Pacifica Wealth

FEBRUARY 17, 2022

The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. When it comes to your estate plan, just jump in and get started. Of course not!

Estate Planning 52

Estate Planning Planning Insurance Advertising 52

MainStreet Financial Planning

NOVEMBER 8, 2024

Consult with a tax professional to navigate the complexities and avoid wash-sale rules. Always consult with a tax professional, ( we happy to help you as well ) to tailor these strategies to your personal circumstances and ensure compliance with current tax laws.

Taxes 97

Taxes Medical Consulting Education 97

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust . Charitable Remainder Unitrust .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Carson Wealth

JANUARY 8, 2025

Holistic Financial Management Beyond investment advice, financial advisors offer comprehensive services such as tax planning, estate planning, and risk management. This support can be important in maintaining discipline and making rational decisions amidst market fluctuations.

Financial Advice 64

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 64

Zoe Financial

DECEMBER 28, 2024

Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics. Update Your Estate Plan Help ensure your legacy is protected by maintaining an up-to-date estate plan.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

WiserAdvisor

APRIL 19, 2024

While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.

Estate Planning 45

Estate Planning Planning Distribution Accounting 45

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes. Ready to Grow Your Wealth?

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Harness Wealth

NOVEMBER 12, 2024

However, for individuals who generate 1099 income from consulting, a small business, or other professional activities can capture tax savings from contributing significant portions of their net profits to tax-advantaged retirement accounts such as SEP IRAs or Solo 401(k)s.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Darrow Wealth Management

MARCH 13, 2025

In this case, you can speak with your estate planning attorney about gifting stock to family outright during your life (perhaps someone in a lower tax bracket!) or putting shares in trust to maintain some control while removing the value from your estate.

Management 66

Management Taxes Estate Planning Asset Allocation 66

Inside Information

JANUARY 31, 2025

In one of my periodic e-messages to my mailing list (more than 8,000 advisors currently) I repeated a complaint that I constantly hear from Joel Bruckenstein and other leading tech consultants. My take is that its become too easy for the software companies and consultants to complain about slow tech adoption in the advisor marketplace.

Risk Tolerance 40

Risk Tolerance Consulting Estate Planning Wealth Advisor 40

Million Dollar Round Table (MDRT)

APRIL 20, 2023

But at least 80 percent of instances of abuse still go unreported, said Blum, who serves on the board of directors for the National Committee for the Prevention of Elder Abuse and consults for the Fiduciary Abuse Specialist Teams in multiple counties in California. There is an evident change in the client’s personality.

Medicine 98

Medicine Estate Planning Clients Consulting 98

eMoney Advisor

APRIL 4, 2023

Start Estate Planning Early: It’s an important step in creating a legacy where taking the right approach and creating a specific structure can improve the likelihood of its success. Financial professionals should stress the importance of getting an early start with estate planning.

Education 97

Education Financial Advisor Clients Planning 97

Indigo Marketing Agency

APRIL 28, 2023

Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Should Job Title Be Included? Advisors often ask me whether they should list their job title and firm name in their headline.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

NAIFA Advisor Today

FEBRUARY 15, 2023

As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses. He is also credentialed through The National Association of Estate Planning Councils as an Accredited Estate Planner.

Estate Planning 52

Estate Planning Financial Consultant Retirement Planning Financial Services 52

WiserAdvisor

FEBRUARY 21, 2023

Elder financial planning can help eliminate some common issues faced by older people. If you wish to learn more about financial planning for elders, consider consulting with a professional financial advisor who can guide you on the same. can take advantage of a situation and misuse the client’s estate.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

MainStreet Financial Planning

MAY 10, 2023

Legacy Giving: This is where you make a charitable donation as part of your estate planning, either by including the charity in your will or naming the charity as a beneficiary of a trust or life insurance policy. The post Give your Way-Exploring the many paths to Charitable Giving appeared first on MainStreet Financial Planning.

Nonprofit 98

Nonprofit Distribution Estate Planning Taxes 98

Darrow Wealth Management

NOVEMBER 4, 2024

If you’re working with a CPA for your taxes or have an estate planning attorney, consider asking them for a recommendation also. Asking around can be a helpful starting point but consider doing your own research on the planner and firm before engaging.

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

Carson Wealth

DECEMBER 8, 2023

The potential supplemental estate tax liability for a married couple may be in the $5.6 Attorneys are telling us that 2024 is the time to review and change your estate plan as the lines may be out the door in 2025 for taxpayers wanting to make last minute changes to take advantage of the higher exemption amount.

Planning 142

Planning Retirement Planning Taxes Retirement 142

Clever Girl Finance

JANUARY 22, 2024

It is wise to take several weeks, or even a few months, to think about your options before making plans for the money. Consult with professionals for your windfall finance planning During the waiting period, consult with a certified financial planner , a financial advisor, and/or a CPA to determine what to do concerning taxes.

