eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional.

Financial Planning 95

Financial Planning Clients Planning Education 95

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Park Place Financial

SEPTEMBER 8, 2022

Working with a personal financial advisor that offers comprehensive services is sensible, especially if you have various concerns. Typically, these advisors are skilled in multiple areas, such as general wealth management or estate planning. Are there conflicts of interest in the advisor offering you financial guidance? .

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

WiserAdvisor

AUGUST 3, 2023

A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

WiserAdvisor

JULY 27, 2023

Educate Your Children on Financial Responsibility: Encourage your children to be financially independent and responsible to reduce potential financial burdens on your retirement. Explore Estate Planning: Create or update your will and establish trusts if necessary. Need a financial advisor?

Retirement Planning 40

Retirement Planning Financial Advisor Retirement Planning 40

Brown Advisory

MAY 4, 2020

. // CASE STUDY #1 client: SMALL PRIVATE REGIONAL COLLEGE challenge: STRATEGIC PLANNING/DEBT MANAGEMENT BACKGROUND Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives. . // CASE STUDY #1. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. But understanding the costs associated with these services can be complex.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Clever Girl Finance

FEBRUARY 7, 2023

As you continue your personal finance journey, you have likely discovered that it is not always easy to recover from your financial mistakes. What if your parents had been able to offer solid financial guidance as you stumbled your way through? The larger your estate, the more complicated this plan will become.

Education 105

Education Estate Planning Accounting Planning 105

Harness Wealth

JANUARY 28, 2025

In the realm of estate planning, the Lifetime Gift and Estate Tax Exemption is set for a substantial decrease in 2026, reverting to approximately $7 millionunless Congress intervenes. Either way, its important to review and update estate plans regularly to align with changing tax laws and personal circumstances.

Taxes 52

Taxes Planning Retirement Estate Planning 52