Nerd's Eye View

OCTOBER 31, 2023

Read More.

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

Abnormal Returns

SEPTEMBER 4, 2023

kitces.com) UHNW clients A Q&A with Jill Shipley, managing director and head of governance and education at AlTi-Tiedemann Global about charitable giving. fa-mag.com) Substance abuse issues complicate the estate planning process. (investmentnews.com) Crafting non-compete agreements for advisers is complicated.

Estate Planning 264

Estate Planning Retirement Financial Planning Planning 264

Nerd's Eye View

JULY 25, 2022

We’re also gearing up for our upcoming Kitces Financial Planning Value Summit, after more than 1,000 advisors registered for our first Value Summit last year! A gap our Kitces Courses aim to fill! can check out our Career Opportunities page for more!

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

eMoney Advisor

APRIL 4, 2023

While your clients may spend time and money to get their estate properly organized, there are additional steps financial professionals can take to help them prepare their children to receive their inheritance. Financial professionals should stress the importance of getting an early start with estate planning.

Education 97

Education Financial Advisor Clients Planning 97

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? the better path lies in improving family communication and financial education. Estate Plan Basics. Executors and Trustees.

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

Nerd's Eye View

SEPTEMBER 27, 2023

However, the number of Federal student loan borrowers over the age of 50 has increased significantly in the past 20 years, with many of these borrowers holding Parent PLUS loans that were used to help fund their children's undergraduate education. Read More.

Education 246

Education Financial Advisor Planning Clients 246

MainStreet Financial Planning

NOVEMBER 8, 2024

– Tuition Payments: Prepaying college tuition for the upcoming semester may qualify you for education credits, such as the American Opportunity Tax Credit, worth up to $2,500 per eligible student. Be aware of income phase-out ranges for these credits.

Taxes 97

Taxes Medical Consulting Education 97

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

Carson Wealth

JANUARY 8, 2025

Knowledge and Personalized Planning Financial advisors can bring a wealth of knowledge from extensive education and experience, helping enable them to craft tailored strategies that align with your unique financial goals. 1 But working with a financial advisor has many additional benefits that can go beyond returns.

Financial Advice 64

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 64

Validea

JULY 10, 2023

In this episode, we take a high-level look at estate planning. We cover wills, living wills, powers of attorney and the other most important documents should be put in place, the importance of trusts, the estate tax, intergenerational planning and a lot more.

Estate Planning 52

Estate Planning Planning Taxes Financial Planner 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

Harness Wealth

NOVEMBER 12, 2024

Consider 529 Plans A 529 Plan is a tax-advantaged investment account specifically designed to fund education costs. 529 plans’ tax advantages vary by state, and most states that offer tax benefits have a cap on the amount of contributions receiving the tax deduction.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

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.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Nerd's Eye View

SEPTEMBER 3, 2024

In this episode, we talk in-depth about how Zack views fiduciary financial wellness to 401(k) plan participants as a 3-tiered offering consisting of education, one-on-one advice, and implementation support, how Zack's firm is able to generate incredibly strong email open rates of 75%–90%, and click-through rates of 40%–50%, on the (hyper-targeted) (..)

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Million Dollar Round Table (MDRT)

MARCH 17, 2024

As financial advisors, it’s our job to educate them and motivate them to act. Second opinion If a prospect doesn’t seem receptive at first because they believe they have everything taken care of as far as estate planning or business succession planning, ask them if they would be willing for you to give them a second opinion for free.

Estate Planning 105

Estate Planning Financial Advisor Clients Education 105

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. Help her find her independence through education, motivation and collaboration. Discuss more advanced estate planning, charitable planning and special family issues.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

WiserAdvisor

FEBRUARY 21, 2023

Educate the elderly on ways to protect and defend themselves Educating the elderly on the warning signs of financial abuse is the first step in eradicating such disputes. Further, financial advisors can educate their clients on elder investments that may be appropriate for investors in their age group.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Conferred Degrees.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Zoe Financial

DECEMBER 28, 2024

Identity: Adopt the Mindset of Financial Empowerment Stay Educated on Personal Finance Commit to becoming financially literate. Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

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

AdvicePay

JUNE 13, 2024

Here are some examples of one-time and ongoing services you can offer clients under the fee-for-service model: One-Time Services Ongoing Services Comprehensive Financial Plan Ongoing Financial Planning Second Opinion Engagement Advising on Held-Away Accounts Student Loan Analysis Tax Planning Portfolio Tax Efficiency Review Estate Planning Housing (..)

