Sara Grillo

OCTOBER 21, 2022

I am an irreverent and fun marketing consultant for financial advisors. Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Harness Wealth

OCTOBER 8, 2024

Key Takeaways: The Harness Marketplace allows your tax firm to be paired with high-value tax clients whose unique needs align with your expertise. The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs.

Taxes 52

Taxes Clients Tax Planning Healthcare 52

Harness Wealth

MARCH 5, 2024

Some tax advisors may have different hourly rates for different types of services based on client type and complexity. Retainer or subscription fees: For ongoing advisory services, some tax advisors might charge a monthly, quarterly, or annual retainer fee. For example, CPAs and EAs might charge anywhere between $100 and $500 per hour.

Taxes 52

Taxes Tax Planning Education Ethics 52

Zoe Financial

FEBRUARY 21, 2023

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Certifications should keep an eye out for are: Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®). You’re on the right track! Ready to Grow Your Wealth?

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Fortune Financial

SEPTEMBER 25, 2023

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own. Between 0.5%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Fortune Financial

SEPTEMBER 25, 2023

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

WiserAdvisor

AUGUST 8, 2022

If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financial advisor who can advise you on the same. Ultra high-net-worth financial planning can require intricacies and attention to the minutest of details.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

WiserAdvisor

JANUARY 5, 2024

Even when middle-class investors do engage in the stock market, they are more likely to diversify their portfolios with a mix of safer alternatives, such as bonds and Certificates of Deposit (CDs), or stick to blue-chip companies. High-net-worth individuals are adept at using legal mechanisms to optimize their tax planning.

Investments 59

Investments Investing Wealth Accumulation Tax Planning 59

Zajac Group

FEBRUARY 7, 2023

Replacing your implied good-faith participation in the plan with your written certification of the same. Replacing your implied absence of MNPI upon plan set-up, with your written certification of the same. Prohibiting overlapping plans, with very limited exception.

Planning 52

Planning Certification Sales Taxes 52

WiserAdvisor

DECEMBER 1, 2023

Verify qualifications and credentials Educate yourself on the qualifications and certifications relevant to financial advisors. Look for certifications such as Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), or Chartered Financial Analyst (CFA).

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

WiserAdvisor

JUNE 2, 2023

Wealth managers Wealth managers primarily work with wealthy investors and hold expertise in several fields, such as investment planning, estate planning, tax planning, insurance planning, charitable donations, etc. To practice, an accountant must have certification from national professional associations.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

WiserAdvisor

NOVEMBER 6, 2023

You may consult with a professional financial advisor who can help suggest suitable investing strategies that align with your risk tolerance, future goals, and needs. For instance, if you aim to purchase a car in a few years, you can opt for relatively stable investments such as bonds or Certificates of Deposit (CDs).

Investments 40

Investments Investing Financial Advisor Taxes 40

WiserAdvisor

JANUARY 8, 2023

If you need guidance on how to navigate your finances in 2023, consider consulting with a professional financial advisor who can advise you on the same. Investors can also continue using savings accounts and Certificates of Deposit (CDs) as their interest rates are usually favorable when Fed interest rates are increased. SPONSORED. .

Financial Advisor 40

Financial Advisor Investing Investments Portfolio 40

WiserAdvisor

DECEMBER 29, 2022

You can also consult with a professional financial advisor who can advise you on which strategies to adopt to build wealth and secure your future. You can also invest in Exchange-Traded Funds (ETFs), Real Estate Investment Trusts (REITs), bonds, certificates of deposits, etc., can help you with tax planning.

Financial Advisor 40

Financial Advisor Financial Planning Taxes Education 40

WiserAdvisor

MARCH 13, 2024

Therefore, incorporating long-term care planning into your retirement strategy is crucial to ensure that you are prepared for potential future care needs and can afford the necessary support services. Pillar 3: Tax planning Tax planning is indispensable for optimizing your retirement finances and safeguarding your wealth for the future.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

WiserAdvisor

JULY 24, 2022

If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same. Keep reading to know more about the financial planning process for high-net-worth individuals and how it can benefit you: 1.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Harness Wealth

JANUARY 17, 2025

Some platforms, such as Harness, maintain networks of vetted tax advisors with expertise in a variety of fields, making it easy to get introduced to specialists when needs arise. Some tax advisors specialize in tax planning, while others may concentrate on auditing, financial consulting, or simply annual tax filing.

Taxes 52

Taxes Certification Ethics Communication 52

Harness Wealth

MARCH 25, 2025

To minimize your tax liability, its important to document every business expense, such as: Travel : airfare, lodging, rental cars Professional fees : licensing, malpractice insurance Education : continuing medical education or certifications Note: Record all expenses associated with your work as an independent contractor.

Medical 52

Medical Taxes Tax Planning Education 52