Envision Wealth Planning

MARCH 2, 2022

Once I had money, I could then decide to be charitable! As a Certified Financial Planner™ (CFP ® ) professional, I believe the first step starts with articulating your values around financial success. You may do this with ongoing charitable contributions during your life and charitable planning at your death.

Financial Planning 52

Financial Planning Certified Financial Planner Planning Financial Planner 52

Robert B. Ritter Jr.

MAY 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”

Taxes 40

Taxes Financial Services Planning Certified Financial Planner 40

Robert B. Ritter Jr.

JANUARY 31, 2022

estate planning has escaped the tax bombs Democrats wanted to drop. With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […]. It looks like U.S.

Taxes 40

Taxes Estate Planning Financial Services Planning 40