WiserAdvisor

NOVEMBER 4, 2022

For these reasons and several others, it is essential to follow specific financial planning tips for dual-income families. If you wish to learn about financial strategies that can help dual-income families plan their finances better, consider seeking the services of a professional financial advisor for the same.

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Integrity Financial Planning

JUNE 27, 2023

What better way to leave a legacy than to provide financial security? That’s why this article will provide valuable tips and insights to help retirees build a legacy for their families and future generations. This can help minimize taxes, avoid probate, and ensure the smooth transfer of assets to heirs and beneficiaries. [5]

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Tobias Financial

APRIL 20, 2025

The Symposium is an event for professionals dedicated to philanthropy, estate planning, and charitable giving. Shell explore how a comprehensive financial plan can serve as a roadmap for giving, helping clients make thoughtful decisions that support both personal and philanthropic priorities.

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James Hendries

OCTOBER 21, 2022

If you’ve never engaged in financial planning and are unsure how to get started, this article is for you. A financial plan starts by evaluating your current financial situation and future expectations and can be created independently or with the help of a financial professional.

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Yardley Wealth Management

JULY 10, 2020

The post Is Financial Planning a Pandemic Necessity? Is Financial Planning a Pandemic Necessity? Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. As always, hang in there. .

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Nerd's Eye View

APRIL 8, 2024

Working together, these professionals can conduct a "stress test" of the client's current situation to proactively identify potential areas of weakness in the client's financial, tax, and estate planning. For instance, many business owners have loosely defined succession plans (or none at all!),

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Harness Wealth

JUNE 30, 2023

Whether you’re building equity in a primary residence or buying a vacation home or investment property, understanding how to best prepare for, and manage, a real estate purchase is a critical piece of any personal financial plan. and Financial Planning for Estate Planning.

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WiserAdvisor

APRIL 19, 2024

While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.

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Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

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Darrow Wealth Management

OCTOBER 28, 2024

Don’t discount your non-financial goals and what you plan to do after you sell. Create a formal financial plan. A comprehensive financial plan can help you analyze whether the sale proceeds will allow you to maintain your lifestyle and what variables you can play with to optimize the outcome.

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Indigo Marketing Agency

AUGUST 25, 2021

Did you know guest expert articles are one of the best ways to get out in front of prospects and gain more clients as a financial advisor? For example, we worked with one of our advisors to bring in a personal injury lawyer to talk about how an unexpected injury could devastate a family’s financial plan.

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MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

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Harness Wealth

NOVEMBER 12, 2024

Frontloading 529 Contributions Contributions to 529 plans can also be frontloaded or “superfunded”, allowing you to make up to five years’ worth of contributions in a single year without incurring gift taxes. Review Your Estate Planning The end of the year can also be a practical time to take stock of your long-term estate planning.

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MainStreet Financial Planning

MAY 10, 2023

Here is an additional Mainstreet article that dives a little deeper into this topic. Legacy Giving: This is where you make a charitable donation as part of your estate planning, either by including the charity in your will or naming the charity as a beneficiary of a trust or life insurance policy.

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WiserAdvisor

AUGUST 31, 2023

This article goes over several benefits of hiring a financial advisor after you retire to help you decide if you need a financial advisor after retirement. Here are 5 benefits of hiring a financial advisor after you retire: 1. To ensure your assets are distributed per your wishes, estate planning is essential.

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Clever Girl Finance

AUGUST 19, 2024

Create or revise your estate plan 9. Plan for emergency expenses 11. Articles related to expanding your family Leverage these tips to save for a baby! As a mom to twins, I can tell you first-hand that babies are an incredible blessing, but if you are able to, you definitely want to plan your finances out ahead of time.

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Diamond Consultants

FEBRUARY 11, 2025

For the purpose of this article, we will refer to all of these as Supported RIAs. As clients are demanding more from advisors, many firms have added subject matter expertise in the areas of advanced financial planning, tax advisory, estate planning, tax preparation, and even life coaching.

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WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Need a financial advisor?

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Yardley Wealth Management

SEPTEMBER 14, 2020

I had the opportunity to share my thoughts on SEP IRAs with Rachel Hartman of US News & World Reports for her fine article titled, “What is a SEP IRA?” She lists much of the basics in her article, including Contribution Limits, Tax Benefits, as well as how to open a SEP IRA and the deadlines for “S” Corps (9/15) and “C” Corps (10/15).

