Nerd's Eye View

AUGUST 16, 2022

Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.

Financial Advisor 246

Financial Advisor Estate Planning Clients Planning 246

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Your risk tolerance will influence your investment strategy and asset allocation. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Your risk tolerance will influence your investment strategy and asset allocation. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Nerd's Eye View

OCTOBER 18, 2022

equivalent of nearly $60 million in assets under management for 115 client households. My guest on today's podcast is Louis van der Merwe. Louis is the Director of WealthUp, an independent advice practice based in Cape Town, South Africa, that oversees the U.S.

Financial Planning 130

Financial Planning Planning Management Investing 130

Carson Wealth

DECEMBER 13, 2022

Both should be fluent in the language of stocks, bonds, mutual funds, exchange traded funds, asset allocation, dollar cost averaging and both know the differences and applications of various types of retirement accounts. Managing wealth requires the skills of a Financial Advisor plus competence in tax and estate planning.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Brown Advisory

MARCH 1, 2019

Thus, we build our relationships with entrepreneurs on a simple principle: We seek to deliver results without requiring them to shift focus from their business. Managing Assets, Preserving Time Business founders may find it odd—or even superstitiously dangerous!—to Build / Grow. Post-Liquidity.

Planning 52

Planning Estate Planning Startup Clients 52

Brown Advisory

MARCH 1, 2019

Thus, we build our relationships with entrepreneurs on a simple principle: We seek to deliver results without requiring them to shift focus from their business. Managing Assets, Preserving Time. Business founders may find it odd—or even superstitiously dangerous!—to Build / Grow. Post-Liquidity. How We Can Help.

Planning 52

Planning Estate Planning Startup Clients 52

Brown Advisory

FEBRUARY 13, 2017

With a well-vetted business plan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estate plan was in place and up to date. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit.

Clients 52

Clients Portfolio Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

With a well-vetted business plan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estate plan was in place and up to date. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit.

Clients 52

Clients Portfolio Planning Education 52

Nationwide Financial

MARCH 6, 2023

Like individuals, businesses holding investments and other capital assets should consider other income, gains, and losses when determining when to sell capital assets. While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

The Big Picture

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. We probably had 700 employees at that time, but only about $30 billion in assets under management. They’ll do tax planning, right? Tom joined Vanguard back in 1988.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277