Nerd's Eye View

JANUARY 22, 2024

While this shift has enriched the advisor's role, it has also introduced challenges in aligning the advisor's offerings with the nuanced needs of HNW prospects and clients. If clients and advisors approach issues with a fundamentally different psychology, then an advisor's 'comprehensive' advice may not address the client's actual problems.

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NAIFA Advisor Today

DECEMBER 2, 2024

Discover how to seamlessly combine charitable giving with retirement income strategies in our upcoming webinar Bridging Charitable Planning with Retirement Income on Tuesday December 10, 2024, from 12:00 to 1:00 pm Eastern.

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Charitable Planning Retirement Planning Clients 52

eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. After that first year, we went a little more niche and focused on different types of clients.

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Education Financial Planning Clients Planning 103

Advisor Perspectives

MARCH 29, 2023

Charitable planning is an important topic to discuss with your clients, especially if they’re facing extraordinary taxable events this year. You can add value to your clients by sharing these tax-smart giving strategies for 2023.

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Charitable Planning Taxes Clients Planning 59

NAIFA Advisor Today

MARCH 26, 2025

Charitable giving plays a vital role in many clients financial plans, yet discussions often focus heavily on tax mitigation rather than the true philanthropic intent behind the gift.

Charitable Planning 52

Charitable Planning Taxes Financial Planning Clients 52

Million Dollar Round Table (MDRT)

JULY 21, 2022

Discuss more advanced estate planning, charitable planning and special family issues. This is the new normal, where she is now loving life and moving forward. Help her find her independence through education, motivation and collaboration.

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Charitable Planning Estate Planning Retirement Planning CFP 95

eMoney Advisor

NOVEMBER 29, 2022

When it comes to charitable giving, cash is not king. If you have a client who’s making cash donations, and they’re age 70 1/2, it’s smarter to make those gifts directly out of the IRA in what’s called a qualified charitable distribution (QCD). Are clients able to make a QCD to a donor-advised fund?

Charitable Planning 53

Charitable Planning Distribution Taxes Clients 53

Ballast Advisors

SEPTEMBER 5, 2024

At Ballast, we understand the multifaceted advantages of charitable giving and how it can be leveraged to enhance your financial goals while supporting causes close to your heart. The Emotional and Social Benefits of Giving Charitable giving fosters a sense of purpose and community. Broadridge Investor Communication Solutions, Inc.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Such rate reductions may provide clients with the opportunity to reduce their cost of borrowing and free up cash flow for other uses.

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Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. Our conversations with clients usually cover topics that range beyond investment and financial affairs. Such rate reductions may provide clients with the opportunity to reduce their cost of borrowing and free up cash flow for other uses. Wed, 04/01/2020 - 09:31.

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Strategic Planning Planning Marketing Marketing 52

Robert B. Ritter Jr.

APRIL 30, 2022

The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.

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Financial Services Taxes Planning Clients 40

Brown Advisory

JUNE 16, 2016

A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers. Nonetheless, this is a good time of the year to consider steps to begin or continue your long-term planning process. If there were, we might recommend bigger steps, as we have in the past.

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Planning Taxes Assets Clients 52