Cornerstone Financial Advisory

MARCH 14, 2025

As a Christian, your estate plan should represent your dedication to financial stewardship according to Scripture. W hat important factors should Christians consider when estate planning? W hat important factors should Christians consider when estate planning?

Estate Planning 52

Estate Planning Planning Healthcare Ethics 52

Carson Wealth

DECEMBER 31, 2024

Your personal preferences and the potential good your bequests can do are factors to think about in your estate planning. What Is Estate Equalization? Basically, estate equalization is the process of helping ensure fairness in your estate plan, whether that means leaving all your primary heirs the same bequests or not.

Estate Planning 52

Estate Planning Planning Taxes Distribution 52

Cornerstone Financial Advisory

JANUARY 27, 2025

Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com All Bible verses in this article are English Standard Version (ESV). What Does God Say About Financial Planning for an Estate?

Estate Planning 52

Estate Planning Planning Certified Financial Planner Food 52

Nerd's Eye View

DECEMBER 30, 2024

We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Carson Wealth

MAY 23, 2024

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. The post Choosing the Right Trustee for Your Estate Plan appeared first on Carson Wealth.

Estate Planning 119

Estate Planning Planning Distribution Valuation 119

Abnormal Returns

OCTOBER 14, 2024

podcasts.apple.com) Eric Golden talks with Robbie Cannon is the founder of Horizon Investments about the blurring of lines between asset and wealth management. riabiz.com) Dynasty Financial Partners Dynasty Financial Partners just garnered an investment from Blackrock and JPMorgan Asset Management. (fa-mag.com)

Estate Planning 279

Estate Planning Financial Planner Wealth Management Retirement 279

Carson Wealth

DECEMBER 17, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations youre passionate about.

Estate Planning 52

Estate Planning Planning Distribution Taxes 52

Wealth Management

JANUARY 8, 2025

The roughly 25 specialists will help Merrill financial advisors and their clients navigate financial needs including loans, estate planning and investment management.

Estate Planning 259

Estate Planning Banking Financial Advisor Clients 259

Abnormal Returns

OCTOBER 23, 2024

rationalwalk.com) How to fix 401(k) plans for the modern workforce. wsj.com) Estate planning Some Boomers are clinging to their wealth too tightly. awealthofcommonsense.com) Every adult needs an estate plan. hs-sites.com) Planning How to plan when serious illness strikes. signaturefd-3437664.hs-sites.com)

Estate Planning 278

Estate Planning Math Retirement Financial Planning 278

Integrity Financial Planning

AUGUST 28, 2022

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Communication is crucial when preparing heirs to inherit wealth, and this includes discussing what they plan to do with the money. A Will vs. a Trust.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

Abnormal Returns

SEPTEMBER 4, 2024

nextavenue.org) Estate planning Mistakes to avoid in your estate planning. theretirementmanifesto.com) If you have a valuable collection you need a plan for its eventual disposition. marketwatch.com) Investing You're never going to turn stocks into a predictable asset.

Estate Planning 264

Estate Planning Retirement Tax Planning Planning 264

Abnormal Returns

JUNE 5, 2024

(ritholtz.com) Dan Haylett talks with Stephanie McCullough, founder of Sophia Financial, about the challenges facing women planning for retirement. creativeplanning.com) Investing Why index fund investing is so counterintuitive. beyond-wealth.com) How estate planning for blended families can go wrong.

Estate Planning 298

Estate Planning Retirement Planning Accounting 298

Your Richest Life

AUGUST 11, 2023

Your estate plan is the comprehensive guide to your wealth and property when you pass away or become incapacitated physically or mentally. it’s important that you update your estate plan to reflect those changes. As a physician, there are a few other areas to pay attention to when you’re working on your estate plan.

Estate Planning 96

Estate Planning Planning Accounting Distribution 96

Wealth Management

FEBRUARY 21, 2023

Private Client Solutions will help advisors access areas of expertise beyond investment management, including tax and estate planning and acquisition strategies.

Estate Planning 246

Estate Planning Taxes Clients Planning 246

Abnormal Returns

DECEMBER 4, 2024

docs.google.com) Peter Lazaroff talks retirement investing with PIMCO’s David Braun. thecollegefinanciallady.com) Personal finance Six questions to ask about foreign investing. humbledollar.com) Lessons learned from Warren Buffett's approach to estate planning. tonyisola.com) How to get more money into a 529 account.

Retirement 147

Retirement Estate Planning Taxes Assets 147

Abnormal Returns

SEPTEMBER 9, 2024

kitces.com) Advisortech Is Vanguard really going to invest enough in technology to level up? wealthmanagement.com) The most recent news in the advisortech space including 'Blackrock's investment in GeoWealth.' fa-mag.com) How to use the new digital estate planning platforms.

Financial Planner 276

Financial Planner Estate Planning CFP Financial Advice 276

Abnormal Returns

AUGUST 23, 2023

Real estate A house is a place to live, not an investment. bestinterest.blog) Baby Boomer wealth is concentrated in real estate which they will leave to their children. dwell.com) Another example of the challenges of rental real estate. papers.ssrn.com) How 529 plan accounts are treated in a divorce.

Estate Planning 246

Estate Planning Retirement Communication Taxes 246

Abnormal Returns

JULY 5, 2023

open.spotify.com) Estate planning How to create a digital estate plan in three steps. noahpinion.blog) Investing Conor, "Employing a boring strategy is easier said than done." (noahpinion.blog) Investing Conor, "Employing a boring strategy is easier said than done." kindnessfp.com) Trusts, 101.

