Steve Sanduski

FEBRUARY 18, 2025

Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Including collectibles in estate planning to avoid family disputes.

Financial Planning 52

Financial Planning Planning Valuation Clients 52

Abnormal Returns

OCTOBER 23, 2023

(riabiz.com) AI Is AI an existential threat to the business of financial advice? advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. investmentnews.com) Compliance How to conduct and document an annual compliance review. riabiz.com) The upside of pro bono financial planning.

Compliance 162

Compliance Estate Planning Financial Advice Financial Advisor 162

Pacifica Wealth

FEBRUARY 17, 2022

Optional estate planning documents are generally not legally binding documents. . Their purpose has little or nothing to do with the transfer of assets and do not effect estate tax. Optional estate documents focus on values, lessons, and legacy issues. 1) Organ donor. 2) “What I want you to know.”.

Estate Planning 52

Estate Planning Planning License Wealth Advisor 52

eMoney Advisor

FEBRUARY 22, 2023

And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? As the quarterback of your clients’ financial team, you can foster harmony among the generations through an age-old tool: The family meeting. Estate Plan Basics.

Estate Planning 75

Estate Planning Planning Education Clients 75

eMoney Advisor

MARCH 7, 2023

Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 98

Financial Planning Planning Budgeting Retirement 98

Carson Wealth

JANUARY 4, 2024

If you have student, personal or car loans, credit card debt or a mortgage, you need to have a plan on how to pay them off – and which ones to tackle first. While from a behavioral standpoint some suggest you should tackle low balance accounts first, a financial planning approach suggests you tackle high interest rate debt first.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

Steve Sanduski

APRIL 8, 2025

Keen Wealth’s checklist-driven financial planning process. Our team is so focused on the financial planning side of the equation for everyone that they just eat up all this planning. Do you have an estate plan? Why engineers aren’t as difficult to work with as some advisors might think.

Engineering 52

Engineering Communication Financial Planning Clients 52

Carson Wealth

APRIL 4, 2024

Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) But note, in order for a power of attorney (POA) document to be valid, it must be signed by your parents while they are still mentally competent.

Management 137

Management Healthcare Medical Estate Planning 137

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

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

Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Discuss more advanced estate planning, charitable planning and special family issues.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

Nerd's Eye View

JUNE 4, 2024

Welcome to the 388th episode of the Financial Advisor Success Podcast ! Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. Welcome everyone! My guest on today's podcast is Freeman Linde.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

Welcome to the 388th episode of the Financial Advisor Success Podcast ! Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. Welcome everyone! My guest on today's podcast is Freeman Linde.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Yardley Wealth Management

SEPTEMBER 24, 2021

The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. Garry offers the following advice for investors who are shell-shocked and don’t know where to turn in taking the first step in creating a financial plan: Have a plan.

Financial Planning 52

Financial Planning Planning Wealth Management Estate Planning 52

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

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Financial service professionals like Tammy climb a competence stairway to work with clients. Common degrees used in financial planning include: .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

James Hendries

OCTOBER 21, 2022

If you’ve never engaged in financial planning and are unsure how to get started, this article is for you. A financial plan starts by evaluating your current financial situation and future expectations and can be created independently or with the help of a financial professional.

Financial Planning 52

Financial Planning Planning Budgeting Risk Tolerance 52

Your Richest Life

OCTOBER 1, 2022

Disaster Preparedness Financial Documents. On the topic of finances, don’t forget your important documents. Even if you’ve digitized all of your important documents, you still might need physical copies as a backup. Here are some documents to have ready to go if you need to evacuate or run to a storm shelter.

Food 104

Food Insurance Certification Fee Only 104

MainStreet Financial Planning

JUNE 13, 2023

Also, your employer may offer an opportunity to contribute to a Healthcare FSA, Dependent Care FSA and HSA, these plans allow you to make pre-tax contributions and use the money for eligible expenses tax-free. Get your estate plan in order. Name a guardian for your child in the event something unexpected happens to you.

Insurance Coverage 98

Insurance Coverage Budgeting Healthcare Estate Planning 98

WiserAdvisor

JUNE 19, 2022

While the figure is stressful, financial planning for a baby can help you transition into parenthood smoothly. More importantly, if you are a single parent, you may have to consider the financial preparedness aspect more seriously. Here are some tips that can help you in planning for a baby financially: 1.

Financial Planning 52

Financial Planning Planning Education Budgeting 52

eMoney Advisor

APRIL 13, 2023

Unlocking the Big Picture It’s no secret that at the foundation of an engaging wealth planning experience is a financial planning platform. Part of that equation includes client-facing tools that promote engagement with their planning. Here, we explore these four aspects in depth.

