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Podcasts Christine Benz and Jeff Ptak talk hourly financialplanning with Mark Berg who is the founder of and lead advisor at Timothy FinancialCounsel. wsj.com) Somebody just paid a really big estate tax bill. riaintel.com) Who is the ideal candidate for direct indexing?
By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financialplan. Using communication skills derived from financialcounseling , learn what would be a win for each of the partners. Sources: 1 Asebedo, Ph.D.,
When engaging in financialplanning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Department of Veterans Affairs (VA).
Consumer credit counseling services offer financial education and assistance with debt management as it relates to using credit. Trained and certified coaches meet with anyone who wants help to develop a financialplan to pay off debt. Lastly, if student loans are a factor, look into student loan counseling.
Additionally, this strategy offers tangible benefits to the company, including enhanced productivity, a stronger employer brand and potential financial incentives like tax benefits. Consider offering traditional and Roth options to provide flexibility in future tax treatment.
SETHI: When I show people for example that if you take a mortgage, you might as well just add on 50 percent to that mortgage to account for taxes, interest, maintenance, opportunity costs they are shocked they can’t believe it. RITHOLTZ: Right. SETHI: I just love a good hospitality story. RITHOLTZ: Last two questions.
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