Robert B. Ritter Jr.

FEBRUARY 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Other than the principal owners, who are the key executives of any business? What are the benefit plans […]. What are the benefit plans […]. Anyone else?

Financial Services 40

Financial Services Planning Certified Financial Planner Wealth Management 40

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Robert B. Ritter Jr.

SEPTEMBER 8, 2021

The post Blog #213: Missed our May 2021 Virtual Symposium? first appeared on Bob Ritter's Blog, ideas for financial service professionals. (You don’t need to be licensed for any InsMark products to view our Symposium site.) If you are interested, don’t delay — registration is available only […].

License 40

License Financial Services Certified Financial Planner Wealth Management 40

Sara Grillo

MARCH 22, 2024

Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact!

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

International College of Financial Planning

JULY 10, 2023

If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Robert B. Ritter Jr.

DECEMBER 29, 2021

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Reasons to Act Now You should acquire your life insurance as soon as you determine its usefulness.

Financial Services 40

Financial Services Insurance Certified Financial Planner Wealth Management 40

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. Get in touch to get an insight into the CFP course details.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

International College of Financial Planning

MAY 1, 2023

Tax planning and optimization Understanding and optimizing your tax situation is an important aspect of financial planning. To reduce the amount of tax you owe and increase your savings, become familiar with income tax regulations and possible deductions.

Financial Planning 52

Financial Planning Planning Financial Planner Budgeting 52

Robert B. Ritter Jr.

MAY 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”

Taxes 40

Taxes Financial Services Planning Certified Financial Planner 40

Park Place Financial

MARCH 10, 2022

At Park Place Financial, our wealth management advisors can review your financial profile in detail to find tax-saving opportunities that can benefit your future. Park Place Financial offers customized investment planning services to help each client achieve their financial goals while minimizing risk.

Portfolio 52

Portfolio Certified Financial Planner Financial Planner Healthcare 52

Robert B. Ritter Jr.

MARCH 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the InsMark Loan-Based Split Dollar System) Editor’s Note: This blog presents a sizzling loan-based split-dollar plan. Still, such a strategy can look terrific if you know […].

Recruitment 40

Recruitment Taxes Financial Services Planning 40

Gen Y Planning

APRIL 3, 2023

Sign #4: You’re Looking to Minimize Your Tax Liability Taxes can be one of a person’s most significant financial obligations in their lifetime. That being said, any solid financial plan should include a tax plan. Where does a financial planner come into play?

Financial Advisor 52

Financial Advisor Tax Planning Retirement Taxes 52

WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Generally, a financial planner charges fees at an hourly fee, by the project, or as a percentage of assets under management.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

WiserAdvisor

MARCH 13, 2024

With proper planning and professional advice, you can enjoy a secure and fulfilling retirement while effectively managing your healthcare costs and ensuring peace of mind for the future. Pillar 3: Tax planning Tax planning is indispensable for optimizing your retirement finances and safeguarding your wealth for the future.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

International College of Financial Planning

MAY 29, 2023

In this blog post, we will explore the advantages of pursuing an Integrated Diploma in Wealth Management from the International College of Financial Planning (ICOFP) and why it’s the right choice for a career in finance.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. Financial freedom advances to long-term care and children’s education, as well as retirement savings and vacations.

Financial Planning 78

Financial Planning Planning Wealth Management Clients 78

James Hendries

FEBRUARY 23, 2023

Tax Plan Strategically As a small business owner, you have to think about your personal and business tax liability. Work with an accountant for a financial planner and be proactive about lowering your taxes. We suggest that you consult with a qualified tax or legal advisor.

Financial Planning 40

Financial Planning Planning Tax Planning Taxes 40

International College of Financial Planning

NOVEMBER 10, 2021

Chartered Financial Analyst (CFA) – If you have set your eyes on becoming an Investment Advisor this is one of the best courses to take. Certified Financial Planner (CFP) – Much like the CFA, CFP or Certified Financial Planner also remains one of the most sought out qualifications in this industry.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

eMoney Advisor

FEBRUARY 28, 2023

See All of Your Client’s Assets Successfully gathering the necessary information to create comprehensive financial plans for clients is a continued pain point for financial planners. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

Accounting 71

Accounting Financial Planning Clients Assets 71

Zoe Financial

FEBRUARY 21, 2023

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. A Zoe Blog Reader Dear Reader, When it comes to managing your money, knowing who to turn to can be challenging. When looking for a financial advisor, ensure they’re certified.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

FMG

MAY 22, 2023

We’ve made several changes to our business since 2021, going from being a traditional investment advisor to becoming a holistic financial planner with a focus on tax planning, investments, and estate planning. As for specific pages, I think having FAQs in both blogs and website copy was key.

