Nicholas Goodwin, CFP®
Los Angeles Metropolitan Area
450 followers
430 connections
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Nicholas Goodwin is a Registered Representative with, and securities are offered through…
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450 followers
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Nicholas Goodwin, CFP® shared thisBeing healthy may help your personal finances.
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Nicholas Goodwin, CFP® shared thisFallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Nicholas Goodwin, CFP® shared thisWhy have the markets been so volatile recently? Here are four possible reasons for the return of market volatility
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Nicholas Goodwin, CFP® shared thisDeferring taxes can be a powerful investment decision. Take a minute and learn more.
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Nicholas Goodwin, CFP® liked thisNicholas Goodwin, CFP® liked this2024 was a year of wins and lessons! As we start Q2, see where our convictions lie within our Asset Allocation & Equity SMA strategies. #MorningstarWealth
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Nicholas Goodwin, CFP® liked thisNicholas Goodwin, CFP® liked thisThe best review meetings focus on 3 things: 1) The Past - What did I accomplish? 2) The Present - How am I doing? 3) The Future - What do I need to do next? This "Year-End Summary" from Ben Hockema, CERTIFIED FINANCIAL PLANNER™ does exactly that. ✅ The timeline at the top recaps the accomplishments from the past year. ✅ The middle section provides color-coded status updates to let you know where you stand in each important planning category. ✅ The "Action Items" section at the bottom clearly states what to do next. Let's hear from you... -What else do you like? -What would you change? -Share your own deliverables 👇
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Nicholas Goodwin, CFP® liked thisNicholas Goodwin, CFP® liked this🚨TOMORROW🚨You don’t want to miss out on my LIVE monthly Money Coaching call Money stress is one of those things that’s so common, we think it’s normal. We think money HAS to be stressful. But it doesn’t have to be—and I want to show you how, tomorrow night! Event Details: 👨🏽💻 “How to Create Your CSP: Live Walkthrough” 📆 Thursday, Oct 17 ⏰ 7pm EST / 4pm PST Only Money Coaching members will be able to join this live call. There’s still time to join at iwt.com/moneycoaching-li
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Nicholas Goodwin, CFP® liked thisNicholas Goodwin, CFP® liked thisHang onto this, something tells me we’re going to need it later…
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Nicholas Goodwin, CFP® liked thisNicholas Goodwin, CFP® liked thisFootball champ Ray Lewis on why financial advisors need to keep connected with the people they serve. Plus, the details behind a big move to LPL's Linsco. And, the trouble with "sandwich Americans" saving for retirement. #wealthmanagement #financialadvisors #fisummit #raylewis #independence #recruiting #retirementplanningNFL great Ray Lewis with a clarion call to FAs; behind a move to LPL’s LinscoNFL great Ray Lewis with a clarion call to FAs; behind a move to LPL’s Linsco
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Nicholas Goodwin, CFP® liked thisNicholas Goodwin, CFP® liked thisA moment of gratitude: After about 2 1/2 years of working from home, I am officially opening my new office this week. I am grateful to have had the past couple of years with my kids close by (sometimes a little too close)! It has been a blessing in my life for them to see me at work while also being able to help them develop their work ethic through a rather difficult period of time. I have taken for granted the amazing people my children are becoming and I am grateful for all teachers, coaches, Sunday School teachers, and other people who have a positive influence on them. As I open the new office, I look forward to continuing to make my clients dreams come true. There are opportunities all around us to see the positive things in life and recognize the miracles we have. I am excited for the new adventure and look forward to helping people all along the way.
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Nicholas Goodwin, CFP® liked thisNicholas Goodwin, CFP® liked thisTax-loss harvesting is one technique that can help drive tax alpha for investors in a direct indexing strategy. Get our research to learn more about the potential benefits of tax-loss harvesting.
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Nicholas Goodwin, CFP® liked thisNicholas Goodwin, CFP® liked thisThe idea of a globe-trotting existence sounds wonderful. But realistically it will only be open to a lucky few. Find out why: https://lnkd.in/ercmdqeJ Illustration: Paul Blow
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Nicholas Goodwin, CFP® liked thisNicholas Goodwin, CFP® liked thisI am grateful for the amazing experience I have gained while working with great people at Fidelity Investments. After 10+ years with this firm, I have to express gratitude to the leaders, co-workers and clients I have had the privilege to work with. I look forward to joining forces with my partner at Advisory Group for Life to continue helping clients navigate these challenging markets and plan for the future. Thank you to all those who have helped me make this important transition.
Experience
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Education
Licenses & Certifications
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CERTIFIED FINANCIAL PLANNER ™
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Issued
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California just released the updated 2025 instructions for the CA R&D Tax credit, and it is worth a quick check in. Starting in 2025, the state is ditching the Alternative Incremental Credit (AIC) and moving to the federal Alternative Simplified Credit (ASC) model. The most important detail for founding teams is that this change is not automatic. If you have been using the AIC, you must proactively elect the ASC on your original tax return or you will not receive the credit. The new rates are generally 3%, or 1.3% for newer startups that do not have a three-year research history. Also, keep in mind that the $5 million annual limit on business credits remains in place through 2026. If you expect to exceed that cap, you should evaluate the irrevocable election to receive a refundable credit over five years to help your liquidity. Because all qualified research must be physically performed in California, make sure your team reviews these new rules before filing your 2025 taxes.
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