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#FASuccess Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years, With Griffin Kirsch

Nerd's Eye View

What's unique about Griffin, though, is how he has grown his AUM to $200 million in five years (with a 70% margin in terms of earnings before owner compensation) by providing high-touch planning for business owners and real estate investors even though he doesn't charge a fee on these assets.

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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

Innovative CPA Group, which has been doing accounting and tax work since 2017, this month launched Innovative Asset Advisors Group, an RIA focused on investment management, financial administration, tax planning and preparation, and estate and trust strategies.

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year.

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Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth

Yardley Wealth Management

Interest rates remain a significant factor in financial planning, affecting everything from mortgage rates to investment returns. The past few years have taught us valuable lessons about the importance of building resilient financial strategies that can weather various economic conditions.

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Waterfall Wealth Management: A Strategic Approach

Yardley Wealth Management

We’ll also explore the role of income tiers, provide real-world case studies, and highlight key considerations when implementing this strategy in your financial plan. Peace of mind – Offers clarity and confidence in financial decision-making. Work with a financial advisor to tailor the strategy to your unique needs.

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Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

You could be lying in bed at night and suddenly thinking about changing your asset allocation. They keep your portfolio balanced and aligned When your financial goals shift, you also need to alter your investments. They adjust your asset allocation based on your needs and market movements. 6. No problem!

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2025 Financial Planning Checklist

Discipline Funds

Asset and Liability Matching. Good financial planning is all about asset and liability matching across time. That means you need to make sure you understand how your income and assets relate to your expenses and liabilities. A financial plan with an asset liability mismatch is likely to fail over time.