Wealth Advisor 52

Wealth Advisor Financial Advisor Clients Planning 52

eMoney Advisor

FEBRUARY 16, 2023

If the services you currently provide focus on investment management and basic financial planning, advice related to estate planning and settlement, wealth transfer, and tax planning are good value-added services to investigate. Those seeking professional advice may do so by consulting with a professional advisor.

Financial Planning 75

Financial Planning Clients Planning Estate Planning 75

International College of Financial Planning

AUGUST 2, 2021

Financial advisors work with different kinds of organizations, and these include –. Accounting & Tax Planning Firms. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges. CFP ( Certified Financial Planner ).

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

International College of Financial Planning

MARCH 31, 2023

Job opportunities in wealth management include: Wealth Manager Investment Analyst Financial Planner Relationship Manager Salaries in the wealth management industry depend on various factors such as job position, location, and years of experience.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

James Hendries

SEPTEMBER 27, 2022

If you’re unsure about how to allocate your funds between retirement and college, a professional financial planner may be able to help. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. an affiliate of LPL Financial. Should they be?

Education 52

Education Retirement Retirement Planning Financial Planner 52

WiserAdvisor

AUGUST 3, 2023

A financial advisor’s service is equally significant when assessing their value proposition. A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

WiserAdvisor

SEPTEMBER 27, 2023

Start tax planning A traditional 401(k) is a pre-tax account. This tax-advantaged account offers you a tax deduction in the year you contribute. However, when you start withdrawing from your 401(k) in retirement, your withdrawals are subject to income tax. However, there is a trade-off to consider.

Risk Tolerance 52

Risk Tolerance Retirement Taxes Retirement Planning 52

WiserAdvisor

AUGUST 8, 2022

Getting the right financial advisor: Financial planning for high-net-worth individuals can include tax planning, managing philanthropic activities like charity, asset protection, estate and succession planning, and risk management, among several other things. Chartered Financial Consultant (ChFC).

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

WiserAdvisor

DECEMBER 1, 2023

Verify qualifications and credentials Educate yourself on the qualifications and certifications relevant to financial advisors. Look for certifications such as Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), or Chartered Financial Analyst (CFA).

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. Jon Luskin. Rick Ferri.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Zoe Financial

APRIL 17, 2023

Besides meeting all the requirements for this date, have you considered the impact of implementing long-term tax strategies on your wealth? Taking steps now can set you up for financial success and security. So take advantage of the opportunity to optimize your tax planning and maximize your financial growth potential.

Taxes 40

Taxes Retirement Tax Planning CFP 40

Clever Girl Finance

MARCH 19, 2024

Plan for taxes Yup, taxes! Taxes are annoying, but they’re certainly not going away anytime soon. So, make sure your long-term income projections include taxes. Avoiding tax planning can impact your cash flow in a major way.

Financial Planning 69

Financial Planning Planning Budgeting Insurance 69

International College of Financial Planning

OCTOBER 5, 2021

Investments, tax planning, retirement planning is a dynamic field. As we have stated above the rules of the game continuously change, and financial advisors need to swim with the tide. There should be no ambiguity in your judgment and your lack of knowledge or outdated knowledge mustn’t come back to hurt your clients.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

Robert B. Ritter Jr.

JANUARY 31, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using InsMark’s Wealthy and Wise® Advanced System.) estate planning has escaped the tax bombs Democrats wanted to drop. It looks like U.S.

Taxes 40

Taxes Estate Planning Financial Services Planning 40

Inside Information

SEPTEMBER 26, 2022

Increasingly sophisticated tax planning programs (Holistiplan and FP Alpha) are making the once-complicated art of building tax projections for clients less labor-intensive and more automated.

Clients 40

Clients Sales Management Taxes 40