NAIFA Advisor Today

FEBRUARY 15, 2023

Ike is highly skilled in analyzing long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirement planning. As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses.

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Estate Planning Financial Consultant Retirement Planning Financial Services 52

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.

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Medicine Estate Planning Clients Consulting 98

WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

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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. Keep up with financial news and trends to help clients.

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Financial Advisor Marketing Marketing Clients 52

Fortune Financial

JUNE 2, 2023

In retirement, how you distribute that company stock will play a key role in determining your tax liability for its value. In the realm of investment and retirement planning, the concept of Net Unrealized Appreciation (NUA) holds significant importance. The remaining assets may be rolled over.

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Carson Wealth

JANUARY 4, 2024

Planning in Your 50s Your 50s mark the beginning for retirement planning – yes, already! Retirement income planning: Retirement income planning should start in your 50s. For those who might become isolated, it’s crucial you have a plan on how you’ll find meaning, happiness and value in retirement.

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Financial Planning Planning Retirement Estate Planning 96

WiserAdvisor

JANUARY 16, 2024

This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age. To secure a stable financial future, you must address outstanding debts before retiring.

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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. Tax Considerations Be mindful of tax implications related to your goals.

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Wealth Management Management Risk Tolerance Retirement Planning 59

WiserAdvisor

FEBRUARY 19, 2024

Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. From seemingly harmless low-interest debt to underestimating the emotional impact of transitioning out of the workforce, various factors can disrupt your peace of mind during your retirement years.

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Retirement Retirement Planning Healthcare Estate Planning 66

eMoney Advisor

FEBRUARY 9, 2023

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

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Financial Planning Clients Planning Education 95

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. Tax Considerations Be mindful of tax implications related to your goals.

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Wealth Management Management Risk Tolerance Retirement Planning 52

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.

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Financial Advisor Budgeting Financial Planning Retirement 98

Sara Grillo

MAY 10, 2024

.” I’ve heard iterations of this: I’m a CPA and financial advisor, and my best tax return client just hired someone else to do their retirement planning. My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions.

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WiserAdvisor

AUGUST 3, 2023

A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management. This would cost you a lot less than paying a percentage of your entire portfolio.

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Financial Advisor Retirement Planning Fee Only Retirement 52

Zoe Financial

FEBRUARY 21, 2023

Additionally, financial advisors focus on helping you achieve long-term goals like retirement planning. They may also offer services such as setting up investment accounts or retirement plans that fit your unique needs. Sitting down with each candidate during an initial consultation would be best.

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Financial Advisor Accounting Certified Financial Planner Certification 40

Sara Grillo

AUGUST 25, 2023

I am an irreverent and fun marketing consultant for financial advisors. Specialties: estate planning, tax saving strategies, debt and credit management. Specialties: estate planning, tax saving strategies, debt and credit management. Before we get into it, here are some resources that may help you. Single parents.

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Financial Advisor Accounting License Financial Planning 52

Park Place Financial

SEPTEMBER 8, 2022

Think about the aspects of your financial circumstances that you need the most guidance with before consulting with an advisor. Typically, these advisors are skilled in multiple areas, such as general wealth management or estate planning. What is their approach to financial planning? Reflect on Your Financial Situation .

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Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

WiserAdvisor

JUNE 19, 2022

Instead, they start piling up right when you plan to conceive. Regular medical tests, doctor consultations, quality care, a good diet, and more, start to affect your budget even before you deliver the baby. Financial planning for a child is not a one-time process. Your estate plans continue even further than that.

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Financial Planning Planning Education Budgeting 52

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.

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Estate Planning Retirement Budgeting Financial Advisor 40

Clever Girl Finance

MARCH 19, 2024

It details your current money situation and financial system, including investing, saving, retirement, and estate planning. So, what is a financial plan, in simple terms? You can consult a tax accountant, financial advisor, or robo-advisor to help ensure your tax system is adequate.

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Financial Planning Planning Budgeting Retirement 103

WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. They help prepare a retirement plan based on a client’s financial needs and goals. Need a financial advisor?

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Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Carson Wealth

JULY 26, 2023

One popular option is setting up an employee stock ownership plan (ESOP), where employees are technically buying equity in the business through a retirement plan. Estate planning: The family impact of your succession plan is greater than most business owners appreciate.

