Advisor Perspectives

JUNE 1, 2023

Provisions of the SECURE Act may require advisors to revisit estate plans for clients who aren't utilizing their RMDs or who have qualified assets intended for the next generation. Some clients may benefit from strategies for using life insurance to maximize the value of qualified assets while minimizing their tax burden.

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Carson Wealth

SEPTEMBER 27, 2023

For individuals, a permanent life insurance plan can play a key role in estate planning by helping reduce estate taxes. Offset Taxes in Estate Planning Estate taxes can be a problem for high-net-worth individuals passing on more than the IRS estate tax exclusion, after which the tax rate on transferred money is 40%.

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Carson Wealth

NOVEMBER 28, 2022

CFP ® , Director of Consumer Investment Research . Estate planning touches two critical aspects of our lives: It can direct the distribution of property while providing a structure of guardianship and care for ourselves as well as those we love and care for. What Is Estate Planning? When Do You Need an Estate Plan?

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Carson Wealth

NOVEMBER 5, 2022

CFP ® , Director of Consumer Investment Research? . Estate Planning isn’t fun to think about. But estate planning is so much more than terminal actions – it helps set a stage for a rich life while protecting against unnecessary taxes and family feuds. . Who needs estate planning?

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Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust . Charitable Remainder Unitrust .

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Carson Wealth

FEBRUARY 8, 2023

On a basic level, if you have an estate plan, you control who will receive your property upon your death. An estate plan can also protect you in the event of an unforeseen life-altering medical emergency. Most Americans need an estate plan of some kind, and most Americans don’t have one.

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Abnormal Returns

JULY 12, 2023

Podcasts Jeff Ptak and Christine Benz talk with William Bernstein about the update version of his book "The Four Pillars of Investing." physicianonfire.com) Estate planning A look at some advanced estate planning techniques. nytimes.com) Investing Are older investors now too exposed to the stock market?

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WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

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Carson Wealth

JANUARY 3, 2023

CFP ® , Director of Consumer Investment Research . Many people believe, incorrectly, that estate planning is for older, ultra-wealthy people. But the simple truth is: If you have property, you need an estate plan. The following are some of the key documents you should consider including in your estate plan.

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Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. It involves deciding how your assets will be distributed upon your death or incapacitation. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving.

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WiserAdvisor

JUNE 6, 2023

High-net-worth individuals who possess a significant number and value of assets and complex financial portfolios may find it hard to manage their finances. However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally. in their work endeavors.

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Park Place Financial

SEPTEMBER 8, 2022

ESTATES The 5 Most Common Estate Planning Myths Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Estate planning is a crucial component of financial preparation for many individuals, as it enables their wealth to have a lasting and meaningful impact on their loved ones.

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Nerd's Eye View

OCTOBER 31, 2023

Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households. My guest on today's podcast is Jon Henderson.

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eMoney Advisor

FEBRUARY 22, 2023

And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? The Softer Side of Finance While it may seem easier to use structural solutions to control the transfer of client assets (think trusts, 529 accounts, etc.),

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Carson Wealth

FEBRUARY 13, 2023

While there are certainly ways to do estate planning without a lawyer, for most people hiring an estate planning attorney makes the most sense. Estate plans can get complex fast, and even fairly straightforward estates can feel overwhelming if you’re not trained in the area. Do your research.

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WiserAdvisor

MARCH 13, 2024

This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives.

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Nerd's Eye View

OCTOBER 18, 2022

equivalent of nearly $60 million in assets under management for 115 client households. Louis is the Director of WealthUp, an independent advice practice based in Cape Town, South Africa, that oversees the U.S.

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WiserAdvisor

JANUARY 3, 2024

But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. As your investments grow over time, you will not owe any taxes when you withdraw the funds in retirement.

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Darrow Wealth Management

MAY 6, 2024

If your parent had a trust, the individual(s) named in the trust documents as successor trustee will control the distribution of the trust assets. Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Who is the attorney who drafted the estate plan?

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Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

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Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

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Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

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Fortune Financial

SEPTEMBER 29, 2022

Another common misconception is that people believe they must select the investments that generate the highest returns to build retirement funds. . The same philosophy applies to investing in your retirement account as early as possible. Inflation is a major factor to consider in retirement planning.

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Abnormal Returns

JULY 13, 2022

Everything You Should Have Been Taught About Investing In School, But Weren’t." peterlazaroff.com) Estate planning Why you need an estate plan. thomaskopelman.com) Where you hold assets affects your ability to do bequests.

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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.

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Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless. investmentnews.com).

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International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management.

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Darrow Wealth Management

JANUARY 29, 2024

However, at death, a living trust can provide two key benefits compared to owning assets not held in trust. What happens to my assets after I die? Before diving into a discussion on the benefits of living trusts, it’s important to first understand what happens to different types of assets after someone dies. non-attorney).

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Yardley Wealth Management

JUNE 6, 2023

Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.

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Wealth Management

MARCH 15, 2023

The properties would be “strictly investment assets, acquired at market rates” and managed by an in-house team, according to a summary prepared for Thursday’s meeting of the university’s Board of Regents.

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WiserAdvisor

AUGUST 31, 2023

They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. But their support does not end there.

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Integrity Financial Planning

JUNE 27, 2023

Smart Investing Investing is a critical aspect of building generational wealth. Prior to your retirement years, diversifying your investment portfolio can be a good way to grow your wealth. This can include investing in stocks, bonds, real estate, and other assets. [3]

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Sara Grillo

APRIL 10, 2023

Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” There is no underlying asset that drives the value. Is crypto a good investment, or does it suck? It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset?

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Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

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WiserAdvisor

MARCH 2, 2023

Investing an amount as big as a million dollars can be a big decision. As the world continues to recover from the pandemic and economies stabilize, the investment landscape is evolving rapidly. Here are some tips on where to invest 1 million dollars to ensure long-term financial security and stability.

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Good Financial Cents

MARCH 30, 2023

How a Family Trust Functions A family trust is a legally binding document that covers an individual’s assets during one’s lifetime and specifies the terms of dispersing those assets after one’s death or incapacity. The terms of the trust—and the exact assets included—can be changed at any time. The other 1/3 at 55.

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International College of Financial Planning

NOVEMBER 10, 2021

There is great demand for Investment Advisor professionals in India and here we look at the various Investment Advisor Courses and Training Programs that you can take. The demand for Investment Advisors has been constantly rising over the last two decades. Types of Investment Advisor Courses and Training Programs.

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