Robert B. Ritter Jr.

SEPTEMBER 8, 2021

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License 40

License Financial Services Certified Financial Planner Wealth Management 40

eMoney Advisor

FEBRUARY 16, 2023

If the services you currently provide focus on investment management and basic financial planning, advice related to estate planning and settlement, wealth transfer, and tax planning are good value-added services to investigate. ” SpectremGroup , 2021. November 1.

Financial Planning 75

Financial Planning Clients Planning Estate Planning 75

FMG

MAY 22, 2023

So I chose to join the family business as an advisor in 2012 and continued on until becoming president and CEO in 2021. We’ve made several changes to our business since 2021, going from being a traditional investment advisor to becoming a holistic financial planner with a focus on tax planning, investments, and estate planning.

Wealth Advisor 52

Wealth Advisor Financial Advisor Clients Planning 52

Harness Wealth

JUNE 9, 2023

While it may seem like a luxury that is only available to the wealthy, anyone is capable of building an effective financial plan and putting it into action. Without effective personal financial management, you risk losing money to poor budgeting, poor tax planning, or even just to inflation.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

Budgeting 102

Budgeting Retirement Healthcare Food 102

Harness Wealth

APRIL 19, 2022

In 2021, technology stocks were trading at multiples of earnings much higher than historical averages. Gifting and tax efficient trusts: If you plan to give any portion of your equity value to family members or to exclude it from your own taxable estate, it’s advantageous to make these transfers when the stock price is low.

Management 52

Management Marketing Marketing Taxes 52

Nationwide Financial

MARCH 6, 2023

Informally fund nonqualified deferred compensation plans If the business has a nonqualified deferred compensation plan for key employees, it may make sense to informally fund that plan in 2023 to ensure the company has the cash flow to meet the future obligation.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78