Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

eMoney Advisor

JANUARY 31, 2023

But my thinking changed when I realized that as a planning-led firm, we should be providing more to our clients than market updates—we were missing a big opportunity. Developing topics, engaging speakers, and creating presentation content are all time-consuming and require careful advanced planning.

Education 103

Education Financial Planning Clients Planning 103

Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Discuss more advanced estate planning, charitable planning and special family issues.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

NAIFA Advisor Today

MARCH 26, 2025

Charitable giving plays a vital role in many clients financial plans, yet discussions often focus heavily on tax mitigation rather than the true philanthropic intent behind the gift.

Charitable Planning 52

Charitable Planning Taxes Financial Planning Clients 52

MainStreet Financial Planning

DECEMBER 19, 2022

Charitable donations can lock in tax deductions that will save you money. Having a simple plan and willingness to use alternatives to cash donations can help you lower your tax liability. Check out these charitable giving tax strategies to create your win-win charitable plan that you can implement throughout the year!

Charitable Planning 52

Charitable Planning Taxes Assets Financial Planning 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. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. Our conversations with clients usually cover topics that range beyond investment and financial affairs. Wed, 04/01/2020 - 09:31. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52