Ballast Advisors

JUNE 18, 2024

At Ballast Advisors, we understand the unique challenges faced by snowbirds and are here to provide guidance and support on this journey. Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds.

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Insurance Coverage Management Insurance Taxes 52

Cornerstone Financial Advisory

OCTOBER 9, 2023

Before using the Tax Withholding Estimator, gather all necessary documents; this includes your W-2 from your employer, any 1099 forms you have from banks and other payers, and any other forms you need. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Yardley Wealth Management

JUNE 6, 2023

This plan can include a living trust, a legal document that allows assets to pass to beneficiaries without going through probate court. A good financial advisor can provide investment advice and help navigate the various types of financial advisors, such as registered investment advisors and fee-only advisors.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

BlueMind

JULY 15, 2022

Bear in mind the standards that a Registered Investment Advisor is held accountable to and a broker-dealer is, are different. Conduct interviews and request questionnaires, surveys, records, and documents. Have everything signed, documented, copied, and safely stored.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Cornerstone Financial Advisory

OCTOBER 16, 2023

The right to challenge the IRS’ position and be heard: You have the right to object to IRS actions and provide further justification with documentation. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 105

Marketing Marketing Taxes Economics 105

Sara Grillo

OCTOBER 21, 2022

RIA firm – a Registered Investment Advisor firm registered with either the SEC or state regulators. An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. And I wanted to define some key terms first.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Cornerstone Financial Advisory

DECEMBER 2, 2024

A copy of the tax return you’re calling about Any letters or notices you’ve received from the IRS Important note: the IRS will only ask for this in documents or online. You may need information from your prior year’s return to answer certain questions. Never offer this info to someone who calls you and says they are from the IRS.

Marketing 52

Marketing Marketing Economics Taxes 52

ClearMoney

DECEMBER 16, 2021

The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision.

Commission 52

Commission Distribution License Sales 52

Brown Advisory

JUNE 13, 2022

Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Brown Advisory

JUNE 13, 2022

Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Cornerstone Financial Advisory

JULY 18, 2022

Recovering Documents Following a Natural Disaster. If you live in an area that’s prone to natural disasters, it’s important to be prepared by knowing how to manage your important documents and paperwork, and by knowing what to do if those materials are lost. This document also covers the assistance available to victims.

Marketing 52

Marketing Marketing Economics Taxes 52

Carson Wealth

AUGUST 25, 2022

Your expenses will certainly change in retirement but documenting them today will give you an idea of how much your family spends. Consider your current level of savings, comfort with investment risk, lifestyle goals and ability to retire before leaving the workplace. 2. Build a personal balance sheet.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

Cornerstone Financial Advisory

MAY 8, 2023

Keep in mind the Internal Revenue Service (IRS) recommends that taxpayers keep copies of their returns and any documentation for at least three years after filing: Ask your software provider or tax preparer. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., Order a tax transcript.

Marketing 59

Marketing Marketing Taxes Economics 59

Trade Brains

AUGUST 13, 2023

Since then, it has diversified its business and now provides a multitude of IT and IT-enabled services in the financial services domain such as MICR clearing and document management for ISPs, telecom companies, & payment banks. Investors must therefore exercise due caution while investing or trading in stocks.

Engineering 97

Engineering Manufacturing Portfolio Sales 97

ClearMoney

MARCH 1, 2022

Diminished Distinction Index investing emerged amid a growing body of evidence showing that traditional active methods of attempting to select stocks and time markets were ineffective. DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only.

Commission 52

Commission Distribution Investing Investments 52

Brown Advisory

SEPTEMBER 6, 2022

Given an institution’s long-term return objectives and risk tolerance, the Investment Committee (IC) should partner with its investment advisor to define an asset allocation approach that creates the greatest likelihood of achieving its financial goals.

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

Cornerstone Financial Advisory

OCTOBER 7, 2024

Create electronic copies of all important documents. Document your valuables. Documenting ahead of time makes it easier to claim insurance and tax benefits if a disaster strikes. You can call the IRS at 866-562-5227 with any natural disaster-related questions.

Marketing 52

Marketing Marketing Taxes Economics 52

Ballast Advisors

JULY 18, 2024

This includes everything from your bank details to investment portfolios and important documents. Ballast Advisors, LLC is a registered investment advisor under the Investment Advisers Act of 1940, as amended. The information in these materials may change at any time and without notice.

Wealth Management 52

Wealth Management Retirement Taxes Education 52

Cornerstone Financial Advisory

APRIL 17, 2023

As a business owner, you will need to keep track of supporting documents such as: Purchases Sales Payroll Sales slips Paid bills Invoices Receipts Deposit slips Canceled checks Travel, transportation, entertainment, and gift expenses Assets Keeping your records well-organized will save you time, effort, and money.

