Harness Wealth

JULY 29, 2024

covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. Now that the mid-point of 2024 has passed, we are faced with an environment where little has changed with respect to the wait-and-see posture of estate and wealth transfer planning.

Estate Planning 59

Estate Planning Taxes Planning Tax Planning 59

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor? A note of caution on near me searches.

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

Pacifica Wealth

FEBRUARY 9, 2022

If the named executor—the person responsible for managing the process of distributing your assets—of your Will or if the guardian you chose for your children can no longer serve in that role, you should find someone that can and update your Will accordingly. Otherwise, I suggest using an estate-planning attorney.

Estate Planning 52

Estate Planning Planning Distribution Assets 52

Darrow Wealth Management

JANUARY 29, 2024

This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. The US has 50 states – each with their own tax laws and estate planning opportunities. non-attorney).

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Estate Planning Distribution Taxes Assets 93

FMG

JULY 14, 2022

For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass. How do you go about managing your social media? Modernize Your Website.

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Wealth Advisor Financial Advisor Media Clients 52

Pacifica Wealth

FEBRUARY 9, 2022

The Healthcare POA is different from the other POAs in that the other POAs tend to focus on the management of property and the Healthcare POA grants the attorney-in-fact the ability to make health care decisions on behalf of the principal if he is legally incompetent. Use an estate-planning attorney to draft a POA.

Estate Planning 52

Estate Planning Planning Healthcare Medical 52

Darrow Wealth Management

OCTOBER 28, 2024

A comprehensive financial plan can help you analyze whether the sale proceeds will allow you to maintain your lifestyle and what variables you can play with to optimize the outcome. With the help of a financial advisor , cash proceeds from the sale of your business can be invested in the financial markets.

Sales 97

Sales Taxes Estate Planning Planning 97

Indigo Marketing Agency

APRIL 28, 2023

Remember that headlines are searchable by keyword, so you’ll want to spend some time thinking about what your prospects might type into a search when trying to find an advisor to help them with their particular plight. Advisors often ask me whether they should list their job title and firm name in their headline. What is the best?

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Inside Information

JANUARY 31, 2025

Ayasha Jones, partner and Director of Operations at BlueSky Wealth Advisors in New Bern, NC said that she and other ops professionals are inundated with new fintech options all the time, and the IT percentage of the operating budget is larger than it ever was. But a number of readers got back to me with a reality check.

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Risk Tolerance Consulting Estate Planning Wealth Advisor 40

Darrow Wealth Management

AUGUST 28, 2023

It’s not uncommon for some buyers to want the owner and/or members of the management team to stay on for a period to help with the transition. Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney.

Sales 91

Sales Estate Planning Wealth Advisor Taxes 91

WiserAdvisor

AUGUST 31, 2023

This article goes over several benefits of hiring a financial advisor after you retire to help you decide if you need a financial advisor after retirement. Here are 5 benefits of hiring a financial advisor after you retire: 1. To ensure your assets are distributed per your wishes, estate planning is essential.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Carson Wealth

SEPTEMBER 26, 2024

Carson Wealth announced the expansion of its Montana presence through a strategic partnership with Billings-based True North Financial, now known as Carson Wealth | True North Financial. Partnering with Carson Wealth was a game-changer for us. This collaboration establishes Carson’s second Billings location.

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Wealth Advisor Estate Planning Clients Tax Planning 52

Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Carson Wealth

FEBRUARY 1, 2024

The move comes as part of a strategic partnership with Fisher Financial Advisors, which will now be rebranded to Carson Wealth. These will be the first Carson Wealth locations in both states, showcasing the firm’s commitment to extending its reach and impact. For more information, visit www.carsonwealth.com.

Financial Advisor 52

Financial Advisor Wealth Advisor Estate Planning Clients 52

International College of Financial Planning

DECEMBER 29, 2024

A structured financial planning education, particularly through the CFP program, provides a holistic understanding of financial principles, market dynamics, and client relationship management. The Evolution of Financial Planning The financial planning industry has transformed significantly over the past decade.

CFP 52

CFP Financial Planning Planning Certification 52

WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

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Budgeting Retirement Healthcare Food 102

WiserAdvisor

AUGUST 8, 2022

Moreover, these high-net-worth values are not calculated on physical assets but on liquid ones, which may be relatively more volatile to manage. Managing vast sums of money, and investments like venture capital, non-fungible tokens (NFTs), and others, can be confusing. Certified Private Wealth Advisor (CPWA).

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

WiserAdvisor

JANUARY 27, 2023

HNWIs often have specific financial needs and goals, such as wealth preservation, tax efficiency, diversifying investments, and estate and succession planning for their wealth. 2023 may see several changes with respect to retirement plans, Social Security, etc., HNW wealth management – Tips for 2023 1.

Wealth Management 52

Wealth Management Taxes Financial Planner Assets 52

FMG

OCTOBER 5, 2023

Animal Name and Raising Updates Lawrence Sprung , founder of and wealth advisor at Mitlin Financial , thinks that there are better things than just physical gifts. We love this idea from Ingrid Fure , Marketing Manager at Fure Financial Corporation. Spiceology is a spice company based out of Spokane, Washington.

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

Sara Grillo

DECEMBER 12, 2022

This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. Join our next Transparent Advisor virtual meetup. Chris Randall is the Founder & CEO of Axis Capital Management.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. THOMAS RAMPULLA, MANAGING DIRECTOR, FINANCIAL ADVISOR SERVICES DIVISION, VANGUARD: Thanks, Barry. We probably had 700 employees at that time, but only about $30 billion in assets under management.

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Financial Advisor Clients Taxes Investing 286

WiserAdvisor

JULY 24, 2022

The more money you own, the more intricate the process of managing it. Therefore, high-net-worth financial planning is a must for individuals belonging to high-income groups. However, the success of their children and grandchildren lies in the individual’s estate planning to a large degree.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52