Harness Wealth

APRIL 15, 2025

Table of Contents How Net Worth Is Changing in America The New Wealth Benchmarks How Net Worth Changes with Age Why Net Worth Is More Important Than Income Whats on the Average American Balance Sheet? Find Your Wealth Advisor at Harness How Net Worth Is Changing in America From 2016 to 2022, the median U.S.

Wealth Advisor 52

Wealth Advisor Taxes Assets Retirement 52

Darrow Wealth Management

JANUARY 16, 2025

A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Heres how stepped up cost basis works on stock and other assets at death. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets.

Assets 98

Assets Estate Planning Taxes Wealth Management 98

Wealth Management

JUNE 9, 2025

Fred Barstein , The Retirement Adviser University, June 9, 2025 6 Min Read Mihajlo Maricic/iStock/Getty Images Plus While the defined contribution market is finally capturing due attention from the financial services industry and mainstream media with $12.5 Convergence of wealth, retirement and benefits at the workplace 3.

Wealth Management 147

Wealth Management Retirement Planning Assets 147

Nerd's Eye View

JULY 10, 2023

As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Sometimes, this succession plan can include the owner's child, providing an opportunity to keep the business in the family.

Financial Planning 246

Financial Planning Retirement Planning Clients 246

Tobias Financial

OCTOBER 12, 2023

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.

Financial Planning 98

Financial Planning Planning Wealth Accumulation Strategic Planning 98

Tobias Financial

APRIL 11, 2024

We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. Contact us today, and let’s discuss how we can assist with your specific financial situation.

Wealth Advisor 52

Wealth Advisor Financial Planning CFP Planning 52

Nerd's Eye View

AUGUST 6, 2024

Jaime is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based in Atlanta, Georgia, and Covington, Louisiana that oversee a total of $1.2 billion in assets under management for approximately 900 client households. My guest on today's podcast is Jaime Benedetti.

Retirement 130

Retirement Commission Financial Advisor Recruitment 130

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

CFP 52

CFP Financial Planning Planning Certification 52

Carson Wealth

APRIL 17, 2023

Paul West and Michael David of Carson Wealth have been recognized in the 2023 Forbes Best-in-State Wealth Advisors list. This prestigious accolade recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients. “It

Wealth Advisor 52

Wealth Advisor Compliance Clients Financial Planning 52

Darrow Wealth Management

OCTOBER 28, 2024

When you own a business, your net worth is highly concentrated in one illiquid asset. A sale gives you the opportunity to diversify your investments, de-risk your financial situation, and improve your cash flow. How do the cash proceeds stack up against your other assets and investments? Create a formal financial plan.

Sales 105

Sales Taxes Estate Planning Retirement 105

Nerd's Eye View

APRIL 9, 2024

Welcome to the 380th episode of the Financial Advisor Success Podcast ! Andrew is the Managing Partner of Geometric Wealth Advisors, an RIA based in Washington, D.C., that oversees approximately $750 million in assets under management for about 200 client households. My guest on today's podcast is Andrew Leonard.

Financial Advisor 130

Financial Advisor Consulting Clients Wealth Advisor 130

Darrow Wealth Management

JUNE 14, 2023

There are many different types of sudden wealth events, for example: Receiving an inheritance Stock options or equity compensation Sale of a business Winning the lottery Asset division in a divorce Proceeds from a lawsuit Professional athletes (signing bonus, performance, sponsorships, etc.)

Management 105

Management Wealth Management Wealth Advisor Taxes 105

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 Future Proof will feature over 100 industry-leading speakers, innovators, and disruptors building the future of wealth management, including: Morgan Housel , Partner, The Collaborative Fund Adam Nash , Co-Founder & CEO, Daffy David Goodman , Producer & Writer, Family Guy, Futurama, The Orville (..)

Wealth Management 162

Wealth Management Portfolio Management Management Investment Advisor 162

Nerd's Eye View

FEBRUARY 7, 2023

Welcome back to the 319th episode of the Financial Advisor Success Podcast ! Jim is a Co-Founder of Motive Wealth Advisors, an independent RIA based in the suburbs of Detroit, Michigan, that oversees $250 million in assets under management for nearly 50 families. My guest on today's podcast is Jim Niedzinski.

Clients 130

Clients Management Financial Advisor Wealth Advisor 130

Nerd's Eye View

JANUARY 10, 2023

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Pacifica Wealth

FEBRUARY 20, 2022

The purpose of protecting your assets from frivolous lawsuits is to safeguard what you’ve worked your life to achieve. Protecting your assets using liability insurance is entirely legal, ethical, and even affordable. There are special situations in which you should consider purchasing more coverage: Appreciating assets.

Assets 52

Assets Insurance Ethics Wealth Advisor 52

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. Mark Petersen is not affiliated with Cetera Advisor Networks, LLC.

Planning 143

Planning Retirement Planning Taxes Retirement 143

Carson Wealth

SEPTEMBER 26, 2024

The six-person team, led by managing partner, wealth advisor, Ty Vogele, and wealth advisors David Guenthner, CEPA ® and Ryan Wittman, AIF ® , manages over $400 million in assets. As advisors, we often find ourselves wearing too many hats,” said Ty Vogele, managing partner and wealth advisor. “We

Wealth Advisor 52

Wealth Advisor Estate Planning Clients Tax Planning 52

WiserAdvisor

AUGUST 8, 2022

Financial planning for high-net-worth individuals can be a bit more complicated than the rest. Ultra and very high-net-worth individuals may also have assets valued at more than $5 million and $30 million. Evidently, the financial concerns high-net-worth individuals face are more magnified than other investors.

