Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

eMoney Advisor

JANUARY 31, 2023

We also follow a cadence that helps us plan our schedule. We start the year with a session focused on budgeting and typically end the year with a webinar related to tax and charitable planning. As our company has grown, so has our support team. We engage with our clients every day on what matters to them.

Education 103

Education Financial Planning Clients Planning 103

MainStreet Financial Planning

DECEMBER 19, 2022

Having a simple plan and willingness to use alternatives to cash donations can help you lower your tax liability. Check out these charitable giving tax strategies to create your win-win charitable plan that you can implement throughout the year! Donate appreciated assets instead of cash. Bunch donations.

Charitable Planning 52

Charitable Planning Taxes Assets Financial Planning 52

Ballast Advisors

SEPTEMBER 5, 2024

Charitable giving is more than an act of kindness; it is a cornerstone of comprehensive wealth management. For individuals and families looking to make a lasting impact, integrating philanthropy into their financial planning offers both personal fulfillment and strategic benefits.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 52

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. We are working to help you take those steps forward.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. We are working to help you take those steps forward.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Envision Wealth Planning

MARCH 2, 2022

Values based financial planning is about pursuing financial goals based on your values. Believe it or not, what most people get when it comes to creating the traditional financial plan is someone else’s idea of what your values should be! That’s why it is your values based financial plan, not someone else’s.

Financial Planning 52

Financial Planning Certified Financial Planner Planning Financial Planner 52