Harness Wealth

DECEMBER 8, 2022

The maximum net capital loss you could deduct is $3,000 per tax year, anything above that would be deducted in the following year. If you did, there are more aggressive tax loss generating investments a financial adviser can introduce, such as customizable tax-loss portfolios. Estate planning.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

International College of Financial Planning

AUGUST 3, 2024

Comprehensive Curriculum: The course covers all key areas of financial planning, including insurance, tax planning, retirement, and estate planning, providing a well-rounded education. This program is ideal for those who wish to pursue a broader career in finance.

Insurance 40

Insurance Certified Financial Planner Planning Certification 40

WiserAdvisor

DECEMBER 1, 2023

Physicians also require basic insurance plans like homeowners and auto insurance to protect their assets. Further, physicians also need comprehensive estate planning, such as setting trusts for asset protection and the smooth transfer of their wealth to the next generation.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Harness Wealth

MAY 25, 2023

The ranges provided are related to the cost charged by the Financial Adviser and do not incorporate additional expenses associated with implementing a financial plan, such as custodial or transaction costs. Many financial planners will do a portfolio review and provide investment advice for an hourly fee as well.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52