Wealth Management 52

Wealth Management Financial Planning Taxes Financial Advisor 52

Darrow Wealth Management

AUGUST 28, 2023

Sarah Grossman, Principal of BayState Business Brokers in Needham, MA, says this helps sellers “shape their timeline and any financial planning that needs to be completed prior to a sale.” Personal advisory team Financial advisor Your personal wealth advisor will also play a key role in the sale of your business.

Sales 98

Sales Estate Planning Wealth Advisor Taxes 98

Tobias Financial

SEPTEMBER 29, 2022

Below, we look to discuss some of the more basic Life Insurance questions with the hope that you will reach out to us should you have any concerns regarding the specifics of your financial plan. . Life Insurance may be necessary if there are insufficient assets to maintain the lifestyle of dependents. Consider life events.

Insurance 52

Insurance Financial Planning Wealth Advisor Taxes 52

WiserAdvisor

AUGUST 31, 2023

A financial advisor can assess your risk tolerance, investment horizon, and income needs to tailor a portfolio that aligns with your unique situation. They can help you diversify your money across various asset classes and reduce your portfolio’s risk while aiming for consistent returns. Retirees also face sequence risk.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Indigo Marketing Agency

DECEMBER 19, 2022

Ron is a household name among financial advisors and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. Ron was also a guest on Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. billion in client assets.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Zoe Financial

APRIL 17, 2023

Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Find An Advisor Recent Blogs Market Drama April 17, 2023 Retiring Abroad? We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Good Financial Cents

JUNE 11, 2023

They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. So, while these advisors can certainly be excellent, they’re mostly unreachable unless you have millions of dollars to invest. And, that’s it.

Management 80

Management Investments Investing Accounting 80

FMG

DECEMBER 9, 2022

Legal Requirements: Financial planning fees are required by law to be open to the public. Money Maven Financial is straight to the point and easy to read. The second you click on their services tab, you’re shown the cost of their investment management service based on assets. Horizon Wealth Advisors.

Financial Advisor 52

Financial Advisor Wealth Advisor Assets Financial Planning 52

International College of Financial Planning

OCTOBER 26, 2023

The world of financial advising is diverse, with various specializations. Investment Mastery: Financial advisors are adept at channelling their clients’ resources into various asset classes, ensuring growth and security. Why Pursue a Career as a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

FMG

SEPTEMBER 7, 2022

” ~Brooke Gautreau @ Horizon Financial Group. “For a small, independent, financial planning office FMG serves as our CMO. ” ~Kim Chorney @ Madison Financial Planning. ” ~Mike Murray @ Peabody Wealth Advisors. ” ~Gray Pendleton @ Pendleton Financial.

Communication 52

Communication Financial Planning Clients Wealth Advisor 52

Zoe Financial

FEBRUARY 13, 2023

Asset class highlight: oil was up 8.7%, inching towards $80 per barrel. Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The S&P 500 was down 1%. Nasdaq was down 2.4%.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Carson Wealth

MAY 9, 2024

The move expands Carson Wealth’s footprint in the East, strengthening the firm’s position in the wealth management market. Led by Managing Director, Partner and Wealth Advisor, Scott Ford RFC ® , the full-service financial planning firm focuses on serving entrepreneurs and manages $840 million in assets.

Clients 52

Clients Wealth Advisor Wealth Management Financial Planning 52

Tobias Financial

JANUARY 20, 2023

Our Wealth Advisor, Franklin “Franko” Gay , is passionate about helping others achieve their personal goals by utilizing strategic financial and tax planning in their day-to-day lives. In Franko’s mind, this comes down to asset location and interest rate differentials.

Retirement 52

Retirement Retirement Planning Taxes Wealth Advisor 52

Steve Sanduski

JULY 20, 2022

What makes your firm and your approach to financial planning special? Bill Keen is the founder and CEO of Keen Wealth Advisors, which is an RIA in the greater Kansas City area with half a billion dollars in assets under management. Be uniquely you. Listen/read here.

B2B 52

B2B B2C Wealth Advisor Media 52

WiserAdvisor

JANUARY 27, 2023

High-Net-Worth Individuals (HNWIs) have a net worth of $1 million or more in liquid assets. In general terms, a high-net-worth individual is someone with substantial wealth and a mix of liquid assets, such as cash, stocks, and bonds, as well as non-liquid assets, such as real estate and privately-held businesses.

Wealth Management 52

Wealth Management Taxes Financial Planner Assets 52

Steve Sanduski

AUGUST 21, 2024

Guests: Susie Cranston , President and Chief Operating Officer of Cresset , a family office RIA firm with more than $50 billion in assets under management. Susie oversees Cresset’s Wealth Advisors, Client Service, Operations and Compliance.

Clients 59

Clients Banking Accounting Professional Services 59

Pacifica Wealth

FEBRUARY 17, 2022

Optional estate planning documents are generally not legally binding documents. . Their purpose has little or nothing to do with the transfer of assets and do not effect estate tax. The proceeding blog post is an excerpt from The Six-Day Financial Makeover: Transform Your Financial Life in Less Than a Week!,

Estate Planning 52

Estate Planning Planning License Wealth Advisor 52

Harness Wealth

MARCH 24, 2023

To qualify for QSBS , companies must meet certain criteria including being a US-based based C corporation and not having more than $50 million in business assets. However, the 83(b) election carries risks and should be carefully considered with the help of a financial advisor. Tax services provided through Harness Tax LLC.

Taxes 52

Taxes Startup Wealth Advisor Financial Planning 52

Sara Grillo

JUNE 2, 2022

In case you couldn’t read the words above, it says: “Here are America’s best financial advisors, organized by state. The rankings are based on data provided by around 6,000 of the nation’s most productive advisors. There not that much clarity provided as to how this “top advisor list” was composed.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69