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Midstream Marketing

DECEMBER 10, 2024

This article will show you ten important marketing campaigns. These campaigns help build a strong marketing plan for financial advisors. By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. Engage with your followers.

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International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Finally, you should review your plan regularly and make adjustments as needed.

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MainStreet Financial Planning

APRIL 15, 2024

The estate planning documents may be done, but is there anything else to really feel comfortable that you’ve prepared all you could when you pass away? After my mom passed, I had been helping my dad get his estate planning documents and other financial activities in order.

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Harness Wealth

APRIL 16, 2025

This flexibility allows for more sophisticated estate planning strategies and continued tax-free growth throughout retirement. Therefore, taxpayers should evaluate these potential impacts as part of their overall financial planning strategy when considering a Roth conversion. This article is a product of Harness Tax LLC.

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Yardley Wealth Management

JULY 31, 2020

FINANCIAL PLANNING, FINANCIAL MANAGEMENT. In her article, 10 Reasons Why Talking To Kids About Money Is More Important Than Ever , Olya details why we need to have honest conversations with our kids about money. . It’s very important for parents to discuss financial issues, especially difficulties, with their children.

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Darrow Wealth Management

JULY 1, 2024

Taxpayers looking for multi-year planning should speak with their tax and financial professionals as soon as possible to avoid running out of time. Especially on the estate planning side, attorneys and tax professionals will likely be in high demand as 2026 nears and legislative clarity improves.

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MainStreet Financial Planning

AUGUST 29, 2024

Opening a UTMA or UGMA account for your grandchildren is a wonderful way to contribute to their financial future while also passing on essential money management skills. Interested in other ways to financially support your loved ones?

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MainStreet Financial Planning

MARCH 27, 2024

You can check out the article here. This post takes a deeper dive into CCRCs (Continuing Care Retirement Communities also known as Life Plan Communities) CCRCs are an all-in-one solution to aging in place for people over 60. In an earlier post, I summarized many of the housing options people can consider in retirement.

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Yardley Wealth Management

OCTOBER 26, 2020

I had the opportunity to share my thoughts on Social Security with Tracey Longo at Financial Advisor Magazine for her article Advisors Concerned As Covid Speeds Projected Social Security Shortfall. Please contact us if you’d like to discuss your financial plan. As always, hang in there. .

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Darrow Wealth Management

AUGUST 28, 2023

Sarah Grossman, Principal of BayState Business Brokers in Needham, MA, says this helps sellers “shape their timeline and any financial planning that needs to be completed prior to a sale.” On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process.

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International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. CFP enables you to save big by learning better.

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Clever Girl Finance

JANUARY 22, 2024

10 steps to manage a financial windfall Expert tip: Keep living your life normally Factoring in taxes How do you deal with sudden financial windfall? Articles related to being wise with money Manage your large sum of money smartly! What is a financial windfall? Check out our article on what to do with 50k for ideas!)

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Darrow Wealth Management

JUNE 14, 2023

Tip of the iceberg This article is just a starting point as there are many other considerations for individuals expecting sudden wealth. Gifting strategies to family or friends during life or as a legacy, charitable goals, diversification and investment approach, trust and estate planning, and asset protection strategies are just a few.

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International College of Financial Planning

DECEMBER 4, 2023

In the ever-changing finance sector, the significance of a financial advisor cannot be overstated. As financial markets grow more intricate and client needs to diversify, particularly in India, the focus on a financial advisor’s qualifications have intensified.

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Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor.

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Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor.

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WiserAdvisor

OCTOBER 30, 2023

Consider the needs of your family A sound financial plan always has room for the needs of the family members. Thus, it is important that you have all your financial documents at one place before meeting your financial advisor. These include the latest statements for 401(k), 529 savings plan, etc.;

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Clever Girl Finance

SEPTEMBER 26, 2023

That said, in this article, you’ll learn how to create a financial plan to set yourself up for financial success and resist living above your means. Why is it important to live below your means Living below your means gives you financial freedom. Unsurprisingly, the average credit card debt in a U.S.

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