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Utilizing Swap Powers In Irrevocable Trusts To Add Flexibility And Income Tax Efficiency

Nerd's Eye View

Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. the assets' original owner).

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#FASuccess Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm, With Lorie Jones

Nerd's Eye View

Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households. My guest on today's podcast is Lorie Jones.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Benefits of working with an independent fiduciary advisor Independence is important when seeking financial advice. Independent wealth management firms have no affiliations or allegiances to a fund family or financial product. This AUM based fee structure is common among fee-only advisors who are almost always full-time fiduciaries.

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Tax Solutions (AQR)

Carson Wealth

Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss AQR strategy and how it can work for business or landowners. The post Tax Solutions (AQR) appeared first on Carson Wealth. Investment minimums and restrictions apply.

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

Although some firms use these compensation methods, the majority base fees on a percentage of assets under management (AUM) for their services. But even comprehensive wealth advisors have blind spots or can only go an inch deep on certain subjects. You can also search for a planner on the CFP board website.

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How CFP® Courses Can Transform Your Approach to Financial Planning

International College of Financial Planning

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.

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Financial Planning for the Latino Community

Tobias Financial

Despite the positive statistics, disparities in income, workplace discrimination, and lower inheritance rates persist, impacting long-term wealth accumulation. Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges.