Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Financial Advisor 187

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 187

Envision Wealth Planning

MARCH 2, 2022

Believe it or not, what most people get when it comes to creating the traditional financial plan is someone else’s idea of what your values should be! Unfortunately, financial planning has been way out of reach for many Americans. I believe everyone should have an estate plan that reflects one’s current values.

Financial Planning 52

Financial Planning Certified Financial Planner Planning Financial Planner 52

Brown Advisory

JUNE 16, 2016

And there are no looming changes to tax policy and little discussion of new proposals as we head into the general election. With tax policy in a steady state and relatively calm economic conditions, there are no strong external reasons to make major planning adjustments.

Planning 52

Planning Taxes Assets Clients 52

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52