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Planning Retirement Taxes Financial Advisor 52

International College of Financial Planning

OCTOBER 5, 2021

For instance, a small change in taxation laws can affect your clients’ lifelong investment planning or increase their tax liability and you must have a detailed understanding of how these laws would affect your clients and be able to suggest the right kind of shift in strategy to leverage these changes and not become a victim of it.

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Financial Advisor Communication Clients Retirement Planning 52

International College of Financial Planning

JUNE 25, 2024

Consult Professionals: Seek advice from career counselors and industry professionals. This course prepares students for the CFP certification exam and covers comprehensive topics such as estate planning, investment planning, and retirement planning.

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WiserAdvisor

AUGUST 8, 2022

Additionally, high-net-worth individuals may also worry about continuing their lavish lifestyles throughout life, including retirement. If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financial advisor who can advise you on the same.

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Wealth Management Financial Planning Financial Advisor Taxes 52

WiserAdvisor

JANUARY 27, 2023

2023 may see several changes with respect to retirement plans, Social Security, etc., under the Securing a Strong Retirement Act of 2022 (SECURE 2.0). Consider consulting with a wealth advisor who can guide you on how to preserve as well as increase your wealth in 2023. can be effective.

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Wealth Management Taxes Financial Planner Assets 52

International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Banks & NBFCs. Brokerage Firms.

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Financial Advisor Certified Financial Planner Certification Fee Only 52

Harness Wealth

MARCH 11, 2024

Retirement contributions Individuals can take advantage of various tax-related retirement planning strategies to reduce their taxable income today and post-retirement. Please consult a tax and/or legal professional for advice specific to your individual circumstances.

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WiserAdvisor

APRIL 12, 2023

Some common types of pre-tax retirement accounts include the Traditional IRA and employer-sponsored retirement plans such as 401(k)s, 403(b)s, and 457 plans. Consider your goals for investing – retirement savings or estate planning Another thing to remember is your goals for investing in the retirement account.

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Accounting Retirement Taxes Financial Advisor 40

Brown Advisory

NOVEMBER 12, 2015

To reduce your AGI, you might consider looking into postponing income from retirement plan distributions, capital gains and even employer bonuses-from one year to another in order to manage the amount of AGI realized in any given year. If they remain below the $250,000 threshold for AGI, they will not have to pay the NII tax.

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Planning Taxes Distribution Medical 52

WiserAdvisor

MARCH 13, 2024

Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. These pillars provide a comprehensive framework for building a resilient and sustainable plan. A well-structured approach ensures that every aspect is carefully considered. It also minimizes errors and oversights.

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Retirement Planning Retirement Planning Estate Planning 105

Envision Wealth Planning

MAY 23, 2022

Blaine Thiederman of Progress Wealth Management keeps fees competitive for clients by paying for basic estate plan preparation via Trust and Will ($90-220), individual income tax prep ($200-320), and the TAMP’s fees (35 bps) without raising rates. It’s unselfish and shows empathy, a great way to start the relationship. #6

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Ethics Financial Advisor Financial Planning Clients 52

WiserAdvisor

MARCH 2, 2023

You can consider consulting with a professional financial advisor who can guide you on which investment vehicles to invest a million dollars in to secure your financial future. Build an emergency fund for future financial emergencies An emergency fund is one of the most critical yet overlooked aspects of a financial plan.

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Investing Investments Risk Tolerance Financial Advisor 40

Sara Grillo

JUNE 20, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. So Nathan pay is a retirement plan consultant, and he’s here today to talk about the experience of being an Edward Jones financial advisor. So please subscribe!

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Financial Advisor Sales Commission Clients 52

Midstream Marketing

AUGUST 13, 2024

You can do this by offering rewards like free guides, webinars, or consultations. These could include subjects like retirement planning, investment strategies, or estate planning. Providing useful content, like market updates or guides for financial planning, is a good idea too.

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Financial Market Planning Marketing Marketing 52

Sara Grillo

APRIL 11, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. The benefits of scalability are exaggerated so that management consultants can sell you packages. For those of you who are new to my blog, my name is Sara. So please subscribe!

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Financial Advisor Portfolio Clients Management 52

Fortune Financial

JULY 28, 2022

You cannot sell the securities within the retirement plan, then move cash to a brokerage account and purchase the same shares at that point. Another major point is that the retirement plan must be empty within the calendar year as a lump sum distribution. This would negate the NUA benefit. Cost Tradeoff.

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