Management 98

Management Certified Financial Planner Financial Planner Taxes 98

Carson Wealth

JULY 12, 2022

Attorneys play a critical role in the financial planning process, particularly in estate planning. In financial services, you might encounter an LLM in tax or estate planning. . Broad Based Financial Planning Designations. ChFC ® – Chartered Financial Consultant.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Harness Wealth

MARCH 6, 2025

Strategic tax planning: Complex financial situations, such as evaluating investment options, calculating business deductions , or engaging in trust and estate planning, can benefit greatly from the additional time a tax extension offers, particularly for high-net-worth individuals. Citizens and Resident Aliens Abroad.”

Taxes 52

Taxes Tax Planning Consulting Electronics 52

Indigo Marketing Agency

MARCH 5, 2025

Having the opportunity to tell your whole story is how you eliminate all objections, indoctrinate your audience, and move them to book consult calls. Appointment-booking CTAs: Encourage attendees to schedule a free consultation. Book a Free Consultation Today and lets craft a winning event marketing strategy together!

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Carson Wealth

JANUARY 4, 2024

For those who might become isolated, it’s crucial you have a plan on how you’ll find meaning, happiness and value in retirement. Estate planning: While you should start your estate planning basics early in life, when you near retirement, it’s good to do a full overview of your estate planning.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

Midstream Marketing

DECEMBER 28, 2024

Offer free consultations to bring in new clients. You can discuss retirement planning, simple investing for beginners, or estate planning. Hold workshops in the community to teach people about finances. Make online videos that explain money concepts simply. Write a blog with helpful articles on different finance topics.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Sara Grillo

JUNE 7, 2024

I am an hourly consultant for those who just need one-time or recurring guidance People hire me as a ghostwriter to write content for a project fee I have a social media training program I have a book about what to say on LinkedIn messenger Thanks for reading. Sara G Did you sign up for my daily newsletter ?

Financial Advisor 52

Financial Advisor Clients Executive Compensation Compliance 52

Sara Grillo

MAY 31, 2024

Example: “I want to work with families in Voorhees, NJ, having $2 to 5 MM in assets and a need for advanced estate planning.” ” Create a bulletproof wow, wow, super wow offering that goes beyond what the competition is doing. Example: A free course that talks about how to set up a family foundation.

Financial Advisor 52

Financial Advisor Clients Estate Planning Media 52

Darrow Wealth Management

AUGUST 28, 2023

On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process. Consulting a personal tax advisor is critical before completing the transaction. Estate planning attorney The sale of a business is often a major financial change.

Sales 91

Sales Estate Planning Wealth Advisor Taxes 91

eMoney Advisor

APRIL 13, 2023

This would allow the client to store and share all documents connected to their financial plan, including estate plans , with their advisor. This in turn facilitates collaboration among other members of a client’s financial team, including accountants and estate attorneys.

Banking 74

Banking Clients Planning Financial Planning 74

WiserAdvisor

SEPTEMBER 1, 2022

If you wish to have a firm grip on your finances and want to learn about different strategies related to investing, tax-saving, or retirement planning, consult with a professional financial advisor who can advise you on the same. Business succession planning is vital to ensure that your legacy lives on after your demise.

Financial Advisor 98

Financial Advisor Budgeting Financial Planning Retirement 98

eMoney Advisor

FEBRUARY 9, 2023

Stage Four: Leaving a Legacy In the final phase of the financial planning lifecycle, which is also known as the wealth transfer stage, your clients will be preparing to pass on any remaining wealth to their loved ones and/or charities in a tax-efficient way.

Financial Planning 95

Financial Planning Clients Planning Education 95

Darrow Wealth Management

FEBRUARY 19, 2024

Individuals who inherit a concentrated stock position should speak with their estate planning attorney to confirm whether they’ll receive a step-up in basis. With so many nuances in the tax system, always consult your tax and financial advisor before taking action. Further estate planning objectives.

Management 106

Management Taxes Portfolio Estate Planning 106

International College of Financial Planning

DECEMBER 29, 2024

The CFP Program Structure Comprehensive Curriculum Design The CFP program offers a unique 4-in-1 certification structure that covers all essential areas of financial planning: Investment Planning: Understanding market dynamics, portfolio management, and asset allocation strategies Retirement and Tax Planning: Mastering retirement solutions and tax-efficient (..)

CFP 52

CFP Financial Planning Planning Certification 52

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes. Please consult with a qualified professional for this type of advice.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

eMoney Advisor

FEBRUARY 16, 2023

If the services you currently provide focus on investment management and basic financial planning, advice related to estate planning and settlement, wealth transfer, and tax planning are good value-added services to investigate. Those seeking professional advice may do so by consulting with a professional advisor.

Financial Planning 75

Financial Planning Clients Planning Estate Planning 75

WiserAdvisor

JANUARY 10, 2023

New Year’s financial resolutions vary based on one’s financial situation and future goals, and can be anything from getting your finances in order, saving more for retirement, improving your credit score, to building an emergency fund, paying off your debts, creating an estate plan, and more. Draft a foolproof estate plan.

Estate Planning 40

Estate Planning Retirement Budgeting Financial Advisor 40

WiserAdvisor

JULY 22, 2022

The advisor can also help you plan for the future more efficiently and take advantage of opportunities that arise due to changing market conditions. That said, as the investor nears his retirement, he may have to account for different goals such as writing a will, planning the estate, reducing his tax output, and more.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes. Please consult with a qualified professional for this type of advice.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52