eMoney Advisor

FEBRUARY 22, 2023

And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? The Softer Side of Finance While it may seem easier to use structural solutions to control the transfer of client assets (think trusts, 529 accounts, etc.),

Estate Planning 75

Estate Planning Planning Education Clients 75

Steve Sanduski

APRIL 8, 2025

We’ve got nonstop communication internally on how this works and who it impacts. Our team is so focused on the financial planning side of the equation for everyone that they just eat up all this planning. .’ Do you have an estate plan? ‘Now we know where we are, let’s make a plan.’

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Engineering Communication Financial Planning Clients 52

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. This includes the stock itself, its sector, industry, and other highly correlated assets.

Management 69

Management Taxes Estate Planning Asset Allocation 69

Carson Wealth

FEBRUARY 13, 2023

While there are certainly ways to do estate planning without a lawyer, for most people hiring an estate planning attorney makes the most sense. Estate plans can get complex fast, and even fairly straightforward estates can feel overwhelming if you’re not trained in the area. Do your research.

Estate Planning 52

Estate Planning Planning Consulting Financial Advisor 52

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.

Estate Planning 45

Estate Planning Planning Distribution Accounting 45

Nerd's Eye View

JUNE 4, 2024

Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. My guest on today's podcast is Freeman Linde. Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. My guest on today's podcast is Freeman Linde. Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Integrity Financial Planning

FEBRUARY 10, 2023

An estimated 90% of wealthy families lose their wealth by the third generation, so if you are planning on leaving behind assets to your family, knowing the unique risks to the affluent investor and considering strategies to maintain your wealth within your family can be very beneficial. [1]

Estate Planning 95

Estate Planning Communication Financial Planning Education 95

eMoney Advisor

APRIL 4, 2023

Financial professionals can help by opening the lines of communication with clients and their families. Without early and frequent communication, your clients’ children could find themselves overwhelmed and underprepared when they receive their inheritance.

Education 97

Education Financial Advisor Clients Planning 97

WiserAdvisor

FEBRUARY 21, 2023

As a person grows old, they may lack the energy, health, and interest to manage their money and other assets. This can ensure that the client’s hard-earned money and other assets are well-protected and not misused. Help the elderly with estate planning Estate planning is an integral component of financial advice for seniors.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Midstream Marketing

OCTOBER 30, 2024

As time goes on, these clients often allow their advisor to manage even more of their assets. It has advanced features like automatic rewards and communication. Client Communication : Talk about the program in meetings and add it to your email signature. A good referral program can lower the costs of getting new clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Darrow Wealth Management

JULY 1, 2024

Business owners may be able to accelerate tax-deferred savings even more through different retirement plan structures. Optimize your investments with asset location If investors haven’t already been working to optimize their tax situation with asset location, now is the time.

Taxes 104

Taxes Tax Planning Planning Estate Planning 104

eMoney Advisor

FEBRUARY 9, 2023

According to a Fidelity study, 45 percent of younger investors are more inclined to consolidate their assets with one advisor as opposed to spreading assets across multiple advisors. Starting Out clients are typically focused on beginning to build wealth.

Financial Planning 95

Financial Planning Clients Planning Education 95

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. BITTERLY MICHELL: … across asset classes is the way that I think about it. perspective, how you hold your assets is just as important as what you hold, right?

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Clients Wealth Management Banking Investing 300

Harness Wealth

APRIL 16, 2025

This flexibility allows for more sophisticated estate planning strategies and continued tax-free growth throughout retirement. Why investors sought recharacterizations before 2018 Market volatility frequently triggered recharacterizations when converted assets suffered significant losses.

Taxes 52

Taxes Retirement Retirement Planning Distribution 52

Darrow Wealth Management

FEBRUARY 19, 2024

Individuals who inherit a concentrated stock position should speak with their estate planning attorney to confirm whether they’ll receive a step-up in basis. Further, it means selling other diversified assets (or using cash) to fund the put option purchase, essentially furthering the concentration in the stock.

Management 110

Management Taxes Portfolio Estate Planning 110

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Your risk tolerance will influence your investment strategy and asset allocation. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Sara Grillo

JUNE 7, 2024

Take these actions TODAY: Write articles and be ready to discuss, at length, topics like these: Estate planning for complex family situations (divorce/remarriage/blended family) Family communication in a family business 1031 Exchanges Family Foundations Creating a Board of Directors for your business Direct lending for your business Managing cross (..)

