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Welcome to the 409th episode of the FinancialAdvisor Success Podcast ! Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financialplanning (as well as consulting with over 15,000 clients on student loan debt).
Welcome to the 421st episode of the FinancialAdvisor Success Podcast ! Welcome everyone! My guest on today's podcast is Daniel Friedman. Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. Read More.
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 financialadvisors best suited to your needs. Starting at $1,500 per year.
So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financialadvisor, or not? I am a CFA® charterholder and financialadvisor marketing consultant. I am an irreverent and fun marketing consultant for financialadvisors. Let’s debate it! Let’s talk about it.
Considering tax planning strategies to reduce the impact of the new MA surtax. Here are a few to discuss with your tax and financialadvisor: Rethink your MA residency. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor in Boston and Needham, MA.
While tax aware decision-making is an important part of equity compensationplanning, you may have to decide which is more important to you: deferring or avoiding taxes, or reducing concentration risk? Talk to your financialadvisor before making any investing decisions. Proceed more gradually? Do a bit of both?
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 financialadvisor before the end of the year.
Should I contribute to my Deferred CompensationPlan (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 financialplanning. The Microsoft DC P is available to employees’ starting at level 67.
At their most basic level, executive compensationplans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – they support the business’s philosophies, values, and mission. .
As it turned out, financialplanning is where I felt I could have the most impact. I greatly benefited from financial advice and my mission from that point on was to pay it forward. I wanted to help others with financialplanning and advice. Deferred compensationplans.
As it turned out, financialplanning is where I felt I could have the most impact. I greatly benefited from financial advice and my mission from that point on was to pay it forward. I wanted to help others with financialplanning and advice. Deferred compensationplans.
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