Banking 74

Banking Clients Planning Financial Planning 74

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Harness Wealth

JUNE 30, 2023

Whether you’re building equity in a primary residence or buying a vacation home or investment property, understanding how to best prepare for, and manage, a real estate purchase is a critical piece of any personal financial plan. and Financial Planning for Estate Planning.

Financial Planning 52

Financial Planning Planning Financial Planner Taxes 52

WiserAdvisor

FEBRUARY 21, 2023

Considering the fact that the country’s population is likely to have more older people in the near future, it becomes vital to ensure the financial interests of the community are safeguarded at all costs. Elder financial planning can help eliminate some common issues faced by older people.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Harness Wealth

NOVEMBER 12, 2024

Frontloading 529 Contributions Contributions to 529 plans can also be frontloaded or “superfunded”, allowing you to make up to five years’ worth of contributions in a single year without incurring gift taxes. Review Your Estate Planning The end of the year can also be a practical time to take stock of your long-term estate planning.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

WiserAdvisor

OCTOBER 30, 2023

Understand your condition, prepare for all the questions that the doctor would ask, ensure all your test reports and medical history documents are in order and so on. Preparation is a must even before you visit a financial advisor. Preparation is a must even before you visit a financial advisor. your tax records and so on.

Financial Advisor 74

Financial Advisor Medical Planning Assets 74

MainStreet Financial Planning

APRIL 15, 2024

The estate planning documents may be done, but is there anything else to really feel comfortable that you’ve prepared all you could when you pass away? After my mom passed, I had been helping my dad get his estate planning documents and other financial activities in order. So, practice!

Planning 52

Planning Estate Planning Numbers Insurance 52

Workable Wealth

NOVEMBER 11, 2020

But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Not every financial planning task is exciting and groundbreaking, but each step secures your goals and vision for the future. Prepare Your Estate Planning Documents.

Estate Planning 52

Estate Planning Insurance Financial Planning Planning 52

Dear Mr. Market

APRIL 6, 2022

Aside from the legalities of estate planning, this exercise is perhaps the single most loving and considerate document you can create for your family that they will forever be grateful for. Review this document annually and share it with your executor so that everything is crystal clear.

Estate Planning 52

Estate Planning Insurance Accounting Planning 52

Darrow Wealth Management

AUGUST 28, 2023

Sarah Grossman, Principal of BayState Business Brokers in Needham, MA, says this helps sellers “shape their timeline and any financial planning that needs to be completed prior to a sale.” On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process.

Sales 91

Sales Estate Planning Wealth Advisor Taxes 91

Your Richest Life

AUGUST 10, 2024

Find spaces for important documents, receipts and forms, so you know exactly where they’ll be when you need them. For digital clutter, you can save and sort important emails, get rid of documents that you don’t need, and create an organization system for anything you’ve saved or might need as the year wraps up.

Taxes 52

Taxes Budgeting Fee Only Planning 52

Integrity Financial Planning

MARCH 1, 2023

We also talk about what happens after someone becomes a widow and the financial decisions that come into play. Finally, Brian answers a question from the mailbag about who to turn to when it comes to advice regarding investments, taxes, and legal documents.

Taxes 52

Taxes Financial Planner Financial Planning Assets 52

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

Should you decide to contribute more than $16,000 in 2022, we would recommend that you work with your tax professional to ensure that you are properly documenting the gift. The owners of a 529 account receive tax benefits on the growth of the investment account and may also receive state tax benefits depending on each state plan.

Insurance Coverage 98

Insurance Coverage Retirement Planning Financial Advisor Taxes 98

Midstream Marketing

DECEMBER 10, 2024

Share important articles, industry news, and useful tips on financial planning. Always follow the rules for sharing financial information on social media. You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. Follow a regular posting schedule.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

International College of Financial Planning

DECEMBER 4, 2023

Understanding the Need for Qualified Financial Advisors Financial advisors are experts who provide investment, retirement, and overall financial planning advice, aiding clients in better managing their finances. It opens doors to various roles in financial services, including retirement planning and estate planning.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Gen Y Planning

NOVEMBER 5, 2021

Check-In On Your Estate Plan. It’s really easy to put off estate planning. With so many other responsibilities and commitments, your estate plan may not even be on your mind. But proper planning for your children, dependents and loved ones is an important task. Set New Goals (Personal and Financial).

Taxes 75

Taxes Estate Planning Planning Budgeting 75