Estate Planning Sales Wealth Advisor 
Darrow Wealth Management
OCTOBER 28, 2024
Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires careful planning. If you are expecting a sudden windfall , develop a plan to allocate the proceeds and reinvest in your future. As you weigh what to do with money from the sale of a business, consider these key points.
Darrow Wealth Management
AUGUST 28, 2023
The sale of a business marks a major life event. With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical. Here are tips from sell-side business advisors on what to do (and not do) when selling a business. This is both good and bad news.
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Darrow Wealth Management
MARCH 13, 2025
Outright Sales: Selling stock through market or limit orders. Work with a wealth advisor to discuss your financial goals and individual risk tolerances. Outright sales Though this option is obvious, that doesn’t mean it’s without merit. Tax-loss harvesting to offset capital gains taxes from sales.
Pacifica Wealth
FEBRUARY 17, 2022
The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. When it comes to your estate plan, just jump in and get started. Of course not!
Darrow Wealth Management
NOVEMBER 4, 2024
Not all advisors are fiduciaries. Stockbrokers, registered representatives, dual registered advisors, insurance agents, and other types of advisor-sales roles don’t always have to act in your best interest depending on the situation.
Darrow Wealth Management
JUNE 14, 2023
Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential.
Indigo Marketing Agency
APRIL 28, 2023
Unfortunately, this is the most common headline I see for advisors. Author, Speaker, Life Coach & Veterinary Pharmaceutical Sales” This may be my favorite. Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective.
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