Marketing 59

Marketing Marketing Medical Economics 59

Walkner Condon Financial Advisors

APRIL 17, 2023

The suitability standard requires brokers and investment advisors to recommend investments that are suitable for the client. Form ADV is a document that provides information about a firm’s business, including details about their ownership structure, business practices, services offered, and fees charged.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

ClearMoney

DECEMBER 5, 2021

There is no assurance that any investment strategy will be successful. The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited.

Commission 52

Commission Retail Sales Distribution 52

Walkner Condon Financial Advisors

APRIL 21, 2023

The suitability standard requires brokers and investment advisors to recommend investments that are suitable for the client. Form ADV is a document that provides information about a firm’s business, including details about their ownership structure, business practices, services offered, and fees charged.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Cornerstone Financial Advisory

DECEMBER 19, 2022

According to the IRS, You must keep records, such as receipts, canceled checks, and other documents that support an item of income, a deduction, or a credit appearing on a return as long as they may become material in the administration of any provision of the Internal Revenue Code. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JUNE 10, 2024

Before using the Tax Withholding Estimator, gather all necessary documents; this includes your W-2 from your employer, any 1099 forms you have from banks and other payers, and any other forms you need. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JUNE 3, 2024

The right to challenge the IRS’ position and be heard: You can object to IRS actions and provide further justification with documentation. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. a Broker/Dealer, Member FINRA / SIPC.

Marketing 52

Marketing Marketing Economics Taxes 52

Ballast Advisors

SEPTEMBER 5, 2024

While POA documents can be customized to grant specific gifting powers, it’s crucial to ensure these align with both federal and state laws to avoid unintended tax consequences. IMPORTANT DISCLOSURES The opinions expressed herein are those of Ballast Advisors, LLC and are subject to change without notice.

Estate Planning 40

Estate Planning Taxes Planning Tax Planning 40

ClearMoney

DECEMBER 13, 2021

DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. Decrease of 19.6% was from Jan. 1, 2020–March 31, 2020.

Marketing 52

Marketing Marketing Commission Distribution 52

Cordant Wealth Partners

AUGUST 16, 2024

Document Your Current Assets (In One Place) Once you have documented what you are trying to achieve (your objectives and goals) the next step is understanding what assets you already have in place to achieve these. Cordant, Inc. (“Cordant”) is a registered investment advisor.

Planning 52

Planning Retirement Taxes Accounting 52

Darrow Wealth Management

NOVEMBER 5, 2024

But no extra supporting documentation is sent when filing (e.g. So the best practice is to document early and often and get a QSBS attestation letter from the company. Strongly consider engaging a personal team of tax and financial advisors to help guide you through the process. Form 8949 and Schedule D).

Taxes 62

Taxes Wealth Management Tax Planning Assets 62

Investment Writing

OCTOBER 1, 2024

I started working for Fleet Investment Advisors, which later became Columbia Management and is now Columbia Threadneedle Investments. It’s hard to keep up with all of the changes.

Clients 52

Clients Sales Investing Investments 52

Discipline Funds

DECEMBER 20, 2023

We believe this traditional asset management approach is broken and creates too much uncertainty relative to someone’s financial plans because investment advisors are too focused on building the “efficient” collection of assets instead of the temporally efficient collection of assets. You don’t need it!

Financial Planning 73

Financial Planning Planning Asset Allocation Retirement Planning 73

Ballast Advisors

MARCH 17, 2023

So make sure to keep all receipts and other documentation related to your tax return in a safe and easily accessible place. Ballast Advisors, LLC is a registered investment advisor under the Investment Advisers Act of 1940, as amended. Because if you are audited, not having accurate records can be costly.

Taxes 40

Taxes Consulting Retirement Accounting 40

Cordant Wealth Partners

DECEMBER 2, 2022

Document Your Current Assets (In One Place). Once you have documented what you are trying to achieve (your objectives and goals) the next step is understanding what assets you already have in place to achieve these. Cordant, Inc. (“Cordant”) is a registered investment advisor.

Planning 52

Planning Retirement Taxes Accounting 52

Sara Grillo

JANUARY 9, 2023

What are the changes in Colorado investment advisor regulations regarding financial planning? Regulators, not just in Colorado but across the country, are seeking ways that there could be greater clarity in the disclosure and communication in the fees that flat fee advisors charge and what they provide. Let’s get into it, folks!

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

ClearMoney

SEPTEMBER 24, 2021

Eugene Fama is a member of the Board of Directors of the general partner of, and provides consulting services to, Dimensional Fund Advisors LP. The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only.

Investing 52

Investing Investments Commission Financial Advisor 52

WiserAdvisor

MAY 31, 2022

The objective is to thoroughly understand the background of the broker or investment advisor from whom you intend to buy a product or engage in a business. Also, be careful about giving your financial documents like tax certificates, government identity cards, etc. on social media.

Investing 52

Investing Investments License Accounting 52

ClearMoney

DECEMBER 14, 2021

Past Dimensional research has documented the importance of a consistent emphasis to mitigate style drift5 and capture premiums when they appear.6 DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Actual returns may be lower.

Investing 52

Investing Investments Commission Distribution 52