Tobias Financial

AUGUST 19, 2024

Estate planning is a critical component of a successful financial strategy. Whether you’ve been putting off your estate plan for years or you’re considering an update due to changes in your family circumstances, it’s essential to keep your plan current. Take a moment to review the checklist.

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Darrow Wealth Management

MARCH 31, 2023

Once the divorce is finalized, a crucial (but often overlooked) part of the process is updating estate documents and beneficiary designations. Here are some key considerations when financial planning for a divorce. You’ll also want to consider engaging a financial advisor, tax advisor, and estate planning attorney too.

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Yardley Wealth Management

JUNE 6, 2023

Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.

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Walkner Condon Financial Advisors

NOVEMBER 11, 2022

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. You may want to review your contribution amounts and adjust for January payrolls if your goal is to maximize funding your retirement plan contributions. . TAX AND ESTATE PLANNING.

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Carson Wealth

JULY 12, 2022

Attorneys play a critical role in the financial planning process, particularly in estate planning. They can draft wills, trusts and legal documents as well as represent clients during life transitions. . In financial services, you might encounter an LLM in tax or estate planning. . Retirement.

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Carson Wealth

APRIL 25, 2024

Retirement planning: Calculate retirement needs and contribute regularly to retirement accounts. Tax Planning: Optimize tax efficiency through strategies such as retirement contributions, tax-deferred accounts, and deductions and credits. What Could Happen if You Don’t Have a Financial Plan?

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Yardley Wealth Management

JANUARY 18, 2022

Protecting What’s Yours (After You Pass) In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. What if you die intestate (without a will)?

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Yardley Wealth Management

JANUARY 18, 2022

In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating.

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Carson Wealth

DECEMBER 20, 2022

Having proper estate planning documents can help ensure your assets pass where, when, and how you want them to. Saving monthly for retirement can create meaningful assets to help boost any shortfalls. Include retirement plan statements you may have with old employers.

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Clever Girl Finance

NOVEMBER 20, 2023

Making funeral and burial arrangements After taking care of the immediate needs after the death of a loved one, you can start planning the burial or funeral arrangements and going through the checklist when someone dies. Many people use an estate planning checklist to prepare their end-of-life arrangements in advance.

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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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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.

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Park Place Financial

MARCH 16, 2022

The following areas are among the most vital to discuss with high-net-worth clients: Estate Planning. To ensure your wealth benefits loved ones, you should prepare your estate and determine how to distribute your assets. Estate planning for high-net-worth individuals is also significant because recent developments in U.S.

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James Hendries

OCTOBER 28, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. Updated beneficiary information- Consistently check the beneficiaries listed on your legal documents, retirement savings, and insurance plans, as these designations can outweigh what is in a will.

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Discipline Funds

DECEMBER 20, 2023

Retirement Planning Review your retirement goals and objectives. Are you on track to retire when you want to? If you’re nearing or early in retirement consider building a bond tent to help you navigate this big emotional and financial shift. Estate Planning Do you have a trust and will?

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Carson Wealth

AUGUST 30, 2023

A spouse with fewer marketable skills and less capacity to earn might want to argue for a greater share of the retirement assets, which they can use to shore up their own retirement plan. Revamp Your Estate Planning A divorce is one of those life events that necessitates an estate planning revision.

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Yardley Wealth Management

SEPTEMBER 24, 2021

Yardley Wealth Management, LLC is a fiduciary-driven wealth management and retirement planning firm, based in Yardley, PA. Garry formed a law firm, Yardley Estate Planning, LLC, to work in conjunction with his wealth management firm and provide estate planning services to Pennsylvania and New Jersey residents.

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Gen Y Planning

NOVEMBER 5, 2021

By weaving in extra savings into your spending plan, you can have enough money to cover gifts, cook your fancy holiday dinner, and keep the lights on (literally). . Max Out Your Retirement Plans. Saving for retirement should be as commonplace as meal prepping for the week. Check-In On Your Estate Plan.

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Carson Wealth

AUGUST 3, 2023

Plus, a life insurance payout can help equalize your estate if your new spouse is the beneficiary of your qualified retirement plan (which is required under federal law unless they sign a waiver). Estate Planning When creating an estate plan for a blended family, it’s best to get rid of old documents and start fresh.

