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. Modernize Your Website.

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Darrow Wealth Management

OCTOBER 28, 2024

Don’t discount your non-financial goals and what you plan to do after you sell. Create a formal financial plan. 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.

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Sales Taxes Estate Planning Retirement 81

Zoe Financial

MAY 8, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Nerd's Eye View

JANUARY 10, 2023

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

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Darrow Wealth Management

JUNE 14, 2023

Depending on the nature of the windfall, planning opportunities and considerations will vary. For example, the tax laws and distribution terms for an inheritance is quite different to the tax and liquidity considerations during an IPO. In their situation, it meant they could sell all their shares tax free.

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Zoe Financial

MAY 1, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Tobias Financial

OCTOBER 13, 2024

We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! Franklin will share his knowledge during the “Practical Applications Working with Allied Professionals” panel.

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Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.

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Darrow Wealth Management

NOVEMBER 7, 2024

Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and tax planning opportunities. Cash flow: Depending on the type of equity you have, exercising can be challenging given tax implications and having cash to buy the stock.

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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.

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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.

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WiserAdvisor

AUGUST 8, 2022

Financial planning for high-net-worth individuals can be a bit more complicated than the rest. Evidently, the financial concerns high-net-worth individuals face are more magnified than other investors. It also requires a good understanding of tax policies, laws, market sentiment, etc. Chartered Wealth Manager (CWM).

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Wealth Management Financial Planning Financial Advisor Taxes 52

WiserAdvisor

AUGUST 31, 2023

A financial advisor can help with maximizing your retirement income through tax planning After retirement, your income sources may become limited to pensions, Social Security benefits, and investment income. They may recommend drawing from various accounts strategically, considering the tax implications of each source.

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Darrow Wealth Management

AUGUST 28, 2023

Sarah Grossman, Principal of BayState Business Brokers in Needham, MA, says this helps sellers “shape their timeline and any financial planning that needs to be completed prior to a sale.” Your team of business and personal advisors will be instrumental in getting the deal over the finish line.

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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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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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Tobias Financial

SEPTEMBER 29, 2022

Life Insurance may be necessary depending on your particular financial situation, whether that be income replacement, debt payoff, or liquidity for an estate tax event. Cash value grows tax-deferred. Each of these reasons is unique to their financial plan and should be considered thoughtfully before making a purchase.

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Zoe Financial

FEBRUARY 20, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

JUNE 12, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

JUNE 5, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Good Financial Cents

JUNE 11, 2023

So, while these advisors can certainly be excellent, they’re mostly unreachable unless you have millions of dollars to invest. What’s more, these wealth advisors aren’t really there to teach you how to put together a budget, they strictly manage your money. They use several tactics as part of tax optimization.

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Zoe Financial

JUNE 26, 2023

. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

MAY 23, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

SEPTEMBER 25, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Harness Wealth

MARCH 24, 2023

Additionally, because the shares are not your property until the vesting date, no taxes are owed until the vesting date. But depending on the value of your shares, and the growth of the company you work for, you could be on the road to a rather hefty tax bill. How are RSUs taxed? How are RSAs taxed? How are ISOs taxed?

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Taxes Startup Wealth Advisor Financial Advisor 52

Zoe Financial

OCTOBER 2, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

SEPTEMBER 11, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

APRIL 3, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

MARCH 27, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 20, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

NOVEMBER 6, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

JUNE 19, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

NOVEMBER 27, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

OCTOBER 23, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

OCTOBER 16, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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International College of Financial Planning

OCTOBER 26, 2023

A financial advisor isn’t just a title; it’s a commitment. They offer tailored recommendations, from shortlisting financial goals to handpicking the finest investments. Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement.

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Zoe Financial

SEPTEMBER 18, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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