Insurance Coverage 87

Insurance Coverage Financial Planning Estate Planning Tax Planning 87

Integrity Financial Planning

FEBRUARY 10, 2023

While you may be fairly savvy about your investments and wealth management, your family members with less experience will likely need support and education explaining how best to use the money that you are passing down to them. This conversation is the first step to understanding the full estate planning picture.

Estate Planning 95

Estate Planning Communication Financial Planning Education 95

MainStreet Financial Planning

MARCH 7, 2025

Comprehensive Financial Planning is Included Many AUM advisors charge extra for estate planning, tax strategies, and retirement planning. Unlike AUM advisors, they dont have an incentive to keep assets under management, so their recommendations are truly objective. Are There Any Benefits to AUM-Based Advisors?

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

MainStreet Financial Planning

AUGUST 29, 2024

Not only do these accounts allow you to gift assets to the younger generation, but they also serve as an excellent educational tool for imparting important lessons about investing and financial management. If the focus is specifically on education, a 529 Plan may be a better choice in some circumstances, however.

Education 94

Education Accounting Taxes Assets 94

eMoney Advisor

FEBRUARY 9, 2023

Since they may not have a lot of experience, it will be important to provide education and instill positive financial habits. You can build trust and credibility by educating them with content applicable to them and their situation such as podcasts, videos, seminars, and blogs, but be sure to make yourself available when they have questions.

Financial Planning 95

Financial Planning Clients Planning Education 95

Advisor Perspectives

MAY 21, 2024

A grandparent may choose to fund a 529 plan for a grandchild’s education. Our Bill Cass discusses key tax and estate planning considerations as well as the impact on student financial aid.

Estate Planning 52

Estate Planning Education Taxes Planning 52

Steve Sanduski

APRIL 8, 2025

Building your credibility as a thought leader via marketing and educational events. Do you have an estate plan? Bill Keen, Matt Wilson, and I discuss: How Bill’s experiences at big brokerage firms informed his vision for Keen Wealth. Maintaining a consistent client experience while growing.

Engineering 52

Engineering Communication Financial Planning Clients 52

Advisor Perspectives

MARCH 13, 2025

They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool? Most of us associate 529 accounts with college savings.

Estate Planning 52

Estate Planning Education Accounting Assets 52

WiserAdvisor

AUGUST 31, 2023

A financial advisor can help you with estate planning and preparing for your legacy goals Life is ever-changing, and estate planning becomes even more crucial during retirement. To ensure your assets are distributed per your wishes, estate planning is essential.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Advisor Perspectives

FEBRUARY 12, 2024

They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool? Most of us associate 529 accounts with college savings.

Estate Planning 52

Estate Planning Education Accounting Assets 52

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

Indigo Marketing Agency

MARCH 5, 2025

Events are one of the most effective ways for financial advisors to: Establish credibility Educate prospects Generate high-quality leads After all, youre inviting people to your event to sell them on your services and what makes you the best option. How can financial advisors promote their seminars to maximize attendance?

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

CFP 52

CFP Financial Planning Planning Certification 52

Brown Advisory

FEBRUARY 3, 2022

We hope that you will find this helpful in organizing your thoughts in the years leading up to a liquidity event or another business transition.

Strategic Planning 52

Strategic Planning Planning Estate Planning Financial Planning 52

Brown Advisory

FEBRUARY 3, 2022

Estate planning fundamentals. Planning for business success and transactions. Wealth transfer and philanthropic planning. Financial planning related to insurance, retirement saving strategies and education funding. Strategic planning checklist to keep you organized.

Strategic Planning 52

Strategic Planning Planning Estate Planning Financial Planning 52

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59