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Park Place Financial

APRIL 26, 2022

Trust funds are common estate planning tools that help high-net-worth individuals pass an inheritance to their children and grandchildren. They can hold several kinds of assets, such as money, real estate, and investments. Maurer, who has the authorization to draft legal documents for clients. Choose the Right Trustee.

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Carson Wealth

SEPTEMBER 19, 2022

Credit planning. Retirement planning. Estate planning. Having proper estate planning documents can ensure our assets pass where, when and how we want them to. Saving monthly for retirement can create meaningful assets to help boost any shortfalls. Saving for big purchases.

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International College of Financial Planning

DECEMBER 4, 2023

Broader Career Prospects: CFP® -certified advisors often enjoy better career opportunities, with many wealth management firms, Banks and financial planning firms preferring or requiring this certification. It opens doors to various roles in financial services, including retirement planning and estate planning.

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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? Create an estate plan Estate planning is not something many people like to think about , but it’s essential!

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Gen Y Planning

DECEMBER 5, 2022

By weaving in extra savings into your spending plan, you can have enough money to cover gifts, cook your fancy holiday dinner, and keep the lights on (literally). . Max Out Your Retirement Plans. Saving for retirement should be as commonplace as meal prepping for the week. Check-In On Your Estate Plan.

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Taxes Estate Planning Planning Budgeting 59

Midstream Marketing

DECEMBER 10, 2024

Do you specialize in retirement planning for small business owners? You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. Financial advisors can use videos in different parts of financial planning. It helps create a record for compliance.

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Indigo Marketing Agency

OCTOBER 6, 2020

In fact, I’m one of the oldest of the millennial generation and I need help from my advisor with all of the following: Retirement planning. Tax planning. Real estate. College planning for my kids. Long-term care planning. Estate planning. Comprehensive Financial Planning. Life insurance.

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WiserAdvisor

JUNE 19, 2022

Assuming you and your partner have a life insurance plan and other retirement savings accounts, like a 401(k), an IRA (Individual Retirement Account), etc., Keep an eye on your retirement plans: When you are painting the nursery walls and changing diapers, you might tend to put aside your retirement planning goals.

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WiserAdvisor

MAY 11, 2023

Create a will A will is a legal document documenting how a person’s assets will be distributed after their demise. Invest in a retirement account Passing on assets as inheritance can be made easy by investing in a tax-free retirement plan. These are: 1.

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Brown Advisory

JUNE 16, 2016

The rules for annual exclusion gifts let you gift up to $14,000 each year to an unlimited number of beneficiaries without gift tax liability and without chipping away at your estate tax exemption. These gifts should therefore be a cornerstone of your estate plan if your estate exceeds the applicable estate tax exemption (currently $5.45

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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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Robert B. Ritter Jr.

MAY 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”

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Sara Grillo

JUNE 20, 2022

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. Okay, everybody. A, welcome to the show. NATE PENHA: Hey, Sarah, thanks for having me.

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Robert B. Ritter Jr.

JANUARY 31, 2022

estate planning has escaped the tax bombs Democrats wanted to drop. With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […]. It looks like U.S.

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Taxes Estate Planning Financial Services Planning 40

Discipline Funds

DECEMBER 29, 2024

Retirement Planning Review your retirement goals and objectives. Are you on track to retire when you want to? If youre nearing or early in retirement consider building a bond tent to help you navigate this big emotional and financial shift. Estate Planning Do you have a trust and will?

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Integrity Financial Planning

SEPTEMBER 6, 2022

It’s easy to avoid making an estate plan, but not having one won’t be easy on your loved ones. Having your affairs in order can greatly help your family, so consider creating a comprehensive estate plan. Many people don’t realize that they need to name a beneficiary for retirement accounts and life insurance policies.

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Harness Wealth

MARCH 13, 2023

However, it’s important to keep proper documentation and ensure that the charitable organization you donate to is eligible for tax deductions. To reduce your self-employment tax liability, maximize your business deductions, consider setting up a retirement plan, and keep accurate records of your personal and business income.

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