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

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

eMoney Advisor

JANUARY 31, 2023

We also follow a cadence that helps us plan our schedule. We start the year with a session focused on budgeting and typically end the year with a webinar related to tax and charitable planning. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

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

MainStreet Financial Planning

DECEMBER 19, 2022

But what if you could do good for the charity and your taxes at the same time? 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. Bunch donations. Donate directly from your IRA.

Charitable Planning 52

Charitable Planning Taxes Assets Financial Planning 52

Ballast Advisors

SEPTEMBER 5, 2024

Charitable giving is more than an act of kindness; it is a cornerstone of comprehensive wealth management. For individuals and families looking to make a lasting impact, integrating philanthropy into their financial planning offers both personal fulfillment and strategic benefits.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 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