WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Their main area of focus is wealth preservation.

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Robert B. Ritter Jr.

MAY 30, 2022

The post Blog #221: Testing Financial Tolerance™ for Zero Estate Tax with Loan-Based Private Split-Dollar and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.

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Robert B. Ritter Jr.

FEBRUARY 28, 2022

What are the benefit plans […]. The post Blog #218: Attracting and Retaining Key Executives first appeared on Bob Ritter's Blog, ideas for financial service professionals. Several non-owner executives can also qualify.

Financial Services 40

Financial Services Planning Certified Financial Planner Wealth Management 40

Robert B. Ritter Jr.

MARCH 28, 2022

The post Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University) first appeared on Bob Ritter's Blog, ideas for financial service professionals.

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Robert B. Ritter Jr.

DECEMBER 29, 2021

The post Blog #216: Cost of Waiting (Delay is the Deadliest Form of Denial) first appeared on Bob Ritter's Blog, ideas for financial service professionals. That’s when your health may be the best it will ever be, and the benefits are more favorable […].

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Financial Services Insurance Certified Financial Planner Wealth Management 40

Robert B. Ritter Jr.

OCTOBER 30, 2021

It’s an analysis of a Roth Conversion with the income tax paid by a Reverse Mortgage coupled with Indexed Universal Life — all illustrated with Wealthy and Wise®. The post Blog #214: Roth Conversion Magic first appeared on Bob Ritter's Blog, ideas for financial service professionals. Case Study […].

Financial Services 40

Financial Services Taxes Certified Financial Planner Financial Planner 40

Robert B. Ritter Jr.

SEPTEMBER 8, 2021

first appeared on Bob Ritter's Blog, ideas for financial service professionals. If you are interested, don’t delay — registration is available only […]. The post Blog #213: Missed our May 2021 Virtual Symposium?

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The Big Picture

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. And they bring a lot of value, right? They’ll construct the portfolio.

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WiserAdvisor

JULY 24, 2022

If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same. Keep reading to know more about the financial planning process for high-net-worth individuals and how it can benefit you: 1.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Robert B. Ritter Jr.

JANUARY 31, 2022

With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […]. The post Blog #217: Tax Bombs That Never Exploded (More on Grantor Trusts) first appeared on Bob Ritter's Blog, ideas for financial service professionals.

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