Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust .

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Carson Wealth

NOVEMBER 5, 2022

Estate Planning isn’t fun to think about. But estate planning is so much more than terminal actions – it helps set a stage for a rich life while protecting against unnecessary taxes and family feuds. . Who needs estate planning? Estate Planning in Your 20s . Craig Lemoine, Ph.D.,

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eMoney Advisor

NOVEMBER 10, 2022

What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. With 63 percent of Americans making $80,000-plus a year saying they “just haven’t gotten around” to estate planning, there’s plenty of room for improvement in that department.

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eMoney Advisor

MARCH 7, 2023

Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.

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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. Once you have your goals in mind, you can start to create a plan to reach them.

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Carson Wealth

NOVEMBER 28, 2022

Estate planning touches two critical aspects of our lives: It can direct the distribution of property while providing a structure of guardianship and care for ourselves as well as those we love and care for. But many people feel like estate planning happens when you’re older, and that’s a misconception.

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Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. It involves deciding how your assets will be distributed upon your death or incapacitation. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving.

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Park Place Financial

SEPTEMBER 8, 2022

ESTATES Family Estate Planning: The 6 Essentials Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. According to one survey, 67% of Americans have no estate plan, which may reflect an aversion to thinking about dying or getting gravely ill. 2) Naming Beneficiaries for Separate Assets .

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Park Place Financial

MARCH 16, 2022

FINANCIAL PLANNING 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Given the complex nature of their portfolios, HNWIs require assistance from experienced financial planners who understand their unique situations and needs.

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Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless. Here are 101 action items.

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Park Place Financial

SEPTEMBER 8, 2022

ESTATES The 5 Most Common Estate Planning Myths Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Estate planning is a crucial component of financial preparation for many individuals, as it enables their wealth to have a lasting and meaningful impact on their loved ones.

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International College of Financial Planning

JANUARY 18, 2023

.” Today’s businesses require financial advice to fulfill their financial objectives. Selecting a career as a “financial planner” will aid in opening doors to success. If you are aspiring to become a successful financial planner? Consider the CFP course. He discussed his insights.

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Nerd's Eye View

JANUARY 31, 2024

Third, the IRA assets are directed to the T-CRUT as its funding source upon her passing, and fourth, that, at the end of the specified period, a minimum of 10% of the initial fair market value of the assets placed within the trust is transferred to a qualified charity (or charities) as the final remainder beneficiary. Read More.

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WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

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Yardley Wealth Management

JUNE 6, 2023

Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.

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International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

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Darrow Wealth Management

NOVEMBER 4, 2024

Benefits of working with an independent fiduciary advisor Independence is important when seeking financial advice. Independent wealth management firms have no affiliations or allegiances to a fund family or financial product. If such a situation cannot be avoided, the potential conflict must be disclosed to the client.

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WiserAdvisor

MARCH 13, 2024

It is instrumental in diversifying your portfolio , capitalizing on market opportunities, and safeguarding your financial future against the erosive effects of inflation. Another important aspect of investment planning is its role in combating inflation. Asset diversification is an essential component of effective tax planning.

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MainStreet Financial Planning

OCTOBER 3, 2023

Reach out for support from a financial coach or fee-only financial planner can also be helpful. Here are a few resources: Garrett Planning Network for help on a flat-fee or hourly basis. Accredited Financial Counselors (AFC) for financial coaching. What kind of estate planning should single mothers do?

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International College of Financial Planning

OCTOBER 10, 2024

Are you ready to accelerate your career in financial planning? The CFP® Fast Track offers a time-efficient and cost-effective solution for becoming a Certified Financial Planner, especially for those in India where the cost and time associated with traditional certification methods can be daunting.

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Park Place Financial

APRIL 26, 2022

ESTATES 4 Tips to Consider When Passing Trust Assets to Your Children Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. For many people, making sure their loved ones will be financially secure after they’re gone is a primary objective and a trust fund can help achieve this goal. Insurance trusts.

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eMoney Advisor

DECEMBER 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.

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Carson Wealth

DECEMBER 20, 2022

Having proper estate planning documents can help ensure your assets pass where, when, and how you want them to. Saving monthly for retirement can create meaningful assets to help boost any shortfalls. Include retirement plan statements you may have with old employers. What Are Fiduciary Advisors?

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Harness Wealth

SEPTEMBER 18, 2024

Only 26% of Americans have an estate plan. If you’re thinking, “But my clients are high-net-worth…many more have an estate plan.” These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions.

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International College of Financial Planning

MARCH 11, 2023

This blog post explains why financial planning is important and how it can benefit you in the future Understanding the Importance of Financial Planning: Financial planning involves setting financial goals, creating a budget, saving and investing managing debt, and planning for retirement and estate.

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Harness Wealth

JUNE 30, 2023

For many, a home is the most valuable asset we might ever own. 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.

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WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets. Need a financial advisor?

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Walkner Condon Financial Advisors

APRIL 21, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose. Alicia Vande Ven , M.S.,

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Yardley Wealth Management

MARCH 1, 2022

Score extra tax deductions; use the savings to pay down college debt, contribute to an IRA, and/or establish a 529 plan account for your child. Work with a financial planner or tax professional to determine how and when to exercise your options for maximum tax-efficiency. Time to tap their tax-sheltered 529 plan.

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Yardley Wealth Management

MARCH 1, 2022

Score extra tax deductions; use the savings to pay down college debt, contribute to an IRA, and/or establish a 529 plan account for your child. Work with a financial planner or tax professional to determine how and when to exercise your options for maximum tax-efficiency. . Time to tap their tax-sheltered 529 plan.

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Harness Wealth

JUNE 9, 2023

Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan?

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Clever Girl Finance

AUGUST 15, 2022

Having a solid personal financial planning process is the first step in achieving your financial goals. Instead, you can leverage the same steps that financial advisors and Certified Financial Planners (CFPs) use to create financial plans for their clients. Drafting an estate plan.

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eMoney Advisor

APRIL 4, 2023

Provide Basic Financial Education: Financial professionals can provide improved financial literacy while establishing a relationship with their client’s children by offering instruction on money basics to younger children. After all, 91 percent of clients want their advisor’s estate planning advice.

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Carson Wealth

DECEMBER 13, 2022

Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. What Do Financial Advisors Do? A Financial Advisor works with clients.

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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 cater to high-net-worth clients, offering a broader range of services and addressing more complex financial situations.

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Integrity Financial Planning

MARCH 1, 2023

From paying off the mortgage quick to selling off several acres of land, Brian shares what you need to know about this important asset. You may be surprised to learn how important your tax strategy is when it comes to real estate investments. 2:21) Tax strategies can impact your financial decisions about selling real estate. (4:35)

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International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants.

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