eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. After that first year, we went a little more niche and focused on different types of clients.

Education 103

Education Financial Planning Clients Planning 103

Million Dollar Round Table (MDRT)

JULY 21, 2022

Discuss more advanced estate planning, charitable planning and special family issues. This is the new normal, where she is now loving life and moving forward. Help her find her independence through education, motivation and collaboration.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

eMoney Advisor

NOVEMBER 29, 2022

When it comes to charitable giving, cash is not king. If you have a client who’s making cash donations, and they’re age 70 1/2, it’s smarter to make those gifts directly out of the IRA in what’s called a qualified charitable distribution (QCD). Are clients able to make a QCD to a donor-advised fund?

Charitable Planning 53

Charitable Planning Distribution Taxes Clients 53

Ballast Advisors

SEPTEMBER 5, 2024

At Ballast, we understand the multifaceted advantages of charitable giving and how it can be leveraged to enhance your financial goals while supporting causes close to your heart. The Emotional and Social Benefits of Giving Charitable giving fosters a sense of purpose and community. Past performance is not indicative of future results.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 52

Robert B. Ritter Jr.

APRIL 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the Premium Financing System and Wealthy and Wise® ) This Blog describes combining our Premium Financing and Wealthy and Wise® Systems to produce a powerful wealth planning concept called “Zero Estate Tax,” Most clients prefer comparing their (..)

Financial Services 40

Financial Services Taxes Planning Clients 40

Brown Advisory

JUNE 16, 2016

A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers. Nonetheless, this is a good time of the year to consider steps to begin or continue your long-term planning process. Planning Tool: GRAT. Take Advantage of Current Conditions.

Planning 52

Planning Taxes Assets Clients 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Such rate reductions may provide clients with the opportunity to reduce their cost of borrowing and free up cash flow for other uses.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52