关注者In Part 1, we explored the opportunities for next-gen advisors and the importance of multi-generational teams. Now, in Part 2, we dive into what helps drive success for today's emerging leaders in wealth management. Barry Simmons, Northeast Divisional President for Wells Fargo Wealth & Investment Management, continues the conversation with one of our standout next-gen advisors. Here's what we learned: ✅ Personal development is key – Investing in yourself can lead to success. From coaching programs to daily habits, staying sharp matters. ✅ It's a lifestyle, not a job – The most successful advisors live and breathe client service, building relationships that go beyond transactions. ✅ Leveraging the power of the firm – Access to industry leading resources helps ensure clients receive comprehensive solutions for even the most complex needs. 💡 "This isn't a 9-to-5. It's part of who I am. My clients know I'm 24/7 because their success is my passion." – Harris Cohen, Financial Advisor, The Cohen Group at Wells Fargo Advisors. Watch Part 2 now to hear how next-gen advisors are combining discipline, passion, and firm-wide resources to deliver exceptional client experiences. #NextGenAdvisors #WealthManagement #Leadership #ClientExperience #WellsFargoAdvisors 4Kimberly Cordone Wells Fargo Advisors • 1502 位关注者Hear from Mary Marett, Business Growth Strategy Director, Northeast Division as she explains how Wells Fargo Advisors uses technology to save advisors time. Learn more about the resources and opportunities Wells Fargo Advisors offers advisors here: https://lnkd.in/eyzrdUAB ​Christine Utter, CFP® Truist Advisory Services, Inc. • 1389 位关注者Early planning can be integral to enjoying the later years of your life in good health and comfort. And that planning won’t just benefit you—it’s also a gift to your loved ones to be able to know and understand your wishes. On the latest episode of the Truist Wealth podcast, I’ve Been Meaning To Do That, host and Co-Chief Investment Officer Oscarlyn Elder welcomes back colleagues Tony Bryan, senior vice president and wealth strategist, and Jacqueline Parks, regional director of advice and planning, to help you start checking items off your longevity-planning to-do list. Listen now. bit.ly/4lHPZVp 4Erin Cooper Market Street Trust Company • 1292 位关注者Business succession planning isn’t just about the transaction—it’s about people, communication, and shared understanding. This article offers a helpful framework for hosting effective family meetings as part of a broader planning process. 3Robert Reich 1063 位关注者When markets are turbulent, a sound investment philosophy helps guide your decision-making. In the latest episode of the Truist Wealth podcast, I’ve Been Meaning To Do That, host Oscarlyn Elder and her fellow co-chief investment officer, Keith Lerner, discuss the investment philosophy they developed for Truist Wealth and how it helps advisors and their clients. bit.ly/3SagCWh 1 1 条评论Thomas H. Yorke, CFP ® Oceanic Capital Management LLC • 1165 位关注者The IRS has released the 2026 contribution limits for workplace retirement plans, including 401(k) plans, 403(b) plans, most 457 plans, and the federal Thrift Savings Plan. Here’s what’s changing: ▪️Employee contribution limit: $24,500 for 2026 (up from $23,500 in 2025) ▪️Catch-up contribution (age 50+): $8,000 for 2026 ▪️Special catch-up (age 60–63): $11,250, unchanged from last year These annual adjustments reflect updated IRS thresholds and may influence how individuals approach their savings goals for the upcoming year. #Retirement #IRS #401k #Savings #Money #Benefits https://lnkd.in/eY2g5uGE 1Nicholas J. D'Alessandro American Century Investments • 3835 位关注者Phil McInnis, Chief Investment Strategist at Avantis Investors, recently joined IFA Magazine's Matt Williams and Sue Whitbread to discuss navigating market uncertainty, the importance of staying focused on the long-term, and how thoughtful implementation can make a difference. Listen to the full ungated interview now. https://bit.ly/4uCBGqi 1Michael Farley John Hancock Investments • 1166 位关注者Recent changes enabling rollovers from 529 plan accounts to Roth IRAs present new opportunities for families saving for college costs and retirement needs. Check out our article to explore the rollover rules, potential tax implications, and other details. https://lnkd.in/eCM-DJdH #529Plan #FinancialPlanning #RetirementSavings #ShareReady 3Mark Herding, CFP®, RICP®, CMFC, CEPA Camelback Wealth Consultants • 1121 位关注者The IRS has released the 2026 contribution limits for workplace retirement plans, including 401(k) plans, 403(b) plans, most 457 plans, and the federal Thrift Savings Plan. Here’s what’s changing: ▪️Employee contribution limit: $24,500 for 2026 (up from $23,500 in 2025) ▪️Catch-up contribution (age 50+): $8,000 for 2026 ▪️Special catch-up (age 60–63): $11,250, unchanged from last year These annual adjustments reflect updated IRS thresholds and may influence how individuals approach their savings goals for the upcoming year. #Retirement #IRS #401k #Savings #Money #Benefits Source: https://lnkd.in/gVMVw9di 2Mitch Silberman Silberman Wealth Strategies… • 679 位关注者The IRS has released the 2026 contribution limits for workplace retirement plans, including 401(k) plans, 403(b) plans, most 457 plans, and the federal Thrift Savings Plan. Here’s what’s changing: ▪️Employee contribution limit: $24,500 for 2026 (up from $23,500 in 2025) ▪️Catch-up contribution (age 50+): $8,000 for 2026 ▪️Special catch-up (age 60–63): $11,250, unchanged from last year These annual adjustments reflect updated IRS thresholds and may influence how individuals approach their savings goals for the upcoming year. #Retirement #IRS #401k #Savings #Money #Benefits https://lnkd.in/eqQp5BG8 1Brandon Buckingham, JD, LLM Prudential Financial • 4844 位关注者Do clients realize Social Security was never intended to be their only source of income in retirement? On average, it only replaces about 40% of a retiree’s income. Offer clients strategies to help increase their Social Security benefits, as well as products that can provide additional income for retirement. See how to help: http://bit.ly/3TSyxSf #FinancialProfessional 2Peter Jenkins, CFP® Choreo • 1398 位关注者The IRS has released updated retirement plan contribution and compensation limits for 2026. Here are a few highlights that may impact your planning strategy: - The annual employee deferral limit increases to $24,500 - The standard catch-up contribution rises to $8,000, allowing eligible participants to contribute up to $32,500 total - The enhanced catch-up limit for participants aged 60-63 remains $11,250, offering an additional planning opportunity in the years leading up to retirement. - The total annual limit (employee + employer contributions) increases to $72,000. These updates create meaningful opportunities and considerations for maximizing retirement savings in the year ahead. If you have questions or would like to discuss how these changes may impact your retirement strategy, feel free to reach out. #RetirementPlanning #WealthManagement #ChoreoThomas Anderson Wells Fargo Advisors • 1928 位关注者Hear from Neil Canell, Private Wealth Financial Advisor Managing Director, Investments, with The Canell Group of Wells Fargo Advisors, as he explains the keys to finding a firm that can help your practice reach its goals. 6Jim Cook, CFP® J. Cook Financial • 676 位关注者Retirement accounts come with rules—and one of the big ones is RMDs. RMD stands for Required Minimum Distribution. Once you hit a certain age (currently 73), the IRS requires you to start withdrawing a minimum amount from most retirement accounts like traditional IRAs and 401(k)s. Not taking your RMD can lead to steep penalties, so it’s important to know when you’re affected and how much you need to take out. Not sure where to start? Let’s talk.Jeff Smaka J.P. Morgan Wealth Management • 327 位关注者With rates likely heading lower, how should investors think about reinvestment risk? Carter Griffin, Global Investment Strategist, explains more in today’s Top Market Takeaways. https://bit.ly/4gkCWIdMichael Oana Michael Oana Retirement… • 6272 位关注者Markets are navigating heightened geopolitical risk—but this week’s Fed meeting could be an important source of stability. With interest rates expected to remain unchanged, inflation still above target, and markets closely watching Chair Powell’s tone, policy signals matter more than ever. On this week’s #TheWeekAhead, CIO Gene Goldman breaks down what to expect from the Fed, how the Dot Plot may evolve, and why the meeting could help support markets amid ongoing volatility. https://lnkd.in/efRAq9D3Justin Ferri Buckingham Wealth Partners • 4450 位关注者In the latest episode of Two-Minute Market Focus, Todd Jones, CAIA provides the essential clarity needed to navigate 2025’s fourth-quarter earnings and trends. It's a must-watch for anyone looking to understand performance shifts and to stay grounded amid the noise. 11 1 条评论Rob Mayberry, AIF® Truist Wealth • 1142 位关注者The rules surrounding charitable contributions have changed. Truist’s 2025 year-end tax planning guide explains what changed with charitable giving in 2025 and 2026. bit.ly/4inOxXN 3加入领英，查看完整档案关于无障碍模式用户协议隐私政策Cookie 政策版权政策品牌政策访客设置社区准则《用户协议》《隐私政策》《Cookie 政策》忘记密码立即加入《用户协议》《隐私政策》《Cookie 政策》

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