Estate Planning 246

Estate Planning Retirement Planning Numbers 246

Abnormal Returns

JULY 12, 2023

Podcasts Jeff Ptak and Christine Benz talk with William Bernstein about the update version of his book "The Four Pillars of Investing." physicianonfire.com) Estate planning A look at some advanced estate planning techniques. nytimes.com) Investing Are older investors now too exposed to the stock market?

Risk Tolerance 246

Risk Tolerance Estate Planning Retirement Planning 246

Abnormal Returns

OCTOBER 11, 2023

financialducksinarow.com) Investment taxes, 101. thomaskopelman.com) Personal finance You can't talk about investing without goals. fortunesandfrictions.com) Why coping skills are the best investment. jlcollinsnh.com) An estate plan is only as good as the organization behind it. Give yourself some grace.

Estate Planning 275

Estate Planning Retirement Taxes Planning 275

Abnormal Returns

SEPTEMBER 23, 2024

podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners. wealthmanagement.com) Why GV invested in Wealth.com. (youtube.com) Carl Richards and Michael Kitces talk about managing your firm knowing that market-related revenue declines happen.

Wealth Management 277

Wealth Management Estate Planning Clients Management 277

Darrow Wealth Management

JANUARY 16, 2025

At a high level, if the asset is part of the decedent’s estate it’s typically eligible for a step-up. This can get very tricky so it’s important to work with the estate planning attorney settling the estate. Assets that bypass the estate through a trust or another mechanism are usually not eligible.

Assets 98

Assets Estate Planning Taxes Wealth Management 98

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

Abnormal Returns

MARCH 4, 2024

investmentnews.com) Investing Buffer ETFs are not a set-it-and-forget-it strategy. riabiz.com) Estate planning is growing in importance for advisers. kitces.com) People undergoing divorce need a range of financial planning services. (advisorperspectives.com) Practice management Why RIAs need to focus on organic growth.

Recruitment 279

Recruitment Estate Planning Financial Planning Retirement 279

Abnormal Returns

SEPTEMBER 27, 2023

humbledollar.com) Investing How the introduction of the IRA changed how Americans invest. awealthofcommonsense.com) What you need to understand about employee stock purchase plans. marketwatch.com) Why your estate plan should include this letter. thomaskopelman.com) Five risks from a concentrated stock position.

Estate Planning 278

Estate Planning Taxes Insurance Retirement 278

Abnormal Returns

JUNE 12, 2024

humbledollar.com) Private equity investments is gaining traction with the HNW crowd. Why you need to plan for it. substack.com) Estate planning for blended families is tricky. (podcasts.apple.com) Asset allocation Small asset allocation shifts don't matter much in the long run. moneytalks101.substack.com)

Asset Allocation 264

Asset Allocation Financial Advisor Estate Planning Retirement 264

Nerd's Eye View

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

Carson Wealth

SEPTEMBER 27, 2023

For individuals, a permanent life insurance plan can play a key role in estate planning by helping reduce estate taxes. Offset Taxes in Estate Planning Estate taxes can be a problem for high-net-worth individuals passing on more than the IRS estate tax exclusion, after which the tax rate on transferred money is 40%.

Estate Planning 96

Estate Planning Insurance Planning Taxes 96

Abnormal Returns

JUNE 28, 2023

Mack talks with Goldstone — a manager of investment research at Condor Capital Wealth Management and co-author of Condor's "Robo Report." contessacapitaladvisors.com) Investing There is only one true portfolio benchmark. dariusforoux.com) More Americans are facing the net investment income tax, or NIIT.

Retirement Planning 245

Retirement Planning Estate Planning Retirement Wealth Management 245

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 246

Clients B2B Estate Planning Planning 246

Dear Mr. Market

DECEMBER 31, 2024

Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. Update Estate Plans If you have kids, own a business, or just want to make life easier for loved ones, make sure your will, trusts, and beneficiary designations are up to date.

Budgeting 96

Budgeting Financial Planning Estate Planning Planning 96

Abnormal Returns

JULY 13, 2022

Everything You Should Have Been Taught About Investing In School, But Weren’t." peterlazaroff.com) Estate planning Why you need an estate plan. (standarddeviationspod.com) Peter Lazaroff talks with Brian Feroldi author of "Why Does The Stock Market Go Up?:

Estate Planning 187

Estate Planning Medical Financial Advisor Planning 187

Abnormal Returns

MAY 8, 2023

kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. about building 'financial empathy.'

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Abnormal Returns

JULY 31, 2023

(riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. morningstar.com) QLACs are coming to the 401(k) plan. theatlantic.com) 2022 saw a jump in investment fraud. financial-planning.com)

Financial Planner 245

Financial Planner Estate Planning Portfolio Management Retirement 245

Abnormal Returns

MAY 10, 2023

sciencedaily.com) Emotions are great, just not with your investments. obliviousinvestor.com) How to effectively withdraw money from a 529 plan. wsj.com) When building an estate plan, hire an attorney who specializes in it. The answer is nuanced, but on average more money is better.

Math 246

Math Estate Planning Retirement Banking 246

Nerd's Eye View

OCTOBER 25, 2024

Also in industry news this week: The SEC this week released its list of priorities for 2025 examinations, which include advisers' use of Artificial Intelligence tools, adviser recommendations of complex investment products, and broker-dealers' compliance with Regulation Best Interest CFP Board has introduced a refreshed ad campaign encouraging students (..)

Financial Planner 246

Financial Planner Financial Advisor Estate Planning Compliance 246

Wealth Management

MARCH 15, 2023

The properties would be “strictly investment assets, acquired at market rates” and managed by an in-house team, according to a summary prepared for Thursday’s meeting of the university’s Board of Regents.

Estate Planning 130

Estate Planning Planning Assets Management 130