Nerd's Eye View

AUGUST 8, 2023

Welcome back to the 345th episode of the Financial Advisor Success Podcast ! Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. Read More.

Investing 246

Investing Investments Financial Advisor Compensation Planning 246

Prosperity Coaching

MAY 20, 2022

Financial Advisors Selling to Corporate Executives: Financial services are a diverse field because clients can range from blue-collar workers to high-income earners, all with vastly different needs. Read here: This is my 4th post in The Financial Advisor Ideal Client Blog Post Series: How to attract your ideal clients.

Financial Advisor 52

Financial Advisor Financial Services Clients Compensation Planning 52

Harness Wealth

DECEMBER 30, 2024

Consulting with a tax advisor from Harness can help you understand the complexities and implications of an 83(i) election in-depth, and can help you make the right decision for your specific needs. Get started Harness makes it easy to find tax and financial advisors best suited to your needs. Starting at $1,500 per year.

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Darrow Wealth Management

NOVEMBER 17, 2022

Considering tax planning strategies to reduce the impact of the new MA surtax. Here are a few to discuss with your tax and financial advisor: Rethink your MA residency. Depending on the situation, the 4% surtax may be unavoidable. But for others, there might be some strategies to consider.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Walkner Condon Financial Advisors

JUNE 27, 2023

As a Financial Advisor I do not offer legal advice; it may make sense to hire an attorney to review a separation agreement before signing. Deferred compensation plans. As a Financial Advisor, I’m here to help my clients through the good times and (arguably more importantly) the stressful times.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

As a Financial Advisor I do not offer legal advice; it may make sense to hire an attorney to review a separation agreement before signing. Deferred compensation plans. As a Financial Advisor, I’m here to help my clients through the good times and (arguably more importantly) the stressful times.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Zoe Financial

FEBRUARY 14, 2023

If you’re overwhelmed by the complexities of tax filing, consider talking to a financial advisor that can support you. A financial advisor can help you analyze your financial situation, maximize all your deductions, and provide personalized advice on managing taxes going forward. Growing tax deferral.

Taxes 52

Taxes Financial Advisor Tax Planning Planning 52

Zajac Group

MARCH 20, 2023

While tax aware decision-making is an important part of equity compensation planning, you may have to decide which is more important to you: deferring or avoiding taxes, or reducing concentration risk? Talk to your financial advisor before making any investing decisions. Past performance is no guarantee of future results.

Risk Tolerance 98

Risk Tolerance Taxes Portfolio Planning 98

Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Cordant Wealth Partners

SEPTEMBER 7, 2022

Should I contribute to my Deferred Compensation Plan (DCP) or the Mega Backdoor Roth? As one of the most significant benefits available to you as a Microsoft employee, it’s worth considering the strategy as part of your overall financial planning. The Microsoft DC P is available to employees’ starting at level 67.

Taxes 52

Taxes Accounting Compensation Planning Retirement 52

Cordant Wealth Partners

SEPTEMBER 9, 2022

With all deferred compensation plans, it’s important to remember that they are unsecured liabilities and subject to the company’s credit risk. For more information on balancing the risks of deferred compensation plans, see our post, Three Risk Reduction Strategies for Deferred Comp Plans.

Engineering 52

Engineering Taxes Insurance Accounting 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

With all deferred compensation plans, it’s important to keep in mind that they are unsecured liabilities and subject to the credit risk of the company. For more balancing the risks of deferred compensation plans, see our post Three Risk Reduction Strategies for Deferred Comp Plans. 10 years, 15 years, etc.),

Engineering 52

Engineering Taxes Insurance Accounting 52

Zoe Financial

MARCH 22, 2023

Avoid Dependency Other sources of income that some people receive include a pension, deferred compensation plan, or the sale of a business. Disclosure: This blog is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

Retirement 40

Retirement CFP Taxes Accounting 40