Article Estate Planning License 
Darrow Wealth Management
OCTOBER 1, 2024
Choosing whether to fund a trust with your assets is an important decision in the estate planning process. A will and a trust are two different estate planning tools. Discuss your estate plan in detail with your attorney. Since a trust is different from a will, many individuals need both.
Harness Wealth
FEBRUARY 4, 2025
In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets. Financial Professional Qualification: Holding certain financial licenses, such as Series 7, 65, or 82, may also grant accreditation status.
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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).
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.
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. We are a fiduciary, fee-only financial planning, and wealth management firm in Yardley, Pennsylvania (that’s in Bucks County).
International College of Financial Planning
APRIL 20, 2022
This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network. Financial planners help people manage their money and plan for their financial future.
Clever Girl Finance
NOVEMBER 20, 2023
Articles related to what to do when a loved one dies Knowing what to do when a loved one dies is difficult but being informed can help Ignoring practicalities after the death of a loved one could cause even more stress in the long term. Many people use an estate planning checklist to prepare their end-of-life arrangements in advance.
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