WiserAdvisor

JANUARY 5, 2024

Middle-income individuals often gravitate more towards safer investment options and prefer predictability over the volatility associated with riskier assets. Deductions for mortgage interest, property taxes, and depreciation can significantly mitigate their tax liabilities and enhance the appeal of real estate as an investment avenue.

Investing 59

Investing Investments Wealth Accumulation Tax Planning 59

eMoney Advisor

MARCH 16, 2023

Early in my career at a large broker-dealer in San Francisco, I noticed retirees were the ones getting all the attention, while the Millennials were craving financial knowledge and the attention of financial advisors. Tax and insurance advice was also somewhat constrained. I would say that’s accurate.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Indigo Marketing Agency

JUNE 28, 2024

In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). Bill Taber is the President and Founder of TABER Asset Management.

Certified Financial Planner 52

Certified Financial Planner Wealth Management Financial Advisor Financial Planner 52

eMoney Advisor

DECEMBER 27, 2022

One way to assess this is to look at the value of financial advice as it stacks up to basic human needs. At this level, the focus shifts to growing assets for long-term success and longevity. Financial freedom advances to long-term care and children’s education, as well as retirement savings and vacations.

Financial Planning 78

Financial Planning Planning Clients Wealth Management 78

International College of Financial Planning

FEBRUARY 23, 2024

This certification is recognized globally and is considered a benchmark for competence and professionalism in financial planning. It equips individuals with the necessary knowledge and skills to offer comprehensive financial advice, manage wealth, and navigate clients through complex financial decisions.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

WiserAdvisor

DECEMBER 1, 2023

A financial advisor for doctors can be an indispensable asset, offering insights to these specialized professionals on how to manage their money. This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Harness Wealth

JUNE 1, 2023

These services typically include: Wealth Management: Advisors can offer customized investment portfolios aligned with your risk tolerance, time horizon, and financial objectives. Financial advisors can handle asset allocation and portfolio management, monitoring your investments for adherence to your agreed-upon investment strategy.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Zoe Financial

DECEMBER 5, 2023

” Over the last year, they interviewed over 11,000 households with over $250,000 of investable assets. So, it dispels this view that consumers don’t want human financial advice; they want to do it themselves. Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. That’s a lot of financial advice and staff to manage — not to mention a lot of names, anniversaries, and meetings to remember. What is CRM?

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Harness Wealth

MARCH 31, 2023

The Igloo Company Pudgy Penguin #7625 – source: sothebys.com As non-fungible tokens (NFTs) have gained mainstream popularity, it’s essential to understand the tax implications associated with these crypto assets. After selling an NFT at a loss, you may want to invest in a similar NFT or another asset class.

Taxes 52

Taxes Assets Sales Retirement 52

WiserAdvisor

AUGUST 3, 2023

One common aspect that most individuals consider is the cost associated with engaging a financial advisor. Working with a financial advisor entails a financial commitment, typically represented by an annual fee of 1% of the assets entrusted to their management. What is a financial advisor’s 1 percent fee structure?

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

Harness Wealth

MAY 25, 2023

Here, we’ll break down the different types of fees that financial advisors charge in 2023. Fee Type Fee Description Typical Cost* Examples Assets Under Management (AUM) A fee based on the percentage of your total managed assets. Hourly Fee Fee charged per hour of advice. Between 0.5%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

International College of Financial Planning

JULY 10, 2023

Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Harness Wealth

JUNE 9, 2023

It’s more than just investing—it’s a holistic approach that covers all aspects of your financial life. Financial planning is about understanding and utilizing your assets in a manner that helps you and your family work towards achieving your goals and meeting your needs. Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Harness Wealth

OCTOBER 23, 2023

If you’re a CPA who works with clients on more than just annual tax returns, you’re likely already providing accounting advisory services. This emerging discipline offers a wealth of opportunities for both clients and accounting firms, and focuses on providing strategic guidance and future-focused tax planning throughout the year.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 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 Management 40

Wealth Management Management Estate Planning Financial Planner 40

WiserAdvisor

JULY 27, 2023

Human financial advisors possess the expertise to consider individual circumstances, emotions, and unique financial situations, thus offering tailored recommendations. Furthermore, ChatGPT may have limitations in reflecting recent policy changes or potential mathematical fallacies that can impact retirement and tax planning strategies.

Retirement Planning 40

Retirement Planning Financial Advisor Retirement Planning 40

Fortune Financial

APRIL 11, 2024

Reclaiming these assets can be formidable, requiring individuals to wade through bureaucratic processes, trace their employment history and sometimes navigate complex legal requirements to prove ownership.

Retirement 59

Retirement Retirement Planning Financial Advisor Accounting 59

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets. Need a financial advisor?

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

WiserAdvisor

JANUARY 23, 2024

The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

APRIL 11, 2022

An hourly financial advisor is someone who provides financial advisor for a set hourly rate. These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. Hourly financial advisors are not common.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. They’ll do tax planning, right?

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

Darrow Wealth Management

NOVEMBER 5, 2024

Using IRS Section 1202, taxpayers can sell stock potentially free of federal capital gains taxes if the requirements are met. It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. Generally, gross assets mean cash and adjusted tax basis in property held by the issuing corporation.

Taxes 71

Taxes Wealth Management Tax Planning Assets 71

WiserAdvisor

JULY 24, 2022

Evidently, financial planning is even more crucial for high-net-worth individuals. High-net-worth individuals are those who own liquid assets worth $1 million or more. Very high-net-worth individuals are those who own liquid assets worth at least $5 million and up to $30 million. is higher for higher-income groups.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

WiserAdvisor

NOVEMBER 21, 2022

Retirement planning, estate planning, tax planning. Asset allocation and goal-oriented savings. Insurance planning and debt management. According to a 2015 survey by FPSB, 68% of consumers regard trustworthiness as the most important trait of a financial planner.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

Sara Grillo

MAY 8, 2023

If you see the IUL grifters on TikTok claiming an IUL policy is better than a 401k, or that is has upside potential with downside protection, a “can’t lost money asset”, or “privatized banking” you’ll know why the outrage is well deserved. Then how come it’s sold as “can’t lose money asset” and other BS claims?

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

SEPTEMBER 11, 2023

I am an irreverent and fun marketing consultant for financial advisors. The “old way” – does it neglect IRMAA planning? Typically the way financial advice has been done in the past is this. The advisor collects the highest possible AUM fee, throws the assets into a TAMP, and then goes to play golf.

Planning 111

Planning Financial Advisor Taxes Retirement 111