Financial Advisor 52

Financial Advisor Clients Executive Compensation Compliance 52

Ballast Advisors

SEPTEMBER 5, 2024

Strategic charitable planning can involve various forms of giving, each with distinct tax implications: Cash Donations : Direct contributions are straightforward and offer immediate tax deductions up to 60% of your adjusted gross income (AGI). These trusts offer substantial tax advantages and can play a crucial role in estate planning.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 52

Indigo Marketing Agency

JULY 27, 2023

Others are convinced that they can DIY their financial plan for free. Financial advisors who can effectively communicate the benefits they provide will build a practice based on value, rather than fees. Hint: Check out this great graphic from Kitces.com highlighting 101 ways financial planning can help!)

Financial Planning 52

Financial Planning Financial Advisor Clients Communication 52

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Your risk tolerance will influence your investment strategy and asset allocation. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Indigo Marketing Agency

AUGUST 22, 2024

How a Marketing Agency Can Help: A marketing agency can facilitate soliciting feedback through email communication and social posts. Communicate Regularly and Effectively One of the most impactful client retention strategies for financial advisors is regular and effective communication.

Financial Advisor 52

Financial Advisor Clients Communication Education 52

International College of Financial Planning

MAY 29, 2023

Understanding Wealth Management Wealth management is helping high-net-worth individuals and families manage their financial assets and plan for their future financial needs. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Brown Advisory

DECEMBER 2, 2015

We work with clients to create—either in writing or verbally—a “mission statement” detailing how they want their assets to serve their well-being in coming decades. It also encompasses intended lifestyle, charitable giving, retirement and estate planning, and liabilities, including anticipated costs for health care.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

WiserAdvisor

JULY 25, 2023

A financial advisor possesses a deep understanding of complex financial concepts and can help you navigate the intricacies of investing, retirement planning, debt management, estate planning, succession planning, tax optimization, and more. For instance, you may discuss estate planning.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

International College of Financial Planning

APRIL 20, 2022

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients. You should also consider any debts you may have.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

Darrow Wealth Management

JULY 1, 2024

Business owners may be able to accelerate tax-deferred savings even more through different retirement plan structures. Optimize your investments with asset location If investors haven’t already been working to optimize their tax situation with asset location, now is the time.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

WiserAdvisor

AUGUST 8, 2022

Ultra and very high-net-worth individuals may also have assets valued at more than $5 million and $30 million. Moreover, these high-net-worth values are not calculated on physical assets but on liquid ones, which may be relatively more volatile to manage. As of 2022, you can gift assets worth $11.7

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Brown Advisory

NOVEMBER 1, 2019

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. You can find our annual planning checklist at the end of this article. OZ Funds” allow the deferral, and partial avoidance, of capital gains arising out of the sale of appreciated assets.

Planning 52

Planning Taxes Clients Assets 52

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. The majority of my clients have very few assets outside of 401k, and home countries. 56 Capital Partners www.56capitalpartners.com

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Harness Wealth

APRIL 17, 2025

Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations. Understanding these limitations and planning accordingly can help maximize QBI benefits while maintaining compliance with IRS regulations.

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Gen Y Planning

FEBRUARY 1, 2023

Think of your net worth as a summary of your total financial value – your assets minus your liabilities. The average age of stressed millionaires (66) is lower than less-stressed millionaires (67) The number of investable assets between the two groups is equal ($1.75 Well, you might already be one!

Financial Planning 52

Financial Planning Retirement Financial Advisor Planning 52

Park Place Financial

SEPTEMBER 8, 2022

Typically, these advisors are skilled in multiple areas, such as general wealth management or estate planning. This type of financing planning may be more beneficial for wealthier people, who need assistance with reducing their tax liability or deciding how to allocate money to beneficiaries. Wealth Manager .

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

WiserAdvisor

NOVEMBER 4, 2022

Your expenses get divided, your debts are lessened, and your assets are increased. In addition to this, you can save more and plan for more significant purchases with greater ease. Therefore, it is vital for couples to communicate and make decisions together on financial matters. To conclude.

Financial Planning 93

Financial Planning Planning Taxes Financial Advisor 93

Brown Advisory

DECEMBER 4, 2017

The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. With the rise in asset valuation in recent years, we encourage clients to review asset protection plans. Is there dangerous terrain on newly acquired real estate?

Planning 52

Planning Taxes Clients Tax Planning 52

Carson Wealth

FEBRUARY 26, 2024

Others may think it’s a foregone conclusion, but they haven’t communicated this vision or collaborated with anyone else in their family. I do my best to ensure that prior planning is taking place early on whether it is to avoid unprepared heirs or if it is something more like planning to minimize estate taxes.

Planning 52

Planning Taxes Clients Estate Planning 52