Nerd's Eye View

JANUARY 22, 2024

As the industry has evolved, though, the value offered by financial advisors, especially for High-Net-Worth (HNW) clients, has come to involve a far more comprehensive range of services in addition to traditional investment management practices, such as estate planning, tax advice, and charitable planning, all while using insights from financial psychology (..)

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Million Dollar Round Table (MDRT)

JULY 21, 2022

Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

MainStreet Financial Planning

DECEMBER 19, 2022

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! Bunch donations. Open a donor-advised fund.

Charitable Planning 52

Charitable Planning Taxes Assets Financial Planning 52

eMoney Advisor

JANUARY 31, 2023

The subject matter at the time was focused on investment and economic updates. 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. We also follow a cadence that helps us plan our schedule.

Education 103

Education Financial Planning Clients Planning 103

Ballast Advisors

SEPTEMBER 5, 2024

Financial and Tax Benefits of Charitable Giving From a financial perspective, charitable giving offers significant tax benefits. This material is for informational purposes only and should not be considered investment advice. does not provide investment, tax, legal, or retirement advice or recommendations.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate 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. FINANCIAL PLANNING Home Refinance. CHARITABLE PLANNING Charitable Giving. Sales of assets (i.e.

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. FINANCIAL PLANNING. CHARITABLE PLANNING. Charitable Giving. Past performance is not a guarantee of future performance and you may not get back the amount invested.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52