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Utilizing Swap Powers In Irrevocable Trusts To Add Flexibility And Income Tax Efficiency

Nerd's Eye View

In this guest post, Anna Pfaehler, CFP, AEP, a Partner and Wealth Advisor at Constellation Wealth Advisors, discusses how "swap powers" – the ability to exchange assets in an irrevocable trust with other assets of equivalent value – can be used to add flexibility and income tax efficiency to an irrevocable trust.

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How CFP® Courses Can Transform Your Approach to Financial Planning

International College of Financial Planning

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.

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Wealth Advisors Edzai Chimedza and Franklin Gay lead Financial Planning Seminars at Nova Southeastern University – April 12th and May 3rd at 11 a.m.

Tobias Financial

We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., appeared first on www.tobiasfinancial.com.

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Social Security

Carson Wealth

Carson Wealths Justin Schultes , CFP, AIF , MBA Partner and Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss Social Security. Justin Schultes, CFP, AIF, MBA Partner, Wealth Advisor Jamie Yeisley Associate Wealth Advisor The post Social Security appeared first on Carson Wealth.

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Behavioral Finance

Carson Wealth

Carson Wealths Matt Hinz, CFP , ChFC , AIF Senior Wealth Advisor and Chris Graw , CFP , ChFC , CLU Managing Part n er, Wealth Advisor discuss the importance of Behavior Finance. The post Behavioral Finance appeared first on Carson Wealth.

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Estate Planning at 18

Carson Wealth

Carson Wealths Matt Hinz, CFP , ChFC , AIF , Senior Wealth Advisor and Chris Graw, CFP , ChFC , CLU , Managing Partner, Wealth Advisor discuss Estate Planning when you turn 18. The post Estate Planning at 18 appeared first on Carson Wealth.

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Robert Featured on CFP®: How To Financially Manage Sudden Wealth

Pacifica Wealth

Are you anticipating a Sudden Wealth windfall? Robert was recently featured on the CFP® website with advice on financially managing sudden wealth, whether from an inheritance, business sale, lawsuit settlement, or stock options. See an excerpt from his article below, and read the full article on the CFP® website.

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